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CWA

Clarity Wealth Advisors Portfolio holdings

AUM $567M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
-3.16%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$486M
AUM Growth
-$3.78M
Cap. Flow
+$15.2M
Cap. Flow %
3.13%
Top 10 Hldgs %
50.23%
Holding
117
New
6
Increased
46
Reduced
45
Closed
9

Top Buys

Rank Stock Value
1
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$3.07M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.78M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.68M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$518K
2
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$374K
3
AAPL icon
Apple
AAPL
+$344K
4
WDAY icon
Workday
WDAY
+$331K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$251K

Sector Composition

Rank Sector Weight
1 Technology 12.28%
2 Financials 7.65%
3 Communication Services 7.23%
4 Healthcare 3.96%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
51
Oracle
ORCL
$413B
$786K 0.16%
5,345
+977
+22% +$159K
ANET icon
52
Arista Networks
ANET
$242B
$734K 0.15%
5,978
+320
+6% +$42.8K
CAT icon
53
Caterpillar
CAT
$395B
$704K 0.14%
994
-58
-6% -$40.2K
IWF icon
54
iShares Russell 1000 Growth ETF
IWF
$127B
$678K 0.14%
6,356
– –
CVX icon
55
Chevron
CVX
$371B
$669K 0.14%
3,232
-853
-21% -$156K
MA icon
56
Mastercard
MA
$505B
$666K 0.14%
1,332
-51
-4% -$26.9K
VUG icon
57
Vanguard Morningstar Growth ETF
VUG
$229B
$643K 0.13%
8,826
-1,008
-10% -$78.4K
AMAT icon
58
Applied Materials
AMAT
$419B
$612K 0.13%
1,790
– –
CDNS icon
59
Cadence Design Systems
CDNS
$93.2B
$603K 0.12%
2,169
– –
AMD icon
60
Advanced Micro Devices
AMD
$798B
$590K 0.12%
2,898
-3
-0.1% -$641
FICO icon
61
Fair Isaac
FICO
$22.3B
$549K 0.11%
514
+92
+22% +$126K
BALI icon
62
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.34B
$524K 0.11%
+17,000
New +$540K
AAPL icon
63
CALL
Apple
AAPL
$4.56T
$508K 0.1%
+2,000
New +$521K
SMCI icon
64
Super Micro Computer
SMCI
$19B
$503K 0.1%
+22,110
New +$663K
IJR icon
65
iShares Core S&P Small-Cap ETF
IJR
$111B
$492K 0.1%
3,960
+94
+2% +$11.9K
DIS icon
66
Walt Disney
DIS
$182B
$488K 0.1%
5,064
-578
-10% -$61.1K
CRWD icon
67
CrowdStrike
CRWD
$211B
$469K 0.1%
4,804
+8
+0.2% +$848
SCHB icon
68
Schwab US Broad Market ETF
SCHB
$44.5B
$466K 0.1%
18,556
-887
-5% -$23.3K
SDY icon
69
State Street SPDR S&P Dividend ETF
SDY
$23.7B
$452K 0.09%
3,098
-24
-0.8% -$3.58K
HON icon
70
Honeywell
HON
$76.3B
$443K 0.09%
1,961
-238
-11% -$54.4K
SHOP icon
71
Shopify
SHOP
$191B
$419K 0.09%
3,535
+63
+2% +$8.28K
VYM icon
72
Vanguard High Dividend Yield ETF
VYM
$82.3B
$419K 0.09%
2,826
-22
-0.8% -$3.31K
VWO icon
73
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$418K 0.09%
7,737
+369
+5% +$20.7K
HD icon
74
Home Depot
HD
$349B
$415K 0.09%
1,263
-27
-2% -$9.84K
CVNA icon
75
Carvana
CVNA
$75.1B
$414K 0.09%
6,590
-90
-1% -$6.68K
1 2
3
4 5

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SAM
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BRIM
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PEP
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NWA
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LC
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Clarity Wealth Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Clarity Wealth Advisors held 117 positions worth $486M, down 0.77% from $490M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clarity Wealth Advisors deployed $15.2M of net new capital in Q1 2026, opening 6 new positions and adding to 46 existing holdings. Its largest new stake was Super Micro Computer: 22,110 shares worth $503K.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $518K trimmed.

  • Clarity Wealth Advisors's largest Q1 2026 buy was Super Micro Computer: 22,110 shares worth $503K.
  • Clarity Wealth Advisors added most to Capital Group Core Balanced ETF in Q1 2026, an estimated $3.07M increase.
  • Clarity Wealth Advisors's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $518K.
  • Clarity Wealth Advisors fully exited Workday in Q1 2026, selling an estimated $331K.
  • Clarity Wealth Advisors's ten largest holdings make up 50% of its $486M portfolio in Q1 2026.
  • Clarity Wealth Advisors opened 6 new positions and closed 9 in Q1 2026.
  • Clarity Wealth Advisors's portfolio value fell 0.77% quarter-over-quarter to $486M.

Based on Clarity Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.