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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
+15.73%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$567M
AUM Growth
+$80.4M
Cap. Flow
+$12.7M
Cap. Flow %
2.24%
Top 10 Hldgs %
50.19%
Holding
119
New
11
Increased
40
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$2.86M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.6M
3
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.32M
4
NVDA icon
NVIDIA
NVDA
+$1.23M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.18M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$934K
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$760K
3
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$655K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$552K
5
AAPL icon
Apple
AAPL
+$481K

Sector Composition

Rank Sector Weight
1 Technology 13.19%
2 Financials 7.44%
3 Communication Services 6.97%
4 Healthcare 3.74%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
76
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$427K 0.08%
7,158
-579
-7% -$34K
IBM icon
77
IBM
IBM
$211B
$421K 0.07%
1,498
-12
-0.8% -$3.02K
SCHM icon
78
Schwab US Mid-Cap ETF
SCHM
$14.5B
$418K 0.07%
11,348
– –
LOGI icon
79
Logitech
LOGI
$14.7B
$413K 0.07%
+4,397
New +$456K
QCOM icon
80
Qualcomm
QCOM
$155B
$413K 0.07%
2,234
-272
-11% -$50.9K
SHOP icon
81
Shopify
SHOP
$152B
$386K 0.07%
3,385
-150
-4% -$17.1K
LLY icon
82
Eli Lilly
LLY
$1.02T
$376K 0.07%
314
+2
+0.6% +$2.04K
GPIX icon
83
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.9B
$375K 0.07%
6,750
+200
+3% +$10.8K
BAC icon
84
Bank of America
BAC
$435B
$363K 0.06%
6,366
-108
-2% -$5.74K
PRF icon
85
Invesco FTSE RAFI US 1000 ETF
PRF
$9.79B
$361K 0.06%
6,676
-58
-0.9% -$3.02K
IYY icon
86
iShares Dow Jones US ETF
IYY
$2.95B
$349K 0.06%
1,917
– –
IXN icon
87
iShares Global Tech ETF
IXN
$8.32B
$344K 0.06%
2,382
-175
-7% -$22.6K
DLN icon
88
WisdomTree US LargeCap Dividend Fund
DLN
$6.26B
$330K 0.06%
3,429
-94
-3% -$8.88K
GE icon
89
GE Aerospace
GE
$374B
$318K 0.06%
851
+94
+12% +$29.4K
VEA icon
90
Vanguard FTSE Developed Markets ETF
VEA
$229B
$316K 0.06%
4,432
-149
-3% -$10.4K
VOOG icon
91
Vanguard S&P 500 Growth ETF
VOOG
$25.9B
$314K 0.06%
3,798
– –
CRWV
92
CoreWeave
CRWV
$39.2B
$299K 0.05%
3,000
– –
GPIQ icon
93
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.96B
$297K 0.05%
5,000
+200
+4% +$11.2K
ADSK icon
94
Autodesk
ADSK
$49.5B
$296K 0.05%
1,525
– –
SCHF icon
95
Schwab International Equity ETF
SCHF
$66.6B
$295K 0.05%
10,635
-27
-0.3% -$728
RIVN icon
96
Rivian
RIVN
$22B
$291K 0.05%
16,769
– –
SNOW icon
97
Snowflake
SNOW
$102B
$285K 0.05%
+1,120
New +$206K
PG icon
98
Procter & Gamble
PG
$336B
$276K 0.05%
1,881
-155
-8% -$22.6K
CRM icon
99
Salesforce
CRM
$151B
$273K 0.05%
1,742
-54
-3% -$9.5K
SCHA icon
100
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$268K 0.05%
7,411
– –
1 2 3
4
5

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PAM
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SAM
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BRIM
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PEP
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NWA
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Clarity Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Clarity Wealth Advisors held 119 positions worth $567M, up 17% from $486M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clarity Wealth Advisors's Q2 2026 filing shows 11 new, 40 increased, 51 reduced and 2 closed positions. Its largest new stake was Vanguard Long-Term Treasury ETF: 24,029 shares worth $1.33M. The largest sale was Invesco QQQ Trust, an estimated $934K.

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

  • Clarity Wealth Advisors's largest Q2 2026 buy was Vanguard Long-Term Treasury ETF: 24,029 shares worth $1.33M.
  • Clarity Wealth Advisors added most to Capital Group Core Balanced ETF in Q2 2026, an estimated $2.86M increase.
  • Clarity Wealth Advisors's biggest Q2 2026 reduction was Invesco QQQ Trust, cutting an estimated $934K.
  • Clarity Wealth Advisors fully exited Honeywell in Q2 2026, selling an estimated $443K.
  • Clarity Wealth Advisors's ten largest holdings make up 50% of its $567M portfolio in Q2 2026.
  • Clarity Wealth Advisors opened 11 new positions and closed 2 in Q2 2026.
  • Clarity Wealth Advisors's portfolio value rose 17% quarter-over-quarter to $567M.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.