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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
-3.11%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$361M
AUM Growth
-$6.25M
Cap. Flow
+$8.86M
Cap. Flow %
2.46%
Top 10 Hldgs %
52.72%
Holding
96
New
2
Increased
50
Reduced
29
Closed
1

Top Buys

Rank Stock Value
1
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.34M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.18M
3
TSLA icon
Tesla
TSLA
+$717K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$699K
5
AAPL icon
Apple
AAPL
+$630K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$845K
2
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$717K
3
IXJ icon
iShares Global Healthcare ETF
IXJ
+$414K
4
IBB icon
iShares Biotechnology ETF
IBB
+$275K
5
TGT icon
Target
TGT
+$236K

Sector Composition

Rank Sector Weight
1 Technology 13.62%
2 Financials 9.32%
3 Communication Services 6.36%
4 Healthcare 3.19%
5 Consumer Staples 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUOL icon
76
Duolingo
DUOL
$5.86B
$295K 0.08%
950
-50
-5% -$17.1K
NTNX icon
77
Nutanix
NTNX
$16.7B
$295K 0.08%
4,221
– –
VEA icon
78
Vanguard FTSE Developed Markets ETF
VEA
$236B
$292K 0.08%
5,751
– –
CVNA icon
79
Carvana
CVNA
$78.2B
$291K 0.08%
6,955
– –
VWO icon
80
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$285K 0.08%
6,288
-333
-5% -$15K
UNH icon
81
UnitedHealth
UNH
$369B
$281K 0.08%
536
-20
-4% -$10.2K
IEMG icon
82
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$274K 0.08%
5,070
-33
-0.6% -$1.78K
AMD icon
83
Advanced Micro Devices
AMD
$786B
$269K 0.07%
2,619
+610
+30% +$67.8K
SCHX icon
84
Schwab US Large- Cap ETF
SCHX
$74.4B
$261K 0.07%
11,835
-252
-2% -$5.87K
AMAT icon
85
Applied Materials
AMAT
$427B
$260K 0.07%
1,790
– –
PINS icon
86
Pinterest
PINS
$13.2B
$250K 0.07%
8,060
– –
VTV icon
87
Vanguard Morningstar Value ETF
VTV
$191B
$241K 0.07%
1,397
-107
-7% -$18.7K
VOOG icon
88
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$241K 0.07%
4,332
+6
+0.1% +$364
LLY icon
89
Eli Lilly
LLY
$1.05T
$229K 0.06%
277
-35
-11% -$29.1K
MCD icon
90
McDonald's
MCD
$195B
$228K 0.06%
730
+2
+0.3% +$598
IXN icon
91
iShares Global Tech ETF
IXN
$8.8B
$213K 0.06%
2,807
– –
VRNT
92
DELISTED
Verint Systems
VRNT
$211K 0.06%
11,805
– –
VV icon
93
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$208K 0.06%
811
– –
RIVN icon
94
Rivian
RIVN
$23.2B
$175K 0.05%
+14,094
New +$177K
BXMX
95
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$160K 0.04%
12,172
-1,128
-8% -$15.5K
TGT icon
96
Target
TGT
$67.2B
– –
-1,743
Closed -$236K
1 2 3
4

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KJWM
Kiley Juergens Wealth Management Olympia, Washington $567M AUM 27.42% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
NWA
New World Advisors Hingham, Massachusetts $569M AUM 29.42% 1-Year Est. Return
LC
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PSH
Pershing Square Holdings New York $569M AUM 14.61% 1-Year Est. Return

Clarity Wealth Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Clarity Wealth Advisors held 96 positions worth $361M, down 1.7% from $367M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 3.1%. Clarity Wealth Advisors opened 2 new positions and exited 1, leaving the 96-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Financials and Communication Services.

  • Clarity Wealth Advisors's largest Q1 2025 buy was Caterpillar: 1,083 shares worth $357K.
  • Clarity Wealth Advisors added most to State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2025, an estimated $1.34M increase.
  • Clarity Wealth Advisors's biggest Q1 2025 reduction was NVIDIA, cutting an estimated $845K.
  • Clarity Wealth Advisors fully exited Target in Q1 2025, selling an estimated $236K.
  • Clarity Wealth Advisors's ten largest holdings make up 53% of its $361M portfolio in Q1 2025.
  • Clarity Wealth Advisors opened 2 new positions and closed 1 in Q1 2025.
  • Clarity Wealth Advisors's portfolio value fell 1.7% quarter-over-quarter to $361M.

Based on Clarity Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.