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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
+9.96%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$405M
AUM Growth
+$44.7M
Cap. Flow
+$12.8M
Cap. Flow %
3.16%
Top 10 Hldgs %
51.58%
Holding
100
New
5
Increased
56
Reduced
25
Closed
2

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.65M
2
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.05M
3
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$851K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$829K
5
TSLA icon
Tesla
TSLA
+$791K

Top Sells

Rank Stock Value
1
DUOL icon
Duolingo
DUOL
+$295K
2
UNH icon
UnitedHealth
UNH
+$281K
3
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$254K
4
IBB icon
iShares Biotechnology ETF
IBB
+$248K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$189K

Sector Composition

Rank Sector Weight
1 Technology 13.6%
2 Financials 8.84%
3 Communication Services 7.35%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
76
iShares Core S&P Small-Cap ETF
IJR
$113B
$338K 0.08%
3,090
+30
+1% +$3.1K
VEA icon
77
Vanguard FTSE Developed Markets ETF
VEA
$234B
$334K 0.08%
5,851
+100
+2% +$5.36K
AMAT icon
78
Applied Materials
AMAT
$434B
$328K 0.08%
1,790
– –
NTNX icon
79
Nutanix
NTNX
$16.6B
$323K 0.08%
4,221
– –
IYY icon
80
iShares Dow Jones US ETF
IYY
$3.05B
$320K 0.08%
2,119
-80
-4% -$11.1K
BAC icon
81
Bank of America
BAC
$440B
$315K 0.08%
6,665
-836
-11% -$35.2K
VWO icon
82
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$315K 0.08%
6,373
+85
+1% +$3.94K
IEMG icon
83
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$311K 0.08%
5,181
+111
+2% +$6.19K
SCHX icon
84
Schwab US Large- Cap ETF
SCHX
$74.2B
$289K 0.07%
11,835
– –
PINS icon
85
Pinterest
PINS
$14.3B
$289K 0.07%
8,060
– –
VOOG icon
86
Vanguard S&P 500 Growth ETF
VOOG
$27B
$286K 0.07%
4,332
– –
IXN icon
87
iShares Global Tech ETF
IXN
$8.81B
$259K 0.06%
2,807
– –
VTV icon
88
Vanguard Morningstar Value ETF
VTV
$191B
$245K 0.06%
1,386
-11
-0.8% -$1.86K
LLY icon
89
Eli Lilly
LLY
$995B
$240K 0.06%
308
+31
+11% +$24.1K
SNOW icon
90
Snowflake
SNOW
$110B
$239K 0.06%
+1,070
New +$193K
VRNT
91
DELISTED
Verint Systems
VRNT
$232K 0.06%
11,805
– –
VV icon
92
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
$231K 0.06%
811
– –
MCD icon
93
McDonald's
MCD
$191B
$221K 0.05%
758
+28
+4% +$8.63K
UBER icon
94
Uber
UBER
$147B
$211K 0.05%
+2,263
New +$186K
RIVN icon
95
Rivian
RIVN
$22.8B
$201K 0.05%
14,594
+500
+4% +$6.78K
BR icon
96
Broadridge
BR
$19.5B
$200K 0.05%
+824
New +$196K
BXMX
97
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$140K 0.03%
10,091
-2,081
-17% -$27.3K
CLOV icon
98
Clover Health Investments
CLOV
$2.25B
$27.9K 0.01%
+10,000
New +$32.9K
DUOL icon
99
Duolingo
DUOL
$6.42B
– –
-950
Closed -$295K
UNH icon
100
UnitedHealth
UNH
$370B
– –
-536
Closed -$281K
1 2 3
4

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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 2025 Portfolio in Review

As of Q2 2025, Clarity Wealth Advisors held 100 positions worth $405M, up 12% from $361M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clarity Wealth Advisors deployed $12.8M of net new capital in Q2 2025, opening 5 new positions and adding to 56 existing holdings. Its largest new stake was Cadence Design Systems: 2,169 shares worth $668K.

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

On the sell side, the largest reduction was Vanguard Consumer Discretionary ETF, an estimated $254K trimmed.

  • Clarity Wealth Advisors's largest Q2 2025 buy was Cadence Design Systems: 2,169 shares worth $668K.
  • Clarity Wealth Advisors added most to Meta Platforms (Facebook) in Q2 2025, an estimated $1.65M increase.
  • Clarity Wealth Advisors's biggest Q2 2025 reduction was Vanguard Consumer Discretionary ETF, cutting an estimated $254K.
  • Clarity Wealth Advisors fully exited Duolingo in Q2 2025, selling an estimated $295K.
  • Clarity Wealth Advisors's ten largest holdings make up 52% of its $405M portfolio in Q2 2025.
  • Clarity Wealth Advisors opened 5 new positions and closed 2 in Q2 2025.
  • Clarity Wealth Advisors's portfolio value rose 12% quarter-over-quarter to $405M.

Based on Clarity Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.