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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
+10.14%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$454M
AUM Growth
+$48.5M
Cap. Flow
+$10.5M
Cap. Flow %
2.31%
Top 10 Hldgs %
51.37%
Holding
102
New
4
Increased
37
Reduced
44
Closed
3

Top Buys

Rank Stock Value
1
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.04M
2
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.43M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.36M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.31M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.24M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$1M
2
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$628K
3
IXJ icon
iShares Global Healthcare ETF
IXJ
+$521K
4
IBB icon
iShares Biotechnology ETF
IBB
+$355K
5
AAPL icon
Apple
AAPL
+$306K

Sector Composition

Rank Sector Weight
1 Technology 14.02%
2 Financials 8.42%
3 Communication Services 7.69%
4 Consumer Discretionary 2.91%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
76
iShares Core S&P Small-Cap ETF
IJR
$111B
$364K 0.08%
3,062
-28
-0.9% -$3.22K
VWO icon
77
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$351K 0.08%
6,487
+114
+2% +$5.87K
PG icon
78
Procter & Gamble
PG
$342B
$351K 0.08%
2,286
-188
-8% -$29.4K
IEMG icon
79
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$349K 0.08%
5,293
+112
+2% +$6.99K
IYY icon
80
iShares Dow Jones US ETF
IYY
$3.04B
$344K 0.08%
2,119
– –
BAC icon
81
Bank of America
BAC
$441B
$344K 0.08%
6,666
+1
+0% +$49
NTNX icon
82
Nutanix
NTNX
$16.3B
$314K 0.07%
4,221
– –
SCHX icon
83
Schwab US Large- Cap ETF
SCHX
$73.9B
$302K 0.07%
11,478
-357
-3% -$9.07K
VOOG icon
84
Vanguard S&P 500 Growth ETF
VOOG
$27B
$290K 0.06%
3,996
-336
-8% -$23.2K
IXN icon
85
iShares Global Tech ETF
IXN
$8.74B
$290K 0.06%
2,807
– –
SCHF icon
86
Schwab International Equity ETF
SCHF
$68B
$265K 0.06%
+11,395
New +$257K
PINS icon
87
Pinterest
PINS
$13.2B
$259K 0.06%
8,060
– –
VEA icon
88
Vanguard FTSE Developed Markets ETF
VEA
$234B
$257K 0.06%
4,283
-1,568
-27% -$91.4K
SNOW icon
89
Snowflake
SNOW
$110B
$241K 0.05%
1,070
– –
VRNT
90
DELISTED
Verint Systems
VRNT
$239K 0.05%
11,805
– –
MCD icon
91
McDonald's
MCD
$196B
$235K 0.05%
775
+17
+2% +$5.17K
LLY icon
92
Eli Lilly
LLY
$1.06T
$234K 0.05%
306
-2
-0.6% -$1.49K
BX icon
93
Blackstone
BX
$107B
$222K 0.05%
+1,299
New +$223K
VTV icon
94
Vanguard Morningstar Value ETF
VTV
$191B
$220K 0.05%
1,182
-204
-15% -$36.9K
RIVN icon
95
Rivian
RIVN
$22.3B
$220K 0.05%
14,969
+375
+3% +$5.03K
IWD icon
96
iShares Russell 1000 Value ETF
IWD
$83.2B
$209K 0.05%
+1,028
New +$205K
VV icon
97
Vanguard Morningstar Large-Cap ETF
VV
$54B
$207K 0.05%
673
-138
-17% -$40.9K
NIO icon
98
NIO
NIO
$11.5B
$87.6K 0.02%
+11,500
New +$62K
CLOV icon
99
Clover Health Investments
CLOV
$2.45B
$30.6K 0.01%
10,000
– –
BR icon
100
Broadridge
BR
$18.8B
– –
-824
Closed -$200K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Clarity Wealth Advisors held 102 positions worth $454M, up 12% from $405M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Clarity Wealth Advisors's Q3 2025 filing shows 4 new, 37 increased, 44 reduced and 3 closed positions. Its largest new stake was Schwab International Equity ETF: 11,395 shares worth $265K. The largest sale was Alphabet (Google) Class C, an estimated $1M.

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

  • Clarity Wealth Advisors's largest Q3 2025 buy was Schwab International Equity ETF: 11,395 shares worth $265K.
  • Clarity Wealth Advisors added most to Vanguard International High Dividend Yield ETF in Q3 2025, an estimated $2.04M increase.
  • Clarity Wealth Advisors's biggest Q3 2025 reduction was Alphabet (Google) Class C, cutting an estimated $1M.
  • Clarity Wealth Advisors fully exited Uber in Q3 2025, selling an estimated $211K.
  • Clarity Wealth Advisors's ten largest holdings make up 51% of its $454M portfolio in Q3 2025.
  • Clarity Wealth Advisors opened 4 new positions and closed 3 in Q3 2025.
  • Clarity Wealth Advisors's portfolio value rose 12% quarter-over-quarter to $454M.

Based on Clarity Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.