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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
+3.58%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$490M
AUM Growth
+$36.4M
Cap. Flow
+$22.4M
Cap. Flow %
4.57%
Top 10 Hldgs %
50.5%
Holding
114
New
15
Increased
41
Reduced
36
Closed
3

Top Buys

Rank Stock Value
1
AMGN icon
Amgen
AMGN
+$3.79M
2
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$2.03M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.64M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.62M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$418K
2
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$408K
3
IXJ icon
iShares Global Healthcare ETF
IXJ
+$306K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$239K
5
VRNT
Verint Systems
VRNT
+$239K

Sector Composition

Rank Sector Weight
1 Technology 13.45%
2 Financials 8.2%
3 Communication Services 8.1%
4 Healthcare 3.68%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
76
Vanguard High Dividend Yield ETF
VYM
$82.3B
$409K 0.08%
2,848
– –
VWO icon
77
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$396K 0.08%
7,368
+881
+14% +$47.9K
IEMG icon
78
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$356K 0.07%
5,293
– –
DLN icon
79
WisdomTree US LargeCap Dividend Fund
DLN
$6.37B
$356K 0.07%
+4,039
New +$353K
IYY icon
80
iShares Dow Jones US ETF
IYY
$3.04B
$351K 0.07%
2,119
– –
BAC icon
81
Bank of America
BAC
$441B
$351K 0.07%
6,382
-284
-4% -$15K
SCHM icon
82
Schwab US Mid-Cap ETF
SCHM
$14.9B
$341K 0.07%
+11,348
New +$338K
LLY icon
83
Eli Lilly
LLY
$1.06T
$336K 0.07%
312
+6
+2% +$5.74K
WDAY icon
84
Workday
WDAY
$42B
$331K 0.07%
1,542
-97
-6% -$22K
PRF icon
85
Invesco FTSE RAFI US 1000 ETF
PRF
$9.95B
$328K 0.07%
+6,984
New +$322K
PG icon
86
Procter & Gamble
PG
$342B
$312K 0.06%
2,174
-112
-5% -$16.5K
AXP icon
87
American Express
AXP
$231B
$298K 0.06%
+805
New +$288K
RIVN icon
88
Rivian
RIVN
$22.3B
$297K 0.06%
15,069
+100
+0.7% +$1.59K
PYPL icon
89
PayPal
PYPL
$51.1B
$296K 0.06%
5,064
-2,420
-32% -$157K
IXN icon
90
iShares Global Tech ETF
IXN
$8.74B
$289K 0.06%
2,749
-58
-2% -$6.12K
VOOG icon
91
Vanguard S&P 500 Growth ETF
VOOG
$27B
$281K 0.06%
3,792
-204
-5% -$15K
VEA icon
92
Vanguard FTSE Developed Markets ETF
VEA
$234B
$276K 0.06%
4,414
+131
+3% +$8.03K
MCD icon
93
McDonald's
MCD
$196B
$270K 0.06%
883
+108
+14% +$33.1K
SCHF icon
94
Schwab International Equity ETF
SCHF
$68B
$254K 0.05%
10,558
-837
-7% -$19.9K
ITOT icon
95
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
$240K 0.05%
+1,617
New +$239K
SNOW icon
96
Snowflake
SNOW
$110B
$235K 0.05%
1,070
– –
GE icon
97
GE Aerospace
GE
$389B
$232K 0.05%
+752
New +$226K
WMT icon
98
Walmart Inc
WMT
$892B
$226K 0.05%
+2,026
New +$218K
SCHG icon
99
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
$225K 0.05%
+6,896
New +$224K
NTNX icon
100
Nutanix
NTNX
$16.3B
$218K 0.04%
4,221
– –
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 Q4 2025 Portfolio in Review

As of Q4 2025, Clarity Wealth Advisors held 114 positions worth $490M, up 8% from $454M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clarity Wealth Advisors deployed $22.4M of net new capital in Q4 2025, opening 15 new positions and adding to 41 existing holdings. Its largest new stake was Amgen: 11,937 shares worth $3.91M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Palantir, an estimated $418K trimmed.

  • Clarity Wealth Advisors's largest Q4 2025 buy was Amgen: 11,937 shares worth $3.91M.
  • Clarity Wealth Advisors added most to Capital Group Core Balanced ETF in Q4 2025, an estimated $2.03M increase.
  • Clarity Wealth Advisors's biggest Q4 2025 reduction was Palantir, cutting an estimated $418K.
  • Clarity Wealth Advisors fully exited Verint Systems in Q4 2025, selling an estimated $239K.
  • Clarity Wealth Advisors's ten largest holdings make up 50% of its $490M portfolio in Q4 2025.
  • Clarity Wealth Advisors opened 15 new positions and closed 3 in Q4 2025.
  • Clarity Wealth Advisors's portfolio value rose 8% quarter-over-quarter to $490M.

Based on Clarity Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.