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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
-3.16%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$486M
AUM Growth
-$3.78M
Cap. Flow
+$15.2M
Cap. Flow %
3.13%
Top 10 Hldgs %
50.23%
Holding
117
New
6
Increased
46
Reduced
45
Closed
9

Top Buys

Rank Stock Value
1
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$3.07M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.78M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.68M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$518K
2
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$374K
3
AAPL icon
Apple
AAPL
+$344K
4
WDAY icon
Workday
WDAY
+$331K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$251K

Sector Composition

Rank Sector Weight
1 Technology 12.28%
2 Financials 7.65%
3 Communication Services 7.23%
4 Healthcare 3.96%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
76
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$376K 0.08%
5,389
+96
+2% +$6.93K
IBM icon
77
IBM
IBM
$220B
$366K 0.08%
1,510
-95
-6% -$25.7K
ADSK icon
78
Autodesk
ADSK
$51.2B
$365K 0.08%
1,525
– –
PANW icon
79
Palo Alto Networks
PANW
$293B
$364K 0.07%
2,270
+17
+0.8% +$2.86K
SCHM icon
80
Schwab US Mid-Cap ETF
SCHM
$14.9B
$351K 0.07%
11,348
– –
CRM icon
81
Salesforce
CRM
$153B
$335K 0.07%
1,796
-35
-2% -$7.25K
GPIX icon
82
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.09B
$328K 0.07%
+6,550
New +$341K
QCOM icon
83
Qualcomm
QCOM
$168B
$323K 0.07%
2,506
-86
-3% -$12.6K
PRF icon
84
Invesco FTSE RAFI US 1000 ETF
PRF
$9.95B
$320K 0.07%
6,734
-250
-4% -$12.2K
BAC icon
85
Bank of America
BAC
$441B
$316K 0.06%
6,474
+92
+1% +$4.75K
DLN icon
86
WisdomTree US LargeCap Dividend Fund
DLN
$6.37B
$315K 0.06%
3,523
-516
-13% -$46.9K
IYY icon
87
iShares Dow Jones US ETF
IYY
$3.04B
$304K 0.06%
1,917
-202
-10% -$33.4K
PG icon
88
Procter & Gamble
PG
$342B
$294K 0.06%
2,036
-138
-6% -$20.9K
VEA icon
89
Vanguard FTSE Developed Markets ETF
VEA
$234B
$294K 0.06%
4,581
+167
+4% +$11K
LLY icon
90
Eli Lilly
LLY
$1.06T
$287K 0.06%
312
– –
SCHF icon
91
Schwab International Equity ETF
SCHF
$68B
$264K 0.05%
10,662
+104
+1% +$2.65K
MCD icon
92
McDonald's
MCD
$196B
$263K 0.05%
847
-36
-4% -$11.5K
VOOG icon
93
Vanguard S&P 500 Growth ETF
VOOG
$27B
$258K 0.05%
3,798
+6
+0.2% +$434
IXN icon
94
iShares Global Tech ETF
IXN
$8.74B
$256K 0.05%
2,557
-192
-7% -$20.3K
RIVN icon
95
Rivian
RIVN
$22.3B
$252K 0.05%
16,769
+1,700
+11% +$27.2K
WMT icon
96
Walmart Inc
WMT
$892B
$246K 0.05%
1,979
-47
-2% -$5.77K
AXP icon
97
American Express
AXP
$231B
$238K 0.05%
787
-18
-2% -$6.04K
GPIQ icon
98
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$5.2B
$238K 0.05%
+4,800
New +$249K
CRWV
99
CoreWeave
CRWV
$46.6B
$232K 0.05%
3,000
– –
PYPL icon
100
PayPal
PYPL
$51.1B
$226K 0.05%
4,995
-69
-1% -$3.33K
1 2 3
4
5

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SAM
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BRIM
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PEP
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Clarity Wealth Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Clarity Wealth Advisors held 117 positions worth $486M, down 0.77% from $490M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clarity Wealth Advisors deployed $15.2M of net new capital in Q1 2026, opening 6 new positions and adding to 46 existing holdings. Its largest new stake was Super Micro Computer: 22,110 shares worth $503K.

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

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $518K trimmed.

  • Clarity Wealth Advisors's largest Q1 2026 buy was Super Micro Computer: 22,110 shares worth $503K.
  • Clarity Wealth Advisors added most to Capital Group Core Balanced ETF in Q1 2026, an estimated $3.07M increase.
  • Clarity Wealth Advisors's biggest Q1 2026 reduction was Alphabet (Google) Class A, cutting an estimated $518K.
  • Clarity Wealth Advisors fully exited Workday in Q1 2026, selling an estimated $331K.
  • Clarity Wealth Advisors's ten largest holdings make up 50% of its $486M portfolio in Q1 2026.
  • Clarity Wealth Advisors opened 6 new positions and closed 9 in Q1 2026.
  • Clarity Wealth Advisors's portfolio value fell 0.77% quarter-over-quarter to $486M.

Based on Clarity Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.