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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
+15.73%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$567M
AUM Growth
+$80.4M
Cap. Flow
+$12.7M
Cap. Flow %
2.24%
Top 10 Hldgs %
50.19%
Holding
119
New
11
Increased
40
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$2.86M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.6M
3
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.32M
4
NVDA icon
NVIDIA
NVDA
+$1.23M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.18M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$934K
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$760K
3
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$655K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$552K
5
AAPL icon
Apple
AAPL
+$481K

Sector Composition

Rank Sector Weight
1 Technology 13.19%
2 Financials 7.44%
3 Communication Services 6.97%
4 Healthcare 3.74%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
101
American Express
AXP
$227B
$258K 0.05%
763
-24
-3% -$7.68K
VTV icon
102
Vanguard Morningstar Value ETF
VTV
$188B
$257K 0.05%
1,181
+66
+6% +$13.8K
IWD icon
103
iShares Russell 1000 Value ETF
IWD
$82.2B
$249K 0.04%
1,028
– –
TSM icon
104
TSMC
TSM
$2.1T
$245K 0.04%
+514
New +$209K
ITOT icon
105
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$242K 0.04%
1,474
-60
-4% -$9.52K
WMT icon
106
Walmart Inc
WMT
$885B
$227K 0.04%
2,000
+21
+1% +$2.61K
TGT icon
107
Target
TGT
$65.6B
$225K 0.04%
1,720
– –
GS icon
108
Goldman Sachs
GS
$300B
$220K 0.04%
+218
New +$213K
VXF icon
109
Vanguard Extended Market ETF
VXF
$30.3B
$217K 0.04%
+881
New +$202K
NTNX icon
110
Nutanix
NTNX
$16B
$215K 0.04%
+4,221
New +$191K
HACK icon
111
Amplify Cybersecurity ETF
HACK
$2.68B
$213K 0.04%
+2,028
New +$179K
MCD icon
112
McDonald's
MCD
$192B
$205K 0.04%
757
-90
-11% -$25.8K
PYPL icon
113
PayPal
PYPL
$48.9B
$204K 0.04%
4,728
-267
-5% -$12.1K
JOBY icon
114
Joby Aviation
JOBY
$7.03B
$105K 0.02%
+11,810
New +$114K
NVDA icon
115
CALL
NVIDIA
NVDA
$4.86T
$100K 0.02%
+500
New +$103K
NIO icon
116
NIO
NIO
$12.2B
$58.2K 0.01%
11,500
– –
BBAI icon
117
BigBear.ai
BBAI
$1.34B
$43.3K 0.01%
11,803
-197
-2% -$788
AAPL icon
118
CALL
Apple
AAPL
$4.54T
– –
-2,000
Closed -$508K
HON icon
119
Honeywell
HON
$77B
– –
-1,961
Closed -$443K
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 Q2 2026 Portfolio in Review

As of Q2 2026, Clarity Wealth Advisors held 119 positions worth $567M, up 17% from $486M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Clarity Wealth Advisors's Q2 2026 filing shows 11 new, 40 increased, 51 reduced and 2 closed positions. Its largest new stake was Vanguard Long-Term Treasury ETF: 24,029 shares worth $1.33M. The largest sale was Invesco QQQ Trust, an estimated $934K.

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

  • Clarity Wealth Advisors's largest Q2 2026 buy was Vanguard Long-Term Treasury ETF: 24,029 shares worth $1.33M.
  • Clarity Wealth Advisors added most to Capital Group Core Balanced ETF in Q2 2026, an estimated $2.86M increase.
  • Clarity Wealth Advisors's biggest Q2 2026 reduction was Invesco QQQ Trust, cutting an estimated $934K.
  • Clarity Wealth Advisors fully exited Honeywell in Q2 2026, selling an estimated $443K.
  • Clarity Wealth Advisors's ten largest holdings make up 50% of its $567M portfolio in Q2 2026.
  • Clarity Wealth Advisors opened 11 new positions and closed 2 in Q2 2026.
  • Clarity Wealth Advisors's portfolio value rose 17% quarter-over-quarter to $567M.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.