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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
BXMX
101
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
– –
-10,091
Closed -$140K
UBER icon
102
Uber
UBER
$143B
– –
-2,263
Closed -$211K
1 2 3 4
5

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SAM
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BRIM
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PEP
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NWA
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LC
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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.