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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
(+8%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
50.5%
Holding
114
New
15
Increased
41
Reduced
36
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$3.79M |
| 2 |
Capital Group Core Balanced ETF
CGBL
|
+$2.03M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.64M |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$1.62M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$1.56M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$418K |
| 2 |
Vanguard Consumer Discretionary ETF
VCR
|
+$408K |
| 3 |
iShares Global Healthcare ETF
IXJ
|
+$306K |
| 4 |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard Morningstar Value ETF
VTV
$191B
| $217K | 0.04% |
1,137
-45
| -4% | -$8.46K |
|
102
iShares Russell 1000 Value ETF
IWD
$83.2B
| $216K | 0.04% |
1,028
| – | – |
|
|
CRWV
103
CoreWeave
CRWV
$46.6B
| $215K | 0.04% |
+3,000
| New | +$304K |
|
104
Schwab U.S Small- Cap ETF
SCHA
$22.8B
| $211K | 0.04% |
+7,411
| New | +$209K |
|
105
Pinterest
PINS
$13.2B
| $209K | 0.04% |
8,060
| – | – |
|
106
Vanguard Morningstar Large-Cap ETF
VV
$54B
| $205K | 0.04% |
650
-23
| -3% | -$7.18K |
|
|
FISV
107
Fiserv Inc
FISV
$28.9B
| $202K | 0.04% |
+3,010
| New | +$252K |
|
108
Wayfair
W
$14.3B
| $201K | 0.04% |
+2,000
| New | +$192K |
|
109
BigBear.ai
BBAI
$1.44B
| $64.8K | 0.01% |
+12,000
| New | +$78.4K |
|
110
NIO
NIO
$11.5B
| $58.6K | 0.01% |
11,500
| – | – |
|
111
CALL
Nutanix
NTNX
$16.3B
| $51.7K | 0.01% |
+1,000
| New | +$61.1K |
|
112
Blackstone
BX
$107B
| – | – |
-1,299
| Closed | -$222K |
|
113
Clover Health Investments
CLOV
$2.45B
| – | – |
-10,000
| Closed | -$30.6K |
|
|
VRNT
114
DELISTED
Verint Systems
VRNT
| – | – |
-11,805
| Closed | -$239K |
|
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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.