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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
IWD icon
101
iShares Russell 1000 Value ETF
IWD
$83.2B
$220K 0.05%
1,028
– –
VTV icon
102
Vanguard Morningstar Value ETF
VTV
$191B
$219K 0.05%
1,115
-22
-2% -$4.41K
ITOT icon
103
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
$218K 0.04%
1,534
-83
-5% -$12.3K
SCHA icon
104
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$216K 0.04%
7,411
– –
GE icon
105
GE Aerospace
GE
$389B
$215K 0.04%
757
+5
+0.7% +$1.57K
TGT icon
106
Target
TGT
$66.8B
$208K 0.04%
+1,720
New +$194K
NIO icon
107
NIO
NIO
$11.5B
$69.3K 0.01%
11,500
– –
BBAI icon
108
BigBear.ai
BBAI
$1.44B
$42.2K 0.01%
12,000
– –
FISV
109
Fiserv Inc
FISV
$28.9B
– –
-3,010
Closed -$202K
NTNX icon
110
CALL
Nutanix
NTNX
$16.3B
– –
-1,000
Closed -$51.7K
NTNX icon
111
Nutanix
NTNX
$16.3B
– –
-4,221
Closed -$218K
PINS icon
112
Pinterest
PINS
$13.2B
– –
-8,060
Closed -$209K
SCHG icon
113
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
– –
-6,896
Closed -$225K
SNOW icon
114
Snowflake
SNOW
$110B
– –
-1,070
Closed -$235K
VV icon
115
Vanguard Morningstar Large-Cap ETF
VV
$54B
– –
-650
Closed -$205K
W icon
116
Wayfair
W
$14.3B
– –
-2,000
Closed -$201K
WDAY icon
117
Workday
WDAY
$42B
– –
-1,542
Closed -$331K
1 2 3 4
5

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PAM
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SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
BRIM
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PEP
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NWA
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LC
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PSH
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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.