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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
+9.96%
1 Year Est. Return
+27.85%
3 Year Est. Return
+85.08%
5 Year Est. Return
+97.47%
10 Year Est. Return
–
AUM
$405M
AUM Growth
+$44.7M
Cap. Flow
+$12.8M
Cap. Flow %
3.16%
Top 10 Hldgs %
51.58%
Holding
100
New
5
Increased
56
Reduced
25
Closed
2

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.65M
2
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.05M
3
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$851K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$829K
5
TSLA icon
Tesla
TSLA
+$791K

Top Sells

Rank Stock Value
1
DUOL icon
Duolingo
DUOL
+$295K
2
UNH icon
UnitedHealth
UNH
+$281K
3
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$254K
4
IBB icon
iShares Biotechnology ETF
IBB
+$248K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$189K

Sector Composition

Rank Sector Weight
1 Technology 13.6%
2 Financials 8.84%
3 Communication Services 7.35%
4 Consumer Staples 2.87%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$31.3M 7.72%
50,660
+1,451
+3% +$829K
QQQ icon
2
Invesco QQQ Trust
QQQ
$453B
$30M 7.4%
54,377
+920
+2% +$458K
VTI icon
3
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$29.5M 7.28%
97,055
+2,029
+2% +$571K
AAPL icon
4
Apple
AAPL
$4.54T
$28.1M 6.92%
136,741
+431
+0.3% +$87K
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$111B
$20.1M 4.96%
98,217
+2,486
+3% +$482K
DIA icon
6
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$16.3M 4.02%
37,008
+2,535
+7% +$1.05M
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$122B
$15.7M 3.88%
253,595
+3,925
+2% +$230K
VXUS icon
8
Vanguard Total International Stock ETF
VXUS
$155B
$14.4M 3.54%
207,763
+9,747
+5% +$633K
META icon
9
Meta Platforms (Facebook)
META
$1.42T
$12.3M 3.04%
16,718
+2,665
+19% +$1.65M
VB icon
10
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$11.4M 2.8%
47,929
+716
+2% +$160K
COST icon
11
Costco
COST
$422B
$11.2M 2.77%
11,333
-11
-0.1% -$10.9K
JPM icon
12
JPMorgan Chase
JPM
$935B
$9.77M 2.41%
33,684
+186
+0.6% +$47.5K
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.35M 2.31%
19,240
+133
+0.7% +$67.5K
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$4.36T
$9.32M 2.3%
52,876
+337
+0.6% +$55.2K
CGGO icon
15
Capital Group Global Growth Equity ETF
CGGO
$11.4B
$9.13M 2.25%
285,432
+7,493
+3% +$221K
VYMI icon
16
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$8.27M 2.04%
103,188
+11,125
+12% +$851K
NVDA icon
17
NVIDIA
NVDA
$4.86T
$8.25M 2.04%
52,221
+294
+0.6% +$37K
V icon
18
Visa
V
$684B
$8.04M 1.98%
22,638
+192
+0.9% +$66.9K
JCPB icon
19
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$7.69M 1.9%
163,421
+7,300
+5% +$339K
EEM icon
20
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$7.53M 1.86%
156,090
+12,508
+9% +$562K
BIV icon
21
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$7.46M 1.84%
96,449
+4,630
+5% +$353K
C icon
22
Citigroup
C
$222B
$6.99M 1.72%
82,105
+1,288
+2% +$93.1K
FBND icon
23
Fidelity Total Bond ETF
FBND
$26.9B
$6.95M 1.71%
151,881
+6,785
+5% +$307K
ABBV icon
24
AbbVie
ABBV
$443B
$6.03M 1.49%
32,486
+529
+2% +$98.3K
GOOG icon
25
Alphabet (Google) Class C
GOOG
$4.36T
$5.79M 1.43%
32,659
+551
+2% +$91.1K
1
2 3 4

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PAM
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SAM
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BRIM
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PEP
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Clarity Wealth Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Clarity Wealth Advisors held 100 positions worth $405M, up 12% from $361M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clarity Wealth Advisors deployed $12.8M of net new capital in Q2 2025, opening 5 new positions and adding to 56 existing holdings. Its largest new stake was Cadence Design Systems: 2,169 shares worth $668K.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard Consumer Discretionary ETF, an estimated $254K trimmed.

  • Clarity Wealth Advisors's largest Q2 2025 buy was Cadence Design Systems: 2,169 shares worth $668K.
  • Clarity Wealth Advisors added most to Meta Platforms (Facebook) in Q2 2025, an estimated $1.65M increase.
  • Clarity Wealth Advisors's biggest Q2 2025 reduction was Vanguard Consumer Discretionary ETF, cutting an estimated $254K.
  • Clarity Wealth Advisors fully exited Duolingo in Q2 2025, selling an estimated $295K.
  • Clarity Wealth Advisors's ten largest holdings make up 52% of its $405M portfolio in Q2 2025.
  • Clarity Wealth Advisors opened 5 new positions and closed 2 in Q2 2025.
  • Clarity Wealth Advisors's portfolio value rose 12% quarter-over-quarter to $405M.

Based on Clarity Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.