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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
AAPL icon
1
Apple
AAPL
$4.54T
$34.5M 7.6%
135,387
-1,354
-1% -$306K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$34.1M 7.52%
51,227
+567
+1% +$363K
QQQ icon
3
Invesco QQQ Trust
QQQ
$453B
$32.8M 7.22%
54,606
+229
+0.4% +$131K
VTI icon
4
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$32.4M 7.15%
98,807
+1,752
+2% +$553K
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$111B
$21.6M 4.76%
100,113
+1,896
+2% +$398K
DIA icon
6
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$18.2M 4%
39,176
+2,168
+6% +$977K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$122B
$17M 3.75%
261,065
+7,470
+3% +$480K
VXUS icon
8
Vanguard Total International Stock ETF
VXUS
$155B
$16.4M 3.62%
223,662
+15,899
+8% +$1.13M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.36T
$13.5M 2.98%
55,577
+2,701
+5% +$566K
VB icon
10
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$12.5M 2.76%
49,305
+1,376
+3% +$341K
META icon
11
Meta Platforms (Facebook)
META
$1.42T
$12.5M 2.75%
17,019
+301
+2% +$224K
VYMI icon
12
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$10.8M 2.38%
127,752
+24,564
+24% +$2.04M
JPM icon
13
JPMorgan Chase
JPM
$935B
$10.6M 2.34%
33,611
-73
-0.2% -$21.7K
CGGO icon
14
Capital Group Global Growth Equity ETF
CGGO
$11.4B
$10.3M 2.27%
301,261
+15,829
+6% +$519K
COST icon
15
Costco
COST
$422B
$10.3M 2.27%
11,114
-219
-2% -$210K
NVDA icon
16
NVIDIA
NVDA
$4.86T
$9.78M 2.16%
52,417
+196
+0.4% +$34.2K
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.72M 2.14%
19,335
+95
+0.5% +$46K
EEM icon
18
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$9.33M 2.06%
174,748
+18,658
+12% +$937K
JCPB icon
19
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$9.09M 2%
191,243
+27,822
+17% +$1.31M
BIV icon
20
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$8.9M 1.96%
114,011
+17,562
+18% +$1.36M
FBND icon
21
Fidelity Total Bond ETF
FBND
$26.9B
$8.28M 1.82%
178,977
+27,096
+18% +$1.24M
C icon
22
Citigroup
C
$222B
$8.24M 1.82%
81,147
-958
-1% -$90.9K
V icon
23
Visa
V
$684B
$7.81M 1.72%
22,868
+230
+1% +$79.6K
TSLA icon
24
Tesla
TSLA
$1.23T
$7.7M 1.7%
17,304
+59
+0.3% +$20.5K
ABBV icon
25
AbbVie
ABBV
$443B
$7.59M 1.67%
32,782
+296
+0.9% +$60.3K
1
2 3 4 5

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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.