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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
Cap. Flow
+$22.4M
Cap. Flow %
4.57%
Top 10 Hldgs %
50.5%
Holding
114
New
15
Increased
41
Reduced
36
Closed
3

Top Buys

Rank Stock Value
1
AMGN icon
Amgen
AMGN
+$3.79M
2
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$2.03M
3
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.64M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.62M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.56M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$418K
2
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$408K
3
IXJ icon
iShares Global Healthcare ETF
IXJ
+$306K
4
GOOGL icon
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
AAPL icon
1
Apple
AAPL
$4.54T
$37.2M 7.59%
136,756
+1,369
+1% +$368K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$35.1M 7.16%
51,485
+258
+0.5% +$174K
VTI icon
3
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$33.5M 6.83%
99,904
+1,097
+1% +$365K
QQQ icon
4
Invesco QQQ Trust
QQQ
$453B
$33.4M 6.82%
54,388
-218
-0.4% -$134K
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$111B
$22.4M 4.56%
101,764
+1,651
+2% +$361K
DIA icon
6
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$19.8M 4.03%
41,107
+1,931
+5% +$913K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$122B
$17.9M 3.65%
271,294
+10,229
+4% +$670K
VXUS icon
8
Vanguard Total International Stock ETF
VXUS
$155B
$17.9M 3.65%
237,094
+13,432
+6% +$1M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.36T
$17.1M 3.5%
54,739
-838
-2% -$239K
VB icon
10
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$13.3M 2.71%
51,430
+2,125
+4% +$544K
VYMI icon
11
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$12.9M 2.63%
143,420
+15,668
+12% +$1.36M
META icon
12
Meta Platforms (Facebook)
META
$1.42T
$12M 2.44%
18,122
+1,103
+6% +$737K
CGGO icon
13
Capital Group Global Growth Equity ETF
CGGO
$11.4B
$11M 2.25%
317,991
+16,730
+6% +$578K
JPM icon
14
JPMorgan Chase
JPM
$935B
$10.8M 2.2%
33,495
-116
-0.3% -$35.9K
JCPB icon
15
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$10.6M 2.16%
223,993
+32,750
+17% +$1.56M
BIV icon
16
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$10.5M 2.15%
135,024
+21,013
+18% +$1.64M
EEM icon
17
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$10.4M 2.13%
190,689
+15,941
+9% +$867K
COST icon
18
Costco
COST
$422B
$10.1M 2.06%
11,722
+608
+5% +$551K
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.1T
$10M 2.04%
19,892
+557
+3% +$277K
FBND icon
20
Fidelity Total Bond ETF
FBND
$26.9B
$9.85M 2.01%
213,859
+34,882
+19% +$1.62M
NVDA icon
21
NVIDIA
NVDA
$4.86T
$9.79M 2%
52,518
+101
+0.2% +$18.8K
C icon
22
Citigroup
C
$222B
$9.46M 1.93%
81,052
-95
-0.1% -$9.87K
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.36T
$8.8M 1.8%
28,050
+155
+0.6% +$44.4K
V icon
24
Visa
V
$684B
$8.21M 1.67%
23,396
+528
+2% +$180K
TSLA icon
25
Tesla
TSLA
$1.23T
$7.77M 1.59%
17,276
-28
-0.2% -$12.4K
1
2 3 4 5

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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.