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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
AAPL icon
1
Apple
AAPL
$5T
$34.4M 7.07%
135,434
-1,322
-1% -$344K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$33.6M 6.91%
51,690
+205
+0.4% +$139K
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$656B
$32.3M 6.64%
100,696
+792
+0.8% +$266K
QQQ icon
4
Invesco QQQ Trust
QQQ
$445B
$31.5M 6.47%
54,558
+170
+0.3% +$103K
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$113B
$22.4M 4.6%
104,132
+2,368
+2% +$528K
DIA icon
6
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$20.2M 4.16%
43,712
+2,605
+6% +$1.26M
VXUS icon
7
Vanguard Total International Stock ETF
VXUS
$153B
$19.9M 4.09%
258,238
+21,144
+9% +$1.68M
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$123B
$19.4M 4%
287,868
+16,574
+6% +$1.15M
VYMI icon
9
Vanguard International High Dividend Yield ETF
VYMI
$20.4B
$15.3M 3.14%
162,067
+18,647
+13% +$1.78M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.08T
$15.3M 3.14%
53,091
-1,648
-3% -$518K
VB icon
11
Vanguard Small-Cap ETF
VB
$80.2B
$14.4M 2.97%
55,103
+3,673
+7% +$994K
EEM icon
12
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$11.9M 2.44%
209,326
+18,637
+10% +$1.1M
COST icon
13
Costco
COST
$429B
$11.7M 2.4%
11,732
+10
+0.1% +$9.74K
JCPB icon
14
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$11.5M 2.37%
244,810
+20,817
+9% +$988K
CGGO icon
15
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$11.4M 2.33%
340,231
+22,240
+7% +$792K
BIV icon
16
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$11.3M 2.33%
146,847
+11,823
+9% +$920K
FBND icon
17
Fidelity Total Bond ETF
FBND
$27.2B
$10.8M 2.21%
235,822
+21,963
+10% +$1.01M
META icon
18
Meta Platforms (Facebook)
META
$1.51T
$10.4M 2.13%
18,092
-30
-0.2% -$19.2K
CGBL icon
19
Capital Group Core Balanced ETF
CGBL
$7.16B
$10.1M 2.07%
292,341
+85,648
+41% +$3.07M
JPM icon
20
JPMorgan Chase
JPM
$951B
$9.9M 2.04%
33,647
+152
+0.5% +$46.1K
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.58M 1.97%
19,990
+98
+0.5% +$48.1K
C icon
22
Citigroup
C
$222B
$9.09M 1.87%
80,155
-897
-1% -$102K
NVDA icon
23
NVIDIA
NVDA
$4.78T
$9.05M 1.86%
51,900
-618
-1% -$113K
GOOG icon
24
Alphabet (Google) Class C
GOOG
$4.07T
$8.04M 1.65%
28,020
-30
-0.1% -$9.43K
JNJ icon
25
Johnson & Johnson
JNJ
$642B
$7.39M 1.52%
30,246
+592
+2% +$138K
1
2 3 4 5

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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.