Clarity Wealth Advisors
Latest statistics and disclosures from Clarity Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, VTI, QQQ, VIG, and represent 32.96% of Clarity Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMGN, CGBL, BIV, FBND, JCPB, VYMI, VXUS, TQQQ, DIA, SCHX.
- Started 14 new stock positions in CRWV, SCHG, SCHA, AMGN, GE, SCHM, BBAI, W, WMT, PRF. FI, AXP, DLN, ITOT.
- Reduced shares in these 10 stocks: VCR, PLTR, IXJ, GOOGL, , IGM, BX, AMZN, XLF, PYPL.
- Sold out of its positions in BX, CLOV, VRNT.
- Clarity Wealth Advisors was a net buyer of stock by $24M.
- Clarity Wealth Advisors has $490M in assets under management (AUM), dropping by 8.02%.
- Central Index Key (CIK): 0001767384
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Portfolio Holdings for Clarity Wealth Advisors
Clarity Wealth Advisors holds 110 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.6 | $37M | 137k | 271.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.2 | $35M | 52k | 681.92 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 6.8 | $34M | 100k | 335.27 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.8 | $33M | 54k | 614.30 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.6 | $22M | 102k | 219.78 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 4.0 | $20M | +4% | 41k | 480.57 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.7 | $18M | +3% | 271k | 66.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.6 | $18M | +6% | 237k | 75.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $17M | 55k | 313.00 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.7 | $13M | +4% | 51k | 257.95 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 2.6 | $13M | +12% | 143k | 90.00 |
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| Meta Platforms Cl A (META) | 2.4 | $12M | +6% | 18k | 660.09 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 2.2 | $11M | +5% | 318k | 34.65 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $11M | 34k | 322.22 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 2.2 | $11M | +17% | 224k | 47.35 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 2.1 | $11M | +18% | 135k | 77.88 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.1 | $10M | +9% | 191k | 54.71 |
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| Costco Wholesale Corporation (COST) | 2.1 | $10M | +5% | 12k | 862.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $10M | +2% | 20k | 502.64 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.0 | $9.8M | +19% | 214k | 46.04 |
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| NVIDIA Corporation (NVDA) | 2.0 | $9.8M | 53k | 186.50 |
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| Citigroup Com New (C) | 1.9 | $9.5M | 81k | 116.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $8.8M | 28k | 313.80 |
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| Visa Com Cl A (V) | 1.7 | $8.2M | +2% | 23k | 350.71 |
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| Tesla Motors (TSLA) | 1.6 | $7.8M | 17k | 449.72 |
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| Abbvie (ABBV) | 1.6 | $7.6M | +2% | 34k | 228.49 |
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| Capital Group Core Balanced SHS (CGBL) | 1.5 | $7.3M | +39% | 207k | 35.33 |
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| Johnson & Johnson (JNJ) | 1.3 | $6.1M | +5% | 30k | 206.95 |
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| Microsoft Corporation (MSFT) | 1.1 | $5.1M | +6% | 11k | 483.63 |
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| Amazon (AMZN) | 0.8 | $4.0M | -4% | 18k | 230.82 |
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| Amgen (AMGN) | 0.8 | $3.9M | NEW | 12k | 327.31 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $3.8M | 66k | 57.24 |
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| Vanguard World Consum Dis Etf (VCR) | 0.6 | $2.9M | -12% | 7.3k | 393.94 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.5 | $2.7M | -10% | 28k | 97.40 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.6M | +18% | 3.8k | 684.91 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $2.5M | 43k | 58.12 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.5 | $2.4M | -8% | 18k | 129.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.4M | +4% | 3.8k | 627.21 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.4 | $1.8M | +112% | 34k | 52.72 |
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| Broadcom (AVGO) | 0.3 | $1.4M | 4.0k | 346.10 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $1.3M | -3% | 27k | 50.59 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.2M | +288% | 45k | 26.91 |
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| Cisco Systems (CSCO) | 0.2 | $1.2M | 15k | 77.03 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $1.1M | -12% | 21k | 54.77 |
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| Synopsys (SNPS) | 0.2 | $1.0M | 2.1k | 469.72 |
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| Netflix (NFLX) | 0.2 | $970k | +949% | 10k | 93.76 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $880k | -11% | 5.2k | 168.78 |
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| Oracle Corporation (ORCL) | 0.2 | $851k | 4.4k | 194.91 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $800k | -4% | 1.6k | 487.98 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $794k | -34% | 4.5k | 177.75 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $790k | 1.4k | 570.95 |
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| Public Service Enterprise (PEG) | 0.2 | $787k | 9.8k | 80.30 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $752k | 1.6k | 473.30 |
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| Arista Networks Com Shs (ANET) | 0.2 | $741k | 5.7k | 131.03 |
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| Intel Corporation (INTC) | 0.1 | $732k | +5% | 20k | 36.90 |
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| Fair Isaac Corporation (FICO) | 0.1 | $713k | 422.00 | 1690.62 |
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| Cadence Design Systems (CDNS) | 0.1 | $678k | 2.2k | 312.58 |
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| Walt Disney Company (DIS) | 0.1 | $642k | 5.6k | 113.77 |
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| Chevron Corporation (CVX) | 0.1 | $623k | 4.1k | 152.42 |
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| Advanced Micro Devices (AMD) | 0.1 | $621k | +9% | 2.9k | 214.16 |
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| Caterpillar (CAT) | 0.1 | $603k | 1.1k | 572.74 |
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| Carvana Cl A (CVNA) | 0.1 | $564k | 1.3k | 422.02 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $562k | 1.2k | 468.76 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $559k | 3.5k | 160.97 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $510k | -10% | 19k | 26.23 |
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| salesforce (CRM) | 0.1 | $485k | -3% | 1.8k | 264.93 |
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| International Business Machines (IBM) | 0.1 | $475k | -7% | 1.6k | 296.21 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $465k | +26% | 3.9k | 120.19 |
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| Applied Materials (AMAT) | 0.1 | $460k | 1.8k | 256.99 |
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| Autodesk (ADSK) | 0.1 | $451k | 1.5k | 296.01 |
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| Home Depot (HD) | 0.1 | $444k | +14% | 1.3k | 344.23 |
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| Qualcomm (QCOM) | 0.1 | $443k | -2% | 2.6k | 171.03 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $434k | 3.1k | 139.15 |
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| Honeywell International (HON) | 0.1 | $429k | -2% | 2.2k | 195.09 |
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| Palo Alto Networks (PANW) | 0.1 | $415k | 2.3k | 184.20 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $409k | 2.8k | 143.52 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $396k | +13% | 7.4k | 53.76 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $356k | 5.3k | 67.23 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $356k | NEW | 4.0k | 88.08 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $351k | 2.1k | 165.81 |
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| Bank of America Corporation (BAC) | 0.1 | $351k | -4% | 6.4k | 55.00 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $341k | NEW | 11k | 30.07 |
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| Eli Lilly & Co. (LLY) | 0.1 | $336k | 312.00 | 1076.39 |
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| Workday Cl A (WDAY) | 0.1 | $331k | -5% | 1.5k | 214.78 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $328k | NEW | 7.0k | 46.92 |
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| Procter & Gamble Company (PG) | 0.1 | $312k | -4% | 2.2k | 143.31 |
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| American Express Company (AXP) | 0.1 | $298k | NEW | 805.00 | 370.12 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $297k | 15k | 19.71 |
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| Paypal Holdings (PYPL) | 0.1 | $296k | -32% | 5.1k | 58.38 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $289k | -2% | 2.7k | 104.98 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $281k | -5% | 632.00 | 444.87 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $276k | +3% | 4.4k | 62.47 |
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| McDonald's Corporation (MCD) | 0.1 | $270k | +13% | 883.00 | 305.65 |
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| Nutanix Cl A (NTNX) | 0.1 | $270k | +23% | 5.2k | 51.69 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $254k | -7% | 11k | 24.04 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $240k | NEW | 1.6k | 148.66 |
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| Snowflake Com Shs (SNOW) | 0.0 | $235k | 1.1k | 219.36 |
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| Ge Aerospace Com New (GE) | 0.0 | $232k | NEW | 752.00 | 307.89 |
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| Wal-Mart Stores (WMT) | 0.0 | $226k | NEW | 2.0k | 111.42 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $225k | NEW | 6.9k | 32.62 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $217k | -3% | 1.1k | 191.05 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $216k | 1.0k | 210.34 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $215k | NEW | 3.0k | 71.61 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $211k | NEW | 7.4k | 28.48 |
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| Pinterest Cl A (PINS) | 0.0 | $209k | 8.1k | 25.89 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $205k | -3% | 650.00 | 314.64 |
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| Fiserv (FI) | 0.0 | $202k | NEW | 3.0k | 67.17 |
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| Wayfair Cl A (W) | 0.0 | $201k | NEW | 2.0k | 100.41 |
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| Bigbear Ai Hldgs (BBAI) | 0.0 | $65k | NEW | 12k | 5.40 |
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| Nio Spon Ads (NIO) | 0.0 | $59k | 12k | 5.10 |
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Past Filings by Clarity Wealth Advisors
SEC 13F filings are viewable for Clarity Wealth Advisors going back to 2019
- Clarity Wealth Advisors 2025 Q4 filed Jan. 23, 2026
- Clarity Wealth Advisors 2025 Q3 filed Oct. 24, 2025
- Clarity Wealth Advisors 2025 Q2 filed Aug. 7, 2025
- Clarity Wealth Advisors 2025 Q1 filed April 30, 2025
- Clarity Wealth Advisors 2024 Q4 filed Jan. 28, 2025
- Clarity Wealth Advisors 2024 Q3 filed Oct. 18, 2024
- Clarity Wealth Advisors 2024 Q2 filed July 18, 2024
- Clarity Wealth Advisors 2024 Q1 filed April 18, 2024
- Clarity Wealth Advisors 2023 Q4 filed Jan. 10, 2024
- Clarity Wealth Advisors 2023 Q3 filed Nov. 7, 2023
- Clarity Wealth Advisors 2023 Q2 filed July 28, 2023
- Clarity Wealth Advisors 2023 Q1 filed May 10, 2023
- Clarity Wealth Advisors 2022 Q4 filed Feb. 6, 2023
- Clarity Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- Clarity Wealth Advisors 2022 Q2 filed July 19, 2022
- Clarity Wealth Advisors 2022 Q1 filed May 2, 2022