Clarity Wealth Advisors
Latest statistics and disclosures from Clarity Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, QQQ, VTI, VIG, and represent 34.25% of Clarity Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VYMI, CGBL, BIV, JCPB, FBND, VXUS, DIA, EEM, GOOGL, VTI.
- Started 4 new stock positions in BX, NIO, SCHF, IWD.
- Reduced shares in these 10 stocks: GOOG, VCR, IXJ, IBB, AAPL, TQQQ, IGM, UBER, COST, .
- Sold out of its positions in BR, BXMX, UBER.
- Clarity Wealth Advisors was a net buyer of stock by $11M.
- Clarity Wealth Advisors has $454M in assets under management (AUM), dropping by 11.98%.
- Central Index Key (CIK): 0001767384
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Portfolio Holdings for Clarity Wealth Advisors
Clarity Wealth Advisors holds 99 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.6 | $35M | 135k | 254.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.5 | $34M | 51k | 666.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.2 | $33M | 55k | 600.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.1 | $32M | 99k | 328.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.8 | $22M | 100k | 215.79 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 4.0 | $18M | +5% | 39k | 463.74 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.8 | $17M | +2% | 261k | 65.26 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.6 | $16M | +7% | 224k | 73.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $14M | +5% | 56k | 243.10 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $13M | +2% | 49k | 254.28 |
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| Meta Platforms Cl A (META) | 2.8 | $13M | 17k | 734.40 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 2.4 | $11M | +23% | 128k | 84.68 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $11M | 34k | 315.43 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 2.3 | $10M | +5% | 301k | 34.17 |
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| Costco Wholesale Corporation (COST) | 2.3 | $10M | 11k | 925.64 |
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| NVIDIA Corporation (NVDA) | 2.2 | $9.8M | 52k | 186.58 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $9.7M | 19k | 502.73 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.1 | $9.3M | +11% | 175k | 53.40 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 2.0 | $9.1M | +17% | 191k | 47.55 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 2.0 | $8.9M | +18% | 114k | 78.09 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.8 | $8.3M | +17% | 179k | 46.24 |
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| Citigroup Com New (C) | 1.8 | $8.2M | 81k | 101.50 |
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| Visa Com Cl A (V) | 1.7 | $7.8M | 23k | 341.38 |
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| Tesla Motors (TSLA) | 1.7 | $7.7M | 17k | 444.72 |
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| Abbvie (ABBV) | 1.7 | $7.6M | 33k | 231.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $6.8M | -14% | 28k | 243.55 |
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| Johnson & Johnson (JNJ) | 1.1 | $5.2M | +4% | 28k | 185.42 |
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| Capital Group Core Balanced SHS (CGBL) | 1.1 | $5.2M | +39% | 149k | 34.72 |
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| Microsoft Corporation (MSFT) | 1.1 | $5.2M | -2% | 10k | 517.94 |
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| Amazon (AMZN) | 0.9 | $4.0M | 18k | 219.57 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $3.8M | +9% | 66k | 57.10 |
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| Vanguard World Consum Dis Etf (VCR) | 0.7 | $3.3M | -16% | 8.3k | 396.16 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.6 | $2.7M | -16% | 31k | 88.62 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.6 | $2.5M | -8% | 20k | 125.95 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $2.4M | +7% | 42k | 57.52 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.2M | +2% | 3.6k | 612.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.2M | 3.2k | 669.34 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.4 | $1.6M | -12% | 16k | 103.40 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $1.4M | 28k | 50.73 |
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| Broadcom (AVGO) | 0.3 | $1.4M | 4.1k | 329.91 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.3M | -12% | 24k | 53.87 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.2M | +6% | 6.8k | 182.42 |
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| Oracle Corporation (ORCL) | 0.3 | $1.2M | -4% | 4.4k | 281.23 |
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| Netflix (NFLX) | 0.3 | $1.2M | 986.00 | 1198.92 |
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| Synopsys (SNPS) | 0.2 | $1.1M | -8% | 2.1k | 493.39 |
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| Cisco Systems (CSCO) | 0.2 | $1.0M | 15k | 68.42 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $847k | -30% | 5.9k | 144.38 |
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| Arista Networks Com Shs (ANET) | 0.2 | $824k | 5.7k | 145.71 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $822k | -7% | 1.7k | 479.72 |
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| Public Service Enterprise (PEG) | 0.2 | $811k | 9.7k | 83.46 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $791k | -2% | 1.4k | 568.84 |
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| Cadence Design Systems (CDNS) | 0.2 | $762k | 2.2k | 351.26 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $744k | 1.6k | 468.41 |
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| Walt Disney Company (DIS) | 0.1 | $658k | -2% | 5.7k | 114.50 |
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| Chevron Corporation (CVX) | 0.1 | $639k | 4.1k | 155.29 |
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| Intel Corporation (INTC) | 0.1 | $632k | -15% | 19k | 33.55 |
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| Fair Isaac Corporation (FICO) | 0.1 | $632k | 422.00 | 1496.53 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $588k | 1.2k | 490.38 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $560k | 22k | 25.71 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $516k | -19% | 3.5k | 148.61 |
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| Carvana Cl A (CVNA) | 0.1 | $504k | -3% | 1.3k | 377.24 |
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| Paypal Holdings (PYPL) | 0.1 | $502k | 7.5k | 67.06 |
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| Caterpillar (CAT) | 0.1 | $502k | -2% | 1.1k | 476.95 |
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| International Business Machines (IBM) | 0.1 | $490k | -10% | 1.7k | 282.18 |
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| Autodesk (ADSK) | 0.1 | $484k | 1.5k | 317.67 |
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| Honeywell International (HON) | 0.1 | $472k | -2% | 2.2k | 210.50 |
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| Palo Alto Networks (PANW) | 0.1 | $463k | 2.3k | 203.62 |
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| Home Depot (HD) | 0.1 | $456k | 1.1k | 405.26 |
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| salesforce (CRM) | 0.1 | $451k | 1.9k | 237.01 |
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| Qualcomm (QCOM) | 0.1 | $444k | 2.7k | 166.36 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $437k | 3.1k | 140.05 |
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| Advanced Micro Devices (AMD) | 0.1 | $427k | -4% | 2.6k | 161.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $401k | 2.8k | 140.95 |
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| Workday Cl A (WDAY) | 0.1 | $395k | -6% | 1.6k | 240.73 |
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| Applied Materials (AMAT) | 0.1 | $367k | 1.8k | 204.74 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $364k | 3.1k | 118.83 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $352k | 6.5k | 54.18 |
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| Procter & Gamble Company (PG) | 0.1 | $351k | -7% | 2.3k | 153.65 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $349k | +2% | 5.3k | 65.93 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $344k | 2.1k | 162.48 |
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| Bank of America Corporation (BAC) | 0.1 | $344k | 6.7k | 51.59 |
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| Nutanix Cl A (NTNX) | 0.1 | $314k | 4.2k | 74.39 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $302k | -3% | 12k | 26.34 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $290k | -7% | 666.00 | 435.52 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $290k | 2.8k | 103.19 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $265k | NEW | 11k | 23.28 |
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| Pinterest Cl A (PINS) | 0.1 | $259k | 8.1k | 32.17 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $257k | -26% | 4.3k | 59.92 |
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| Snowflake Com Shs (SNOW) | 0.1 | $241k | 1.1k | 225.55 |
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| Verint Systems (VRNT) | 0.1 | $239k | 12k | 20.25 |
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| McDonald's Corporation (MCD) | 0.1 | $235k | +2% | 775.00 | 303.72 |
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| Eli Lilly & Co. (LLY) | 0.1 | $234k | 306.00 | 764.04 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $222k | NEW | 1.3k | 170.85 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $221k | -14% | 1.2k | 186.53 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $220k | +2% | 15k | 14.68 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $209k | NEW | 1.0k | 203.59 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $207k | -17% | 673.00 | 307.71 |
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| Nio Spon Ads (NIO) | 0.0 | $88k | NEW | 12k | 7.62 |
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| Clover Health Investments Com Cl A (CLOV) | 0.0 | $31k | 10k | 3.06 |
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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 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
- Clarity Wealth Advisors 2021 Q4 filed Jan. 25, 2022