Clarity Wealth Advisors

Clarity Wealth Advisors as of June 30, 2025

Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 98 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.7 $31M 51k 617.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.4 $30M 54k 551.64
Vanguard Index Fds Total Stk Mkt (VTI) 7.3 $30M 97k 303.93
Apple (AAPL) 6.9 $28M 137k 205.17
Vanguard Specialized Funds Div App Etf (VIG) 5.0 $20M 98k 204.67
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 4.0 $16M 37k 440.65
Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $16M 254k 62.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.5 $14M 208k 69.09
Meta Platforms Cl A (META) 3.0 $12M 17k 738.09
Vanguard Index Fds Small Cp Etf (VB) 2.8 $11M 48k 236.98
Costco Wholesale Corporation (COST) 2.8 $11M 11k 989.92
JPMorgan Chase & Co. (JPM) 2.4 $9.8M 34k 289.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $9.3M 19k 485.76
Alphabet Cap Stk Cl A (GOOGL) 2.3 $9.3M 53k 176.23
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 2.3 $9.1M 285k 31.97
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.0 $8.3M 103k 80.11
NVIDIA Corporation (NVDA) 2.0 $8.3M 52k 157.99
Visa Com Cl A (V) 2.0 $8.0M 23k 355.06
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.9 $7.7M 163k 47.06
Ishares Tr Msci Emg Mkt Etf (EEM) 1.9 $7.5M 156k 48.24
Vanguard Bd Index Fds Intermed Term (BIV) 1.8 $7.5M 96k 77.34
Citigroup Com New (C) 1.7 $7.0M 82k 85.12
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.7 $6.9M 152k 45.75
Abbvie (ABBV) 1.5 $6.0M 33k 185.62
Alphabet Cap Stk Cl C (GOOG) 1.4 $5.8M 33k 177.39
Tesla Motors (TSLA) 1.4 $5.5M 17k 317.66
Microsoft Corporation (MSFT) 1.3 $5.1M 10k 497.42
Johnson & Johnson (JNJ) 1.0 $4.1M 27k 152.75
Amazon (AMZN) 1.0 $4.0M 18k 219.39
Vanguard World Consum Dis Etf (VCR) 0.9 $3.6M 10k 362.33
Capital Group Core Balanced SHS (CGBL) 0.9 $3.6M 107k 33.44
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $3.4M 60k 56.85
Ishares Tr Glob Hlthcre Etf (IXJ) 0.8 $3.2M 37k 86.09
Ishares Tr Expnd Tec Sc Etf (IGM) 0.6 $2.5M 22k 112.34
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $2.1M 39k 54.40
Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.0M 3.3k 620.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.0M 3.5k 568.02
Proshares Tr Ultrapro Qqq (TQQQ) 0.4 $1.5M 18k 83.00
Select Sector Spdr Tr Financial (XLF) 0.4 $1.4M 27k 52.37
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.4M 28k 50.68
Netflix (NFLX) 0.3 $1.3M 968.00 1339.13
Synopsys (SNPS) 0.3 $1.2M 2.3k 512.68
Broadcom (AVGO) 0.3 $1.1M 4.2k 275.65
Ishares Tr Ishares Biotech (IBB) 0.3 $1.1M 8.5k 126.51
Cisco Systems (CSCO) 0.3 $1.0M 15k 69.38
Oracle Corporation (ORCL) 0.2 $1.0M 4.6k 218.65
Palantir Technologies Cl A (PLTR) 0.2 $869k 6.4k 136.32
Vanguard Index Fds Growth Etf (VUG) 0.2 $815k 1.9k 438.49
Public Service Enterprise (PEG) 0.2 $812k 9.6k 84.18
Mastercard Incorporated Cl A (MA) 0.2 $802k 1.4k 562.00
Fair Isaac Corporation (FICO) 0.2 $771k 422.00 1827.96
Walt Disney Company (DIS) 0.2 $729k 5.9k 124.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $678k 1.6k 424.58
Cadence Design Systems (CDNS) 0.2 $668k 2.2k 308.15
Crowdstrike Hldgs Cl A (CRWD) 0.2 $611k 1.2k 509.31
Chevron Corporation (CVX) 0.1 $597k 4.2k 143.18
Arista Networks Com Shs (ANET) 0.1 $589k 5.8k 102.31
International Business Machines (IBM) 0.1 $571k 1.9k 294.78
Paypal Holdings (PYPL) 0.1 $556k 7.5k 74.32
Honeywell International (HON) 0.1 $539k 2.3k 232.88
salesforce (CRM) 0.1 $524k 1.9k 272.71
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $522k 22k 23.83
Intel Corporation (INTC) 0.1 $502k 22k 22.40
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $500k 4.3k 115.35
Autodesk (ADSK) 0.1 $475k 1.5k 309.57
Carvana Cl A (CVNA) 0.1 $469k 1.4k 336.96
Palo Alto Networks (PANW) 0.1 $465k 2.3k 204.64
Qualcomm (QCOM) 0.1 $425k 2.7k 159.28
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $423k 3.1k 135.73
Workday Cl A (WDAY) 0.1 $420k 1.7k 240.00
Caterpillar (CAT) 0.1 $419k 1.1k 388.35
Home Depot (HD) 0.1 $414k 1.1k 366.70
Procter & Gamble Company (PG) 0.1 $394k 2.5k 159.32
Advanced Micro Devices (AMD) 0.1 $392k 2.8k 141.90
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $380k 2.8k 133.31
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $338k 3.1k 109.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $334k 5.9k 57.01
Applied Materials (AMAT) 0.1 $328k 1.8k 183.07
Nutanix Cl A (NTNX) 0.1 $323k 4.2k 76.44
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $320k 2.1k 150.87
Bank of America Corporation (BAC) 0.1 $315k 6.7k 47.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $315k 6.4k 49.46
Ishares Core Msci Emkt (IEMG) 0.1 $311k 5.2k 60.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $289k 12k 24.44
Pinterest Cl A (PINS) 0.1 $289k 8.1k 35.86
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $286k 722.00 396.43
Ishares Tr Global Tech Etf (IXN) 0.1 $259k 2.8k 92.32
Vanguard Index Fds Value Etf (VTV) 0.1 $245k 1.4k 176.76
Eli Lilly & Co. (LLY) 0.1 $240k 308.00 780.33
Snowflake Cl A (SNOW) 0.1 $239k 1.1k 223.77
Verint Systems (VRNT) 0.1 $232k 12k 19.67
Vanguard Index Fds Large Cap Etf (VV) 0.1 $231k 811.00 285.18
McDonald's Corporation (MCD) 0.1 $221k 758.00 292.01
Uber Technologies (UBER) 0.1 $211k 2.3k 93.30
Rivian Automotive Com Cl A (RIVN) 0.0 $201k 15k 13.74
Broadridge Financial Solutions (BR) 0.0 $200k 824.00 243.03
Nuveen Equity Premium Income Fund (BXMX) 0.0 $140k 10k 13.88
Clover Health Investments Com Cl A (CLOV) 0.0 $28k 10k 2.79