Clarity Wealth Advisors

Clarity Wealth Advisors as of Sept. 30, 2025

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