Clarity Wealth Advisors

Clarity Wealth Advisors as of Dec. 31, 2025

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