Institutions / Clarity Wealth Advisors, LLC
Clarity Wealth Advisors, LLC
CIK 1767384 · Institution · as of Dec 31, 2025
Portfolio value
$490.10M
Positions
110
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 110 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $37.18M | 7.6% |
| SPDR S&P 500 ETF Tr | $35.11M | 7.2% |
| Vanguard Index Fds | $33.49M | 6.8% |
| Invesco Qqq Tr | $33.41M | 6.8% |
| Vanguard Specialized Funds | $22.37M | 4.6% |
| SPDR Dow Jones Indl Average | $19.75M | 4.0% |
| iShares Tr | $17.91M | 3.7% |
| Vanguard Star Fds | $17.89M | 3.6% |
| Alphabet Inc. | $17.13M | 3.5% |
| Vanguard Index Fds | $13.27M | 2.7% |
| Vanguard Whitehall Fds | $12.91M | 2.6% |
| Meta Platforms Inc | $11.96M | 2.4% |
| Capital Group Gbl Growth Eqt | $11.02M | 2.2% |
| JPMorgan Chase & Co | $10.79M | 2.2% |
| J P Morgan Exchange Traded F | $10.61M | 2.2% |
| Vanguard Bd Index Fds | $10.52M | 2.1% |
| iShares Tr | $10.43M | 2.1% |
| Costco Wholesale Corp /New | $10.11M | 2.1% |
| Warren E. Buffett | $10.00M | 2.0% |
| Fidelity Merrimack Str Tr | $9.85M | 2.0% |
| NVIDIA Corp | $9.79M | 2.0% |
| Citigroup Inc | $9.46M | 1.9% |
| Alphabet Inc. | $8.80M | 1.8% |
| Visa Inc | $8.21M | 1.7% |
| Tesla Inc | $7.77M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.