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Clarity Wealth Advisors, LLC

CIK:0001767384
Investment Adviser
$601M AUM
98 holdings
San Jose, CA, USA
Founded:2011
4 employees
Latest filing:Jun 30, 2025

Clarity Wealth Advisors LLC is a registered investment adviser offering tailored portfolio management services.

Investment Strategy

tailored portfolio management

Latest 13F Filing Activity

Clarity Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 98 equity positions with a total 13F market value of $405M. The fund increased holdings in Invesco QQQ TR, Meta Platforms Inc., SPDR S&P 500 Etf TR among other positions. Clarity Wealth Advisors, LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Abbvie Inc. among others.

Top Buys
Q
QQQINVESCO QQQ TR
+$4.9M
M
METAMETA PLATFORMS INC
+$4.2M
S
SPYSPDR S&P 500 ETF TR
+$3.8M
V
VTIVANGUARD INDEX FDS
+$3.4M
N
NVDANVIDIA CORPORATION
+$2.6M
Top Sells
A
AAPLAPPLE INC
-$2.2M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$829.8K
A
ABBVABBVIE INC
-$665.4K
I
IXJISHARES TR
-$388.1K
D
DUOLDUOLINGO INC
-$295.0K

Top Holdings

S
SPYSPDR S&P 500 ETF TR
+7.7%$31.3M
Q
QQQINVESCO QQQ TR
+7.4%$30.0M
V
VTIVANGUARD INDEX FDS
+7.3%$29.5M
A
AAPLAPPLE INC
+6.9%$28.1M
V
VIGVANGUARD SPECIALIZED FUNDS
+5.0%$20.1M

Equity Positions (98)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR S&P 500 ETF TR7.72%$31.3M50,660$400.61$617.85+$3.8M
INVESCO QQQ TR7.40%$30.0M54,377$263.61$551.64+$4.9M
VANGUARD INDEX FDS7.28%$29.5M97,055$184.06$303.93+$3.4M
APPLE INC6.92%$28.1M136,741$97.23$205.17-$2.2M
VANGUARD SPECIALIZED FUNDS4.96%$20.1M98,217$146.59$204.67+$1.5M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.8%
ELECTRONIC COMPUTERS
+7.6%
NATIONAL COMMERCIAL BANKS
+4.2%
PHARMACEUTICAL PREPARATIONS
+2.9%
SEMICONDUCTORS & RELATED DEVICES
+2.8%