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Clarity Wealth Advisors, LLC
CIK:0001767384
Investment Adviser
$601M AUM
98 holdings
San Jose, CA, USA
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 Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 7.72% | $31.3M | 50,660 | $400.61 | $617.85 | +$3.8M |
Q QQQ | INVESCO QQQ TR | 7.40% | $30.0M | 54,377 | $263.61 | $551.64 | +$4.9M |
V VTI | VANGUARD INDEX FDS | 7.28% | $29.5M | 97,055 | $184.06 | $303.93 | +$3.4M |
A AAPL | APPLE INC | 6.92% | $28.1M | 136,741 | $97.23 | $205.17 | -$2.2M |
V VIG | VANGUARD SPECIALIZED FUNDS | 4.96% | $20.1M | 98,217 | $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%
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