Clarity Wealth Advisors, LLC
CIK: 0001767384SEC EDGAR →
Portfolio Value
$490.1B
Holdings
110
As of
Q4 2025
New Positions
110
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 136,756 | $37.2B | 7.59% |
| 2 | SPDR S&P 500 ETF TR | 51,485 | $35.1B | 7.16% |
| 3 | VANGUARD INDEX FDS | 99,904 | $33.5B | 6.83% |
| 4 | INVESCO QQQ TR | 54,388 | $33.4B | 6.82% |
| 5 | VANGUARD SPECIALIZED FUNDS | 101,764 | $22.4B | 4.56% |
| 6 | SPDR DOW JONES INDL AVERAGE | 41,107 | $19.8B | 4.03% |
| 7 | ISHARES TR | 271,294 | $17.9B | 3.65% |
| 8 | VANGUARD STAR FDS | 237,094 | $17.9B | 3.65% |
| 9 | ALPHABET INC | 54,739 | $17.1B | 3.50% |
| 10 | VANGUARD INDEX FDS | 51,430 | $13.3B | 2.71% |
Quarterly Changes
New Positions (110)
$37.2B · 137K shares
$35.1B · 51K shares
$33.5B · 100K shares
$33.4B · 54K shares
$22.4B · 102K shares
$19.8B · 41K shares
$17.9B · 271K shares
$17.9B · 237K shares
$17.1B · 55K shares
$13.3B · 51K shares
$12.9B · 143K shares
$12.0B · 18K shares
$11.0B · 318K shares
$10.8B · 33K shares
$10.6B · 224K shares
$10.5B · 135K shares
$10.4B · 191K shares
$10.1B · 12K shares
$10.0B · 20K shares
$9.8B · 214K shares
$9.8B · 53K shares
$9.5B · 81K shares
$8.8B · 28K shares
$8.2B · 23K shares
$7.8B · 17K shares
$7.6B · 33K shares
$7.3B · 207K shares
$6.1B · 30K shares
$5.1B · 11K shares
$4.0B · 18K shares
$3.9B · 12K shares
$3.8B · 66K shares
$2.9B · 7K shares
$2.7B · 27K shares
$2.6B · 4K shares
$2.5B · 43K shares
$2.4B · 18K shares
$2.4B · 4K shares
$1.8B · 34K shares
$1.4B · 4K shares
$1.3B · 27K shares
$1.2B · 45K shares
$1.2B · 15K shares
$1.1B · 21K shares
$1.0B · 2K shares
$970.0M · 10K shares
$879.0M · 5K shares
$851.0M · 4K shares
$799.0M · 2K shares
$794.0M · 4K shares
$789.0M · 1K shares
$786.0M · 10K shares
$752.0M · 2K shares
$741.0M · 6K shares
$731.0M · 20K shares
$713.0M · 422 shares
$677.0M · 2K shares
$641.0M · 6K shares
$622.0M · 4K shares
$621.0M · 3K shares
$602.0M · 1K shares
$563.0M · 1K shares
$562.0M · 1K shares
$558.0M · 3K shares
$509.0M · 19K shares
$485.0M · 2K shares
$475.0M · 2K shares
$464.0M · 4K shares
$460.0M · 2K shares
$451.0M · 2K shares
$444.0M · 1K shares
$443.0M · 3K shares
$434.0M · 3K shares
$429.0M · 2K shares
$415.0M · 2K shares
$408.0M · 3K shares
$396.0M · 7K shares
$355.0M · 5K shares
$355.0M · 4K shares
$351.0M · 2K shares
$351.0M · 6K shares
$341.0M · 11K shares
$335.0M · 312 shares
$331.0M · 2K shares
$327.0M · 7K shares
$311.0M · 2K shares
$297.0M · 15K shares
$297.0M · 805 shares
$295.0M · 5K shares
$288.0M · 3K shares
$281.0M · 632 shares
$275.0M · 4K shares
$269.0M · 883 shares
$269.0M · 5K shares
$253.0M · 11K shares
$240.0M · 2K shares
$234.0M · 1K shares
$231.0M · 752 shares
$225.0M · 2K shares
$224.0M · 7K shares
$217.0M · 1K shares
$216.0M · 1K shares
$214.0M · 3K shares
$211.0M · 7K shares
$208.0M · 8K shares
$204.0M · 650 shares
$202.0M · 3K shares
$200.0M · 2K shares
$64.0M · 12K shares
$58.0M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $286.2B | 58.4% |
| Technology | 27 | $66.0B | 13.5% |
| Unknown | 4 | $53.2B | 10.9% |
| Communication Services | 6 | $39.7B | 8.1% |
| Healthcare | 4 | $18.0B | 3.7% |
| Consumer Cyclical | 8 | $13.6B | 2.8% |
| Consumer Defensive | 3 | $10.6B | 2.2% |
| Industrials | 3 | $1.3B | 0.3% |
| Utilities | 1 | $786.0M | 0.2% |
| Energy | 1 | $622.0M | 0.1% |