Clarity Wealth Advisors, LLC
CIK: 0001767384SEC EDGAR →
Portfolio Value
$490.1M
Holdings
110
As of
Q4 2025
New Positions
110
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 136,756 | $37.2M | 7.59% |
| 2 | SPDR S&P 500 ETF TR | 51,485 | $35.1M | 7.16% |
| 3 | VANGUARD INDEX FDS | 99,904 | $33.5M | 6.83% |
| 4 | INVESCO QQQ TR | 54,388 | $33.4M | 6.82% |
| 5 | VANGUARD SPECIALIZED FUNDS | 101,764 | $22.4M | 4.56% |
| 6 | SPDR DOW JONES INDL AVERAGE | 41,107 | $19.8M | 4.03% |
| 7 | ISHARES TR | 271,294 | $17.9M | 3.65% |
| 8 | VANGUARD STAR FDS | 237,094 | $17.9M | 3.65% |
| 9 | ALPHABET INC | 54,739 | $17.1M | 3.50% |
| 10 | VANGUARD INDEX FDS | 51,430 | $13.3M | 2.71% |
Quarterly Changes
New Positions (110)
$37.2M · 137K shares
$35.1M · 51K shares
$33.5M · 100K shares
$33.4M · 54K shares
$22.4M · 102K shares
$19.8M · 41K shares
$17.9M · 271K shares
$17.9M · 237K shares
$17.1M · 55K shares
$13.3M · 51K shares
$12.9M · 143K shares
$12.0M · 18K shares
$11.0M · 318K shares
$10.8M · 33K shares
$10.6M · 224K shares
$10.5M · 135K shares
$10.4M · 191K shares
$10.1M · 12K shares
$10.0M · 20K shares
$9.8M · 214K shares
$9.8M · 53K shares
$9.5M · 81K shares
$8.8M · 28K shares
$8.2M · 23K shares
$7.8M · 17K shares
$7.6M · 33K shares
$7.3M · 207K shares
$6.1M · 30K shares
$5.1M · 11K shares
$4.0M · 18K shares
$3.9M · 12K shares
$3.8M · 66K shares
$2.9M · 7K shares
$2.7M · 27K shares
$2.6M · 4K shares
$2.5M · 43K shares
$2.4M · 18K shares
$2.4M · 4K shares
$1.8M · 34K shares
$1.4M · 4K shares
$1.3M · 27K shares
$1.2M · 45K shares
$1.2M · 15K shares
$1.1M · 21K shares
$1.0M · 2K shares
$970K · 10K shares
$879K · 5K shares
$851K · 4K shares
$799K · 2K shares
$794K · 4K shares
$789K · 1K shares
$786K · 10K shares
$752K · 2K shares
$741K · 6K shares
$731K · 20K shares
$713K · 422 shares
$677K · 2K shares
$641K · 6K shares
$622K · 4K shares
$621K · 3K shares
$602K · 1K shares
$563K · 1K shares
$562K · 1K shares
$558K · 3K shares
$509K · 19K shares
$485K · 2K shares
$475K · 2K shares
$464K · 4K shares
$460K · 2K shares
$451K · 2K shares
$444K · 1K shares
$443K · 3K shares
$434K · 3K shares
$429K · 2K shares
$415K · 2K shares
$408K · 3K shares
$396K · 7K shares
$355K · 5K shares
$355K · 4K shares
$351K · 2K shares
$351K · 6K shares
$341K · 11K shares
$335K · 312 shares
$331K · 2K shares
$327K · 7K shares
$311K · 2K shares
$297K · 15K shares
$297K · 805 shares
$295K · 5K shares
$288K · 3K shares
$281K · 632 shares
$275K · 4K shares
$269K · 883 shares
$269K · 5K shares
$253K · 11K shares
$240K · 2K shares
$234K · 1K shares
$231K · 752 shares
$225K · 2K shares
$224K · 7K shares
$217K · 1K shares
$216K · 1K shares
$214K · 3K shares
$211K · 7K shares
$208K · 8K shares
$204K · 650 shares
$202K · 3K shares
$200K · 2K shares
$64K · 12K shares
$58K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $286.2M | 58.4% |
| Technology | 27 | $66.0M | 13.5% |
| Unknown | 4 | $53.2M | 10.9% |
| Communication Services | 6 | $39.7M | 8.1% |
| Healthcare | 4 | $18.0M | 3.7% |
| Consumer Cyclical | 8 | $13.6M | 2.8% |
| Consumer Defensive | 3 | $10.6M | 2.2% |
| Industrials | 3 | $1.3M | 0.3% |
| Utilities | 1 | $786K | 0.2% |
| Energy | 1 | $622K | 0.1% |