Clarity Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Clarity Wealth Advisors, LLC held in its portfolio 110 assets valued at $490,147,798 (i.e. $490.15M).
The most valuable assets in the portfolio included: APPLE INC ($37.18M), SPDR S&P 500 ETF TR ($35.11M), and VANGUARD INDEX FDS ($33.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 110 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clarity Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 136756 | 37178511 | COM |
| SPDR S&P 500 ETF TR | 51485 | 35108822 | TR UNIT |
| VANGUARD INDEX FDS | 99904 | 33494808 | TOTAL STK MKT |
| INVESCO QQQ TR | 54388 | 33410793 | UNIT SER 1 |
| VANGUARD SPECIALIZED FUNDS | 101764 | 22365650 | DIV APP ETF |
| SPDR DOW JONES INDL AVERAGE | 41107 | 19754711 | UT SER 1 |
| ISHARES TR | 271294 | 17905412 | CORE S&P MCP ETF |
| VANGUARD STAR FDS | 237094 | 17886355 | VG TL INTL STK F |
| ALPHABET INC | 54739 | 17133266 | CAP STK CL A |
| VANGUARD INDEX FDS | 51430 | 13266317 | SMALL CP ETF |
| VANGUARD WHITEHALL FDS | 143420 | 12907816 | INTL HIGH ETF |
| META PLATFORMS INC | 18122 | 11962153 | CL A |
| CAPITAL GROUP GBL GROWTH EQT | 317991 | 11018388 | SHS CREATION UNI |
| JPMORGAN CHASE & CO. | 33495 | 10792719 | COM |
| J P MORGAN EXCHANGE TRADED F | 223993 | 10606069 | CORE PLUS BD ETF |
| VANGUARD BD INDEX FDS | 135024 | 10515669 | INTERMED TERM |
| ISHARES TR | 190689 | 10432590 | MSCI EMG MKT ETF |
| COSTCO WHSL CORP NEW | 11722 | 10108667 | COM |
| BERKSHIRE HATHAWAY INC DEL | 19892 | 9998468 | CL B NEW |
| FIDELITY MERRIMACK STR TR | 213859 | 9846057 | TOTAL BD ETF |
| NVIDIA CORPORATION | 52518 | 9794667 | COM |
| CITIGROUP INC | 81052 | 9457996 | COM NEW |
| ALPHABET INC | 28050 | 8802193 | CAP STK CL C |
| VISA INC | 23396 | 8205319 | COM CL A |
| TESLA INC | 17276 | 7769363 | COM |
| ABBVIE INC | 33461 | 7645537 | COM |
| CAPITAL GROUP CORE BALANCED | 206693 | 7302464 | SHS |
| JOHNSON & JOHNSON | 29654 | 6136980 | COM |
| MICROSOFT CORP | 10646 | 5148678 | COM |
| AMAZON COM INC | 17530 | 4046226 | COM |
| AMGEN INC | 11937 | 3907099 | COM |
| J P MORGAN EXCHANGE TRADED F | 65996 | 3777625 | EQUITY PREMIUM |
| VANGUARD WORLD FD | 7295 | 2873773 | CONSUM DIS ETF |
| ISHARES TR | 27450 | 2673607 | GLOB HLTHCRE ETF |
| ISHARES TR | 3847 | 2634837 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 42538 | 2472333 | NASDAQ EQT PREM |
| ISHARES TR | 18409 | 2377695 | EXPND TEC SC ETF |
| VANGUARD INDEX FDS | 3776 | 2368352 | S&P 500 ETF SHS |
| PROSHARES TR | 33840 | 1784045 | ULTRAPRO QQQ |
| BROADCOM INC | 4039 | 1397908 | COM |
| J P MORGAN EXCHANGE TRADED F | 26584 | 1344885 | ULTRA SHRT ETF |
| SCHWAB STRATEGIC TR | 44611 | 1200478 | US LRG CAP ETF |
| CISCO SYS INC | 15042 | 1158649 | COM |
| SELECT SECTOR SPDR TR | 20846 | 1141708 | STATE STREET FIN |
| SYNOPSYS INC | 2142 | 1006140 | COM |
| NETFLIX INC | 10349 | 970322 | COM |
| ISHARES TR | 5211 | 879530 | ISHARES BIOTECH |
| ORACLE CORP | 4368 | 851386 | COM |
| VANGUARD INDEX FDS | 1639 | 799797 | GROWTH ETF |
| PALANTIR TECHNOLOGIES INC | 4469 | 794365 | CL A |
| MASTERCARD INCORPORATED | 1383 | 789618 | CL A |
| PUBLIC SVC ENTERPRISE GRP IN | 9796 | 786610 | COM |
| ISHARES TR | 1589 | 752074 | RUS 1000 GRW ETF |
| ARISTA NETWORKS INC | 5658 | 741368 | COM SHS |
| INTEL CORP | 19831 | 731759 | COM |
| FAIR ISAAC CORP | 422 | 713442 | COM |
| CADENCE DESIGN SYSTEM INC | 2169 | 677986 | COM |
| DISNEY WALT CO | 5642 | 641877 | COM |
| CHEVRON CORP NEW | 4085 | 622630 | COM |
| ADVANCED MICRO DEVICES INC | 2901 | 621278 | COM |
| CATERPILLAR INC | 1052 | 602518 | COM |
| CARVANA CO | 1336 | 563819 | CL A |
| CROWDSTRIKE HLDGS INC | 1199 | 562043 | CL A |
| SHOPIFY INC | 3472 | 558888 | CL A SUB VTG SHS |
| SCHWAB STRATEGIC TR | 19443 | 509979 | US BRD MKT ETF |
| SALESFORCE INC | 1831 | 485081 | COM |
| INTERNATIONAL BUSINESS MACHS | 1605 | 475417 | COM |
| ISHARES TR | 3866 | 464665 | CORE S&P SCP ETF |
| APPLIED MATLS INC | 1790 | 460012 | COM |
| AUTODESK INC | 1525 | 451415 | COM |
| HOME DEPOT INC | 1290 | 444060 | COM |
| QUALCOMM INC | 2592 | 443307 | COM |
| SPDR SERIES TRUST | 3122 | 434437 | STATE STREET SPD |
| HONEYWELL INTL INC | 2199 | 429003 | COM |
| PALO ALTO NETWORKS INC | 2253 | 415003 | COM |
| VANGUARD WHITEHALL FDS | 2848 | 408745 | HIGH DIV YLD |
| VANGUARD INTL EQUITY INDEX F | 7368 | 396102 | FTSE EMR MKT ETF |
| ISHARES INC | 5293 | 355825 | CORE MSCI EMKT |
| WISDOMTREE TR | 4039 | 355760 | US LARGECAP DIVD |
| ISHARES TR | 2119 | 351351 | DOW JONES US ETF |
| BANK AMERICA CORP | 6382 | 351017 | COM |
| SCHWAB STRATEGIC TR | 11348 | 341229 | US MID-CAP ETF |
| ELI LILLY & CO | 312 | 335833 | COM |
| WORKDAY INC | 1542 | 331191 | CL A |
| INVESCO EXCHANGE TRADED FD T | 6984 | 327707 | RAFI US 1000 ETF |
| PROCTER AND GAMBLE CO | 2174 | 311556 | COM |
| AMERICAN EXPRESS CO | 805 | 297950 | COM |
| RIVIAN AUTOMOTIVE INC | 15069 | 297010 | COM CL A |
| PAYPAL HLDGS INC | 5064 | 295657 | COM |
| ISHARES TR | 2749 | 288596 | GLOBAL TECH ETF |
| VANGUARD ADMIRAL FDS INC | 632 | 281155 | 500 GRTH IDX F |
| VANGUARD TAX-MANAGED FDS | 4414 | 275743 | VAN FTSE DEV MKT |
| MCDONALDS CORP | 883 | 269888 | COM |
| NUTANIX INC | 5221 | 269873 | CL A |
| SCHWAB STRATEGIC TR | 10558 | 253807 | INTL EQTY ETF |
| ISHARES TR | 1617 | 240391 | CORE S&P TTL STK |
| SNOWFLAKE INC | 1070 | 234715 | COM SHS |
| GE AEROSPACE | 752 | 231532 | COM NEW |
| WALMART INC | 2026 | 225744 | COM |
| SCHWAB STRATEGIC TR | 6896 | 224952 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 1137 | 217219 | VALUE ETF |
| ISHARES TR | 1028 | 216230 | RUS 1000 VAL ETF |
| COREWEAVE INC | 3000 | 214830 | COM CL A |
| SCHWAB STRATEGIC TR | 7411 | 211064 | US SML CAP ETF |
| PINTEREST INC | 8060 | 208673 | CL A |
| VANGUARD INDEX FDS | 650 | 204514 | LARGE CAP ETF |
| FISERV INC | 3010 | 202182 | COM |
| WAYFAIR INC | 2000 | 200820 | CL A |
| BIGBEAR AI HLDGS INC | 12000 | 64800 | COM |
| NIO INC | 11500 | 58650 | SPON ADS |
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