Q1 2025 · 13F-HR
Clarity Wealth Advisors, LLCholdings as filed
Filed 2025-04-30 · accession 0001085146-25-002498
$360.5M
Reported value
95
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $30.3M | 8.40% | 136,310 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $27.5M | 7.63% | 49,209 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $26.1M | 7.24% | 95,026 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $25.1M | 6.95% | 53,457 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $18.6M | 5.15% | 95,731 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $14.6M | 4.04% | 249,670 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $14.5M | 4.01% | 34,473 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $12.3M | 3.41% | 198,016 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $10.7M | 2.98% | 11,344 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $10.5M | 2.90% | 47,213 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.2M | 2.82% | 19,107 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $8.2M | 2.28% | 33,498 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $8.1M | 2.25% | 52,539 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $8.1M | 2.25% | 14,053 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $7.9M | 2.18% | 277,939 | Common | NONE |
| 92826C839 | V | VISA INC | $7.9M | 2.18% | 22,446 | Common | NONE |
| 46641Q670 | JCPB | J P MORGAN EXCHANGE TRADED F | $7.3M | 2.04% | 156,121 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $7.0M | 1.95% | 91,819 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $6.8M | 1.88% | 92,063 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $6.7M | 1.86% | 31,957 | Common | NONE |
| 316188309 | FBND | FIDELITY MERRIMACK STR TR | $6.6M | 1.84% | 145,096 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $6.3M | 1.74% | 143,582 | Common | NONE |
| 172967424 | C | CITIGROUP INC | $5.7M | 1.59% | 80,817 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.6M | 1.56% | 51,927 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $5.0M | 1.39% | 32,108 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.3M | 1.19% | 25,892 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $3.8M | 1.05% | 14,618 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $3.8M | 1.05% | 10,080 | Common | NONE |
| 464287325 | IXJ | ISHARES TR | $3.5M | 0.98% | 38,910 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $3.5M | 0.97% | 10,737 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $3.4M | 0.95% | 18,069 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.2M | 0.90% | 56,870 | Common | NONE |
| 14021D107 | CGBL | CAPITAL GROUP CORE BALANCED | $2.8M | 0.77% | 89,052 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $2.0M | 0.57% | 22,599 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.51% | 35,185 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.8M | 0.50% | 3,204 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.4M | 0.40% | 2,797 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $1.4M | 0.40% | 28,686 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.39% | 27,627 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $1.3M | 0.37% | 10,489 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $932,058 | 0.26% | 15,104 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $870,050 | 0.24% | 933 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $807,959 | 0.22% | 1,474 | Common | NONE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $787,965 | 0.22% | 9,574 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $778,236 | 0.22% | 422 | Common | NONE |
| 74347X831 | TQQQ | PROSHARES TR | $768,966 | 0.21% | 13,420 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $697,660 | 0.19% | 1,881 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $686,109 | 0.19% | 4,101 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $674,241 | 0.19% | 4,027 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $647,699 | 0.18% | 4,633 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $583,521 | 0.16% | 1,616 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $570,445 | 0.16% | 5,780 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $522,435 | 0.14% | 2,101 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $501,707 | 0.14% | 7,689 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $499,531 | 0.14% | 23,202 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $490,837 | 0.14% | 2,318 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $487,231 | 0.14% | 2,859 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $472,345 | 0.13% | 1,760 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $464,783 | 0.13% | 1,268 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $443,860 | 0.12% | 1,035 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $422,038 | 0.12% | 1,197 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $421,774 | 0.12% | 3,109 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $419,012 | 0.12% | 5,408 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $414,233 | 0.11% | 2,697 | Common | NONE |
| 98138H101 | WDAY | WORKDAY INC | $414,049 | 0.11% | 1,773 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $413,906 | 0.11% | 4,335 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $392,813 | 0.11% | 2,302 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $392,700 | 0.11% | 1,500 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $367,740 | 0.10% | 16,193 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $367,278 | 0.10% | 2,848 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $364,608 | 0.10% | 4,320 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $357,236 | 0.10% | 1,083 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $319,984 | 0.09% | 3,060 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $313,010 | 0.09% | 7,501 | Common | NONE |
| 464287846 | IYY | ISHARES TR | $299,284 | 0.08% | 2,199 | Common | NONE |
| 26603R106 | DUOL | DUOLINGO INC | $295,013 | 0.08% | 950 | Common | NONE |
| 67059N108 | NTNX | NUTANIX INC | $294,668 | 0.08% | 4,221 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $292,337 | 0.08% | 5,751 | Common | NONE |
| 146869102 | CVNA | CARVANA CO | $290,830 | 0.08% | 1,391 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $284,617 | 0.08% | 6,288 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $280,841 | 0.08% | 536 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $273,652 | 0.08% | 5,070 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $269,076 | 0.07% | 2,619 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $261,327 | 0.07% | 11,835 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $259,765 | 0.07% | 1,790 | Common | NONE |
| 72352L106 | PINS | PINTEREST INC | $249,860 | 0.07% | 8,060 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $241,347 | 0.07% | 1,397 | Common | NONE |
| 921932505 | VOOG | VANGUARD ADMIRAL FDS INC | $241,331 | 0.07% | 722 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $228,973 | 0.06% | 277 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $227,898 | 0.06% | 730 | Common | NONE |
| 464287291 | IXN | ISHARES TR | $212,567 | 0.06% | 2,807 | Common | NONE |
| 92343X100 | VTY | VERINT SYS INC | $210,719 | 0.06% | 11,805 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $208,365 | 0.06% | 811 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $175,470 | 0.05% | 14,094 | Common | NONE |
| 6706ER101 | XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $159,697 | 0.04% | 12,172 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.