Q2 2025 · 13F-HR
Clarity Wealth Advisors, LLCholdings as filed
Filed 2025-08-07 · accession 0001085146-25-004654
$405.2M
Reported value
98
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $31.3M | 7.72% | 50,660 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $30.0M | 7.40% | 54,377 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $29.5M | 7.28% | 97,055 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $28.1M | 6.92% | 136,741 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $20.1M | 4.96% | 98,217 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $16.3M | 4.02% | 37,008 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $15.7M | 3.88% | 253,595 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $14.4M | 3.54% | 207,763 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $12.3M | 3.04% | 16,718 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $11.4M | 2.80% | 47,929 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $11.2M | 2.77% | 11,333 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $9.8M | 2.41% | 33,684 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.3M | 2.31% | 19,240 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $9.3M | 2.30% | 52,876 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $9.1M | 2.25% | 285,432 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $8.3M | 2.04% | 103,188 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $8.3M | 2.04% | 52,221 | Common | NONE |
| 92826C839 | V | VISA INC | $8.0M | 1.98% | 22,638 | Common | NONE |
| 46641Q670 | JCPB | J P MORGAN EXCHANGE TRADED F | $7.7M | 1.90% | 163,421 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $7.5M | 1.86% | 156,090 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $7.5M | 1.84% | 96,449 | Common | NONE |
| 172967424 | C | CITIGROUP INC | $7.0M | 1.72% | 82,105 | Common | NONE |
| 316188309 | FBND | FIDELITY MERRIMACK STR TR | $6.9M | 1.71% | 151,881 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $6.0M | 1.49% | 32,486 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $5.8M | 1.43% | 32,659 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $5.5M | 1.35% | 17,245 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $5.1M | 1.26% | 10,243 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.1M | 1.01% | 26,786 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $4.0M | 0.99% | 18,375 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $3.6M | 0.89% | 9,988 | Common | NONE |
| 14021D107 | CGBL | CAPITAL GROUP CORE BALANCED | $3.6M | 0.88% | 106,568 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.4M | 0.84% | 60,142 | Common | NONE |
| 464287325 | IXJ | ISHARES TR | $3.2M | 0.78% | 36,711 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $2.5M | 0.61% | 21,960 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.52% | 38,912 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $2.0M | 0.50% | 3,253 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $2.0M | 0.50% | 3,538 | Common | NONE |
| 74347X831 | TQQQ | PROSHARES TR | $1.5M | 0.37% | 18,220 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $1.4M | 0.35% | 27,395 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.35% | 28,128 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $1.3M | 0.32% | 968 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $1.2M | 0.30% | 2,345 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.1M | 0.28% | 4,167 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $1.1M | 0.26% | 8,470 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.0M | 0.26% | 15,080 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $1.0M | 0.25% | 4,580 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $869,449 | 0.21% | 6,378 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $815,161 | 0.20% | 1,859 | Common | NONE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $812,053 | 0.20% | 9,647 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $801,979 | 0.20% | 1,427 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $771,399 | 0.19% | 422 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $729,376 | 0.18% | 5,882 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $677,630 | 0.17% | 1,596 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $668,377 | 0.16% | 2,169 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $610,663 | 0.15% | 1,199 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $597,054 | 0.15% | 4,170 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $589,101 | 0.15% | 5,758 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $570,989 | 0.14% | 1,937 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $556,211 | 0.14% | 7,484 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $538,651 | 0.13% | 2,313 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $523,597 | 0.13% | 1,920 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $522,248 | 0.13% | 21,916 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $501,645 | 0.12% | 22,395 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $500,042 | 0.12% | 4,335 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $475,190 | 0.12% | 1,535 | Common | NONE |
| 146869102 | CVNA | CARVANA CO | $468,711 | 0.12% | 1,391 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $465,147 | 0.11% | 2,273 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $424,645 | 0.10% | 2,666 | Common | NONE |
| 78464A763 | SDY | SPDR SERIES TRUST | $422,531 | 0.10% | 3,113 | Common | NONE |
| 98138H101 | WDAY | WORKDAY INC | $419,520 | 0.10% | 1,748 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $418,641 | 0.10% | 1,078 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $414,376 | 0.10% | 1,130 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $394,158 | 0.10% | 2,474 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $392,354 | 0.10% | 2,765 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $379,667 | 0.09% | 2,848 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $337,706 | 0.08% | 3,090 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $333,581 | 0.08% | 5,851 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $327,695 | 0.08% | 1,790 | Common | NONE |
| 67059N108 | NTNX | NUTANIX INC | $322,653 | 0.08% | 4,221 | Common | NONE |
| 464287846 | IYY | ISHARES TR | $319,702 | 0.08% | 2,119 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $315,372 | 0.08% | 6,665 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $315,187 | 0.08% | 6,373 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $311,042 | 0.08% | 5,181 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $289,259 | 0.07% | 11,835 | Common | NONE |
| 72352L106 | PINS | PINTEREST INC | $289,032 | 0.07% | 8,060 | Common | NONE |
| 921932505 | VOOG | VANGUARD ADMIRAL FDS INC | $286,221 | 0.07% | 722 | Common | NONE |
| 464287291 | IXN | ISHARES TR | $259,156 | 0.06% | 2,807 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $244,992 | 0.06% | 1,386 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $240,341 | 0.06% | 308 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $239,434 | 0.06% | 1,070 | Common | NONE |
| 92343X100 | VTY | VERINT SYS INC | $232,204 | 0.06% | 11,805 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $231,282 | 0.06% | 811 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $221,341 | 0.05% | 758 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $211,138 | 0.05% | 2,263 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $200,522 | 0.05% | 14,594 | Common | NONE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $200,257 | 0.05% | 824 | Common | NONE |
| 6706ER101 | XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $140,063 | 0.03% | 10,091 | Common | NONE |
| 18914F103 | CLOV | CLOVER HEALTH INVESTMENTS CO | $27,900 | 0.01% | 10,000 | 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.