Q3 2025 · 13F-HR
Clarity Wealth Advisors, LLCholdings as filed
Filed 2025-10-24 · accession 0001767384-25-000002
$453.8M
Reported value
99
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $34.5M | 7.60% | 135,387 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $34.1M | 7.52% | 51,227 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $32.8M | 7.22% | 54,606 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $32.4M | 7.15% | 98,807 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $21.6M | 4.76% | 100,113 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $18.2M | 4.00% | 39,176 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $17.0M | 3.75% | 261,065 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $16.4M | 3.62% | 223,662 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $13.5M | 2.98% | 55,577 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $12.5M | 2.76% | 49,305 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $12.5M | 2.75% | 17,019 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $10.8M | 2.38% | 127,752 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $10.6M | 2.34% | 33,611 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $10.3M | 2.27% | 301,261 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $10.3M | 2.27% | 11,114 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.8M | 2.16% | 52,417 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.7M | 2.14% | 19,335 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $9.3M | 2.06% | 174,748 | Common | NONE |
| 46641Q670 | JCPB | J P MORGAN EXCHANGE TRADED F | $9.1M | 2.00% | 191,243 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $8.9M | 1.96% | 114,011 | Common | NONE |
| 316188309 | FBND | FIDELITY MERRIMACK STR TR | $8.3M | 1.82% | 178,977 | Common | NONE |
| 172967424 | C | CITIGROUP INC | $8.2M | 1.82% | 81,147 | Common | NONE |
| 92826C839 | V | VISA INC | $7.8M | 1.72% | 22,868 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $7.7M | 1.70% | 17,304 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $7.6M | 1.67% | 32,782 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $6.8M | 1.50% | 27,895 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $5.2M | 1.15% | 28,092 | Common | NONE |
| 14021D107 | CGBL | CAPITAL GROUP CORE BALANCED | $5.2M | 1.14% | 148,689 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $5.2M | 1.14% | 9,965 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $4.0M | 0.88% | 18,277 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.8M | 0.83% | 66,110 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $3.3M | 0.73% | 8,338 | Common | NONE |
| 464287325 | IXJ | ISHARES TR | $2.7M | 0.60% | 30,682 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $2.5M | 0.56% | 20,134 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.53% | 41,828 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $2.2M | 0.49% | 3,622 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $2.2M | 0.48% | 3,245 | Common | NONE |
| 74347X831 | TQQQ | PROSHARES TR | $1.6M | 0.36% | 15,920 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.31% | 27,633 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.4M | 0.30% | 4,112 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $1.3M | 0.28% | 23,871 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $1.2M | 0.27% | 6,778 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $1.2M | 0.27% | 4,377 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $1.2M | 0.26% | 986 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $1.1M | 0.23% | 2,142 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.0M | 0.23% | 15,080 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $847,213 | 0.19% | 5,868 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $824,427 | 0.18% | 5,658 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $822,243 | 0.18% | 1,714 | Common | NONE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $811,225 | 0.18% | 9,720 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $790,683 | 0.17% | 1,390 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $761,883 | 0.17% | 2,169 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $744,303 | 0.16% | 1,589 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $657,458 | 0.14% | 5,742 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $639,315 | 0.14% | 4,117 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $631,776 | 0.14% | 18,831 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $631,536 | 0.14% | 422 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $587,966 | 0.13% | 1,199 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $559,667 | 0.12% | 21,768 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $515,974 | 0.11% | 3,472 | Common | NONE |
| 146869102 | CVNA | CARVANA CO | $503,993 | 0.11% | 1,336 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $501,877 | 0.11% | 7,484 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $501,755 | 0.11% | 1,052 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $490,152 | 0.11% | 1,737 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $484,447 | 0.11% | 1,525 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $472,362 | 0.10% | 2,244 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $463,236 | 0.10% | 2,275 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $455,920 | 0.10% | 1,125 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $451,276 | 0.10% | 1,904 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $443,687 | 0.10% | 2,667 | Common | NONE |
| 78464A763 | SDY | SPDR SERIES TRUST | $436,550 | 0.10% | 3,117 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $427,449 | 0.09% | 2,642 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $401,426 | 0.09% | 2,848 | Common | NONE |
| 98138H101 | WDAY | WORKDAY INC | $394,556 | 0.09% | 1,639 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $366,485 | 0.08% | 1,790 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $363,857 | 0.08% | 3,062 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $351,466 | 0.08% | 6,487 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $351,244 | 0.08% | 2,286 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $348,944 | 0.08% | 5,293 | Common | NONE |
| 464287846 | IYY | ISHARES TR | $344,291 | 0.08% | 2,119 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $343,923 | 0.08% | 6,666 | Common | NONE |
| 67059N108 | NTNX | NUTANIX INC | $314,000 | 0.07% | 4,221 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $302,343 | 0.07% | 11,478 | Common | NONE |
| 921932505 | VOOG | VANGUARD ADMIRAL FDS INC | $290,057 | 0.06% | 666 | Common | NONE |
| 464287291 | IXN | ISHARES TR | $289,663 | 0.06% | 2,807 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $265,275 | 0.06% | 11,395 | Common | NONE |
| 72352L106 | PINS | PINTEREST INC | $259,290 | 0.06% | 8,060 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $256,637 | 0.06% | 4,283 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $241,339 | 0.05% | 1,070 | Common | NONE |
| 92343X100 | VTY | VERINT SYS INC | $239,051 | 0.05% | 11,805 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $235,386 | 0.05% | 775 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $233,797 | 0.05% | 306 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $221,934 | 0.05% | 1,299 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $220,473 | 0.05% | 1,182 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $219,745 | 0.05% | 14,969 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $209,291 | 0.05% | 1,028 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $207,086 | 0.05% | 673 | Common | NONE |
| 62914V106 | NIO | NIO INC | $87,630 | 0.02% | 11,500 | Common | NONE |
| 18914F103 | CLOV | CLOVER HEALTH INVESTMENTS CO | $30,600 | 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.