Q4 2025 · 13F-HR
Clarity Wealth Advisors, LLCholdings as filed
Filed 2026-01-23 · accession 0001767384-26-000001
$490.1M
Reported value
111
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $37.2M | 7.59% | 136,756 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $35.1M | 7.16% | 51,485 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $33.5M | 6.83% | 99,904 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $33.4M | 6.82% | 54,388 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $22.4M | 4.56% | 101,764 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $19.8M | 4.03% | 41,107 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $17.9M | 3.65% | 271,294 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $17.9M | 3.65% | 237,094 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $17.1M | 3.50% | 54,739 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $13.3M | 2.71% | 51,430 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $12.9M | 2.63% | 143,420 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $12.0M | 2.44% | 18,122 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $11.0M | 2.25% | 317,991 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $10.8M | 2.20% | 33,495 | Common | NONE |
| 46641Q670 | JCPB | J P MORGAN EXCHANGE TRADED F | $10.6M | 2.16% | 223,993 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $10.5M | 2.15% | 135,024 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $10.4M | 2.13% | 190,689 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $10.1M | 2.06% | 11,722 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.0M | 2.04% | 19,892 | Common | NONE |
| 316188309 | FBND | FIDELITY MERRIMACK STR TR | $9.8M | 2.01% | 213,859 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.8M | 2.00% | 52,518 | Common | NONE |
| 172967424 | C | CITIGROUP INC | $9.5M | 1.93% | 81,052 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $8.8M | 1.80% | 28,050 | Common | NONE |
| 92826C839 | V | VISA INC | $8.2M | 1.67% | 23,396 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $7.8M | 1.59% | 17,276 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $7.6M | 1.56% | 33,461 | Common | NONE |
| 14021D107 | CGBL | CAPITAL GROUP CORE BALANCED | $7.3M | 1.49% | 206,693 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $6.1M | 1.25% | 29,654 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $5.1M | 1.05% | 10,646 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $4.0M | 0.83% | 17,530 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $3.9M | 0.80% | 11,937 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.8M | 0.77% | 65,996 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $2.9M | 0.59% | 7,295 | Common | NONE |
| 464287325 | IXJ | ISHARES TR | $2.7M | 0.55% | 27,450 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $2.6M | 0.54% | 3,847 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.50% | 42,538 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $2.4M | 0.49% | 18,409 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $2.4M | 0.48% | 3,776 | Common | NONE |
| 74347X831 | TQQQ | PROSHARES TR | $1.8M | 0.36% | 33,840 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.4M | 0.29% | 4,039 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.27% | 26,584 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $1.2M | 0.24% | 44,611 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.2M | 0.24% | 15,042 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $1.1M | 0.23% | 20,846 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $1.0M | 0.21% | 2,142 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $970,322 | 0.20% | 10,349 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $879,530 | 0.18% | 5,211 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $851,386 | 0.17% | 4,368 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $799,797 | 0.16% | 1,639 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $794,365 | 0.16% | 4,469 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $789,618 | 0.16% | 1,383 | Common | NONE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $786,610 | 0.16% | 9,796 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $752,074 | 0.15% | 1,589 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $741,368 | 0.15% | 5,658 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $731,759 | 0.15% | 19,831 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $713,442 | 0.15% | 422 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $677,986 | 0.14% | 2,169 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $641,877 | 0.13% | 5,642 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $622,630 | 0.13% | 4,085 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $621,278 | 0.13% | 2,901 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $602,518 | 0.12% | 1,052 | Common | NONE |
| 146869102 | CVNA | CARVANA CO | $563,819 | 0.12% | 1,336 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $562,043 | 0.11% | 1,199 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $558,888 | 0.11% | 3,472 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $509,979 | 0.10% | 19,443 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $485,081 | 0.10% | 1,831 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $475,417 | 0.10% | 1,605 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $464,665 | 0.09% | 3,866 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $460,012 | 0.09% | 1,790 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $451,415 | 0.09% | 1,525 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $444,060 | 0.09% | 1,290 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $443,307 | 0.09% | 2,592 | Common | NONE |
| 78464A763 | SDY | SPDR SERIES TRUST | $434,437 | 0.09% | 3,122 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $429,003 | 0.09% | 2,199 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $415,003 | 0.08% | 2,253 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $408,745 | 0.08% | 2,848 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $396,102 | 0.08% | 7,368 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $355,825 | 0.07% | 5,293 | Common | NONE |
| 97717W307 | DLN | WISDOMTREE TR | $355,760 | 0.07% | 4,039 | Common | NONE |
| 464287846 | IYY | ISHARES TR | $351,351 | 0.07% | 2,119 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $351,017 | 0.07% | 6,382 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $341,229 | 0.07% | 11,348 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $335,833 | 0.07% | 312 | Common | NONE |
| 98138H101 | WDAY | WORKDAY INC | $331,191 | 0.07% | 1,542 | Common | NONE |
| 46137V613 | PRF | INVESCO EXCHANGE TRADED FD T | $327,707 | 0.07% | 6,984 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $311,556 | 0.06% | 2,174 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $297,950 | 0.06% | 805 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $297,010 | 0.06% | 15,069 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $295,657 | 0.06% | 5,064 | Common | NONE |
| 464287291 | IXN | ISHARES TR | $288,596 | 0.06% | 2,749 | Common | NONE |
| 921932505 | VOOG | VANGUARD ADMIRAL FDS INC | $281,155 | 0.06% | 632 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $275,743 | 0.06% | 4,414 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $269,888 | 0.06% | 883 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $253,807 | 0.05% | 10,558 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $240,391 | 0.05% | 1,617 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $234,715 | 0.05% | 1,070 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $231,532 | 0.05% | 752 | Common | NONE |
| 931142103 | WMT | WALMART INC | $225,744 | 0.05% | 2,026 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $224,952 | 0.05% | 6,896 | Common | NONE |
| 67059N108 | NTNX | NUTANIX INC | $218,183 | 0.04% | 4,221 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $217,219 | 0.04% | 1,137 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $216,230 | 0.04% | 1,028 | Common | NONE |
| 21873S108 | CRWV | COREWEAVE INC | $214,830 | 0.04% | 3,000 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $211,064 | 0.04% | 7,411 | Common | NONE |
| 72352L106 | PINS | PINTEREST INC | $208,673 | 0.04% | 8,060 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $204,514 | 0.04% | 650 | Common | NONE |
| 337738108 | FISV | FISERV INC | $202,182 | 0.04% | 3,010 | Common | NONE |
| 94419L101 | W | WAYFAIR INC | $200,820 | 0.04% | 2,000 | Common | NONE |
| 08975B109 | BBAI | BIGBEAR AI HLDGS INC | $64,800 | 0.01% | 12,000 | Common | NONE |
| 62914V106 | NIO | NIO INC | $58,650 | 0.01% | 11,500 | Common | NONE |
| 67059N108 | NTNX | NUTANIX INC | $51,690 | 0.01% | 1,000 | CALL | 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.