Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Clarity Wealth Advisors, LLC

Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001085146-25-004654

Total Value
$405.2M
Positions
98
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (98)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY50,660$31.3M7.72%
2INVESCO QQQ TRIVZ54,377$30.0M7.40%
3VANGUARD INDEX FDS92290876997,055$29.5M7.28%
4APPLE INCAAPL136,741$28.1M6.92%
5VANGUARD SPECIALIZED FUNDS92190884498,217$20.1M4.96%
6SPDR DOW JONES INDL AVERAGE78467X10937,008$16.3M4.02%
7ISHARES TR464287507253,595$15.7M3.88%
8VANGUARD STAR FDS921909768207,763$14.4M3.54%
9META PLATFORMS INCMETA16,718$12.3M3.04%
10VANGUARD INDEX FDS92290875147,929$11.4M2.80%
11COSTCO WHSL CORP NEW22160K10511,333$11.2M2.77%
12JPMORGAN CHASE & CO.VYLD33,684$9.8M2.41%
13BERKSHIRE HATHAWAY INC DELBRK-A19,240$9.3M2.31%
14ALPHABET INCGOOG52,876$9.3M2.30%
15CAPITAL GROUP GBL GROWTH EQT14020X104285,432$9.1M2.25%
16VANGUARD WHITEHALL FDS921946794103,188$8.3M2.04%
17NVIDIA CORPORATIONNVDA52,221$8.3M2.04%
18VISA INCV22,638$8.0M1.98%
19J P MORGAN EXCHANGE TRADED F46641Q670163,421$7.7M1.90%
20ISHARES TR464287234156,090$7.5M1.86%
21VANGUARD BD INDEX FDS92193781996,449$7.5M1.84%
22CITIGROUP INCC-PR82,105$7.0M1.72%
23FIDELITY MERRIMACK STR TR316188309151,881$6.9M1.71%
24ABBVIE INCABBV32,486$6.0M1.49%
25ALPHABET INCGOOG32,659$5.8M1.43%
26TESLA INCTSLA17,245$5.5M1.35%
27MICROSOFT CORPMSFT10,243$5.1M1.26%
28JOHNSON & JOHNSONJNJ26,786$4.1M1.01%
29AMAZON COM INCAMZN18,375$4.0M0.99%
30VANGUARD WORLD FD92204A1089,988$3.6M0.89%
31CAPITAL GROUP CORE BALANCED14021D107106,568$3.6M0.88%
32J P MORGAN EXCHANGE TRADED F46641Q33260,142$3.4M0.84%
33ISHARES TR46428732536,711$3.2M0.78%
34ISHARES TR46428754921,960$2.5M0.61%
35J P MORGAN EXCHANGE TRADED F46654Q20338,912$2.1M0.52%
36ISHARES TR4642872003,253$2.0M0.50%
37VANGUARD INDEX FDS9229083633,538$2.0M0.50%
38PROSHARES TR74347X83118,220$1.5M0.37%
39SELECT SECTOR SPDR TR81369Y60527,395$1.4M0.35%
40J P MORGAN EXCHANGE TRADED F46641Q83728,128$1.4M0.35%
41NETFLIX INCNFLX968$1.3M0.32%
42SYNOPSYS INCSNPS2,345$1.2M0.30%
43BROADCOM INCAVGO4,167$1.1M0.28%
44ISHARES TR4642875568,470$1.1M0.26%
45CISCO SYS INCCSCO15,080$1.0M0.26%
46ORACLE CORPORCL-PD4,580$1.0M0.25%
47PALANTIR TECHNOLOGIES INCPLTR6,378$869,4490.21%
48VANGUARD INDEX FDS9229087361,859$815,1610.20%
49PUBLIC SVC ENTERPRISE GRP IN7445731069,647$812,0530.20%
50MASTERCARD INCORPORATEDMA1,427$801,9790.20%
51FAIR ISAAC CORPFICO422$771,3990.19%
52DISNEY WALT CO2546871065,882$729,3760.18%
53ISHARES TR4642876141,596$677,6300.17%
54CADENCE DESIGN SYSTEM INCCDNS2,169$668,3770.16%
55CROWDSTRIKE HLDGS INCCRWD1,199$610,6630.15%
56CHEVRON CORP NEWCVX4,170$597,0540.15%
57ARISTA NETWORKS INCANET5,758$589,1010.15%
58INTERNATIONAL BUSINESS MACHSINTR1,937$570,9890.14%
59PAYPAL HLDGS INCPYPL7,484$556,2110.14%
60HONEYWELL INTL INC4385161062,313$538,6510.13%
61SALESFORCE INCCRM1,920$523,5970.13%
62SCHWAB STRATEGIC TR80852410221,916$522,2480.13%
63INTEL CORPINTC22,395$501,6450.12%
64SHOPIFY INCSHOP4,335$500,0420.12%
65AUTODESK INCADSK1,535$475,1900.12%
66CARVANA COCVNA1,391$468,7110.12%
67PALO ALTO NETWORKS INCPANW2,273$465,1470.11%
68QUALCOMM INCQCOM2,666$424,6450.10%
69SPDR SERIES TRUST78464A7633,113$422,5310.10%
70WORKDAY INCWDAY1,748$419,5200.10%
71CATERPILLAR INCCAT1,078$418,6410.10%
72HOME DEPOT INCHD1,130$414,3760.10%
73PROCTER AND GAMBLE CO7427181092,474$394,1580.10%
74ADVANCED MICRO DEVICES INCAMD2,765$392,3540.10%
75VANGUARD WHITEHALL FDS9219464062,848$379,6670.09%
76ISHARES TR4642878043,090$337,7060.08%
77VANGUARD TAX-MANAGED FDS9219438585,851$333,5810.08%
78APPLIED MATLS INC0382221051,790$327,6950.08%
79NUTANIX INCNTNX4,221$322,6530.08%
80ISHARES TR4642878462,119$319,7020.08%
81BANK AMERICA CORP0605051046,665$315,3720.08%
82VANGUARD INTL EQUITY INDEX F9220428586,373$315,1870.08%
83ISHARES INC46434G1035,181$311,0420.08%
84SCHWAB STRATEGIC TR80852420111,835$289,2590.07%
85PINTEREST INCPINS8,060$289,0320.07%
86VANGUARD ADMIRAL FDS INC921932505722$286,2210.07%
87ISHARES TR4642872912,807$259,1560.06%
88VANGUARD INDEX FDS9229087441,386$244,9920.06%
89ELI LILLY & COLLY308$240,3410.06%
90SNOWFLAKE INCSNOW1,070$239,4340.06%
91VERINT SYS INC92343X10011,805$232,2040.06%
92VANGUARD INDEX FDS922908637811$231,2820.06%
93MCDONALDS CORPMCD758$221,3410.05%
94UBER TECHNOLOGIES INCUBER2,263$211,1380.05%
95RIVIAN AUTOMOTIVE INCRIVN14,594$200,5220.05%
96BROADRIDGE FINL SOLUTIONS IN11133T103824$200,2570.05%
97NUVEEN S&P 500 BUY-WRITE INCNU10,091$140,0630.03%
98CLOVER HEALTH INVESTMENTS COCLOV10,000$27,9000.01%