13F HOLDINGS REPORT
Clarity Wealth Advisors, LLC
Quarter ended Q3 2023 · Filed July 28, 2023 · Accession 0001172661-23-002659
Total Value
$222.7M
Positions
77
Other Managers
0
Confidential Omitted
No
Holdings (77)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 125,880 | $24.4M | 10.96% |
| 2 | VANGUARD INDEX FDS | 922908769 | 82,721 | $18.2M | 8.18% |
| 3 | SPDR S&P 500 ETF TR | SPY | 39,600 | $17.6M | 7.88% |
| 4 | INVESCO QQQ TR | IVZ | 47,391 | $17.5M | 7.86% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 80,372 | $13.1M | 5.86% |
| 6 | ISHARES TR | 464287507 | 40,981 | $10.7M | 4.81% |
| 7 | VANGUARD STAR FDS | 921909768 | 171,303 | $9.6M | 4.31% |
| 8 | VANGUARD INDEX FDS | 922908751 | 40,208 | $8.0M | 3.59% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 11,374 | $6.1M | 2.75% |
| 10 | ALPHABET INC | GOOG | 51,144 | $6.1M | 2.75% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,254 | $5.9M | 2.64% |
| 12 | VANGUARD WORLD FDS | 92204A108 | 20,346 | $5.8M | 2.59% |
| 13 | ISHARES TR | 464287325 | 62,478 | $5.3M | 2.38% |
| 14 | VISA INC | V | 20,772 | $4.9M | 2.21% |
| 15 | JPMORGAN CHASE & CO | VYLD | 27,887 | $4.1M | 1.82% |
| 16 | META PLATFORMS INC | META | 13,210 | $3.8M | 1.70% |
| 17 | ABBVIE INC | ABBV | 28,051 | $3.8M | 1.70% |
| 18 | ISHARES TR | 464287556 | 29,437 | $3.7M | 1.68% |
| 19 | ISHARES TR | 464287234 | 94,385 | $3.7M | 1.68% |
| 20 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 10,817 | $3.7M | 1.67% |
| 21 | JOHNSON & JOHNSON | JNJ | 21,666 | $3.6M | 1.61% |
| 22 | MICROSOFT CORP | MSFT | 8,648 | $2.9M | 1.32% |
| 23 | CITIGROUP INC | C-PR | 59,912 | $2.8M | 1.24% |
| 24 | TESLA INC | TSLA | 10,381 | $2.7M | 1.22% |
| 25 | ALPHABET INC | GOOG | 21,222 | $2.6M | 1.15% |
| 26 | NVIDIA CORPORATION | NVDA | 5,734 | $2.4M | 1.09% |
| 27 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 42,723 | $2.4M | 1.06% |
| 28 | AMAZON COM INC | AMZN | 15,509 | $2.0M | 0.91% |
| 29 | ISHARES TR | 464287549 | 4,754 | $1.9M | 0.84% |
| 30 | 3M CO | MMM | 17,648 | $1.8M | 0.79% |
| 31 | SELECT SECTOR SPDR TR | 81369Y605 | 47,973 | $1.6M | 0.73% |
| 32 | VANGUARD WHITEHALL FDS | 921946794 | 23,541 | $1.5M | 0.67% |
| 33 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 25,058 | $1.3M | 0.56% |
| 34 | ISHARES TR | 464287200 | 2,383 | $1.1M | 0.48% |
| 35 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 21,770 | $1.1M | 0.47% |
| 36 | VANGUARD INDEX FDS | 922908363 | 2,275 | $926,394 | 0.42% |
| 37 | CISCO SYS INC | CSCO | 13,668 | $707,157 | 0.32% |
| 38 | DISNEY WALT CO | 254687106 | 7,780 | $694,598 | 0.31% |
| 39 | MASTERCARD INCORPORATED | MA | 1,636 | $643,466 | 0.29% |
| 40 | CHEVRON CORP NEW | CVX | 4,073 | $640,952 | 0.29% |
| 41 | SCHWAB STRATEGIC TR | 808524102 | 10,295 | $532,268 | 0.24% |
| 42 | PAYPAL HLDGS INC | PYPL | 7,809 | $521,095 | 0.23% |
| 43 | HONEYWELL INTL INC | 438516106 | 2,308 | $478,910 | 0.22% |
| 44 | ORACLE CORP | ORCL-PD | 4,006 | $477,131 | 0.21% |
| 45 | PROCTER AND GAMBLE CO | 742718109 | 3,138 | $476,160 | 0.21% |
| 46 | DUOLINGO INC | DUOL | 3,199 | $457,265 | 0.21% |
| 47 | SYNOPSYS INC | SNPS | 1,022 | $444,989 | 0.20% |
| 48 | WORKDAY INC | WDAY | 1,937 | $437,549 | 0.20% |
| 49 | PROSHARES TR | 74347X831 | 10,310 | $422,710 | 0.19% |
| 50 | APPLIED MATLS INC | 038222105 | 2,790 | $403,267 | 0.18% |
| 51 | INTEL CORP | INTC | 11,269 | $376,835 | 0.17% |
| 52 | NETFLIX INC | NFLX | 853 | $375,738 | 0.17% |
| 53 | ISHARES TR | 464287614 | 1,362 | $374,795 | 0.17% |
| 54 | SPDR SER TR | 78464A763 | 2,983 | $365,656 | 0.16% |
| 55 | SCHWAB STRATEGIC TR | 808524201 | 6,839 | $358,137 | 0.16% |
| 56 | NUTANIX INC | NTNX | 12,722 | $356,852 | 0.16% |
| 57 | VANGUARD WHITEHALL FDS | 921946406 | 3,279 | $347,804 | 0.16% |
| 58 | SALESFORCE INC | CRM | 1,528 | $322,805 | 0.14% |
| 59 | VANGUARD INDEX FDS | 922908736 | 1,112 | $314,684 | 0.14% |
| 60 | BROADCOM INC | AVGO | 355 | $307,938 | 0.14% |
| 61 | SHOPIFY INC | SHOP | 4,745 | $306,527 | 0.14% |
| 62 | TARGET CORP | TGT | 2,262 | $298,401 | 0.13% |
| 63 | AUTODESK INC | ADSK | 1,425 | $291,569 | 0.13% |
| 64 | ISHARES TR | 464287804 | 2,904 | $289,384 | 0.13% |
| 65 | VANGUARD TAX-MANAGED FDS | 921943858 | 5,642 | $260,548 | 0.12% |
| 66 | ISHARES INC | 46434G103 | 5,258 | $259,167 | 0.12% |
| 67 | UNITEDHEALTH GROUP INC | UNH | 532 | $255,767 | 0.11% |
| 68 | ISHARES TR | 464287846 | 2,310 | $250,242 | 0.11% |
| 69 | SCHWAB STRATEGIC TR | 808524870 | 4,296 | $225,245 | 0.10% |
| 70 | ISHARES TR | 464288620 | 4,451 | $222,968 | 0.10% |
| 71 | MCDONALDS CORP | MCD | 745 | $222,399 | 0.10% |
| 72 | PINTEREST INC | PINS | 8,060 | $220,360 | 0.10% |
| 73 | ALLOGENE THERAPEUTICS INC | ALLO | 18,006 | $89,490 | 0.04% |
| 74 | PAYPAL HLDGS INC | PYPL | 1,000 | $66,730 | 0.03% |
| 75 | TARGET CORP | TGT | 500 | $65,950 | 0.03% |
| 76 | PROSPECT CAP CORP | PSEC-PA | 10,076 | $62,474 | 0.03% |
| 77 | PROSHARES TR | 74347X831 | 1,000 | $41,000 | 0.02% |