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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001767384

Clarity Wealth Advisors, LLC

SAN JOSE, CA · File #028-19804

Latest AUM
$490.1M
Positions
111
Top-10 Concentration
53.1%
Filings
12

Sector Allocation

Technology
13.1%$64.1M
Financials
9.0%$44.2M
Healthcare
3.7%$18.0M
Industrials
0.1%$602,518
Energy
0.1%$622,630
Consumer Staples
0.0%$225,744

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL136,756$37.2M7.97%
2SPDR S&P 500 ETF TRSPY51,485$35.1M7.53%
3VANGUARD INDEX FDS92290876999,904$33.5M7.18%
4INVESCO QQQ TRIVZ54,388$33.4M7.16%
5VANGUARD SPECIALIZED FUNDS921908844101,764$22.4M4.80%
6SPDR DOW JONES INDL AVERAGE78467X10941,107$19.8M4.24%
7ISHARES TR464287507271,294$17.9M3.84%
8VANGUARD STAR FDS921909768237,094$17.9M3.83%
9ALPHABET INCGOOG54,739$17.1M3.67%
10VANGUARD INDEX FDS92290875151,430$13.3M2.84%
11VANGUARD WHITEHALL FDS921946794143,420$12.9M2.77%
12META PLATFORMS INCMETA18,122$12.0M2.56%
13CAPITAL GROUP GBL GROWTH EQT14020X104317,991$11.0M2.36%
14JPMORGAN CHASE & CO.VYLD33,495$10.8M2.31%
15J P MORGAN EXCHANGE TRADED F46641Q670223,993$10.6M2.27%
16VANGUARD BD INDEX FDS921937819135,024$10.5M2.25%
17ISHARES TR464287234190,689$10.4M2.24%
18COSTCO WHSL CORP NEW22160K10511,722$10.1M2.17%
19BERKSHIRE HATHAWAY INC DELBRK-A19,892$10.0M2.14%
20FIDELITY MERRIMACK STR TR316188309213,859$9.8M2.11%