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

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
NEW	AMGEN INC	AMGN	+11,937	+$3.9M	$0
ADD	CAPITAL GROUP CORE BALANCED	14021D107	+58,004	+$2.0M	+$90,701
ADD	VANGUARD BD INDEX FDS	921937819	+21,013	+$1.6M	-$23,942
ADD	FIDELITY MERRIMACK STR TR	316188309	+34,882	+$1.6M	-$35,793
ADD	J P MORGAN EXCHANGE TRADED F	46641Q670	+32,750	+$1.6M	-$38,249
ADD	VANGUARD WHITEHALL FDS	921946794	+15,668	+$1.4M	+$679,640
ADD	VANGUARD STAR FDS	921909768	+13,432	+$1.0M	+$442,819
ADD	PROSHARES TR	74347X831	+17,920	+$944,743	-$806,826
ADD	SPDR DOW JONES INDL AVERAGE	78467X109	+1,931	+$927,977	+$659,442
ADD	SCHWAB STRATEGIC TR	808524201	+33,133	+$891,606	+$6,529

Sector Allocation

Technology

13.1%$64.1M

Financials

9.0%$44.2M

Healthcare

3.7%$18.0M

Consumer Discretionary

2.8%$13.6M

Communication Services

2.7%$13.1M

Industrials

0.1%$602,518

Energy

0.1%$622,630

Consumer Staples

0.0%$225,744

Filing History

Jan 23, 202613F HOLDINGS REPORTQ/E Dec 2025111 pos · $490.1M
Oct 24, 202513F HOLDINGS REPORTQ/E Sep 202599 pos · $453.8M
Aug 7, 202513F HOLDINGS REPORTQ/E Jun 202598 pos · $405.2M
Apr 30, 202513F HOLDINGS REPORTQ/E Mar 202595 pos · $360.5M
Jan 28, 202513F HOLDINGS REPORTQ/E Dec 202494 pos · $366.8M
Oct 18, 202413F HOLDINGS REPORTQ/E Sep 202494 pos · $344.1M
Jul 18, 202413F HOLDINGS REPORTQ/E Jun 202487 pos · $309.2M
Apr 18, 202413F HOLDINGS REPORTQ/E Mar 202486 pos · $295.7M
Nov 7, 202313F HOLDINGS REPORTQ/E Dec 202374 pos · $220.4M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	APPLE INC	AAPL	136,756	$37.2M	7.97%
2	SPDR S&P 500 ETF TR	SPY	51,485	$35.1M	7.53%
3	VANGUARD INDEX FDS	922908769	99,904	$33.5M	7.18%
4	INVESCO QQQ TR	IVZ	54,388	$33.4M	7.16%
5	VANGUARD SPECIALIZED FUNDS	921908844	101,764	$22.4M	4.80%
6	SPDR DOW JONES INDL AVERAGE	78467X109	41,107	$19.8M	4.24%
7	ISHARES TR	464287507	271,294	$17.9M	3.84%
8	VANGUARD STAR FDS	921909768	237,094	$17.9M	3.83%
9	ALPHABET INC	GOOG	54,739	$17.1M	3.67%
10	VANGUARD INDEX FDS	922908751	51,430	$13.3M	2.84%
11	VANGUARD WHITEHALL FDS	921946794	143,420	$12.9M	2.77%
12	META PLATFORMS INC	META	18,122	$12.0M	2.56%
13	CAPITAL GROUP GBL GROWTH EQT	14020X104	317,991	$11.0M	2.36%
14	JPMORGAN CHASE & CO.	VYLD	33,495	$10.8M	2.31%
15	J P MORGAN EXCHANGE TRADED F	46641Q670	223,993	$10.6M	2.27%
16	VANGUARD BD INDEX FDS	921937819	135,024	$10.5M	2.25%
17	ISHARES TR	464287234	190,689	$10.4M	2.24%
18	COSTCO WHSL CORP NEW	22160K105	11,722	$10.1M	2.17%
19	BERKSHIRE HATHAWAY INC DEL	BRK-A	19,892	$10.0M	2.14%
20	FIDELITY MERRIMACK STR TR	316188309	213,859	$9.8M	2.11%