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
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025111 pos · $490.1M
- 13F HOLDINGS REPORTQ/E Sep 202599 pos · $453.8M
- 13F HOLDINGS REPORTQ/E Jun 202598 pos · $405.2M
- 13F HOLDINGS REPORTQ/E Mar 202595 pos · $360.5M
- 13F HOLDINGS REPORTQ/E Dec 202494 pos · $366.8M
- 13F HOLDINGS REPORTQ/E Sep 202494 pos · $344.1M
- 13F HOLDINGS REPORTQ/E Jun 202487 pos · $309.2M
- 13F HOLDINGS REPORTQ/E Mar 202486 pos · $295.7M
- 13F HOLDINGS REPORTQ/E Dec 202374 pos · $220.4M
- 13F HOLDINGS REPORTQ/E Sep 202377 pos · $222.7M
- 13F HOLDINGS REPORTQ/E Jun 202373 pos · $196.2M
- 13F HOLDINGS REPORTQ/E Mar 202367 pos · $173.6M
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% |