Sponsored

The Analysis of Clarity Wealth Advisors, LLC's Holdings & P&L

Currently, Clarity Wealth Advisors, LLC holds 116 types of securities in its portfolio with a total value $566.6M. In the most recent quarter, they have increased their positions in CGBL (+77.3K shares, valued at $2.9M), VYMI (+16.2K shares, valued at $1.6M), VGLT (+24.0K shares, valued at $1.3M); decreased their positions in QQQ (-1.4K shares, valued at $1.0M), GOOGL (-2.1K shares, valued at $754.1K), VCR (-1.7K shares, valued at $668.7K); initiated new positions in VGLT (+24.0K shares, valued at $1.3M), FI (+17.0K shares, valued at $833.9K), LOGI (+4.4K shares, valued at $413.5K).

1M P&L

+3.2M+0.77%

3M P&L

+15.3M+3.84%

HY P&L

+37.6M+9.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A281.5M

66.0%

2Consumer Electronics38.7M

9.1%

3Internet Content & Information27.9M

6.5%

Top Industries by Stock Count

1N/A50 stocks

52.6%

2Semiconductors5 stocks

5.3%

3Software - Application5 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR53.2K shares-2.49%2026-06-302026-07-24

AAPL APPLE INC133.8K shares-1.24%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T51.2K shares-1.03%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS100.2K shares-0.52%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS105.7K shares1.51%2026-06-302026-07-24

DIA STATE STR SPDR DOW JONES IND45.3K shares3.58%2026-06-302026-07-24

IJH ISHARES TR302.4K shares5.05%2026-06-302026-07-24

VXUS VANGUARD STAR FDS272.3K shares5.46%2026-06-302026-07-24

Sponsored

GOOGL ALPHABET INC51.0K shares-3.97%2026-06-302026-07-24

VB VANGUARD INDEX FDS58.7K shares6.49%2026-06-302026-07-24

VYMI VANGUARD WHITEHALL FDS178.3K shares9.99%2026-06-302026-07-24

CGGO CAPITAL GROUP GBL GROWTH EQT366.1K shares7.61%2026-06-302026-07-24

EEM ISHARES TR221.0K shares5.56%2026-06-302026-07-24

CGBL CAPITAL GROUP CORE BALANCED369.6K shares26.44%2026-06-302026-07-24

JCPB J P MORGAN EXCHANGE TRADED F262.6K shares7.27%2026-06-302026-07-24

BIV VANGUARD BD INDEX FDS155.9K shares6.17%2026-06-302026-07-24

Sponsored

FBND FIDELITY MERRIMACK STR TR255.4K shares8.28%2026-06-302026-07-24

NVDA NVIDIA CORPORATION57.9K shares11.57%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION11.8K shares0.85%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO33.5K shares-0.45%2026-06-302026-07-24

C CITIGROUP INC78.1K shares-2.59%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC18.4K shares1.46%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL20.4K shares1.95%2026-06-302026-07-24

GOOG ALPHABET INC27.5K shares-2.00%2026-06-302026-07-24

Sponsored

ABBVIE INC ABBVIE INC34.5K shares2.03%2026-06-302026-07-24

VISA INC VISA INC24.4K shares2.24%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON30.9K shares2.25%2026-06-302026-07-24

TSLA TESLA INC17.1K shares0.95%2026-06-302026-07-24

AMGN AMGEN INC11.9K shares-0.49%2026-06-302026-07-24

MSFT MICROSOFT CORP11.2K shares-0.29%2026-06-302026-07-24

AMZN AMAZON COM INC17.5K shares-1.87%2026-06-302026-07-24

JEPI J P MORGAN EXCHANGE TRADED F62.8K shares1.74%2026-06-302026-07-24

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F51.4K shares3.83%2026-06-302026-07-24

VOO VANGUARD INDEX FDS4.5K shares3.24%2026-06-302026-07-24

ISHARES TR ISHARES TR3.7K shares-2.16%2026-06-302026-07-24

INTC INTEL CORP19.6K shares4.50%2026-06-302026-07-24

TQQQ PROSHARES TR33.1K shares-7.27%2026-06-302026-07-24

IGM ISHARES TR14.6K shares-12.65%2026-06-302026-07-24

IXJ ISHARES TR19.0K shares-23.55%2026-06-302026-07-24

VCR VANGUARD WORLD FD4.6K shares-26.66%2026-06-302026-07-24

Sponsored

CISCO SYS INC CISCO SYS INC15.0K shares-0.19%2026-06-302026-07-24

BROADCOM INC BROADCOM INC3.9K shares-1.10%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC2.4K shares-18.18%2026-06-302026-07-24

ANET ARISTA NETWORKS INC7.9K shares32.65%2026-06-302026-07-24

JPST J P MORGAN EXCHANGE TRADED F26.3K shares-0.91%2026-06-302026-07-24

VGLT VANGUARD SCOTTSDALE FDS24.0K sharesnew addition2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC1.8K shares0.00%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR42.3K shares-1.99%2026-06-302026-07-24

Sponsored

SNPS SYNOPSYS INC2.1K shares0.00%2026-06-302026-07-24

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.2K shares-0.17%2026-06-302026-07-24

FI FISERV INC17.0K sharesnew addition2026-06-302026-07-24

CDNS CADENCE DESIGN SYSTEM INC2.2K shares0.00%2026-06-302026-07-24

PEG PUBLIC SVC ENTERPRISE GROUP10.0K shares0.82%2026-06-302026-07-24

ORACLE CORP ORACLE CORP5.4K shares0.17%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.10.9K shares2.79%2026-06-302026-07-24

CAT CATERPILLAR INC728 shares-26.76%2026-06-302026-07-24

Sponsored

PANW PALO ALTO NETWORKS INC2.3K shares-0.13%2026-06-302026-07-24

IBB ISHARES TR4.0K shares-17.33%2026-06-302026-07-24

IWF ISHARES TR5.5K shares247.58%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.3K shares-3.75%2026-06-302026-07-24

VUG VANGUARD INDEX FDS7.5K shares412.44%2026-06-302026-07-24

SMCI SUPER MICRO COMPUTER INC22.1K shares0.00%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.4K shares0.55%2026-06-302026-07-24

IJR ISHARES TR4.3K shares7.42%2026-06-302026-07-24

Sponsored

XLF SELECT SECTOR SPDR TR11.7K shares-31.50%2026-06-302026-07-24

FICO FAIR ISAAC CORP515 shares0.19%2026-06-302026-07-24

BALI BLACKROCK ETF TRUST17.2K shares1.18%2026-06-302026-07-24

CVX CHEVRON CORPORATION3.4K shares4.33%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR17.5K shares-5.43%2026-06-302026-07-24

SDY SPDR SERIES TRUST3.0K shares-3.94%2026-06-302026-07-24

DIS DISNEY WALT CO4.7K shares-7.33%2026-06-302026-07-24

IEMG ISHARES INC5.4K shares1.09%2026-06-302026-07-24

Sponsored

VYM VANGUARD WHITEHALL FDS2.8K shares0.00%2026-06-302026-07-24

HD HOME DEPOT INC1.2K shares-1.74%2026-06-302026-07-24

CVNA CARVANA CO6.6K shares398.33%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F7.2K shares-7.48%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-0.79%2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR11.3K shares0.00%2026-06-302026-07-24

LOGI LOGITECH INTL S A4.4K sharesnew addition2026-06-302026-07-24

QCOM QUALCOMM INC2.2K shares-10.85%2026-06-302026-07-24

Sponsored

SHOP SHOPIFY INC3.4K shares-4.24%2026-06-302026-07-24

LLY ELI LILLY & CO314 shares0.64%2026-06-302026-07-24

GPIX GOLDMAN SACHS ETF TR6.8K shares3.05%2026-06-302026-07-24

BAC BANK OF AMER CORP6.4K shares-1.67%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T6.7K shares-0.86%2026-06-302026-07-24

IYY ISHARES TR1.9K shares0.00%2026-06-302026-07-24

IXN ISHARES TR2.4K shares-6.84%2026-06-302026-07-24

DLN WISDOMTREE TR3.4K shares-2.67%2026-06-302026-07-24

Sponsored

GE GE AEROSPACE851 shares12.42%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS4.4K shares-3.25%2026-06-302026-07-24

VOOG VANGUARD ADMIRAL FDS INC3.8K shares500.00%2026-06-302026-07-24

CRWV COREWEAVE INC3.0K shares0.00%2026-06-302026-07-24

GPIQ GOLDMAN SACHS ETF TR5.0K shares4.17%2026-06-302026-07-24

ADSK AUTODESK INC1.5K shares0.00%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR10.6K shares-0.25%2026-06-302026-07-24

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC16.8K shares0.00%2026-06-302026-07-24

Sponsored

SNOWFLAKE INC SNOWFLAKE INC1.1K sharesnew addition2026-06-302026-07-24

PG PROCTER & GAMBLE CO1.9K shares-7.61%2026-06-302026-07-24

CRM SALESFORCE INC1.7K shares-3.01%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR7.4K shares0.00%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO763 shares-3.05%2026-06-302026-07-24

VTV VANGUARD INDEX FDS1.2K shares5.92%2026-06-302026-07-24

IWD ISHARES TR1.0K shares0.00%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC514 sharesnew addition2026-06-302026-07-24

Sponsored

ITOT ISHARES TR1.5K shares-3.91%2026-06-302026-07-24

WMT WALMART INC2.0K shares1.06%2026-06-302026-07-24

TGT TARGET CORP1.7K shares0.00%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC218 sharesnew addition2026-06-302026-07-24

VXF VANGUARD INDEX FDS881 sharesnew addition2026-06-302026-07-24

NUTANIX INC NUTANIX INC4.2K sharesnew addition2026-06-302026-07-24

HACK AMPLIFY ETF TR2.0K sharesnew addition2026-06-302026-07-24

MCD MCDONALDS CORP757 shares-10.63%2026-06-302026-07-24

Sponsored

PYPL PAYPAL HLDGS INC4.7K shares-5.35%2026-06-302026-07-24

JOBY JOBY AVIATION INC11.8K sharesnew addition2026-06-302026-07-24

NIO INC NIO INC11.5K shares0.00%2026-06-302026-07-24

BBAI BIGBEAR AI HLDGS INC11.8K shares-1.64%2026-06-302026-07-24

QQQ

INVESCO QQQ TR

-2.49%

Shares53.2K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-1.24%

Shares133.8K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-1.03%

Shares51.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-0.52%

Shares100.2K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

1.51%

Shares105.7K

Event2026-06-30

Filed2026-07-24

DIA

STATE STR SPDR DOW JONES IND

3.58%

Shares45.3K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

5.05%

Shares302.4K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

5.46%

Shares272.3K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-3.97%

Shares51.0K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

6.49%

Shares58.7K

Event2026-06-30

Filed2026-07-24

VYMI

VANGUARD WHITEHALL FDS

9.99%

Shares178.3K

Event2026-06-30

Filed2026-07-24

CGGO

CAPITAL GROUP GBL GROWTH EQT

7.61%

Shares366.1K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

5.56%

Shares221.0K

Event2026-06-30

Filed2026-07-24

CGBL

CAPITAL GROUP CORE BALANCED

26.44%

Shares369.6K

Event2026-06-30

Filed2026-07-24

JCPB

J P MORGAN EXCHANGE TRADED F

7.27%

Shares262.6K

Event2026-06-30

Filed2026-07-24

BIV

VANGUARD BD INDEX FDS

6.17%

Shares155.9K

Event2026-06-30

Filed2026-07-24

FBND

FIDELITY MERRIMACK STR TR

8.28%

Shares255.4K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

11.57%

Shares57.9K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.85%

Shares11.8K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-0.45%

Shares33.5K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

-2.59%

Shares78.1K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

1.46%

Shares18.4K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.95%

Shares20.4K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-2.00%

Shares27.5K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

2.03%

Shares34.5K

Event2026-06-30

Filed2026-07-24

VISA INC

2.24%

Shares24.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

2.25%

Shares30.9K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

0.95%

Shares17.1K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-0.49%

Shares11.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-0.29%

Shares11.2K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-1.87%

Shares17.5K

Event2026-06-30

Filed2026-07-24

JEPI

J P MORGAN EXCHANGE TRADED F

1.74%

Shares62.8K

Event2026-06-30

Filed2026-07-24

J P MORGAN EXCHANGE TRADED F

3.83%

Shares51.4K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

3.24%

Shares4.5K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-2.16%

Shares3.7K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

4.50%

Shares19.6K

Event2026-06-30

Filed2026-07-24

TQQQ

PROSHARES TR

-7.27%

Shares33.1K

Event2026-06-30

Filed2026-07-24

IGM

ISHARES TR

-12.65%

Shares14.6K

Event2026-06-30

Filed2026-07-24

IXJ

ISHARES TR

-23.55%

Shares19.0K

Event2026-06-30

Filed2026-07-24

VCR

VANGUARD WORLD FD

-26.66%

Shares4.6K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-0.19%

Shares15.0K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

-1.10%

Shares3.9K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-18.18%

Shares2.4K

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

32.65%

Shares7.9K

Event2026-06-30

Filed2026-07-24

JPST

J P MORGAN EXCHANGE TRADED F

-0.91%

Shares26.3K

Event2026-06-30

Filed2026-07-24

VGLT

VANGUARD SCOTTSDALE FDS

New

Shares24.0K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

-1.99%

Shares42.3K

Event2026-06-30

Filed2026-07-24

SNPS

SYNOPSYS INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CROWDSTRIKE HLDGS INC

-0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-24

FISERV INC

New

Shares17.0K

Event2026-06-30

Filed2026-07-24

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

PEG

PUBLIC SVC ENTERPRISE GROUP

0.82%

Shares10.0K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

0.17%

Shares5.4K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

2.79%

Shares10.9K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-26.76%

Shares728

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

-0.13%

Shares2.3K

Event2026-06-30

Filed2026-07-24

IBB

ISHARES TR

-17.33%

Shares4.0K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

247.58%

Shares5.5K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

-3.75%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

412.44%

Shares7.5K

Event2026-06-30

Filed2026-07-24

SMCI

SUPER MICRO COMPUTER INC

0.00%

Shares22.1K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

0.55%

Shares5.4K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

7.42%

Shares4.3K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-31.50%

Shares11.7K

Event2026-06-30

Filed2026-07-24

FICO

FAIR ISAAC CORP

0.19%

Shares515

Event2026-06-30

Filed2026-07-24

BALI

BLACKROCK ETF TRUST

1.18%

Shares17.2K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

4.33%

Shares3.4K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

-5.43%

Shares17.5K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

-3.94%

Shares3.0K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-7.33%

Shares4.7K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

1.09%

Shares5.4K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-1.74%

Shares1.2K

Event2026-06-30

Filed2026-07-24

CVNA

CARVANA CO

398.33%

Shares6.6K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

-7.48%

Shares7.2K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-0.79%

Shares1.5K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-24

LOGI

LOGITECH INTL S A

New

Shares4.4K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-10.85%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SHOP

SHOPIFY INC

-4.24%

Shares3.4K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

0.64%

Shares314

Event2026-06-30

Filed2026-07-24

GPIX

GOLDMAN SACHS ETF TR

3.05%

Shares6.8K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

-1.67%

Shares6.4K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

-0.86%

Shares6.7K

Event2026-06-30

Filed2026-07-24

IYY

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

IXN

ISHARES TR

-6.84%

Shares2.4K

Event2026-06-30

Filed2026-07-24

DLN

WISDOMTREE TR

-2.67%

Shares3.4K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

12.42%

Shares851

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

-3.25%

Shares4.4K

Event2026-06-30

Filed2026-07-24

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

CRWV

COREWEAVE INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

GPIQ

GOLDMAN SACHS ETF TR

4.17%

Shares5.0K

Event2026-06-30

Filed2026-07-24

ADSK

AUTODESK INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

-0.25%

Shares10.6K

Event2026-06-30

Filed2026-07-24

RIVIAN AUTOMOTIVE INC

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-24

SNOWFLAKE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

-7.61%

Shares1.9K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-3.01%

Shares1.7K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

-3.05%

Shares763

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

5.92%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares514

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

-3.91%

Shares1.5K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

1.06%

Shares2.0K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

New

Shares218

Event2026-06-30

Filed2026-07-24

VXF

VANGUARD INDEX FDS

New

Shares881

Event2026-06-30

Filed2026-07-24

NUTANIX INC

New

Shares4.2K

Event2026-06-30

Filed2026-07-24

HACK

AMPLIFY ETF TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-10.63%

Shares757

Event2026-06-30

Filed2026-07-24

PYPL

PAYPAL HLDGS INC

-5.35%

Shares4.7K

Event2026-06-30

Filed2026-07-24

JOBY

JOBY AVIATION INC

New

Shares11.8K

Event2026-06-30

Filed2026-07-24

NIO INC

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-24

BBAI

BIGBEAR AI HLDGS INC

-1.64%

Shares11.8K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

NVDA Call CallNVIDIA CORPORATION500 sharesnew addition2026-06-302026-07-24

NVDA Call

NVIDIA CORPORATION

New

Shares500

Event2026-06-30

Filed2026-07-24

Put Option Holdings

No put option holdings data available