The Analysis of Clarity Wealth Advisors, LLC's Holdings


Currently, Clarity Wealth Advisors, LLC holds 99 types of securities in its portfolio with a total value $453.8M. In the most recent quarter, they have increased their positions in VYMI (+24.6K shares, valued at $2.1M), CGBL (+42.1K shares, valued at $1.5M), BIV (+17.6K shares, valued at $1.4M); decreased their positions in GOOG (-4.8K shares, valued at $1.2M), VCR (-1.6K shares, valued at $653.7K), IXJ (-6.0K shares, valued at $534.3K); initiated new positions in SCHF (+11.4K shares, valued at $265.3K), BX (+1.3K shares, valued at $221.9K), IWD (+1.0K shares, valued at $209.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC135.4K shares-0.99%2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR51.2K shares1.12%2025-09-302025-10-24history
QQQ INVESCO QQQ TR54.6K shares0.42%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS98.8K shares1.81%2025-09-302025-10-24history
VIG VANGUARD SPECIALIZED FUNDS100.1K shares1.93%2025-09-302025-10-24history
DIA SPDR DOW JONES INDL AVERAGE39.2K shares5.86%2025-09-302025-10-24history
IJH ISHARES TR261.1K shares2.95%2025-09-302025-10-24history
VXUS VANGUARD STAR FDS223.7K shares7.65%2025-09-302025-10-24history
Sponsored
GOOGL ALPHABET INC55.6K shares5.11%2025-09-302025-10-24history
VB VANGUARD INDEX FDS49.3K shares2.87%2025-09-302025-10-24history
META META PLATFORMS INC17.0K shares1.80%2025-09-302025-10-24history
VYMI VANGUARD WHITEHALL FDS127.8K shares23.81%2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.33.6K shares-0.22%2025-09-302025-10-24history
CGGO CAPITAL GROUP GBL GROWTH EQT301.3K shares5.55%2025-09-302025-10-24history
COST COSTCO WHSL CORP NEW11.1K shares-1.93%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION52.4K shares0.38%2025-09-302025-10-24history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL19.3K shares0.49%2025-09-302025-10-24history
EEM ISHARES TR174.7K shares11.95%2025-09-302025-10-24history
JCPB J P MORGAN EXCHANGE TRADED F191.2K shares17.02%2025-09-302025-10-24history
BIV VANGUARD BD INDEX FDS114.0K shares18.21%2025-09-302025-10-24history
FBND FIDELITY MERRIMACK STR TR179.0K shares17.84%2025-09-302025-10-24history
C CITIGROUP INC81.1K shares-1.17%2025-09-302025-10-24history
V VISA INC22.9K shares1.02%2025-09-302025-10-24history
TSLA TESLA INC17.3K shares0.34%2025-09-302025-10-24history
Sponsored
ABBV ABBVIE INC32.8K shares0.91%2025-09-302025-10-24history
GOOG ALPHABET INC27.9K shares-14.59%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON28.1K shares4.88%2025-09-302025-10-24history
CGBL CAPITAL GROUP CORE BALANCED148.7K shares39.52%2025-09-302025-10-24history
MSFT MICROSOFT CORP10.0K shares-2.71%2025-09-302025-10-24history
AMZN AMAZON COM INC18.3K shares-0.53%2025-09-302025-10-24history
JEPI J P MORGAN EXCHANGE TRADED F66.1K shares9.92%2025-09-302025-10-24history
VCR VANGUARD WORLD FD8.3K shares-16.52%2025-09-302025-10-24history
Sponsored
IXJ ISHARES TR30.7K shares-16.42%2025-09-302025-10-24history
IGM ISHARES TR20.1K shares-8.32%2025-09-302025-10-24history
JEPQ J P MORGAN EXCHANGE TRADED F41.8K shares7.49%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS3.6K shares2.37%2025-09-302025-10-24history
IVV ISHARES TR3.2K shares-0.25%2025-09-302025-10-24history
TQQQ PROSHARES TR15.9K shares-12.62%2025-09-302025-10-24history
JPST J P MORGAN EXCHANGE TRADED F27.6K shares-1.76%2025-09-302025-10-24history
AVGO BROADCOM INC4.1K shares-1.32%2025-09-302025-10-24history
Sponsored
XLF SELECT SECTOR SPDR TR23.9K shares-12.86%2025-09-302025-10-24history
PLTR PALANTIR TECHNOLOGIES INC6.8K shares6.27%2025-09-302025-10-24history
ORCL ORACLE CORP4.4K shares-4.43%2025-09-302025-10-24history
NFLX NETFLIX INC986 shares1.86%2025-09-302025-10-24history
SNPS SYNOPSYS INC2.1K shares-8.66%2025-09-302025-10-24history
CSCO CISCO SYS INC15.1K shares0.00%2025-09-302025-10-24history
IBB ISHARES TR5.9K shares-30.72%2025-09-302025-10-24history
ANET ARISTA NETWORKS INC5.7K shares-1.74%2025-09-302025-10-24history
Sponsored
VUG VANGUARD INDEX FDS1.7K shares-7.80%2025-09-302025-10-24history
PEG PUBLIC SVC ENTERPRISE GRP IN9.7K shares0.76%2025-09-302025-10-24history
MA MASTERCARD INCORPORATED1.4K shares-2.59%2025-09-302025-10-24history
CDNS CADENCE DESIGN SYSTEM INC2.2K shares0.00%2025-09-302025-10-24history
IWF ISHARES TR1.6K shares-0.44%2025-09-302025-10-24history
DIS DISNEY WALT CO5.7K shares-2.38%2025-09-302025-10-24history
CVX CHEVRON CORP NEW4.1K shares-1.27%2025-09-302025-10-24history
INTC INTEL CORP18.8K shares-15.91%2025-09-302025-10-24history
Sponsored
FICO FAIR ISAAC CORP422 shares0.00%2025-09-302025-10-24history
CRWD CROWDSTRIKE HLDGS INC1.2K shares0.00%2025-09-302025-10-24history
SCHB SCHWAB STRATEGIC TR21.8K shares-0.68%2025-09-302025-10-24history
SHOP SHOPIFY INC3.5K shares-19.91%2025-09-302025-10-24history
CVNA CARVANA CO1.3K shares-3.95%2025-09-302025-10-24history
PYPL PAYPAL HLDGS INC7.5K shares0.00%2025-09-302025-10-24history
CAT CATERPILLAR INC1.1K shares-2.41%2025-09-302025-10-24history
IBM INTERNATIONAL BUSINESS MACHS1.7K shares-10.33%2025-09-302025-10-24history
Sponsored
ADSK AUTODESK INC1.5K shares-0.65%2025-09-302025-10-24history
HON HONEYWELL INTL INC2.2K shares-2.98%2025-09-302025-10-24history
PANW PALO ALTO NETWORKS INC2.3K shares0.09%2025-09-302025-10-24history
HD HOME DEPOT INC1.1K shares-0.44%2025-09-302025-10-24history
CRM SALESFORCE INC1.9K shares-0.83%2025-09-302025-10-24history
QCOM QUALCOMM INC2.7K shares0.04%2025-09-302025-10-24history
SDY SPDR SERIES TRUST3.1K shares0.13%2025-09-302025-10-24history
AMD ADVANCED MICRO DEVICES INC2.6K shares-4.45%2025-09-302025-10-24history
Sponsored
VYM VANGUARD WHITEHALL FDS2.8K shares0.00%2025-09-302025-10-24history
WDAY WORKDAY INC1.6K shares-6.24%2025-09-302025-10-24history
AMAT APPLIED MATLS INC1.8K shares0.00%2025-09-302025-10-24history
IJR ISHARES TR3.1K shares-0.91%2025-09-302025-10-24history
VWO VANGUARD INTL EQUITY INDEX F6.5K shares1.79%2025-09-302025-10-24history
PG PROCTER AND GAMBLE CO2.3K shares-7.60%2025-09-302025-10-24history
IEMG ISHARES INC5.3K shares2.16%2025-09-302025-10-24history
IYY ISHARES TR2.1K shares0.00%2025-09-302025-10-24history
Sponsored
BAC BANK AMERICA CORP6.7K shares0.02%2025-09-302025-10-24history
NTNX NUTANIX INC4.2K shares0.00%2025-09-302025-10-24history
SCHX SCHWAB STRATEGIC TR11.5K shares-3.02%2025-09-302025-10-24history
VOOG VANGUARD ADMIRAL FDS INC666 shares-7.76%2025-09-302025-10-24history
IXN ISHARES TR2.8K shares0.00%2025-09-302025-10-24history
SCHF SCHWAB STRATEGIC TR11.4K sharesnew addition2025-09-302025-10-24history
PINS PINTEREST INC8.1K shares0.00%2025-09-302025-10-24history
VEA VANGUARD TAX-MANAGED FDS4.3K shares-26.80%2025-09-302025-10-24history
Sponsored
SNOW SNOWFLAKE INC1.1K shares0.00%2025-09-302025-10-24history
VRNT VERINT SYS INC11.8K shares0.00%2025-09-302025-10-24history
MCD MCDONALDS CORP775 shares2.24%2025-09-302025-10-24history
LLY ELI LILLY & CO306 shares-0.65%2025-09-302025-10-24history
BX BLACKSTONE INC1.3K sharesnew addition2025-09-302025-10-24history
VTV VANGUARD INDEX FDS1.2K shares-14.72%2025-09-302025-10-24history
RIVN RIVIAN AUTOMOTIVE INC15.0K shares2.57%2025-09-302025-10-24history
IWD ISHARES TR1.0K sharesnew addition2025-09-302025-10-24history
Sponsored
VV VANGUARD INDEX FDS673 shares-17.02%2025-09-302025-10-24history
NIO NIO INC11.5K sharesnew addition2025-09-302025-10-24history
CLOV CLOVER HEALTH INVESTMENTS CO10.0K shares0.00%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available