Clarity Wealth Advisors, LLC
CIK 0001767384
Annualised vol
7.125529%
Beta
0.355212
HHI
354.919576
Top-10 weight
50.186018%
VaR 95%
0.676292%
VaR 99%
1.306971%
Max drawdown
11.316391%
Matched value
32.903844%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| AAPL | REDUCED | 133,752 | 137,434 | -2.68% | 38,702,448 |
| GOOGL | REDUCED | 78,440 | 81,111 | -3.29% | 27,921,308 |
| NVDA | ADDED | 58,403 | 51,900 | 12.53% | 11,685,817 |
| COST | ADDED | 11,832 | 11,732 | 0.85% | 11,068,690 |
| JPM | REDUCED | 33,494 | 33,647 | -0.45% | 10,963,636 |
| C | REDUCED | 78,076 | 80,155 | -2.59% | 10,927,565 |
| META | ADDED | 18,356 | 18,092 | 1.46% | 10,339,867 |
| ABBV | ADDED | 34,503 | 33,818 | 2.03% | 8,682,438 |
| V | ADDED | 24,401 | 23,866 | 2.24% | 8,371,819 |
| JNJ | ADDED | 30,927 | 30,246 | 2.25% | 7,854,442 |
| TSLA | ADDED | 17,081 | 16,921 | 0.95% | 7,184,269 |
| AMGN | REDUCED | 11,883 | 11,942 | -0.49% | 4,303,072 |
| MSFT | REDUCED | 11,209 | 11,242 | -0.29% | 4,181,116 |
| AMZN | REDUCED | 17,481 | 17,814 | -1.87% | 4,166,372 |
| INTC | ADDED | 19,584 | 18,740 | 4.5% | 2,734,455 |
| AVGO | REDUCED | 3,949 | 3,993 | -1.1% | 1,491,735 |
| AMD | REDUCED | 2,371 | 2,898 | -18.18% | 1,377,338 |
| ANET | ADDED | 7,930 | 5,978 | 32.65% | 1,347,148 |
| SNPS | UNCHANGED | 2,140 | 2,140 | 0.0% | 954,590 |
| FISV | NEW | 17,000 | - | - | 833,850 |
| ORCL | ADDED | 5,354 | 5,345 | 0.17% | 784,618 |
| NFLX | ADDED | 10,900 | 10,604 | 2.79% | 778,260 |
| CAT | REDUCED | 728 | 994 | -26.76% | 775,276 |
| PANW | REDUCED | 2,267 | 2,270 | -0.13% | 773,092 |
| MA | REDUCED | 1,282 | 1,332 | -3.75% | 658,632 |
| SMCI | UNCHANGED | 22,110 | 22,110 | 0.0% | 648,486 |
| PLTR | ADDED | 5,445 | 5,415 | 0.55% | 635,268 |
| FICO | ADDED | 515 | 514 | 0.19% | 615,312 |
| BLK | ADDED | 17,200 | 17,000 | 1.18% | 581,876 |
| CVX | ADDED | 3,372 | 3,232 | 4.33% | 559,013 |
| HD | REDUCED | 1,241 | 1,263 | -1.74% | 437,534 |
| CVNA | ADDED | 6,568 | 1,318 | 398.33% | 432,306 |
| SHOP | REDUCED | 3,385 | 3,535 | -4.24% | 386,499 |
| LLY | ADDED | 314 | 312 | 0.64% | 376,215 |
| CRWV | UNCHANGED | 3,000 | 3,000 | 0.0% | 298,620 |
| ADSK | UNCHANGED | 1,525 | 1,525 | 0.0% | 296,491 |
| SNOW | NEW | 1,120 | - | - | 285,040 |
| PG | REDUCED | 1,881 | 2,036 | -7.61% | 275,830 |
| CRM | REDUCED | 1,742 | 1,796 | -3.01% | 272,902 |
| AXP | REDUCED | 763 | 787 | -3.05% | 258,213 |
| WMT | ADDED | 2,000 | 1,979 | 1.06% | 226,547 |
| TGT | UNCHANGED | 1,720 | 1,720 | 0.0% | 224,649 |
| GS | NEW | 218 | - | - | 220,479 |
| NTNX | NEW | 4,221 | - | - | 215,102 |
| MCD | REDUCED | 757 | 847 | -10.63% | 204,639 |
| JOBY | NEW | 11,810 | - | - | 105,345 |
| NIO | UNCHANGED | 11,500 | 11,500 | 0.0% | 58,190 |
| HON | CLOSED OUT | 0 | 1,961 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 39,176,576 | 6.91 | 53200.0 | |
| AAPL | REDUCED | APPLE INC | COM | 037833100 | 38,702,448 | 6.83 | 133752.0 |
| - | STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 38,202,310 | 6.74 | 51157.0 | |
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 37,068,113 | 6.54 | 100173.0 | |
| - | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 25,011,887 | 4.41 | 105705.0 | |
| - | STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | 23,653,509 | 4.17 | 45279.0 | |
| - | ISHARES TR | CORE S&P MCP ETF | 464287507 | 23,317,585 | 4.11 | 302394.0 | |
| - | VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 23,281,778 | 4.11 | 272333.0 | |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL A | 02079K305 | 18,219,076 | 3.21 | 50981.0 |
| - | VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 17,786,628 | 3.14 | 58679.0 | |
| - | VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 17,504,953 | 3.09 | 178258.0 | |
| - | CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | 14020X104 | 15,497,648 | 2.73 | 366115.0 | |
| - | ISHARES TR | MSCI EMG MKT ETF | 464287234 | 15,116,825 | 2.67 | 220974.0 | |
| - | CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | 14,031,838 | 2.48 | 369648.0 | |
| - | J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | 12,326,491 | 2.18 | 262601.0 | |
| - | VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 11,958,604 | 2.11 | 155914.0 | |
| - | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 11,616,088 | 2.05 | 255355.0 | |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 11,585,772 | 2.04 | 57903.0 |
| COST | ADDED | COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 11,068,690 | 1.95 | 11832.0 |
| JPM | REDUCED | JPMORGAN CHASE & CO | COM | 46625H100 | 10,963,636 | 1.93 | 33494.0 |
| C | REDUCED | CITIGROUP INC | COM NEW | 172967424 | 10,927,565 | 1.93 | 78076.0 |
| META | ADDED | META PLATFORMS INC | CL A | 30303M102 | 10,339,867 | 1.82 | 18356.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 10,197,203 | 1.8 | 20379.0 | |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL C | 02079K107 | 9,702,232 | 1.71 | 27459.0 |
| ABBV | ADDED | ABBVIE INC | COM | 00287Y109 | 8,682,438 | 1.53 | 34503.0 |
| V | ADDED | VISA INC | COM CL A | 92826C839 | 8,371,819 | 1.48 | 24401.0 |
| JNJ | ADDED | JOHNSON & JOHNSON | COM | 478160104 | 7,854,442 | 1.39 | 30927.0 |
| TSLA | ADDED | TESLA INC | COM | 88160R101 | 7,184,269 | 1.27 | 17081.0 |
| AMGN | REDUCED | AMGEN INC | COM | 031162100 | 4,303,072 | 0.76 | 11883.0 |
| MSFT | REDUCED | MICROSOFT CORP | COM | 594918104 | 4,181,116 | 0.74 | 11209.0 |
| AMZN | REDUCED | AMAZON COM INC | COM | 023135106 | 4,166,372 | 0.74 | 17481.0 |
| - | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | 3,546,897 | 0.63 | 62799.0 | |
| - | J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | 3,160,121 | 0.56 | 51418.0 | |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 3,084,446 | 0.54 | 4491.0 | |
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 2,787,797 | 0.49 | 3723.0 | |
| INTC | ADDED | INTEL CORP | COM | 458140100 | 2,734,455 | 0.48 | 19584.0 |
| - | PROSHARES TR | ULTRAPRO QQQ | 74347X831 | 2,684,340 | 0.47 | 33140.0 | |
| - | ISHARES TR | EXPND TEC SC ETF | 464287549 | 2,386,136 | 0.42 | 14587.0 | |
| - | ISHARES TR | GLOB HLTHCRE ETF | 464287325 | 1,872,104 | 0.33 | 19029.0 | |
| - | VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | 1,840,036 | 0.32 | 4639.0 | |
| - | CISCO SYS INC | COM | 17275R102 | 1,762,432 | 0.31 | 15005.0 | |
| AVGO | REDUCED | BROADCOM INC | COM | 11135F101 | 1,491,735 | 0.26 | 3949.0 |
| AMD | REDUCED | ADVANCED MICRO DEVICES INC | COM | 007903107 | 1,377,338 | 0.24 | 2371.0 |
| ANET | ADDED | ARISTA NETWORKS INC | COM SHS | 040413205 | 1,347,148 | 0.24 | 7930.0 |
| - | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | 1,332,385 | 0.24 | 26347.0 | |
| - | VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | 1,325,942 | 0.23 | 24029.0 | |
| - | APPLIED MATLS INC | COM | 038222105 | 1,294,170 | 0.23 | 1790.0 | |
| - | SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 1,244,691 | 0.22 | 42293.0 | |
| SNPS | UNCHANGED | SYNOPSYS INC | COM | 871607107 | 954,590 | 0.17 | 2140.0 |
| - | CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 915,005 | 0.16 | 1199.0 | |
| FISV | NEW | FISERV INC | COM | 337738108 | 833,850 | 0.15 | 17000.0 |
| - | CADENCE DESIGN SYSTEM INC | COM | 127387108 | 814,069 | 0.14 | 2169.0 | |
| - | PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | 808,592 | 0.14 | 9963.0 | |
| ORCL | ADDED | ORACLE CORP | COM | 68389X105 | 784,618 | 0.14 | 5354.0 |
| NFLX | ADDED | NETFLIX INC. | COM | 64110L106 | 778,260 | 0.14 | 10900.0 |
| CAT | REDUCED | CATERPILLAR INC | COM | 149123101 | 775,276 | 0.14 | 728.0 |
| PANW | REDUCED | PALO ALTO NETWORKS INC | COM | 697435105 | 773,092 | 0.14 | 2267.0 |
| - | ISHARES TR | ISHARES BIOTECH | 464287556 | 759,619 | 0.13 | 3994.0 | |
| - | ISHARES TR | RUS 1000 GRW ETF | 464287614 | 685,791 | 0.12 | 5523.0 | |
| MA | REDUCED | MASTERCARD INCORPORATED | CL A | 57636Q104 | 658,632 | 0.12 | 1282.0 |
| - | VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 649,357 | 0.11 | 7538.0 | |
| SMCI | UNCHANGED | SUPER MICRO COMPUTER INC | COM NEW | 86800U302 | 648,486 | 0.11 | 22110.0 |
| PLTR | ADDED | PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 635,268 | 0.11 | 5445.0 |
| - | ISHARES TR | CORE S&P SCP ETF | 464287804 | 630,873 | 0.11 | 4254.0 | |
| - | SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | 626,768 | 0.11 | 11691.0 | |
| FICO | ADDED | FAIR ISAAC CORP | COM | 303250104 | 615,312 | 0.11 | 515.0 |
| BLK | ADDED | BLACKROCK ETF TRUST | ISHARES US LARG | 09290C863 | 581,876 | 0.1 | 17200.0 |
| CVX | ADDED | CHEVRON CORPORATION | COM | 166764100 | 559,013 | 0.1 | 3372.0 |
| - | SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 508,221 | 0.09 | 17549.0 | |
| - | SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | 452,901 | 0.08 | 2976.0 | |
| - | DISNEY WALT CO | COM | 254687106 | 451,724 | 0.08 | 4693.0 | |
| - | ISHARES INC | CORE MSCI EMKT | 46434G103 | 451,349 | 0.08 | 5448.0 | |
| - | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 446,593 | 0.08 | 2826.0 | |
| HD | REDUCED | HOME DEPOT INC | COM | 437076102 | 437,534 | 0.08 | 1241.0 |
| CVNA | ADDED | CARVANA CO | CL A | 146869102 | 432,306 | 0.08 | 6568.0 |
| - | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 427,248 | 0.08 | 7158.0 | |
| - | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 421,253 | 0.07 | 1498.0 | |
| - | SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 418,394 | 0.07 | 11348.0 | |
| - | LOGITECH INTL S A | SHS | H50430232 | 413,494 | 0.07 | 4397.0 | |
| - | QUALCOMM INC | COM | 747525103 | 412,844 | 0.07 | 2234.0 | |
| SHOP | REDUCED | SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 386,499 | 0.07 | 3385.0 |
| LLY | ADDED | ELI LILLY & CO | COM | 532457108 | 376,215 | 0.07 | 314.0 |
| - | GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | 38149W622 | 375,098 | 0.07 | 6750.0 | |
| - | BANK OF AMER CORP | COM | 060505104 | 362,720 | 0.06 | 6366.0 | |
| - | INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | 360,724 | 0.06 | 6676.0 | |
| - | ISHARES TR | DOW JONES US ETF | 464287846 | 349,431 | 0.06 | 1917.0 | |
| - | ISHARES TR | GLOBAL TECH ETF | 464287291 | 344,085 | 0.06 | 2382.0 | |
| - | WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 330,287 | 0.06 | 3429.0 | |
| - | GE AEROSPACE | COM NEW | 369604301 | 318,145 | 0.06 | 851.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 315,780 | 0.06 | 4432.0 | |
| - | VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 313,759 | 0.06 | 3798.0 | |
| CRWV | UNCHANGED | COREWEAVE INC | COM CL A | 21873S108 | 298,620 | 0.05 | 3000.0 |
| - | GOLDMAN SACHS ETF TR | NASDA 100 ETF | 38149W630 | 296,550 | 0.05 | 5000.0 | |
| ADSK | UNCHANGED | AUTODESK INC | COM | 052769106 | 296,491 | 0.05 | 1525.0 |
| - | SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 294,588 | 0.05 | 10635.0 | |
| - | RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 290,942 | 0.05 | 16769.0 | |
| SNOW | NEW | SNOWFLAKE INC | COM SHS | 833445109 | 285,040 | 0.05 | 1120.0 |
| PG | REDUCED | PROCTER & GAMBLE CO | COM | 742718109 | 275,830 | 0.05 | 1881.0 |
| CRM | REDUCED | SALESFORCE INC | COM | 79466L302 | 272,902 | 0.05 | 1742.0 |
| - | SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 267,758 | 0.05 | 7411.0 | |
| AXP | REDUCED | AMERICAN EXPRESS CO | COM | 025816109 | 258,213 | 0.05 | 763.0 |
| - | VANGUARD INDEX FDS | VALUE ETF | 922908744 | 257,471 | 0.05 | 1181.0 | |
| - | ISHARES TR | RUS 1000 VAL ETF | 464287598 | 249,218 | 0.04 | 1028.0 | |
| - | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 245,471 | 0.04 | 514.0 | |
| - | ISHARES TR | CORE S&P TTL STK | 464287150 | 242,089 | 0.04 | 1474.0 | |
| WMT | ADDED | WALMART INC | COM | 931142103 | 226,547 | 0.04 | 2000.0 |
| TGT | UNCHANGED | TARGET CORP | COM | 87612E106 | 224,649 | 0.04 | 1720.0 |
| GS | NEW | GOLDMAN SACHS GROUP INC | COM | 38141G104 | 220,479 | 0.04 | 218.0 |
| - | VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 216,937 | 0.04 | 881.0 | |
| NTNX | NEW | NUTANIX INC | CL A | 67059N108 | 215,102 | 0.04 | 4221.0 |
| - | AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 | 212,798 | 0.04 | 2028.0 | |
| MCD | REDUCED | MCDONALDS CORP | COM | 580135101 | 204,639 | 0.04 | 757.0 |
| - | PAYPAL HLDGS INC | COM | 70450Y103 | 204,170 | 0.04 | 4728.0 | |
| JOBY | NEW | JOBY AVIATION INC | COMMON STOCK | G65163100 | 105,345 | 0.02 | 11810.0 |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 100,045 | 0.02 | 500.0 |
| NIO | UNCHANGED | NIO INC | SPON ADS | 62914V106 | 58,190 | 0.01 | 11500.0 |
| - | BIGBEAR AI HLDGS INC | COM | 08975B109 | 43,317 | 0.01 | 11803.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | 566,731,375 | 117 | 7.125529 | 0.355212 | 11.316391 |
| 2026-03-31 | 2026-04-24 | 486,369,291 | 108 | 7.186107 | 0.358637 | 11.42302 |
| 2025-12-31 | 2026-01-23 | 490,147,798 | 111 | 7.523682 | 0.372954 | 12.079053 |
| 2025-09-30 | 2025-10-24 | 453,774,455 | 99 | 7.530431 | 0.373287 | 11.98757 |
| 2025-03-31 | 2025-04-30 | 360,548,114 | 95 | 6.915979 | 0.342133 | 11.290138 |
| 2024-12-31 | 2025-01-28 | 366,795,413 | 94 | 7.510095 | 0.371074 | 11.798343 |