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CIK: 0001767384
Total reported value
$566.7M
$566.7M
98 檔
24.5%
In Q2 2025, Clarity Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $566.7M, distributed across 98 disclosed stock positions.
In Q2 2025, Clarity Wealth Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.72% | -0.17% | +2.95% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.40% | +0.44% | +1.72% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.28% | -0.10% | +2.14% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.92% | -0.34% | +0.32% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.96% | -0.19% | +2.60% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.02% | +0.01% | +7.35% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.88% | +0.11% | +1.57% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.54% | +0.02% | +4.92% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.04% | -0.31% | +18.96% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.80% | +0.17% | +1.52% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.77% | -0.45% | -0.10% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.41% | -0.11% | +0.56% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.31% | -0.17% | +0.70% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | +0.07% | +0.64% | |
| 15 | CGGO | Cap Group Global Growth | ETF-Other | 2.25% | +0.40% | +2.70% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.04% | -0.05% | +12.08% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.20% | +0.57% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | — | +0.86% | |
| 19 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.90% | -0.20% | +4.68% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.86% | +0.23% | +8.71% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.84% | -0.22% | +5.04% | |
| 22 | C | Citigroup Inc | Stock-Financials | 1.72% | +0.06% | +1.59% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.71% | -0.16% | +4.68% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.49% | +0.02% | +1.66% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.43% | +0.06% | +1.72% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.35% | -0.02% | +17.97% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.12% | +1.62% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.13% | +3.45% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.02% | +1.69% | |
| 30 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.89% | -0.15% | -6.98% | |
| 31 | CGBL | Cap Group Core Balanced | ETF-Other | 0.88% | +0.41% | +19.67% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.84% | -0.09% | +5.75% | |
| 33 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.78% | -0.15% | -5.65% | |
| 34 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.61% | +0.01% | -2.83% | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.52% | -0.01% | +10.59% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | +1.53% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | +26.49% | |
| 38 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.37% | +0.16% | +35.77% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.35% | -0.06% | -4.50% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.35% | -0.04% | +1.81% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.07% | +3.75% | |
| 42 | SNPS | Synopsys Inc | Stock-Tech | 0.30% | — | +126.57% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.01% | +3.48% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.26% | -0.04% | -19.25% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.07% | -0.16% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.25% | -0.02% | -1.14% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.21% | -0.05% | +47.64% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.20% | -0.02% | -1.17% | |
| 49 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.20% | -0.02% | +0.76% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.02% | -3.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.8% | +18.96% | Add |
| 2 | NVDA | Nvidia CORP | +0.5% | +0.57% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +1.72% | Add |
| 4 | TSLA | Tesla Inc | +0.3% | +17.97% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | +1.62% | Add |
| 6 | SNPS | Synopsys Inc | +0.2% | +126.57% | Add |
| 7 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +12.08% | Add |
| 8 | TQQQ | Proshares Ultrapro Qqq | +0.2% | +35.77% | Add |
| 9 | CDNS | Cadence Design Sys Inc | +0.2% | NEW | New buy |
| 10 | VXUS | Vanguard Total Intl Stock | +0.1% | +4.92% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +0.56% | Add |
| 12 | C | Citigroup Inc | +0.1% | +1.59% | Add |
| 13 | EEM | Ishares Msci Emerging Market | +0.1% | +8.71% | Add |
| 14 | CGBL | Cap Group Core Balanced | +0.1% | +19.67% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +47.64% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +26.49% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.95% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +3.48% | Add |
| 19 | NFLX | Netflix Inc | +0.1% | +3.75% | Add |
| 20 | CGGO | Cap Group Global Growth | +0.1% | +2.70% | Add |
| 21 | ORCL | Oracle CORP | +0.1% | -1.14% | Trim |
| 22 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.64% | Add |
| 24 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 25 | BR | Broadridge Financial Solutio | +0.1% | NEW | New buy |
| 26 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.14% | Add |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +1.72% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +1.69% | Add |
| 29 | IGM | Ishares Expanded Tech Sector | 0% | -2.83% | Trim |
| 30 | CVNA | Carvana Co | 0% | — | Unchanged |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 0% | +0.17% | Add |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +7.35% | Add |
| 33 | JEPQ | JPM Nasdaq Equity Premium | 0% | +10.59% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | — | +1.53% | Add |
| 35 | DUOL | Duolingo | -0.1% | EXIT | Sold out |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 37 | VB | Vanguard Small-cap ETF | -0.1% | +1.52% | Add |
| 38 | BIV | Vanguard Intermediate-term B | -0.1% | +5.04% | Add |
| 39 | IBB | Ishares Biotechnology ETF | -0.1% | -19.25% | Trim |
| 40 | FBND | Fidelity Total Bond ETF | -0.1% | +4.68% | Add |
| 41 | JCPB | Jpmorgan Core Plus Bond ETF | -0.1% | +4.68% | Add |
| 42 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +1.57% | Add |
| 43 | JNJ | Johnson & Johnson | -0.2% | +3.45% | Add |
| 44 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +2.60% | Add |
| 45 | IXJ | Ishares Global Healthcare Et | -0.2% | -5.65% | Trim |
| 46 | V | Visa Inc-class A Shares | -0.2% | +0.86% | Add |
| 47 | COST | Costco Wholesale CORP | -0.2% | -0.10% | Trim |
| 48 | ABBV | Abbvie Inc | -0.4% | +1.66% | Add |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +0.70% | Add |
| 50 | AAPL | Apple Inc | -1.5% | +0.32% | Add |
According to official SEC Form 13F filings, Clarity Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $566.7M across 98 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, VTI) accounted for 24.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
CDNS
市值: $668.4K
Top Position Liquidated / Trimmed
DUOL
前期市值: $295.0K
During Q2 2025, Clarity Wealth Advisors, LLC's top holdings by market value included SPY (7.7%)、QQQ (7.4%)、VTI (7.3%). The largest single position, SPY, represented 7.7% of total portfolio value.
In Q2 2025, Clarity Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 38 positions, trimming 5 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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