Clarity Wealth Advisors, LLC Portfolio Holdings

Clarity Wealth Advisors, LLC

  • $399 Million
  • Q2 2025

Clarity Wealth Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $399 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31.3M, Invesco Qqq Trust, Series 1 with a value of $30M, Vanguard Total Stock Market Et with a value of $29.5M, Apple Inc. with a value of $28.1M, and Vanguard Dividend Appreciation with a value of $17.9M.

Examining the 13F form we can see an increase of $42.5M in the current position value, from $356M to 399M.

Below you can find more details about Clarity Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $399 Million
ETFs: $243 Million
Technology: $54.6 Million
Financial Services: $35.9 Million
Communication Services: $29.8 Million
Consumer Defensive: $11.6 Million
Consumer Cyclical: $10.8 Million
Healthcare: $10.4 Million
Industrials: $956,000
Other: $1.41 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$28.1 Million 7.03% of portfolio
136,741
Q2 2025 Added 0.32%
$1.78T
$12.3 Million 3.09% of portfolio
16,718
Q2 2025 Added 18.96%
$439B
$11.2 Million 2.81% of portfolio
11,333
Q2 2025 Reduced 0.1%
$859B
$9.77 Million 2.45% of portfolio
33,684
Q2 2025 Added 0.56%
$621B
$9.35 Million 2.34% of portfolio
19,240
Q2 2025 Added 0.7%
$1.21T
$9.32 Million 2.34% of portfolio
52,876
Q2 2025 Added 0.64%
$456B
$8.25 Million 2.07% of portfolio
52,221
Q2 2025 Added 0.57%
$551B
$8.04 Million 2.02% of portfolio
22,638
Q2 2025 Added 0.86%
$185B
$6.99 Million 1.75% of portfolio
82,105
Q2 2025 Added 1.59%
$351B
$6.03 Million 1.51% of portfolio
32,486
Q2 2025 Added 1.66%
$1.24T
$5.79 Million 1.45% of portfolio
32,659
Q2 2025 Added 1.72%
$1.08T
$5.48 Million 1.37% of portfolio
17,245
Q2 2025 Added 17.97%
$3.95T
$5.09 Million 1.28% of portfolio
10,243
Q2 2025 Added 1.62%
$452B
$4.09 Million 1.03% of portfolio
26,786
Q2 2025 Added 3.45%
$2.26T
$4.03 Million 1.01% of portfolio
18,375
Q2 2025 Added 1.69%
$545B
$1.3 Million 0.32% of portfolio
968
Q2 2025 Added 3.75%
$127B
$1.15 Million 0.29% of portfolio
4,167
Q2 2025 Added 3.48%
$293B
$1.05 Million 0.26% of portfolio
15,080
Q2 2025 Reduced 0.16%
$684B
$1 Million 0.25% of portfolio
4,580
Q2 2025 Reduced 1.14%
$367B
$869,000 0.22% of portfolio
6,378
Q2 2025 Added 47.64%
$548B
$801,000 0.2% of portfolio
1,427
Q2 2025 Reduced 3.19%
$43.8B
$812,000 0.2% of portfolio
9,647
Q2 2025 Added 0.76%
$33.3B
$771,000 0.19% of portfolio
422
Q4 2024 Added 44.03%
$207B
$729,000 0.18% of portfolio
5,882
Q2 2025 Added 1.76%
$97B
$668,000 0.17% of portfolio
2,169
Q2 2025 New
$302B
$597,000 0.15% of portfolio
4,170
Q2 2025 Added 1.68%
$93.6B
$610,000 0.15% of portfolio
1,199
Q2 2025 Added 0.17%
$78.6B
$556,000 0.14% of portfolio
7,484
Q2 2025 Reduced 2.67%
$210B
$570,000 0.14% of portfolio
1,937
Q2 2025 Reduced 7.81%
$178B
$500,000 0.13% of portfolio
4,335
Q1 2025 Reduced 18.74%
$232B
$523,000 0.13% of portfolio
1,920
Q2 2025 Added 9.09%
$146B
$538,000 0.13% of portfolio
2,313
Q2 2025 Reduced 0.22%
$89.6B
$501,000 0.13% of portfolio
22,395
Q2 2025 Added 38.3%
$52.5B
$465,000 0.12% of portfolio
2,273
Q2 2025 Reduced 1.26%
$29.2B
$468,000 0.12% of portfolio
1,391
Q3 2024 New
$43.1B
$419,000 0.11% of portfolio
1,748
Q2 2025 Reduced 1.41%
$173B
$424,000 0.11% of portfolio
2,666
Q2 2025 Reduced 1.15%
$282B
$392,000 0.1% of portfolio
2,765
Q2 2025 Added 5.57%
$405B
$414,000 0.1% of portfolio
1,130
Q2 2025 Reduced 10.88%
$2.13B
$385,000 0.1% of portfolio
11,805
Q3 2024 New
$218B
$418,000 0.1% of portfolio
1,078
Q2 2025 Reduced 0.46%
$368B
$394,000 0.1% of portfolio
2,474
Q2 2025 Reduced 13.47%
$53.1B
$377,000 0.09% of portfolio
1,535
Q2 2025 Added 2.33%
$162B
$327,000 0.08% of portfolio
1,790
Q3 2024 Reduced 0.22%
$381B
$315,000 0.08% of portfolio
6,665
Q2 2025 Reduced 11.15%
$16B
$322,000 0.08% of portfolio
4,221
Q4 2024 Reduced 10.59%
$20.5B
$289,000 0.07% of portfolio
8,060
Q4 2024 Reduced 6.12%
$222B
$221,000 0.06% of portfolio
758
Q2 2025 Added 3.84%
$61.8B
$239,000 0.06% of portfolio
1,070
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $399 Million
  • Prior Value $356 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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