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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$31.3 Million 7.85% of portfolio	50,660	Q2 2025 Added 2.95%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$30 Million 7.52% of portfolio	54,377	Q2 2025 Added 1.72%
VTI Vanguard Total Stock Market Et ETFs	$0	$29.5 Million 7.4% of portfolio	97,055	Q2 2025 Added 2.14%
VIG Vanguard Dividend Appreciation ETFs	$0	$17.9 Million 4.49% of portfolio	98,217	Q2 2025 Added 2.6%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$16.3 Million 4.09% of portfolio	37,008	Q2 2025 Added 7.35%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$15.7 Million 3.94% of portfolio	253,595	Q2 2025 Added 1.57%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$14.4 Million 3.6% of portfolio	207,763	Q2 2025 Added 4.92%
VB Vanguard Small Cap ETF ETFs	$0	$11.4 Million 2.85% of portfolio	47,929	Q2 2025 Added 1.52%
CGGO Capital Group Global Growth Eq ETFs	$0	$9.13 Million 2.29% of portfolio	285,432	Q2 2025 Added 2.7%
VYMI Vanguard Whitehall Fds Intl Hi ETFs	$0	$8.27 Million 2.07% of portfolio	103,188	Q2 2025 Added 12.08%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$7.69 Million 1.93% of portfolio	163,421	Q2 2025 Added 4.68%
EEM Ishares Msci Emerging Markets ETFs	$0	$7.53 Million 1.89% of portfolio	156,090	Q2 2025 Added 8.71%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$7.46 Million 1.87% of portfolio	96,449	Q2 2025 Added 5.04%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$6.95 Million 1.74% of portfolio	151,881	Q2 2025 Added 4.68%
VCR Vanguard Consumer Discretionar ETFs	$0	$3.62 Million 0.91% of portfolio	9,988	Q2 2025 Reduced 6.98%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$3.42 Million 0.86% of portfolio	60,142	Q2 2025 Added 5.75%
IXJ Ishares Global Healthcare ETF ETFs	$0	$3.16 Million 0.79% of portfolio	36,711	Q2 2025 Reduced 5.65%
IGM Ishares Expanded Tech Sector E ETFs	$0	$2.47 Million 0.62% of portfolio	21,960	Q2 2025 Reduced 2.83%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$2.12 Million 0.53% of portfolio	38,912	Q2 2025 Added 10.59%
IVV Ishares Core S&P 500 ETF ETFs	$0	$2.02 Million 0.51% of portfolio	3,253	Q2 2025 Added 1.53%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.01 Million 0.5% of portfolio	3,538	Q2 2025 Added 26.49%
TQQQ Proshares Ultrapro Qqq ETFs	$0	$1.51 Million 0.38% of portfolio	18,220	Q2 2025 Added 35.77%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$1.43 Million 0.36% of portfolio	28,128	Q2 2025 Added 1.81%
XLF Financial Sector Spdr ETFs	$0	$1.43 Million 0.36% of portfolio	27,395	Q2 2025 Reduced 4.5%
IBB Ishares Biotechnology ETF ETFs	$0	$1.07 Million 0.27% of portfolio	8,470	Q2 2025 Reduced 19.25%
VUG Vanguard Growth ETF ETFs	$0	$814,000 0.2% of portfolio	1,859	Q2 2025 Reduced 1.17%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$677,000 0.17% of portfolio	1,596	Q2 2025 Reduced 1.24%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$522,000 0.13% of portfolio	21,916	Q2 2025 Reduced 5.54%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$422,000 0.11% of portfolio	3,113	Q2 2025 Added 0.13%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$379,000 0.1% of portfolio	2,848	Q1 2025 Reduced 1.39%
VEA Vanguard Ftse Developed Market ETFs	$0	$333,000 0.08% of portfolio	5,851	Q2 2025 Added 1.74%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$315,000 0.08% of portfolio	6,373	Q2 2025 Added 1.35%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$337,000 0.08% of portfolio	3,090	Q2 2025 Added 0.98%
IYY Ishares Tr ETFs	$0	$319,000 0.08% of portfolio	2,119	Q2 2025 Reduced 3.64%
VOOG Vanguard S&P 500 Growth ETF ETFs	$0	$286,000 0.07% of portfolio	722	Q1 2025 Added 0.14%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$289,000 0.07% of portfolio	11,835	Q1 2025 Reduced 2.08%
IEMG Ishares Inc ETFs	$0	$277,000 0.07% of portfolio	5,181	Q2 2025 Added 2.19%
IXN Ishares Global Information Tec ETFs	$0	$259,000 0.06% of portfolio	2,807	Q4 2024 Reduced 1.4%
VTV Vanguard Value ETF ETFs	$0	$244,000 0.06% of portfolio	1,386	Q2 2025 Reduced 0.79%
VV Vanguard Large Cap ETF ETFs	$0	$231,000 0.06% of portfolio	811	Q3 2024 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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Clarity Wealth Advisors, LLC Portfolio Holdings