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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.3 Million 7.85% of portfolio
50,660
Q2 2025 Added 2.95%
$0
$30 Million 7.52% of portfolio
54,377
Q2 2025 Added 1.72%
$0
$29.5 Million 7.4% of portfolio
97,055
Q2 2025 Added 2.14%
$3.76T
$28.1 Million 7.03% of portfolio
136,741
Q2 2025 Added 0.32%
$0
$17.9 Million 4.49% of portfolio
98,217
Q2 2025 Added 2.6%
$0
$16.3 Million 4.09% of portfolio
37,008
Q2 2025 Added 7.35%
$0
$15.7 Million 3.94% of portfolio
253,595
Q2 2025 Added 1.57%
$0
$14.4 Million 3.6% of portfolio
207,763
Q2 2025 Added 4.92%
$1.69T
$12.3 Million 3.09% of portfolio
16,718
Q2 2025 Added 18.96%
$0
$11.4 Million 2.85% of portfolio
47,929
Q2 2025 Added 1.52%
$428B
$11.2 Million 2.81% of portfolio
11,333
Q2 2025 Reduced 0.1%
$900B
$9.77 Million 2.45% of portfolio
33,684
Q2 2025 Added 0.56%
$644B
$9.35 Million 2.34% of portfolio
19,240
Q2 2025 Added 0.7%
$1.44T
$9.32 Million 2.34% of portfolio
52,876
Q2 2025 Added 0.64%
$0
$9.13 Million 2.29% of portfolio
285,432
Q2 2025 Added 2.7%
$0
$8.27 Million 2.07% of portfolio
103,188
Q2 2025 Added 12.08%
$555B
$8.04 Million 2.02% of portfolio
22,638
Q2 2025 Added 0.86%
$0
$7.69 Million 1.93% of portfolio
163,421
Q2 2025 Added 4.68%
$0
$7.53 Million 1.89% of portfolio
156,090
Q2 2025 Added 8.71%
$0
$7.46 Million 1.87% of portfolio
96,449
Q2 2025 Added 5.04%
$193B
$6.99 Million 1.75% of portfolio
82,105
Q2 2025 Added 1.59%
$0
$6.95 Million 1.74% of portfolio
151,881
Q2 2025 Added 4.68%
$386B
$6.03 Million 1.51% of portfolio
32,486
Q2 2025 Added 1.66%
$1.47T
$5.79 Million 1.45% of portfolio
32,659
Q2 2025 Added 1.72%
$1.25T
$5.48 Million 1.37% of portfolio
17,245
Q2 2025 Added 17.97%
$3.8T
$5.09 Million 1.28% of portfolio
10,243
Q2 2025 Added 1.62%
$466B
$4.09 Million 1.03% of portfolio
26,786
Q2 2025 Added 3.45%
$2.32T
$4.03 Million 1.01% of portfolio
18,375
Q2 2025 Added 1.69%
$0
$3.62 Million 0.91% of portfolio
9,988
Q2 2025 Reduced 6.98%
$0
$3.42 Million 0.86% of portfolio
60,142
Q2 2025 Added 5.75%
$0
$3.16 Million 0.79% of portfolio
36,711
Q2 2025 Reduced 5.65%
$0
$2.47 Million 0.62% of portfolio
21,960
Q2 2025 Reduced 2.83%
$0
$2.12 Million 0.53% of portfolio
38,912
Q2 2025 Added 10.59%
$0
$2.02 Million 0.51% of portfolio
3,253
Q2 2025 Added 1.53%
$0
$2.01 Million 0.5% of portfolio
3,538
Q2 2025 Added 26.49%
$0
$1.51 Million 0.38% of portfolio
18,220
Q2 2025 Added 35.77%
$0
$1.43 Million 0.36% of portfolio
28,128
Q2 2025 Added 1.81%
$0
$1.43 Million 0.36% of portfolio
27,395
Q2 2025 Reduced 4.5%
$529B
$1.3 Million 0.32% of portfolio
968
Q2 2025 Added 3.75%
$65.1B
$1.2 Million 0.3% of portfolio
2,345
Q2 2025 Added 126.57%
$146B
$1.15 Million 0.29% of portfolio
4,167
Q2 2025 Added 3.48%
$0
$1.07 Million 0.27% of portfolio
8,470
Q2 2025 Reduced 19.25%
$273B
$1.05 Million 0.26% of portfolio
15,080
Q2 2025 Reduced 0.16%
$788B
$1 Million 0.25% of portfolio
4,580
Q2 2025 Reduced 1.14%
$337B
$869,000 0.22% of portfolio
6,378
Q2 2025 Added 47.64%
$554B
$801,000 0.2% of portfolio
1,427
Q2 2025 Reduced 3.19%
$41.3B
$812,000 0.2% of portfolio
9,647
Q2 2025 Added 0.76%
$0
$814,000 0.2% of portfolio
1,859
Q2 2025 Reduced 1.17%
$39B
$771,000 0.19% of portfolio
422
Q4 2024 Added 44.03%

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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