Latest Clarity Wealth Advisors, LLC Stock Portfolio

Clarity Wealth Advisors, LLC Performance:

2025 Q4: 1.37%YTD: 15.09%2024: 6.73%

Performance for 2025 Q4 is 1.37%, and YTD is 15.09%, and 2024 is 6.73%.

About Clarity Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Clarity Wealth Advisors, LLC reported an equity portfolio of $490.1 Millions as of 31 Dec, 2025.

The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, SPY, VB. The fund has invested 7.6% of it's portfolio in APPLE INC and 7.2% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off VERINT SYS INC (VRNT), BLACKSTONE INC (BX) and CLOVER HEALTH INVESTMENTS CO (CLOV) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), PAYPAL HLDGS INC (PYPL) and SELECT SECTOR SPDR TR (XLB). Clarity Wealth Advisors, LLC opened new stock positions in AMGEN INC (AMGN), WISDOMTREE TR (AGZD) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SCHWAB STRATEGIC TR (FNDA) and PROSHARES TR (EET).

Clarity Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Clarity Wealth Advisors, LLC made a return of 1.37% in the last quarter. In trailing 12 months, it's portfolio return was 15.09%.

Performance
S&P 500

New Buys

Ticker	$ Bought
amgen inc	3,907,100
wisdomtree tr	355,760
schwab strategic tr	341,229
invesco exchange traded fd t	327,707
american express co	297,950
ishares tr	240,391
ge aerospace	231,532
walmart inc	225,744

New stocks bought by Clarity Wealth Advisors, LLC

Additions

Ticker	% Inc.
netflix inc	949
schwab strategic tr	288
proshares tr	112
capital group core balanced	39.01
ishares tr	26.26
fidelity merrimack str tr	19.49
ishares tr	18.55
vanguard bd index fds	18.43

Additions to existing portfolio by Clarity Wealth Advisors, LLC

Reductions

Ticker	% Reduced
palantir technologies inc	-34.07
paypal hldgs inc	-32.34
select sector spdr tr	-12.67
vanguard world fd	-12.51
ishares tr	-11.2
schwab strategic tr	-10.68
ishares tr	-10.53
ishares tr	-8.57

Clarity Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
verint sys inc	-239,051
clover health investments co	-30,600
blackstone inc	-221,934

Clarity Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Clarity Wealth Advisors, LLC has about 63.3% of it's holdings in Others sector.

Sector	%
Others	63.3
Technology	13.3
Communication Services	8.1
Financial Services	6.2
Healthcare	3.7
Consumer Cyclical	2.8
Consumer Defensive	2.2

Market Cap. Distribution

Clarity Wealth Advisors, LLC has about 36.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63.3
MEGA-CAP	31
LARGE-CAP	5.6

Stocks belong to which Index?

About 36% of the stocks held by Clarity Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	63.9
S&P 500	36

Top 5 Winners (%)		%
LLY	eli lilly & co	40.3 %
RIVN	rivian automotive inc	34.1 %
AMD	advanced micro devices inc	30.5 %
GOOG	alphabet inc	28.7 %
GOOG	alphabet inc	28.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	3.9 M
AAPL	apple inc	2.3 M
GOOG	alphabet inc	2.0 M
C	citigroup inc	1.2 M
SPY	spdr s&p 500 etf tr	0.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
EET	proshares tr	-41.4 %
NIO	nio inc	-33.1 %
ORCL	oracle corp	-30.7 %
NTNX	nutanix inc	-30.5 %

Top 5 Losers ($)		$
NFLX	netflix inc	-6.3 M
META	meta platforms inc	-1.3 M
EET	proshares tr	-1.3 M
COST	costco whsl corp new	-0.7 M
ORCL	oracle corp	-0.4 M

Clarity Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clarity Wealth Advisors, LLC

Clarity Wealth Advisors, LLC has 110 stocks in it's portfolio. About 50.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Clarity Wealth Advisors, LLC last quarter.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.58	136,756	37,178,500	added	1.01

ABBV	abbvie inc	1.56	33,461	7,645,540	added	2.07

ADSK	autodesk inc	0.09	1,525	451,415	unchanged	0.00

AGZD	wisdomtree tr	0.07	4,039	355,760	new

AMAT	applied matls inc	0.09	1,790	460,012	unchanged	0.00

AMD	advanced micro devices inc	0.13	2,901	621,278	added	9.8

AMGN	amgen inc	0.80	11,937	3,907,100	new

AMZN	amazon com inc	0.83	17,530	4,046,230	reduced	-4.09

ANET	arista networks inc	0.15	5,658	741,368	unchanged	0.00

AVGO	broadcom inc	0.28	4,039	1,397,910	reduced	-1.78

AXP	american express co	0.06	805	297,950	new

BAC	bank america corp	0.07	6,382	351,017	reduced	-4.26

BBAI	bigbear ai hldgs inc	0.01	12,000	64,800	new

BBAX	j p morgan exchange traded f	2.16	223,993	10,606,100	added	17.12

BBAX	j p morgan exchange traded f	0.77	65,996	3,777,620	reduced	-0.17

BBAX	j p morgan exchange traded f	0.27	26,584	1,344,880	reduced	-3.8

BIL	spdr series trust	0.09	3,122	434,437	added	0.16

BIV	vanguard bd index fds	2.14	135,024	10,515,700	added	18.43

BX	blackstone inc	0.00	0.00	0.00	sold off	-100

C	citigroup inc	1.93	81,052	9,458,000	reduced	-0.12