Latest Clarity Wealth Advisors, LLC Stock Portfolio
Clarity Wealth Advisors, LLC Performance:
2025 Q3: 7.2%YTD: 9.42%2024: 11.32%
Performance for 2025 Q3 is 7.2%, and YTD is 9.42%, and 2024 is 11.32%.
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 $453.8 Millions as of 30 Sep, 2025.
The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, SPY, QQQ. The fund has invested 7.6% of it's portfolio in APPLE INC and 7.5% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off UBER TECHNOLOGIES INC (UBER), BROADRIDGE FINL SOLUTIONS IN (BR) and NUVEEN S&P 500 BUY-WRITE INC stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD TAX-MANAGED FDS (VEA) and SHOPIFY INC. Clarity Wealth Advisors, LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA), BLACKSTONE INC (BX) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GROUP CORE BALANCED, VANGUARD WHITEHALL FDS (VIGI) and VANGUARD BD INDEX FDS (BIV).
The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, SPY, QQQ. The fund has invested 7.6% of it's portfolio in APPLE INC and 7.5% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off UBER TECHNOLOGIES INC (UBER), BROADRIDGE FINL SOLUTIONS IN (BR) and NUVEEN S&P 500 BUY-WRITE INC stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD TAX-MANAGED FDS (VEA) and SHOPIFY INC. Clarity Wealth Advisors, LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA), BLACKSTONE INC (BX) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GROUP CORE BALANCED, VANGUARD WHITEHALL FDS (VIGI) and VANGUARD BD INDEX FDS (BIV).
Clarity Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Clarity Wealth Advisors, LLC made a return of 7.2% in the last quarter. In trailing 12 months, it's portfolio return was 12.67%.
New Buys
| Ticker | $ Bought |
|---|---|
| schwab strategic tr | 265,275 |
| blackstone inc | 221,934 |
| ishares tr | 209,291 |
| nio inc | 87,630 |
New stocks bought by Clarity Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| capital group core balanced | 39.52 |
| vanguard whitehall fds | 23.81 |
| vanguard bd index fds | 18.21 |
| fidelity merrimack str tr | 17.84 |
| j p morgan exchange traded f | 17.02 |
| ishares tr | 11.95 |
| j p morgan exchange traded f | 9.92 |
| vanguard star fds | 7.65 |
Additions to existing portfolio by Clarity Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -30.72 |
| vanguard tax-managed fds | -26.8 |
| shopify inc | -19.91 |
| vanguard index fds | -17.02 |
| vanguard world fd | -16.52 |
| ishares tr | -16.42 |
| intel corp | -15.91 |
| vanguard index fds | -14.72 |
Clarity Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| nuveen s&p 500 buy-write inc | -140,063 |
| uber technologies inc | -211,138 |
| broadridge finl solutions in | -200,257 |
Clarity Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Clarity Wealth Advisors, LLC has about 63.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 63.5 |
| Technology | 13.9 |
| Communication Services | 7.7 |
| Financial Services | 6.3 |
| Healthcare | 2.9 |
| Consumer Cyclical | 2.9 |
| Consumer Defensive | 2.3 |
Market Cap. Distribution
Clarity Wealth Advisors, LLC has about 36.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 63.5 |
| MEGA-CAP | 31.5 |
| LARGE-CAP | 5 |
Stocks belong to which Index?
About 35.6% of the stocks held by Clarity Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 64.2 |
| S&P 500 | 35.6 |
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 99 stocks in it's portfolio. About 51.4% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Clarity Wealth Advisors, LLC last quarter.
Last Reported on: 24 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.60 | 135,387 | 34,473,600 | reduced | -0.99 | ||
| ABBV | abbvie inc | 1.67 | 32,782 | 7,590,230 | added | 0.91 | ||
| ADSK | autodesk inc | 0.11 | 1,525 | 484,447 | reduced | -0.65 | ||
| AMAT | applied matls inc | 0.08 | 1,790 | 366,485 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.09 | 2,642 | 427,449 | reduced | -4.45 | ||
| AMZN | amazon com inc | 0.88 | 18,277 | 4,013,040 | reduced | -0.53 | ||
| ANET | arista networks inc | 0.18 | 5,658 | 824,427 | reduced | -1.74 | ||
| AVGO | broadcom inc | 0.30 | 4,112 | 1,356,590 | reduced | -1.32 | ||
| BAC | bank america corp | 0.08 | 6,666 | 343,923 | added | 0.02 | ||
| BBAX | j p morgan exchange traded f | 2.00 | 191,243 | 9,093,600 | added | 17.02 | ||
| BBAX | j p morgan exchange traded f | 0.83 | 66,110 | 3,774,880 | added | 9.92 | ||
| BBAX | j p morgan exchange traded f | 0.31 | 27,633 | 1,401,800 | reduced | -1.76 | ||
| BIL | spdr series trust | 0.10 | 3,117 | 436,550 | added | 0.13 | ||
| BIV | vanguard bd index fds | 1.96 | 114,011 | 8,903,120 | added | 18.21 | ||
| BR | broadridge finl solutions in | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BX | blackstone inc | 0.05 | 1,299 | 221,934 | new | |||
| C | citigroup inc | 1.81 | 81,147 | 8,236,410 | reduced | -1.17 | ||
| CAT | caterpillar inc | 0.11 | 1,052 | 501,755 | reduced | -2.41 | ||
| CDNS | cadence design system inc | 0.17 | 2,169 | 761,883 | unchanged | 0.00 | ||
| CGGO | capital group gbl growth eqt | 2.27 | 301,261 | 10,294,100 | added | 5.55 | ||