Top 50 Clarity Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.63% | 131.7K | $43.8M | -1.57%(-2.10K) | $91.10(+282.23%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.57% | 49.5K | $37.8M | -3.16%(-1.62K) | $394.27(+93.77%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 6.57% | 51.1K | $37.8M | -4.04%(-2.15K) | $257.11(+173.99%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 6.39% | 98.2K | $36.7M | -2.01%(-2.01K) | $183.89(+105.77%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.35% | 107.1K | $25.0M | +1.27%(+1.35K) | $148.19(+64.01%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 4.14% | 280.0K | $23.8M | +2.82%(+7.68K) | $60.11(+39.35%) | 2026-09-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 4.09% | 46.2K | $23.5M | +1.96%(+888) | $391.04(+35.00%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.91% | 312.6K | $22.5M | +3.38%(+10.23K) | $49.63(+46.69%) | 2026-09-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.28% | 186.2K | $18.8M | +4.44%(+7.91K) | $76.47(+33.65%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 3.04% | 61.5K | $17.5M | +4.78%(+2.81K) | $194.14(+48.64%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.34% | +69.98% | +10.61% | +65.58% |
| Top 20 Holdings Unweighted | +19.02% | +68.60% | +9.95% | +60.69% |
Clarity Wealth Advisors LLC reports $574.84M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.6%), SPY (6.6%) and QQQ (6.6%). The top 20 holdings account for 73.56% of reported assets. Its disclosed equity book has returned +69.98% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clarity Wealth Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767384). View Clarity Wealth Advisors LLCโs 13F filings on SEC