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Clarity Wealth Advisors, LLC

Portfolio Manager
Clarity Wealth Advisors, LLC
Performance
-2.87% (2026 Q1)
AUM (13F)
$486.37M
# of Holdings
107
Performance Rank
Allocation (Top 20)
73.6%

Clarity Wealth Advisors, LLC Holdings Map

Top 50 Clarity Wealth Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.07%135.4K$34.4M
-0.97%(-1.32K)
2025-Q1: 136.3K shares2025-Q2: 136.7K shares2025-Q3: 135.4K shares2025-Q4: 136.8K shares2026-Q1: 135.4K shares
$91.10(+228.06%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
6.92%51.7K$33.6M
+0.40%(+205)
2025-Q1: 49.2K shares2025-Q2: 50.7K shares2025-Q3: 51.2K shares2025-Q4: 51.5K shares2026-Q1: 51.7K shares
$394.27(+88.28%)
2026-03-31
VTI
VANGUARD INDEX FDS
6.65%100.7K$32.3M
+0.79%(+792)
2025-Q1: 95.0K shares2025-Q2: 97.1K shares2025-Q3: 98.8K shares2025-Q4: 99.9K shares2026-Q1: 100.7K shares
$183.89(+98.33%)
2026-03-31
QQQ
INVESCO QQQ TR
6.48%54.6K$31.5M
+0.31%(+170)
2025-Q1: 53.5K shares2025-Q2: 54.4K shares2025-Q3: 54.6K shares2025-Q4: 54.4K shares2026-Q1: 54.6K shares
$257.11(+177.98%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
4.61%104.1K$22.4M
+2.33%(+2.37K)
2025-Q1: 95.7K shares2025-Q2: 98.2K shares2025-Q3: 100.1K shares2025-Q4: 101.8K shares2026-Q1: 104.1K shares
$145.93(+56.70%)
2026-03-31
DIA
STATE STR SPDR DOW JONES IND
4.17%43.7K$20.2M
+6.34%(+2.60K)
2025-Q1: 34.5K shares2025-Q2: 37.0K shares2025-Q3: 39.2K shares2025-Q4: 41.1K shares2026-Q1: 43.7K shares
$385.07(+29.10%)
2026-03-31
VXUS
VANGUARD STAR FDS
4.1%258.2K$19.9M
+8.92%(+21.14K)
2025-Q1: 198.0K shares2025-Q2: 207.8K shares2025-Q3: 223.7K shares2025-Q4: 237.1K shares2026-Q1: 258.2K shares
$58.28(+45.99%)
2026-03-31
IJH
ISHARES TR
4%287.9K$19.4M
+6.11%(+16.57K)
2025-Q1: 249.7K shares2025-Q2: 253.6K shares2025-Q3: 261.1K shares2025-Q4: 271.3K shares2026-Q1: 287.9K shares
$47.65(+53.48%)
2026-03-31
VYMI
VANGUARD WHITEHALL FDS
3.14%162.1K$15.3M
+13.00%(+18.65K)
2025-Q1: 92.1K shares2025-Q2: 103.2K shares2025-Q3: 127.8K shares2025-Q4: 143.4K shares2026-Q1: 162.1K shares
$73.63(+35.25%)
2026-03-31
GOOGL
ALPHABET INC
3.14%53.1K$15.3M
-3.01%(-1.65K)
2025-Q1: 52.5K shares2025-Q2: 52.9K shares2025-Q3: 55.6K shares2025-Q4: 54.7K shares2026-Q1: 53.1K shares
$81.14(+396.19%)
2026-03-31

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