Top 50 Clarity Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.07% | 135.4K | $34.4M | -0.97%(-1.32K) | $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) | $394.27(+88.28%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.65% | 100.7K | $32.3M | +0.79%(+792) | $183.89(+98.33%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.48% | 54.6K | $31.5M | +0.31%(+170) | $257.11(+177.98%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.61% | 104.1K | $22.4M | +2.33%(+2.37K) | $145.93(+56.70%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 4.17% | 43.7K | $20.2M | +6.34%(+2.60K) | $385.07(+29.10%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.1% | 258.2K | $19.9M | +8.92%(+21.14K) | $58.28(+45.99%) | 2026-03-31 | |
| IJH | ISHARES TR | 4% | 287.9K | $19.4M | +6.11%(+16.57K) | $47.65(+53.48%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 3.14% | 162.1K | $15.3M | +13.00%(+18.65K) | $73.63(+35.25%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.14% | 53.1K | $15.3M | -3.01%(-1.65K) | $81.14(+396.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.20% | +56.90% |
| Top 20 Holdings Unweighted | +16.96% | +60.02% |
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