Clarity Wealth Advisors, LLC Purchases in Q4 2025

Clarity Wealth Advisors, LLC

  • $469 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
11.9K
New
$290.13 - $341.71 $3.46M - $4.08M
11.9K $4.08M
AAPL
Apple Inc.

Technology
1.37K
+ 1.01%
$245.27 - $275.25 $336K - $377K
137K $36.6M
TQQQ
Proshares Ultrapro Qqq

ETFs
17.9K
+ 112.56%
$97.07 - $120.61 $1.74M - $2.16M
33.8K $3.54M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15.7K
+ 12.26%
$82.92 - $88.2 $1.3M - $1.38M
143K $12.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
21K
+ 18.43%
$77.73 - $78.84 $1.63M - $1.66M
135K $10.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
34.9K
+ 19.49%
$46.2 - $46.85 $1.61M - $1.63M
214K $9.89M
JCPB
J P Morgan Exchange Traded Fd

ETFs
32.8K
+ 17.12%
$47.34 - $48.01 $1.55M - $1.57M
224K $10.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.4K
+ 6.01%
$72.17 - $75.74 $969K - $1.02M
237K $17.8M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.93K
+ 4.93%
$454.87 - $482.76 $878K - $932K
41.1K $19.4M
GOOG
Alphabet Inc.

Communication Services
155
+ 0.56%
$237.49 - $291.74 $36.8K - $45.2K
28.1K $8.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
33.1K
+ 288.67%
$25.85 - $27.19 $856K - $901K
44.6K $1.18M
JNJ
Johnson & Johnson

Healthcare
1.56K
+ 5.56%
$185.98 - $199.58 $291K - $312K
29.7K $5.92M
CGGO
Capital Group Global Growth Eq

ETFs
16.7K
+ 5.55%
$33.63 - $35.51 $563K - $594K
318K $10.9M
VTI
Vanguard Total Stock Market Et

ETFs
1.1K
+ 1.11%
$321.8 - $337.95 $353K - $371K
99.9K $33M
IVV
Ishares Core S&P 500 ETF

ETFs
602
+ 18.55%
$656.2 - $690.71 $395K - $416K
3.85K $2.6M
COST
Costco Wholesale Corp

Consumer Defensive
608
+ 5.47%
$910.94 - $954.99 $554K - $581K
11.7K $10.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
557
+ 2.88%
$475.68 - $513.11 $265K - $286K
19.9K $10.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.2K
+ 3.92%
$63.25 - $66.24 $647K - $678K
271K $17.4M
FISV
Fiserv Inc

Technology
3.01K
New
N/A
3.01K $376K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.04K
New
$85.3 - $88.17 $345K - $356K
4.04K $351K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.3K
New
$28.9 - $30.17 $328K - $342K
11.3K $330K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.98K
New
$44.13 - $46.37 $308K - $324K
6.98K $319K
VB
Vanguard Small Cap ETF

ETFs
2.13K
+ 4.31%
$248.1 - $260.08 $527K - $553K
51.4K $12.8M
VIG
Vanguard Dividend Appreciation

ETFs
1.65K
+ 1.65%
N/A
102K $18.5M
AXP
American Express CO

Financial Services
805
New
$316.26 - $372.77 $255K - $300K
805 $274K
AMD
Advanced Micro Devices Inc

Technology
259
+ 9.8%
$164.01 - $264.33 $42.5K - $68.5K
2.9K $697K
MSFT
Microsoft Corp

Technology
681
+ 6.83%
$496.82 - $542.07 $338K - $369K
10.6K $5.4M
ABBV
Abb Vie Inc.

Healthcare
679
+ 2.07%
$211.96 - $244.38 $144K - $166K
33.5K $7.83M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.62K
New
$142.79 - $150.05 $231K - $243K
1.62K $236K
GE
General Electric CO

Industrials
752
New
$291.49 - $314.28 $219K - $236K
752 $225K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.9K
New
$31.41 - $33.69 $217K - $232K
6.9K $222K
WMT
Walmart Inc.

Consumer Defensive
2.03K
New
$101.18 - $109.03 $205K - $221K
2.03K $208K
W
Wayfair Inc.

Consumer Cyclical
2K
New
$74.28 - $112.5 $149K - $225K
2K $203K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.41K
New
$27.17 - $28.65 $201K - $212K
7.41K $203K
SPY
Spdr S&P 500 ETF Trust

ETFs
258
+ 0.5%
$653.02 - $687.39 $168K - $177K
51.5K $34.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
154
+ 4.25%
$600.51 - $631.95 $92.5K - $97.3K
3.78K $2.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
804
+ 26.26%
$114.27 - $121.15 $91.9K - $97.4K
3.87K $451K
LLY
Eli Lilly & CO

Healthcare
6
+ 1.96%
$799.57 - $1025.28 $4.8K - $6.15K
312 $318K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
12K
New
$5.66 - $8.91 $67.9K - $107K
12K $72K
INTC
Intel Corp

Technology
1K
+ 5.31%
$34.71 - $41.53 $34.7K - $41.5K
19.8K $688K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
710
+ 1.7%
$56.33 - $59.22 $40K - $42K
42.5K $2.46M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
881
+ 13.58%
$52.54 - $55.77 $46.3K - $49.1K
7.37K $404K
MCD
Mcdonalds Corp

Consumer Cyclical
108
+ 13.94%
$293.81 - $310.11 $31.7K - $33.5K
883 $269K
NVDA
Nvidia Corp

Technology
101
+ 0.19%
$179.83 - $207.04 $18.2K - $20.9K
52.5K $9.8M
VEA
Vanguard Ftse Developed Market

ETFs
131
+ 3.06%
$59.18 - $62.09 $7.75K - $8.13K
4.41K $270K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
100
+ 0.67%
$12.5 - $18.02 $1.25K - $1.8K
15.1K $227K
HD
Home Depot, Inc.

Consumer Cyclical
165
+ 14.67%
$358.03 - $397.02 $59.1K - $65.5K
1.29K $461K
PEG
Public Service Enterprise Group Inc

Utilities
76
+ 0.78%
$79.86 - $84.83 $6.07K - $6.45K
9.8K $811K
Coreweave Inc
3K
New
N/A
3K $0
Activity Summary
Buys All Purchases 55 New Holdings 14 Increased Positions 41 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Clarity Wealth Advisors, LLC Portfolio

Follow Clarity Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email