Clarity Wealth Advisors, LLC Portfolio Holdings

Clarity Wealth Advisors, LLC

  • $469 Million
  • Q4 2025

Clarity Wealth Advisors, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $469 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.6M, Spdr S&P 500 ETF Trust with a value of $34.3M, Vanguard Total Stock Market Et with a value of $33M, Invesco Qqq Trust, Series 1 with a value of $32.8M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $19.4M.

Examining the 13F form we can see an increase of $24.5M in the current position value, from $444M to 469M.

Below you can find more details about Clarity Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $469 Million
ETFs: $286 Million
Technology: $64.9 Million
Financial Services: $37.4 Million
Communication Services: $36.1 Million
Healthcare: $18.1 Million
Consumer Cyclical: $12.8 Million
Consumer Defensive: $11.2 Million
Industrials: $1.24 Million
Other: $1.44 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$36.6 Million 7.8% of portfolio
136,756
Q4 2025 Added 1.01%
$1.65T
$15.1 Million 3.23% of portfolio
54,739
Q4 2025 Reduced 1.51%
$1.37T
$11 Million 2.36% of portfolio
18,122
Q4 2025 Added 6.48%
$404B
$10.7 Million 2.28% of portfolio
11,722
Q4 2025 Added 5.47%
$662B
$10.1 Million 2.16% of portfolio
19,892
Q4 2025 Added 2.88%
$881B
$10.1 Million 2.15% of portfolio
33,495
Q4 2025 Reduced 0.35%
$465B
$9.8 Million 2.09% of portfolio
52,518
Q4 2025 Added 0.19%
$1.74T
$8.01 Million 1.71% of portfolio
28,050
Q4 2025 Added 0.56%
$190B
$7.96 Million 1.7% of portfolio
81,052
Q4 2025 Reduced 0.12%
$414B
$7.83 Million 1.67% of portfolio
33,461
Q4 2025 Added 2.07%
$533B
$7.62 Million 1.63% of portfolio
23,396
Q4 2025 Added 2.31%
$1.29T
$7.06 Million 1.51% of portfolio
17,276
Q4 2025 Reduced 0.16%
$522B
$5.92 Million 1.26% of portfolio
29,654
Q4 2025 Added 5.56%
$3.78T
$5.4 Million 1.15% of portfolio
10,646
Q4 2025 Added 6.83%
$2.39T
$4.11 Million 0.88% of portfolio
17,530
Q4 2025 Reduced 4.09%
$183B
$4.08 Million 0.87% of portfolio
11,937
Q4 2025 New
$319B
$1.17 Million 0.25% of portfolio
15,042
Q4 2025 Reduced 0.25%
$49.1B
$1.14 Million 0.24% of portfolio
10,349
Q4 2025 Added 949.59%
$593B
$960,000 0.2% of portfolio
4,368
Q4 2025 Reduced 0.21%
$59.7B
$835,000 0.18% of portfolio
2,142
Q3 2025 Reduced 8.66%
$342B
$777,000 0.17% of portfolio
4,469
Q4 2025 Reduced 34.07%
$41.3B
$811,000 0.17% of portfolio
9,796
Q4 2025 Added 0.78%
$512B
$742,000 0.16% of portfolio
1,383
Q4 2025 Reduced 0.5%
$44B
$734,000 0.16% of portfolio
422
Q4 2024 Added 44.03%
$143B
$688,000 0.15% of portfolio
19,831
Q4 2025 Added 5.31%
$86.4B
$683,000 0.15% of portfolio
2,169
Q2 2025 New
$388B
$697,000 0.15% of portfolio
2,901
Q4 2025 Added 9.8%
$115B
$644,000 0.14% of portfolio
1,199
Q2 2025 Added 0.17%
$193B
$596,000 0.13% of portfolio
5,642
Q4 2025 Reduced 1.74%
$303B
$632,000 0.13% of portfolio
4,085
Q4 2025 Reduced 0.78%
$291B
$580,000 0.12% of portfolio
1,052
Q3 2025 Reduced 2.41%
$174B
$507,000 0.11% of portfolio
3,472
Q3 2025 Reduced 19.91%
$61.4B
$462,000 0.1% of portfolio
2,253
Q4 2025 Reduced 0.97%
$266B
$476,000 0.1% of portfolio
1,605
Q4 2025 Reduced 7.6%
$367B
$461,000 0.1% of portfolio
1,290
Q4 2025 Added 14.67%
$237B
$434,000 0.09% of portfolio
1,831
Q4 2025 Reduced 3.83%
$187B
$432,000 0.09% of portfolio
2,592
Q4 2025 Reduced 2.81%
$132B
$431,000 0.09% of portfolio
2,199
Q4 2025 Reduced 2.01%
$26.9B
$425,000 0.09% of portfolio
1,336
Q3 2025 Reduced 3.95%
$197B
$409,000 0.09% of portfolio
1,790
Q3 2024 Reduced 0.22%
$46.4B
$355,000 0.08% of portfolio
1,542
Q4 2025 Reduced 5.92%
$79.5B
$376,000 0.08% of portfolio
3,010
Q4 2025 New
$53.1B
$374,000 0.08% of portfolio
1,525
Q3 2025 Reduced 0.65%
$971B
$318,000 0.07% of portfolio
312
Q4 2025 Added 1.96%
$413B
$328,000 0.07% of portfolio
6,382
Q4 2025 Reduced 4.26%
$346B
$317,000 0.07% of portfolio
2,174
Q4 2025 Reduced 4.9%
$71.6B
$313,000 0.07% of portfolio
5,064
Q4 2025 Reduced 32.34%
$15.2B
$278,000 0.06% of portfolio
4,221
Q4 2024 Reduced 10.59%
$224B
$269,000 0.06% of portfolio
883
Q4 2025 Added 13.94%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $469 Million
  • Prior Value $444 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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