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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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