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

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
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