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CLARITY WEALTH ADVISORS, LLC 13F portfolio summary

CLARITY WEALTH ADVISORS, LLC of CLARITY WEALTH ADVISORS, LLC has 117 current stock holdings with a reported portfolio value of $566.7M. The portfolio 1 year return is +23.56%. Top holdings include QQQ (6.91%), AAPL (6.83%), SPY (6.74%), VTI (6.54%), VIG (4.41%).

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CLARITY WEALTH ADVISORS, LLC 13F Portfolio

CLARITY WEALTH ADVISORS, LLC
Latest SEC 13F filing: 2026-06-30

CLARITY WEALTH ADVISORS, LLC runs CLARITY WEALTH ADVISORS, LLC and currently holds 117 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $566.73M. Their top holdings are QQQ, AAPL, SPY, VTI, VIG. The top five represent 31.4% of reported portfolio weight. CLARITY WEALTH ADVISORS, LLC ranks #535 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CLARITY WEALTH ADVISORS, LLC initiated 2 new positions. They added to 43 existing positions. They trimmed 44 positions. Their current best-performing preview position is INTC with returns of +216.41%.

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Top 5 Holdings
QQQ6.9%
AAPL6.8%
SPY6.7%
VTI6.5%
VIG4.4%
Top 5: 31.4%
Portfolio Returns
1 Year
+23.56%
#515/1000
3 Year
+68.87%
#527/1000
5 Year
+73.28%
#523/1000

Portfolio Value

$566.73M

Alpha Score

56.1

#535 of 1000

Holdings

117

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CLARITY WEALTH ADVISORS, LLC Current 13F Holdings

Reported holdings from CLARITY WEALTH ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.

117 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
QQQ
INVESCO QQQ TR
6.91%$266.00$751.27+182.43%
Trimmed
-2.49%
AAPL
APPLE INC
6.83%$98.98$336.68+240.15%
Trimmed
-1.24%
SPY
STATE STR SPDR S&P 500 ETF T
6.74%$405.92$778.54+91.80%
Trimmed
-1.03%
VTI
VANGUARD INDEX FDS
6.54%$189.29$381.92+101.76%
Trimmed
-0.52%
VIG
VANGUARD SPECIALIZED FUNDS
4.41%$151.85$239.00+57.39%
Added
+1.51%
DIA
STATE STR SPDR DOW JONES IND
4.17%$396.05$516.07+30.30%
Added
+3.58%
IJH
ISHARES TR
4.11%$49.99$73.41+46.85%
Added
+5.05%
VXUS
VANGUARD STAR FDS
4.11%$56.02$84.82+51.41%
Added
+5.46%
GOOGL
ALPHABET INC
3.21%$85.99$351.66+308.95%
Trimmed
-3.97%
VB
VANGUARD INDEX FDS
3.14%$198.01$289.48+46.19%
Added
+6.49%

Showing 1-10 of 117