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CLARITY WEALTH ADVISORS, LLC 13F portfolio summary

CLARITY WEALTH ADVISORS, LLC of CLARITY WEALTH ADVISORS, LLC has 107 current stock holdings with a reported portfolio value of $486.4M. The portfolio 1 year return is +17.29%. Top holdings include SPY (0.00%), QQQ (0.00%), AAPL (8.17%), VTI (7.68%), VIG (5.32%).

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CLARITY WEALTH ADVISORS, LLC

CLARITY WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

CLARITY WEALTH ADVISORS, LLC runs CLARITY WEALTH ADVISORS, LLC and currently holds 107 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $486.37M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CLARITY WEALTH ADVISORS, LLC ranks #711 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CLARITY WEALTH ADVISORS, LLC's portfolio at CLARITY WEALTH ADVISORS, LLC has delivered returns of +17.29%. Their 3-year annualized return is +60.71%. Looking at the 5-year horizon, CLARITY WEALTH ADVISORS, LLC has achieved +63.76% annualized returns at CLARITY WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.29%
#778/1000
3 Year
+60.71%
#653/1000
5 Year
+63.76%
#633/1000

Portfolio Value

$486.37M

Alpha Score

46.8

#711 of 1000

Holdings

107

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change