Filed: 1/28/2025ACC: 0001085146-25-000530
📋 What this filing means
CLARITY WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $366.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$366.80M
Total AUM (reported)
2.77M
Total Shares
Allocation by class
COM$95.77M26.1%
TR UNIT$27.66M7.5%
TOTAL STK MKT$26.94M7.3%
UNIT SER 1$26.87M7.3%
DIV APP ETF$18.22M5.0%
CORE S&P MCP ETF$15.27M4.2%
UT SER 1$13.35M3.6%
Portfolio Concentration
Top 3$88.06M24.0%
4–10$106.80M29.1%
11–25$105.35M28.7%
Rest$66.59M18.2%
Top 3 weight
24.0%
Top 10 weight
53.1%
Voting Authority Distribution
Total shares with voting rights: 2.77M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings94
Rows:
APPLE INC
SOLEShares133.59K
TypeSH
Market value$33.45M
9.12%
Sole
0.00
Shared
0.00
None
133.59K
SPDR S&P 500 ETF TR
SOLEShares47.20K
TypeSH
Market value$27.66M
7.54%
Sole
0.00
Shared
0.00
None
47.20K
VANGUARD INDEX FDS
SOLEShares92.95K
TypeSH
Market value$26.94M
7.34%
Sole
0.00
Shared
0.00
None
92.95K
INVESCO QQQ TR
SOLEShares52.55K
TypeSH
Market value$26.87M
7.32%
Sole
0.00
Shared
0.00
None
52.55K
VANGUARD SPECIALIZED FUNDS
SOLEShares93.04K
TypeSH
Market value$18.22M
4.97%
Sole
0.00
Shared
0.00
None
93.04K
ISHARES TR
SOLEShares245.07K
TypeSH
Market value$15.27M
4.16%
Sole
0.00
Shared
0.00
None
245.07K
SPDR DOW JONES INDL AVERAGE
SOLEShares31.38K
TypeSH
Market value$13.35M
3.64%
Sole
0.00
Shared
0.00
None
31.38K
VANGUARD STAR FDS
SOLEShares193.46K
TypeSH
Market value$11.40M
3.11%
Sole
0.00
Shared
0.00
None
193.46K
VANGUARD INDEX FDS
SOLEShares46.63K
TypeSH
Market value$11.20M
3.05%
Sole
0.00
Shared
0.00
None
46.63K
COSTCO WHSL CORP NEW
SOLEShares11.44K
TypeSH
Market value$10.48M
2.86%
Sole
0.00
Shared
0.00
None
11.44K
ALPHABET INC
SOLEShares52.37K
TypeSH
Market value$9.91M
2.70%
Sole
0.00
Shared
0.00
None
52.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.34K
TypeSH
Market value$8.31M
2.27%
Sole
0.00
Shared
0.00
None
18.34K
JPMORGAN CHASE & CO.
SOLEShares33.21K
TypeSH
Market value$7.96M
2.17%
Sole
0.00
Shared
0.00
None
33.21K
META PLATFORMS INC
SOLEShares13.45K
TypeSH
Market value$7.87M
2.15%
Sole
0.00
Shared
0.00
None
13.45K
NVIDIA CORPORATION
SOLEShares58.59K
TypeSH
Market value$7.87M
2.15%
Sole
0.00
Shared
0.00
None
58.59K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares264.29K
TypeSH
Market value$7.72M
2.11%
Sole
0.00
Shared
0.00
None
264.29K
VISA INC
SOLEShares22.10K
TypeSH
Market value$6.99M
1.90%
Sole
0.00
Shared
0.00
None
22.10K
J P MORGAN EXCHANGE TRADED F
SOLEShares148.09K
TypeSH
Market value$6.82M
1.86%
Sole
0.00
Shared
0.00
None
148.09K
VANGUARD BD INDEX FDS
SOLEShares86.88K
TypeSH
Market value$6.49M
1.77%
Sole
0.00
Shared
0.00
None
86.88K
ALPHABET INC
SOLEShares33.30K
TypeSH
Market value$6.34M
1.73%
Sole
0.00
Shared
0.00
None
33.30K
FIDELITY MERRIMACK STR TR
SOLEShares136.72K
TypeSH
Market value$6.13M
1.67%
Sole
0.00
Shared
0.00
None
136.72K
VANGUARD WHITEHALL FDS
SOLEShares87.10K
TypeSH
Market value$5.91M
1.61%
Sole
0.00
Shared
0.00
None
87.10K
ISHARES TR
SOLEShares138.75K
TypeSH
Market value$5.80M
1.58%
Sole
0.00
Shared
0.00
None
138.75K
CITIGROUP INC
SOLEShares79.64K
TypeSH
Market value$5.61M
1.53%
Sole
0.00
Shared
0.00
None
79.64K
ABBVIE INC
SOLEShares31.52K
TypeSH
Market value$5.60M
1.53%
Sole
0.00
Shared
0.00
None
31.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 133.59K | SH | $33.45M 9.12% | 0.00 | 0.00 | 133.59K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 47.20K | SH | $27.66M 7.54% | 0.00 | 0.00 | 47.20K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 92.95K | SH | $26.94M 7.34% | 0.00 | 0.00 | 92.95K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 52.55K | SH | $26.87M 7.32% | 0.00 | 0.00 | 52.55K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 93.04K | SH | $18.22M 4.97% | 0.00 | 0.00 | 93.04K |
ISHARES TRSOLE | CORE S&P MCP ETF | 245.07K | SH | $15.27M 4.16% | 0.00 | 0.00 | 245.07K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 31.38K | SH | $13.35M 3.64% | 0.00 | 0.00 | 31.38K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 193.46K | SH | $11.40M 3.11% | 0.00 | 0.00 | 193.46K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 46.63K | SH | $11.20M 3.05% | 0.00 | 0.00 | 46.63K |
COSTCO WHSL CORP NEWSOLE | COM | 11.44K | SH | $10.48M 2.86% | 0.00 | 0.00 | 11.44K |
ALPHABET INCSOLE | CAP STK CL A | 52.37K | SH | $9.91M 2.70% | 0.00 | 0.00 | 52.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.34K | SH | $8.31M 2.27% | 0.00 | 0.00 | 18.34K |
JPMORGAN CHASE & CO.SOLE | COM | 33.21K | SH | $7.96M 2.17% | 0.00 | 0.00 | 33.21K |
META PLATFORMS INCSOLE | CL A | 13.45K | SH | $7.87M 2.15% | 0.00 | 0.00 | 13.45K |
NVIDIA CORPORATIONSOLE | COM | 58.59K | SH | $7.87M 2.15% | 0.00 | 0.00 | 58.59K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 264.29K | SH | $7.72M 2.11% | 0.00 | 0.00 | 264.29K |
VISA INCSOLE | COM CL A | 22.10K | SH | $6.99M 1.90% | 0.00 | 0.00 | 22.10K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 148.09K | SH | $6.82M 1.86% | 0.00 | 0.00 | 148.09K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 86.88K | SH | $6.49M 1.77% | 0.00 | 0.00 | 86.88K |
ALPHABET INCSOLE | CAP STK CL C | 33.30K | SH | $6.34M 1.73% | 0.00 | 0.00 | 33.30K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 136.72K | SH | $6.13M 1.67% | 0.00 | 0.00 | 136.72K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 87.10K | SH | $5.91M 1.61% | 0.00 | 0.00 | 87.10K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 138.75K | SH | $5.80M 1.58% | 0.00 | 0.00 | 138.75K |
CITIGROUP INCSOLE | COM NEW | 79.64K | SH | $5.61M 1.53% | 0.00 | 0.00 | 79.64K |
ABBVIE INCSOLE | COM | 31.52K | SH | $5.60M 1.53% | 0.00 | 0.00 | 31.52K |
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