Filed: 4/30/2025ACC: 0001085146-25-002498
📋 What this filing means
CLARITY WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $360.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$360.55M
Total AUM (reported)
2.87M
Total Shares
Allocation by class
COM$90.06M25.0%
TR UNIT$27.53M7.6%
TOTAL STK MKT$26.12M7.2%
UNIT SER 1$25.07M7.0%
DIV APP ETF$18.57M5.2%
CORE S&P MCP ETF$14.57M4.0%
UT SER 1$14.47M4.0%
Portfolio Concentration
Top 3$83.92M23.3%
4–10$106.18M29.4%
11–25$107.49M29.8%
Rest$62.96M17.5%
Top 3 weight
23.3%
Top 10 weight
52.7%
Voting Authority Distribution
Total shares with voting rights: 2.87M
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
2.87M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings95
Rows:
APPLE INC
SOLEShares136.31K
TypeSH
Market value$30.28M
8.40%
Sole
0.00
Shared
0.00
None
136.31K
SPDR S&P 500 ETF TR
SOLEShares49.21K
TypeSH
Market value$27.53M
7.63%
Sole
0.00
Shared
0.00
None
49.21K
VANGUARD INDEX FDS
SOLEShares95.03K
TypeSH
Market value$26.12M
7.24%
Sole
0.00
Shared
0.00
None
95.03K
INVESCO QQQ TR
SOLEShares53.46K
TypeSH
Market value$25.07M
6.95%
Sole
0.00
Shared
0.00
None
53.46K
VANGUARD SPECIALIZED FUNDS
SOLEShares95.73K
TypeSH
Market value$18.57M
5.15%
Sole
0.00
Shared
0.00
None
95.73K
ISHARES TR
SOLEShares249.67K
TypeSH
Market value$14.57M
4.04%
Sole
0.00
Shared
0.00
None
249.67K
SPDR DOW JONES INDL AVERAGE
SOLEShares34.47K
TypeSH
Market value$14.47M
4.01%
Sole
0.00
Shared
0.00
None
34.47K
VANGUARD STAR FDS
SOLEShares198.02K
TypeSH
Market value$12.30M
3.41%
Sole
0.00
Shared
0.00
None
198.02K
COSTCO WHSL CORP NEW
SOLEShares11.34K
TypeSH
Market value$10.73M
2.98%
Sole
0.00
Shared
0.00
None
11.34K
VANGUARD INDEX FDS
SOLEShares47.21K
TypeSH
Market value$10.47M
2.90%
Sole
0.00
Shared
0.00
None
47.21K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.11K
TypeSH
Market value$10.18M
2.82%
Sole
0.00
Shared
0.00
None
19.11K
JPMORGAN CHASE & CO.
SOLEShares33.50K
TypeSH
Market value$8.22M
2.28%
Sole
0.00
Shared
0.00
None
33.50K
ALPHABET INC
SOLEShares52.54K
TypeSH
Market value$8.12M
2.25%
Sole
0.00
Shared
0.00
None
52.54K
META PLATFORMS INC
SOLEShares14.05K
TypeSH
Market value$8.10M
2.25%
Sole
0.00
Shared
0.00
None
14.05K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares277.94K
TypeSH
Market value$7.87M
2.18%
Sole
0.00
Shared
0.00
None
277.94K
VISA INC
SOLEShares22.45K
TypeSH
Market value$7.87M
2.18%
Sole
0.00
Shared
0.00
None
22.45K
J P MORGAN EXCHANGE TRADED F
SOLEShares156.12K
TypeSH
Market value$7.34M
2.04%
Sole
0.00
Shared
0.00
None
156.12K
VANGUARD BD INDEX FDS
SOLEShares91.82K
TypeSH
Market value$7.03M
1.95%
Sole
0.00
Shared
0.00
None
91.82K
VANGUARD WHITEHALL FDS
SOLEShares92.06K
TypeSH
Market value$6.78M
1.88%
Sole
0.00
Shared
0.00
None
92.06K
ABBVIE INC
SOLEShares31.96K
TypeSH
Market value$6.70M
1.86%
Sole
0.00
Shared
0.00
None
31.96K
FIDELITY MERRIMACK STR TR
SOLEShares145.10K
TypeSH
Market value$6.62M
1.84%
Sole
0.00
Shared
0.00
None
145.10K
ISHARES TR
SOLEShares143.58K
TypeSH
Market value$6.27M
1.74%
Sole
0.00
Shared
0.00
None
143.58K
CITIGROUP INC
SOLEShares80.82K
TypeSH
Market value$5.74M
1.59%
Sole
0.00
Shared
0.00
None
80.82K
NVIDIA CORPORATION
SOLEShares51.93K
TypeSH
Market value$5.63M
1.56%
Sole
0.00
Shared
0.00
None
51.93K
ALPHABET INC
SOLEShares32.11K
TypeSH
Market value$5.02M
1.39%
Sole
0.00
Shared
0.00
None
32.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 136.31K | SH | $30.28M 8.40% | 0.00 | 0.00 | 136.31K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 49.21K | SH | $27.53M 7.63% | 0.00 | 0.00 | 49.21K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 95.03K | SH | $26.12M 7.24% | 0.00 | 0.00 | 95.03K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 53.46K | SH | $25.07M 6.95% | 0.00 | 0.00 | 53.46K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 95.73K | SH | $18.57M 5.15% | 0.00 | 0.00 | 95.73K |
ISHARES TRSOLE | CORE S&P MCP ETF | 249.67K | SH | $14.57M 4.04% | 0.00 | 0.00 | 249.67K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 34.47K | SH | $14.47M 4.01% | 0.00 | 0.00 | 34.47K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 198.02K | SH | $12.30M 3.41% | 0.00 | 0.00 | 198.02K |
COSTCO WHSL CORP NEWSOLE | COM | 11.34K | SH | $10.73M 2.98% | 0.00 | 0.00 | 11.34K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 47.21K | SH | $10.47M 2.90% | 0.00 | 0.00 | 47.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.11K | SH | $10.18M 2.82% | 0.00 | 0.00 | 19.11K |
JPMORGAN CHASE & CO.SOLE | COM | 33.50K | SH | $8.22M 2.28% | 0.00 | 0.00 | 33.50K |
ALPHABET INCSOLE | CAP STK CL A | 52.54K | SH | $8.12M 2.25% | 0.00 | 0.00 | 52.54K |
META PLATFORMS INCSOLE | CL A | 14.05K | SH | $8.10M 2.25% | 0.00 | 0.00 | 14.05K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 277.94K | SH | $7.87M 2.18% | 0.00 | 0.00 | 277.94K |
VISA INCSOLE | COM CL A | 22.45K | SH | $7.87M 2.18% | 0.00 | 0.00 | 22.45K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 156.12K | SH | $7.34M 2.04% | 0.00 | 0.00 | 156.12K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 91.82K | SH | $7.03M 1.95% | 0.00 | 0.00 | 91.82K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 92.06K | SH | $6.78M 1.88% | 0.00 | 0.00 | 92.06K |
ABBVIE INCSOLE | COM | 31.96K | SH | $6.70M 1.86% | 0.00 | 0.00 | 31.96K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 145.10K | SH | $6.62M 1.84% | 0.00 | 0.00 | 145.10K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 143.58K | SH | $6.27M 1.74% | 0.00 | 0.00 | 143.58K |
CITIGROUP INCSOLE | COM NEW | 80.82K | SH | $5.74M 1.59% | 0.00 | 0.00 | 80.82K |
NVIDIA CORPORATIONSOLE | COM | 51.93K | SH | $5.63M 1.56% | 0.00 | 0.00 | 51.93K |
ALPHABET INCSOLE | CAP STK CL C | 32.11K | SH | $5.02M 1.39% | 0.00 | 0.00 | 32.11K |
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