Filed: 8/7/2025ACC: 0001085146-25-004654
📋 What this filing means
CLARITY WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $405.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$405.25M
Total AUM (reported)
3M
Total Shares
Allocation by class
COM$98.85M24.4%
TR UNIT$31.30M7.7%
UNIT SER 1$30.00M7.4%
TOTAL STK MKT$29.50M7.3%
DIV APP ETF$20.10M5.0%
CL A$16.36M4.0%
UT SER 1$16.31M4.0%
Portfolio Concentration
Top 3$90.79M22.4%
4–10$118.24M29.2%
11–25$121.77M30.0%
Rest$74.44M18.4%
Top 3 weight
22.4%
Top 10 weight
51.6%
Voting Authority Distribution
Total shares with voting rights: 3M
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
3M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings98
Rows:
SPDR S&P 500 ETF TR
SOLEShares50.66K
TypeSH
Market value$31.30M
7.72%
Sole
0.00
Shared
0.00
None
50.66K
INVESCO QQQ TR
SOLEShares54.38K
TypeSH
Market value$30.00M
7.40%
Sole
0.00
Shared
0.00
None
54.38K
VANGUARD INDEX FDS
SOLEShares97.06K
TypeSH
Market value$29.50M
7.28%
Sole
0.00
Shared
0.00
None
97.06K
APPLE INC
SOLEShares136.74K
TypeSH
Market value$28.06M
6.92%
Sole
0.00
Shared
0.00
None
136.74K
VANGUARD SPECIALIZED FUNDS
SOLEShares98.22K
TypeSH
Market value$20.10M
4.96%
Sole
0.00
Shared
0.00
None
98.22K
SPDR DOW JONES INDL AVERAGE
SOLEShares37.01K
TypeSH
Market value$16.31M
4.02%
Sole
0.00
Shared
0.00
None
37.01K
ISHARES TR
SOLEShares253.59K
TypeSH
Market value$15.73M
3.88%
Sole
0.00
Shared
0.00
None
253.59K
VANGUARD STAR FDS
SOLEShares207.76K
TypeSH
Market value$14.35M
3.54%
Sole
0.00
Shared
0.00
None
207.76K
META PLATFORMS INC
SOLEShares16.72K
TypeSH
Market value$12.34M
3.04%
Sole
0.00
Shared
0.00
None
16.72K
VANGUARD INDEX FDS
SOLEShares47.93K
TypeSH
Market value$11.36M
2.80%
Sole
0.00
Shared
0.00
None
47.93K
COSTCO WHSL CORP NEW
SOLEShares11.33K
TypeSH
Market value$11.22M
2.77%
Sole
0.00
Shared
0.00
None
11.33K
JPMORGAN CHASE & CO.
SOLEShares33.68K
TypeSH
Market value$9.77M
2.41%
Sole
0.00
Shared
0.00
None
33.68K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.24K
TypeSH
Market value$9.35M
2.31%
Sole
0.00
Shared
0.00
None
19.24K
ALPHABET INC
SOLEShares52.88K
TypeSH
Market value$9.32M
2.30%
Sole
0.00
Shared
0.00
None
52.88K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares285.43K
TypeSH
Market value$9.13M
2.25%
Sole
0.00
Shared
0.00
None
285.43K
VANGUARD WHITEHALL FDS
SOLEShares103.19K
TypeSH
Market value$8.27M
2.04%
Sole
0.00
Shared
0.00
None
103.19K
NVIDIA CORPORATION
SOLEShares52.22K
TypeSH
Market value$8.25M
2.04%
Sole
0.00
Shared
0.00
None
52.22K
VISA INC
SOLEShares22.64K
TypeSH
Market value$8.04M
1.98%
Sole
0.00
Shared
0.00
None
22.64K
J P MORGAN EXCHANGE TRADED F
SOLEShares163.42K
TypeSH
Market value$7.69M
1.90%
Sole
0.00
Shared
0.00
None
163.42K
ISHARES TR
SOLEShares156.09K
TypeSH
Market value$7.53M
1.86%
Sole
0.00
Shared
0.00
None
156.09K
VANGUARD BD INDEX FDS
SOLEShares96.45K
TypeSH
Market value$7.46M
1.84%
Sole
0.00
Shared
0.00
None
96.45K
CITIGROUP INC
SOLEShares82.11K
TypeSH
Market value$6.99M
1.72%
Sole
0.00
Shared
0.00
None
82.11K
FIDELITY MERRIMACK STR TR
SOLEShares151.88K
TypeSH
Market value$6.95M
1.71%
Sole
0.00
Shared
0.00
None
151.88K
ABBVIE INC
SOLEShares32.49K
TypeSH
Market value$6.03M
1.49%
Sole
0.00
Shared
0.00
None
32.49K
ALPHABET INC
SOLEShares32.66K
TypeSH
Market value$5.79M
1.43%
Sole
0.00
Shared
0.00
None
32.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 50.66K | SH | $31.30M 7.72% | 0.00 | 0.00 | 50.66K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 54.38K | SH | $30.00M 7.40% | 0.00 | 0.00 | 54.38K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 97.06K | SH | $29.50M 7.28% | 0.00 | 0.00 | 97.06K |
APPLE INCSOLE | COM | 136.74K | SH | $28.06M 6.92% | 0.00 | 0.00 | 136.74K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 98.22K | SH | $20.10M 4.96% | 0.00 | 0.00 | 98.22K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 37.01K | SH | $16.31M 4.02% | 0.00 | 0.00 | 37.01K |
ISHARES TRSOLE | CORE S&P MCP ETF | 253.59K | SH | $15.73M 3.88% | 0.00 | 0.00 | 253.59K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 207.76K | SH | $14.35M 3.54% | 0.00 | 0.00 | 207.76K |
META PLATFORMS INCSOLE | CL A | 16.72K | SH | $12.34M 3.04% | 0.00 | 0.00 | 16.72K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 47.93K | SH | $11.36M 2.80% | 0.00 | 0.00 | 47.93K |
COSTCO WHSL CORP NEWSOLE | COM | 11.33K | SH | $11.22M 2.77% | 0.00 | 0.00 | 11.33K |
JPMORGAN CHASE & CO.SOLE | COM | 33.68K | SH | $9.77M 2.41% | 0.00 | 0.00 | 33.68K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.24K | SH | $9.35M 2.31% | 0.00 | 0.00 | 19.24K |
ALPHABET INCSOLE | CAP STK CL A | 52.88K | SH | $9.32M 2.30% | 0.00 | 0.00 | 52.88K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 285.43K | SH | $9.13M 2.25% | 0.00 | 0.00 | 285.43K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 103.19K | SH | $8.27M 2.04% | 0.00 | 0.00 | 103.19K |
NVIDIA CORPORATIONSOLE | COM | 52.22K | SH | $8.25M 2.04% | 0.00 | 0.00 | 52.22K |
VISA INCSOLE | COM CL A | 22.64K | SH | $8.04M 1.98% | 0.00 | 0.00 | 22.64K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 163.42K | SH | $7.69M 1.90% | 0.00 | 0.00 | 163.42K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 156.09K | SH | $7.53M 1.86% | 0.00 | 0.00 | 156.09K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 96.45K | SH | $7.46M 1.84% | 0.00 | 0.00 | 96.45K |
CITIGROUP INCSOLE | COM NEW | 82.11K | SH | $6.99M 1.72% | 0.00 | 0.00 | 82.11K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 151.88K | SH | $6.95M 1.71% | 0.00 | 0.00 | 151.88K |
ABBVIE INCSOLE | COM | 32.49K | SH | $6.03M 1.49% | 0.00 | 0.00 | 32.49K |
ALPHABET INCSOLE | CAP STK CL C | 32.66K | SH | $5.79M 1.43% | 0.00 | 0.00 | 32.66K |
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