Filed: 10/24/2025ACC: 0001767384-25-000002
📋 What this filing means
CLARITY WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $453.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$453.77M
Total AUM (reported)
3.19M
Total Shares
Allocation by class
COM$111.49M24.6%
TR UNIT$34.13M7.5%
UNIT SER 1$32.78M7.2%
TOTAL STK MKT$32.43M7.1%
DIV APP ETF$21.60M4.8%
UT SER 1$18.17M4.0%
CORE S&P MCP ETF$17.04M3.8%
Portfolio Concentration
Top 3$101.38M22.3%
4–10$131.71M29.0%
11–25$140.93M31.1%
Rest$79.75M17.6%
Top 3 weight
22.3%
Top 10 weight
51.4%
Voting Authority Distribution
Total shares with voting rights: 3.19M
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
3.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings99
Rows:
APPLE INC
SOLEShares135.39K
TypeSH
Market value$34.47M
7.60%
Sole
0.00
Shared
0.00
None
135.39K
SPDR S&P 500 ETF TR
SOLEShares51.23K
TypeSH
Market value$34.13M
7.52%
Sole
0.00
Shared
0.00
None
51.23K
INVESCO QQQ TR
SOLEShares54.61K
TypeSH
Market value$32.78M
7.22%
Sole
0.00
Shared
0.00
None
54.61K
VANGUARD INDEX FDS
SOLEShares98.81K
TypeSH
Market value$32.43M
7.15%
Sole
0.00
Shared
0.00
None
98.81K
VANGUARD SPECIALIZED FUNDS
SOLEShares100.11K
TypeSH
Market value$21.60M
4.76%
Sole
0.00
Shared
0.00
None
100.11K
SPDR DOW JONES INDL AVERAGE
SOLEShares39.18K
TypeSH
Market value$18.17M
4.00%
Sole
0.00
Shared
0.00
None
39.18K
ISHARES TR
SOLEShares261.06K
TypeSH
Market value$17.04M
3.75%
Sole
0.00
Shared
0.00
None
261.06K
VANGUARD STAR FDS
SOLEShares223.66K
TypeSH
Market value$16.43M
3.62%
Sole
0.00
Shared
0.00
None
223.66K
ALPHABET INC
SOLEShares55.58K
TypeSH
Market value$13.51M
2.98%
Sole
0.00
Shared
0.00
None
55.58K
VANGUARD INDEX FDS
SOLEShares49.30K
TypeSH
Market value$12.54M
2.76%
Sole
0.00
Shared
0.00
None
49.30K
META PLATFORMS INC
SOLEShares17.02K
TypeSH
Market value$12.50M
2.75%
Sole
0.00
Shared
0.00
None
17.02K
VANGUARD WHITEHALL FDS
SOLEShares127.75K
TypeSH
Market value$10.82M
2.38%
Sole
0.00
Shared
0.00
None
127.75K
JPMORGAN CHASE & CO.
SOLEShares33.61K
TypeSH
Market value$10.60M
2.34%
Sole
0.00
Shared
0.00
None
33.61K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares301.26K
TypeSH
Market value$10.29M
2.27%
Sole
0.00
Shared
0.00
None
301.26K
COSTCO WHSL CORP NEW
SOLEShares11.11K
TypeSH
Market value$10.29M
2.27%
Sole
0.00
Shared
0.00
None
11.11K
NVIDIA CORPORATION
SOLEShares52.42K
TypeSH
Market value$9.78M
2.16%
Sole
0.00
Shared
0.00
None
52.42K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.34K
TypeSH
Market value$9.72M
2.14%
Sole
0.00
Shared
0.00
None
19.34K
ISHARES TR
SOLEShares174.75K
TypeSH
Market value$9.33M
2.06%
Sole
0.00
Shared
0.00
None
174.75K
J P MORGAN EXCHANGE TRADED F
SOLEShares191.24K
TypeSH
Market value$9.09M
2.00%
Sole
0.00
Shared
0.00
None
191.24K
VANGUARD BD INDEX FDS
SOLEShares114.01K
TypeSH
Market value$8.90M
1.96%
Sole
0.00
Shared
0.00
None
114.01K
FIDELITY MERRIMACK STR TR
SOLEShares178.98K
TypeSH
Market value$8.28M
1.82%
Sole
0.00
Shared
0.00
None
178.98K
CITIGROUP INC
SOLEShares81.15K
TypeSH
Market value$8.24M
1.82%
Sole
0.00
Shared
0.00
None
81.15K
VISA INC
SOLEShares22.87K
TypeSH
Market value$7.81M
1.72%
Sole
0.00
Shared
0.00
None
22.87K
TESLA INC
SOLEShares17.30K
TypeSH
Market value$7.70M
1.70%
Sole
0.00
Shared
0.00
None
17.30K
ABBVIE INC
SOLEShares32.78K
TypeSH
Market value$7.59M
1.67%
Sole
0.00
Shared
0.00
None
32.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 135.39K | SH | $34.47M 7.60% | 0.00 | 0.00 | 135.39K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 51.23K | SH | $34.13M 7.52% | 0.00 | 0.00 | 51.23K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 54.61K | SH | $32.78M 7.22% | 0.00 | 0.00 | 54.61K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 98.81K | SH | $32.43M 7.15% | 0.00 | 0.00 | 98.81K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 100.11K | SH | $21.60M 4.76% | 0.00 | 0.00 | 100.11K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 39.18K | SH | $18.17M 4.00% | 0.00 | 0.00 | 39.18K |
ISHARES TRSOLE | CORE S&P MCP ETF | 261.06K | SH | $17.04M 3.75% | 0.00 | 0.00 | 261.06K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 223.66K | SH | $16.43M 3.62% | 0.00 | 0.00 | 223.66K |
ALPHABET INCSOLE | CAP STK CL A | 55.58K | SH | $13.51M 2.98% | 0.00 | 0.00 | 55.58K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 49.30K | SH | $12.54M 2.76% | 0.00 | 0.00 | 49.30K |
META PLATFORMS INCSOLE | CL A | 17.02K | SH | $12.50M 2.75% | 0.00 | 0.00 | 17.02K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 127.75K | SH | $10.82M 2.38% | 0.00 | 0.00 | 127.75K |
JPMORGAN CHASE & CO.SOLE | COM | 33.61K | SH | $10.60M 2.34% | 0.00 | 0.00 | 33.61K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 301.26K | SH | $10.29M 2.27% | 0.00 | 0.00 | 301.26K |
COSTCO WHSL CORP NEWSOLE | COM | 11.11K | SH | $10.29M 2.27% | 0.00 | 0.00 | 11.11K |
NVIDIA CORPORATIONSOLE | COM | 52.42K | SH | $9.78M 2.16% | 0.00 | 0.00 | 52.42K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.34K | SH | $9.72M 2.14% | 0.00 | 0.00 | 19.34K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 174.75K | SH | $9.33M 2.06% | 0.00 | 0.00 | 174.75K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 191.24K | SH | $9.09M 2.00% | 0.00 | 0.00 | 191.24K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 114.01K | SH | $8.90M 1.96% | 0.00 | 0.00 | 114.01K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 178.98K | SH | $8.28M 1.82% | 0.00 | 0.00 | 178.98K |
CITIGROUP INCSOLE | COM NEW | 81.15K | SH | $8.24M 1.82% | 0.00 | 0.00 | 81.15K |
VISA INCSOLE | COM CL A | 22.87K | SH | $7.81M 1.72% | 0.00 | 0.00 | 22.87K |
TESLA INCSOLE | COM | 17.30K | SH | $7.70M 1.70% | 0.00 | 0.00 | 17.30K |
ABBVIE INCSOLE | COM | 32.78K | SH | $7.59M 1.67% | 0.00 | 0.00 | 32.78K |
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