CLARITY WEALTH ADVISORS, LLC

Filed: 1/23/2026ACC: 0001767384-26-000001

📋 What this filing means

CLARITY WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $490.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

110

Positions

$490.15M

Total AUM (reported)

3.52M

Total Shares

Allocation by class

COM$119.27M24.3%

TR UNIT$35.11M7.2%

TOTAL STK MKT$33.49M6.8%

UNIT SER 1$33.41M6.8%

DIV APP ETF$22.37M4.6%

UT SER 1$19.75M4.0%

CORE S&P MCP ETF$17.91M3.7%

Portfolio Concentration

Top 3$105.78M21.6%

4–10$141.72M28.9%

11–25$152.22M31.1%

Rest$90.43M18.4%

Top 3 weight

21.6%

Top 10 weight

50.5%

Voting Authority Distribution

Total shares with voting rights: 3.52M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.52M

% of voting shares100.0%

Investment Discretion (by position count)

Sole110

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings110

Rows:

APPLE INC

SOLE

COM

Shares136.76K

TypeSH

Market value$37.18M

7.59%

Sole

0.00

Shared

0.00

None

136.76K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares51.48K

TypeSH

Market value$35.11M

7.16%

Sole

0.00

Shared

0.00

None

51.48K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares99.90K

TypeSH

Market value$33.49M

6.83%

Sole

0.00

Shared

0.00

None

99.90K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares54.39K

TypeSH

Market value$33.41M

6.82%

Sole

0.00

Shared

0.00

None

54.39K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares101.76K

TypeSH

Market value$22.37M

4.56%

Sole

0.00

Shared

0.00

None

101.76K

SPDR DOW JONES INDL AVERAGE

SOLE

UT SER 1

Shares41.11K

TypeSH

Market value$19.75M

4.03%

Sole

0.00

Shared

0.00

None

41.11K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares271.29K

TypeSH

Market value$17.91M

3.65%

Sole

0.00

Shared

0.00

None

271.29K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares237.09K

TypeSH

Market value$17.89M

3.65%

Sole

0.00

Shared

0.00

None

237.09K

ALPHABET INC

SOLE

CAP STK CL A

Shares54.74K

TypeSH

Market value$17.13M

3.50%

Sole

0.00

Shared

0.00

None

54.74K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares51.43K

TypeSH

Market value$13.27M

2.71%

Sole

0.00

Shared

0.00

None

51.43K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares143.42K

TypeSH

Market value$12.91M

2.63%

Sole

0.00

Shared

0.00

None

143.42K

META PLATFORMS INC

SOLE

CL A

Shares18.12K

TypeSH

Market value$11.96M

2.44%

Sole

0.00

Shared

0.00

None

18.12K

CAPITAL GROUP GBL GROWTH EQT

SOLE

SHS CREATION UNI

Shares317.99K

TypeSH

Market value$11.02M

2.25%

Sole

0.00

Shared

0.00

None

317.99K

JPMORGAN CHASE & CO.

SOLE

COM

Shares33.49K

TypeSH

Market value$10.79M

2.20%

Sole

0.00

Shared

0.00

None

33.49K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares223.99K

TypeSH

Market value$10.61M

2.16%

Sole

0.00

Shared

0.00

None

223.99K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares135.02K

TypeSH

Market value$10.52M

2.15%

Sole

0.00

Shared

0.00

None

135.02K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares190.69K

TypeSH

Market value$10.43M

2.13%

Sole

0.00

Shared

0.00

None

190.69K

COSTCO WHSL CORP NEW

SOLE

COM

Shares11.72K

TypeSH

Market value$10.11M

2.06%

Sole

0.00

Shared

0.00

None

11.72K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares19.89K

TypeSH

Market value$10.00M

2.04%

Sole

0.00

Shared

0.00

None

19.89K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares213.86K

TypeSH

Market value$9.85M

2.01%

Sole

0.00

Shared

0.00

None

213.86K

NVIDIA CORPORATION

SOLE

COM

Shares52.52K

TypeSH

Market value$9.79M

2.00%

Sole

0.00

Shared

0.00

None

52.52K

CITIGROUP INC

SOLE

COM NEW

Shares81.05K

TypeSH

Market value$9.46M

1.93%

Sole

0.00

Shared

0.00

None

81.05K

ALPHABET INC

SOLE

CAP STK CL C

Shares28.05K

TypeSH

Market value$8.80M

1.80%

Sole

0.00

Shared

0.00

None

28.05K

VISA INC

SOLE

COM CL A

Shares23.40K

TypeSH

Market value$8.21M

1.67%

Sole

0.00

Shared

0.00

None

23.40K

TESLA INC

SOLE

COM

Shares17.28K

TypeSH

Market value$7.77M

1.59%

Sole

0.00

Shared

0.00

None

17.28K

Issuer	Class	Shares	Type	Value / Portfolio %	None
APPLE INCSOLE	COM	136.76K	SH	$37.18M 7.59%	136.76K
SPDR S&P 500 ETF TRSOLE	TR UNIT	51.48K	SH	$35.11M 7.16%	51.48K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	99.90K	SH	$33.49M 6.83%	99.90K
INVESCO QQQ TRSOLE	UNIT SER 1	54.39K	SH	$33.41M 6.82%	54.39K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	101.76K	SH	$22.37M 4.56%	101.76K
SPDR DOW JONES INDL AVERAGESOLE	UT SER 1	41.11K	SH	$19.75M 4.03%	41.11K
ISHARES TRSOLE	CORE S&P MCP ETF	271.29K	SH	$17.91M 3.65%	271.29K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	237.09K	SH	$17.89M 3.65%	237.09K
ALPHABET INCSOLE	CAP STK CL A	54.74K	SH	$17.13M 3.50%	54.74K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	51.43K	SH	$13.27M 2.71%	51.43K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	143.42K	SH	$12.91M 2.63%	143.42K
META PLATFORMS INCSOLE	CL A	18.12K	SH	$11.96M 2.44%	18.12K
CAPITAL GROUP GBL GROWTH EQTSOLE	SHS CREATION UNI	317.99K	SH	$11.02M 2.25%	317.99K
JPMORGAN CHASE & CO.SOLE	COM	33.49K	SH	$10.79M 2.20%	33.49K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	223.99K	SH	$10.61M 2.16%	223.99K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	135.02K	SH	$10.52M 2.15%	135.02K
ISHARES TRSOLE	MSCI EMG MKT ETF	190.69K	SH	$10.43M 2.13%	190.69K
COSTCO WHSL CORP NEWSOLE	COM	11.72K	SH	$10.11M 2.06%	11.72K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	19.89K	SH	$10.00M 2.04%	19.89K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	213.86K	SH	$9.85M 2.01%	213.86K
NVIDIA CORPORATIONSOLE	COM	52.52K	SH	$9.79M 2.00%	52.52K
CITIGROUP INCSOLE	COM NEW	81.05K	SH	$9.46M 1.93%	81.05K
ALPHABET INCSOLE	CAP STK CL C	28.05K	SH	$8.80M 1.80%	28.05K
VISA INCSOLE	COM CL A	23.40K	SH	$8.21M 1.67%	23.40K
TESLA INCSOLE	COM	17.28K	SH	$7.77M 1.59%	17.28K

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