CLARITY WEALTH ADVISORS, LLC

Filed: 4/24/2026ACC: 0001767384-26-000002

📋 What this filing means

CLARITY WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $486.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

107

Positions

$486.37M

Total AUM (reported)

3.79M

Total Shares

Allocation by class

COM$114.26M23.5%

TR UNIT$33.62M6.9%

TOTAL STK MKT$32.30M6.6%

UNIT SER 1$31.49M6.5%

DIV APP ETF$22.39M4.6%

UT SER 1$20.25M4.2%

VG TL INTL STK F$19.91M4.1%

Portfolio Concentration

Top 3$100.80M20.7%

4–10$144.02M29.6%

11–25$156.44M32.2%

Rest$85.10M17.5%

Top 3 weight

20.7%

Top 10 weight

50.3%

Voting Authority Distribution

Total shares with voting rights: 3.79M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.79M

% of voting shares100.0%

Investment Discretion (by position count)

Sole107

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings107

Rows:

APPLE INC

SOLE

COM

Shares137.43K

TypeSH

Market value$34.88M

7.17%

Sole

0.00

Shared

0.00

None

137.43K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares51.69K

TypeSH

Market value$33.62M

6.91%

Sole

0.00

Shared

0.00

None

51.69K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares100.70K

TypeSH

Market value$32.30M

6.64%

Sole

0.00

Shared

0.00

None

100.70K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares54.56K

TypeSH

Market value$31.49M

6.47%

Sole

0.00

Shared

0.00

None

54.56K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares104.13K

TypeSH

Market value$22.39M

4.60%

Sole

0.00

Shared

0.00

None

104.13K

STATE STR SPDR DOW JONES IND

SOLE

UT SER 1

Shares43.71K

TypeSH

Market value$20.25M

4.16%

Sole

0.00

Shared

0.00

None

43.71K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares258.24K

TypeSH

Market value$19.91M

4.09%

Sole

0.00

Shared

0.00

None

258.24K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares287.87K

TypeSH

Market value$19.44M

4.00%

Sole

0.00

Shared

0.00

None

287.87K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares162.07K

TypeSH

Market value$15.27M

3.14%

Sole

0.00

Shared

0.00

None

162.07K

ALPHABET INC

SOLE

CAP STK CL A

Shares53.09K

TypeSH

Market value$15.27M

3.14%

Sole

0.00

Shared

0.00

None

53.09K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares55.10K

TypeSH

Market value$14.43M

2.97%

Sole

0.00

Shared

0.00

None

55.10K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares209.33K

TypeSH

Market value$11.89M

2.44%

Sole

0.00

Shared

0.00

None

209.33K

COSTCO WHOLESALE CORPORATION

SOLE

COM

Shares11.73K

TypeSH

Market value$11.69M

2.40%

Sole

0.00

Shared

0.00

None

11.73K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares244.81K

TypeSH

Market value$11.53M

2.37%

Sole

0.00

Shared

0.00

None

244.81K

CAPITAL GROUP GBL GROWTH EQT

SOLE

SHS CREATION UNI

Shares340.23K

TypeSH

Market value$11.35M

2.33%

Sole

0.00

Shared

0.00

None

340.23K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares146.85K

TypeSH

Market value$11.33M

2.33%

Sole

0.00

Shared

0.00

None

146.85K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares235.82K

TypeSH

Market value$10.76M

2.21%

Sole

0.00

Shared

0.00

None

235.82K

META PLATFORMS INC

SOLE

CL A

Shares18.09K

TypeSH

Market value$10.35M

2.13%

Sole

0.00

Shared

0.00

None

18.09K

CAPITAL GROUP CORE BALANCED

SOLE

SHS

Shares292.34K

TypeSH

Market value$10.06M

2.07%

Sole

0.00

Shared

0.00

None

292.34K

JPMORGAN CHASE & CO

SOLE

COM

Shares33.65K

TypeSH

Market value$9.90M

2.03%

Sole

0.00

Shared

0.00

None

33.65K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares19.99K

TypeSH

Market value$9.58M

1.97%

Sole

0.00

Shared

0.00

None

19.99K

CITIGROUP INC

SOLE

COM NEW

Shares80.16K

TypeSH

Market value$9.09M

1.87%

Sole

0.00

Shared

0.00

None

80.16K

NVIDIA CORPORATION

SOLE

COM

Shares51.90K

TypeSH

Market value$9.05M

1.86%

Sole

0.00

Shared

0.00

None

51.90K

ALPHABET INC

SOLE

CAP STK CL C

Shares28.02K

TypeSH

Market value$8.04M

1.65%

Sole

0.00

Shared

0.00

None

28.02K

JOHNSON & JOHNSON

SOLE

COM

Shares30.25K

TypeSH

Market value$7.39M

1.52%

Sole

0.00

Shared

0.00

None

30.25K

Issuer	Class	Shares	Type	Value / Portfolio %	None
APPLE INCSOLE	COM	137.43K	SH	$34.88M 7.17%	137.43K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	51.69K	SH	$33.62M 6.91%	51.69K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	100.70K	SH	$32.30M 6.64%	100.70K
INVESCO QQQ TRSOLE	UNIT SER 1	54.56K	SH	$31.49M 6.47%	54.56K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	104.13K	SH	$22.39M 4.60%	104.13K
STATE STR SPDR DOW JONES INDSOLE	UT SER 1	43.71K	SH	$20.25M 4.16%	43.71K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	258.24K	SH	$19.91M 4.09%	258.24K
ISHARES TRSOLE	CORE S&P MCP ETF	287.87K	SH	$19.44M 4.00%	287.87K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	162.07K	SH	$15.27M 3.14%	162.07K
ALPHABET INCSOLE	CAP STK CL A	53.09K	SH	$15.27M 3.14%	53.09K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	55.10K	SH	$14.43M 2.97%	55.10K
ISHARES TRSOLE	MSCI EMG MKT ETF	209.33K	SH	$11.89M 2.44%	209.33K
COSTCO WHOLESALE CORPORATIONSOLE	COM	11.73K	SH	$11.69M 2.40%	11.73K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	244.81K	SH	$11.53M 2.37%	244.81K
CAPITAL GROUP GBL GROWTH EQTSOLE	SHS CREATION UNI	340.23K	SH	$11.35M 2.33%	340.23K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	146.85K	SH	$11.33M 2.33%	146.85K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	235.82K	SH	$10.76M 2.21%	235.82K
META PLATFORMS INCSOLE	CL A	18.09K	SH	$10.35M 2.13%	18.09K
CAPITAL GROUP CORE BALANCEDSOLE	SHS	292.34K	SH	$10.06M 2.07%	292.34K
JPMORGAN CHASE & COSOLE	COM	33.65K	SH	$9.90M 2.03%	33.65K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	19.99K	SH	$9.58M 1.97%	19.99K
CITIGROUP INCSOLE	COM NEW	80.16K	SH	$9.09M 1.87%	80.16K
NVIDIA CORPORATIONSOLE	COM	51.90K	SH	$9.05M 1.86%	51.90K
ALPHABET INCSOLE	CAP STK CL C	28.02K	SH	$8.04M 1.65%	28.02K
JOHNSON & JOHNSONSOLE	COM	30.25K	SH	$7.39M 1.52%	30.25K

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