Clarity Wealth Advisors, LLC
•CIK: 1767384•Filing: Q4 2025
**Clarity Wealth Advisors, LLC** manages $490M across a diversified portfolio of 110 positions. The fund exhibits a significant allocation to core market indices and technology leaders, notably holding AAPL at $37.2M and SPY at $35.1M. Further concentration is evident in broad market exposure via VTI ($33.5M) and NDQ ($33.4M). This structure suggests a mandate focused on established growth equities and market beta capture.
Total AUM
$490.1M
QoQ Performance
+8.0%
Positions
84
Top 10 Concentration
50.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
SPY
VTI
NDQ
AAPL7.6%
SPY7.2%
VTI6.8%
NDQ6.8%
VIG4.6%
DON4.0%
IJH3.7%
VXUS3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.9%
Technology19.6%
ETF8.2%
Financial6.1%
Consumer4.7%
Healthcare3.7%
Communication0.3%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
↑41 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022