Data as of Q4 2025 (Dec 31, 2025)

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

AMGN
AMGEN INC
NEW
0.8% of portfolio
CGBL
CAPITAL GROUP CORE BALANCED
+39.0%
1.5% of portfolio
BIV
VANGUARD BD INDEX FDS
+18.4%
2.1% of portfolio
FBND
FIDELITY MERRIMACK STR TR
+19.5%
2.0% of portfolio
JCPB
J P MORGAN EXCHANGE TRADED F
+17.1%
2.2% of portfolio

📉 Biggest Sells

VCR
VANGUARD WORLD FD
-12.5%
0.6% of portfolio
PLTR
PALANTIR TECHNOLOGIES INC
-34.1%
0.2% of portfolio
IXJ
ISHARES TR
-10.5%
0.5% of portfolio
GOOGL
ALPHABET INC
-1.5%
3.5% of portfolio
IGM
ISHARES TR
-8.6%
0.5% of portfolio

Sector Breakdown

Other56.9%
Technology19.6%
ETF8.2%
Financial6.2%
Consumer4.7%
Healthcare3.7%
Communication0.3%
Industrial0.3%

🚪 Exited Positionssold since Q3 2025

VTY
VERINT SYS INC
SOLD
$239.1K
BX
BLACKSTONE INC
SOLD
$221.9K
CLOV
CLOVER HEALTH INVESTMENTS CO
SOLD
$30.6K

Changes from Q3 2025

NEW14 new positions
↑41 increased
↓36 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AAPL7.6%
APPLE INC
$37.2M
SPY7.2%
SPDR S&P 500 ETF TR
$35.1M
VTI6.8%
VANGUARD INDEX FDS
$33.5M
NDQ6.8%
INVESCO QQQ TR
$33.4M
VIG4.6%
VANGUARD SPECIALIZED FUNDS
$22.4M

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