Universe · entity
Clarity Wealth Advisors, LLC
Institutional manager (13F) · CIK 1767384
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $464M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $34M | 135,434 |
| 2 | STATE STR SPDR S&P 500 ETF T | $34M | 51,690 |
| 3 | VANGUARD INDEX FDS | $32M | 100,696 |
| 4 | INVESCO QQQ TR | $31M | 54,558 |
| 5 | VANGUARD SPECIALIZED FUNDS | $22M | 104,132 |
| 6 | STATE STR SPDR DOW JONES IND | $20M | 43,712 |
| 7 | VANGUARD STAR FDS | $20M | 258,238 |
| 8 | ISHARES TR | $19M | 287,868 |
| 9 | VANGUARD WHITEHALL FDS | $15M | 162,067 |
| 10 | ALPHABET INC | $15M | 53,091 |
| 11 | VANGUARD INDEX FDS | $14M | 55,103 |
| 12 | ISHARES TR | $12M | 209,326 |
| 13 | COSTCO WHOLESALE CORPORATION | $12M | 11,732 |
| 14 | J P MORGAN EXCHANGE TRADED F | $12M | 244,810 |
| 15 | CAPITAL GROUP GBL GROWTH EQT | $11M | 340,231 |
| 16 | VANGUARD BD INDEX FDS | $11M | 146,847 |
| 17 | FIDELITY MERRIMACK STR TR | $11M | 235,822 |
| 18 | META PLATFORMS INC | $10M | 18,092 |
| 19 | CAPITAL GROUP CORE BALANCED | $10M | 292,341 |
| 20 | JPMORGAN CHASE & CO | $10M | 33,647 |
| 21 | BERKSHIRE HATHAWAY INC DEL | $10M | 19,990 |
| 22 | CITIGROUP INC | $9M | 80,155 |
| 23 | NVIDIA CORPORATION | $9M | 51,900 |
| 24 | ALPHABET INC | $8M | 28,020 |
| 25 | JOHNSON & JOHNSON | $7M | 30,246 |
| 26 | ABBVIE INC | $7M | 33,818 |
| 27 | VISA INC | $7M | 23,866 |
| 28 | TESLA INC | $6M | 16,921 |
| 29 | AMGEN INC | $4M | 11,942 |
| 30 | MICROSOFT CORP | $4M | 11,242 |
| 31 | AMAZON COM INC | $4M | 17,814 |
| 32 | J P MORGAN EXCHANGE TRADED F | $3M | 61,722 |
| 33 | J P MORGAN EXCHANGE TRADED F | $3M | 49,523 |
| 34 | VANGUARD INDEX FDS | $3M | 4,350 |
| 35 | ISHARES TR | $2M | 3,805 |
| 36 | ISHARES TR | $2M | 24,892 |
| 37 | VANGUARD WORLD FD | $2M | 6,325 |
| 38 | ISHARES TR | $2M | 16,700 |
| 39 | PROSHARES TR | $1M | 35,740 |
| 40 | J P MORGAN EXCHANGE TRADED F | $1M | 26,588 |
| 41 | BROADCOM INC | $1M | 3,993 |
| 42 | CISCO SYS INC | $1M | 15,034 |
| 43 | SCHWAB STRATEGIC TR | $1M | 43,152 |
| 44 | NETFLIX INC. | $1M | 10,604 |
| 45 | SYNOPSYS INC | $848k | 2,140 |
| 46 | SELECT SECTOR SPDR TR | $843k | 17,068 |
| 47 | INTEL CORP | $827k | 18,740 |
| 48 | ISHARES TR | $816k | 4,831 |
| 49 | PUBLIC SVC ENTERPRISE GROUP | $800k | 9,882 |
| 50 | PALANTIR TECHNOLOGIES INC | $792k | 5,415 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.