Clarity Wealth Advisors, LLC
107 holdingsFiling period: 2026-03-31Current AUM: $548.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 137.4K | $34.9M | $42.5M | 7.74% | +678 | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 51.7K | $33.6M | $38.6M | 7.04% | +205 | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 100.7K | $32.3M | $37.1M | 6.76% | +792 | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 54.6K | $31.5M | $37.5M | 6.84% | +170 | 2026-03-31 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 104.1K | $22.4M | $24.9M | 4.54% | +2.4K | 2026-03-31 |
| 6 | DIA | STATE STR SPDR DOW JONES IND | 43.7K | $20.2M | $22.9M | 4.18% | +2.6K | 2026-03-31 |
| 7 | VXUS | VANGUARD STAR FDS | 258.2K | $19.9M | $21.8M | 3.98% | +21.1K | 2026-03-31 |
| 8 | IJH | ISHARES TR | 287.9K | $19.4M | $21.7M | 3.95% | +16.6K | 2026-03-31 |
| 9 | VYMI | VANGUARD WHITEHALL FDS | 162.1K | $15.3M | $16.8M | 3.06% | +18.6K | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 53.1K | $15.3M | $18.9M | 3.45% | -1,648 | 2026-03-31 |
| 11 | VB | VANGUARD INDEX FDS | 55.1K | $14.4M | $16.3M | 2.96% | +3.7K | 2026-03-31 |
| 12 | EEM | ISHARES TR | 209.3K | $11.9M | $13.4M | 2.45% | +18.6K | 2026-03-31 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | 11.7K | $11.7M | $11.2M | 2.04% | +10 | 2026-03-31 |
| 14 | JCPB | J P MORGAN EXCHANGE TRADED F | 244.8K | $11.5M | $11.3M | 2.06% | +20.8K | 2026-03-31 |
| 15 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 340.2K | $11.4M | $13.4M | 2.45% | +22.2K | 2026-03-31 |
| 16 | BIV | VANGUARD BD INDEX FDS | 146.8K | $11.3M | $11.1M | 2.02% | +11.8K | 2026-03-31 |
| 17 | FBND | FIDELITY MERRIMACK STR TR | 235.8K | $10.8M | $10.5M | 1.92% | +22.0K | 2026-03-31 |
| 18 | META | META PLATFORMS INC | 18.1K | $10.3M | $10.1M | 1.84% | -30 | 2026-03-31 |
| 19 | CGBL | CAPITAL GROUP CORE BALANCED | 292.3K | $10.1M | $10.9M | 1.98% | +85.6K | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 33.6K | $9.9M | $11.8M | 2.16% | +152 | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 20.0K | $9.6M | $9.6M | 1.75% | +98 | 2026-03-31 |
| 22 | C | CITIGROUP INC | 80.2K | $9.1M | $10.6M | 1.94% | -897 | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 51.9K | $9.1M | $10.4M | 1.90% | -618 | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 28.0K | $8.0M | $10.0M | 1.82% | -30 | 2026-03-31 |
| 25 | JNJ | JOHNSON & JOHNSON | 30.2K | $7.4M | $7.8M | 1.41% | +592 | 2026-03-31 |
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