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Clarity Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $574,838,308
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $43,842,742
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $37,779,665
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $37,767,288
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $36,735,296
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $24,976,221
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $23,789,920
- STATE STR SPDR DOW JONES IND · UT SER 1 · 78467X109 · shares: $23,478,440
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $22,493,434
- VANGUARD WHITEHALL FDS · INTL HIGH ETF · 921946794 · shares: $18,826,985
- VANGUARD INDEX FDS · MRNGSTR SML CAP · 922908751 · shares: $17,491,502
Reported holdings
117 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| COREWEAVE INC | COM CL A | 21873S108 | — | 3,000 shares | $261,360 |
| GE AEROSPACE | COM NEW | 369604301 | — | 822 shares | $256,561 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,760 shares | $255,693 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 1,028 shares | $254,872 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 1,172 shares | $253,351 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 4,739 shares | $248,926 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 | — | 2,028 shares | $245,875 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 7,411 shares | $241,820 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 502 shares | $229,007 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 748 shares | $227,582 |
| WAYFAIR INC | CL A | 94419L101 | — | 2,000 shares | $205,120 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 883 shares | $204,578 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 587 shares | $203,853 |
| NVIDIA CORPORATION | COM | 67066G104 | CALL | 500 shares | $114,190 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 | — | 12,210 shares | $73,871 |
| NIO INC | SPON ADS | 62914V106 | — | 11,500 shares | $39,445 |
| BIGBEAR AI HLDGS INC | COM | 08975B109 | — | 12,803 shares | $33,928 |