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Clarity Wealth Advisors, LLC

hedge fundUpdated 15 days ago

Managed by Clarity Wealth Advisors, Llc • Latest filing Q3 2026

Portfolio value
$574.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
26.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$453.8M
Q4 2025$490.1M
Q1 2026$486.4M
Q2 2026$566.7M
Q3 2026$574.8M

Top holdings

117 positions as of Q3 2026

View filing
A

APPLE INC

-1.6%
Value
$43.8M
Shares
131.7K
% Port
7.63%
S

STATE STR SPDR S&P 500 ETF T

-3.2%
Value
$37.8M
Shares
49.5K
% Port
6.57%
Q

INVESCO QQQ TR

-4.0%
Value
$37.8M
Shares
51.1K
% Port
6.57%
V

VANGUARD INDEX FDS

-2.0%
Value
$36.7M
Shares
98.2K
% Port
6.39%
B

VANGUARD SPECIALIZED FUNDS

+1.3%
Value
$25M
Shares
107.1K
% Port
4.34%
V

VANGUARD STAR FDS

+2.8%
Value
$23.8M
Shares
280.0K
% Port
4.14%
D

STATE STR SPDR DOW JONES IND

+2.0%
Value
$23.5M
Shares
46.2K
% Port
4.08%
E

ISHARES TR

+3.4%
Value
$22.5M
Shares
312.6K
% Port
3.91%
V

VANGUARD WHITEHALL FDS

+4.4%
Value
$18.8M
Shares
186.2K
% Port
3.28%
V

VANGUARD INDEX FDS

+4.8%
Value
$17.5M
Shares
61.5K
% Port
3.04%
G

ALPHABET INC

-1.8%
Value
$17.2M
Shares
50.1K
% Port
3.00%
C

CAPITAL GROUP CORE BALANCED

+16.2%
Value
$15.8M
Shares
429.4K
% Port
2.75%
E

ISHARES TR

+4.4%
Value
$15.4M
Shares
230.7K
% Port
2.68%
C

CAPITAL GROUP GBL GROWTH EQT

+4.6%
Value
$15.2M
Shares
383.1K
% Port
2.65%
M

META PLATFORMS INC

+0.9%
Value
$13.4M
Shares
18.5K
% Port
2.34%
N

NVIDIA CORPORATION

+10935.4%
Value
$12.6M
Shares
55.2K
% Port
2.19%
J

J P MORGAN EXCHANGE TRADED F

+1.8%
Value
$12M
Shares
267.2K
% Port
2.08%
V

VANGUARD BD INDEX FDS

+1.2%
Value
$11.5M
Shares
157.8K
% Port
2.00%
F

FIDELITY MERRIMACK STR TR

+2.2%
Value
$11.3M
Shares
260.9K
% Port
1.97%
J

JPMORGAN CHASE & CO

+0.1%
Value
$11.1M
Shares
33.5K
% Port
1.93%

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