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Clarity Wealth Advisors, LLC → AAPL

Clarity Wealth Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
6
Latest value
$43.8M
Q3 2026
Peak value
$43.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$34.5M
Q4 2025$37.2M
Q1 2026$34.4M
Q1 2026$508K
Q2 2026$38.7M
Q3 2026$43.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$43.8M131.7K——
Q2 2026$38.7M133.8K——
Q1 2026$508K2.0K——
Q1 2026$34.4M135.4K——
Q4 2025$37.2M136.8K——
Q3 2025$34.5M135.4K——

Other funds holding AAPL

Other Clarity Wealth Advisors, LLC positions

QQQ

INVESCO QQQ TR

$39.2M
SPY

STATE STR SPDR S&P 500 ETF T

$38.2M
SPY

STATE STR SPDR S&P 500 ETF T

$37.8M
QQQ

INVESCO QQQ TR

$37.8M
VGES

VANGUARD INDEX FDS

$37.1M
VGES

VANGUARD INDEX FDS

$36.7M
SPY

SPDR S&P 500 ETF TR

$35.1M
SPY

SPDR S&P 500 ETF TR

$34.1M