Clarity Wealth Advisors, LLC
data from 30/09/2025
Capitalization
$ 453.774 M
11.98 %
Performance
$ 190.352 M
87.96 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | AAPL | APPLE INC | 7.60% | 34.474 M $ | 135387 | 2019/12/31 | 6.763 M $ | 24.11 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 7.52% | 34.127 M $ | 51227 | 2019/12/31 | 2.448 M $ | 7.82 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 7.22% | 32.784 M $ | 54606 | 2019/12/31 | 2.650 M $ | 8.83 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 7.15% | 32.425 M $ | 98807 | 2019/12/31 | 2.353 M $ | 7.98 % |
| 2025/09/30 | VIG | VANGUARD SPECIALIZED FUNDS | 4.76% | 21.603 M $ | 100113 | 2019/12/31 | 1.092 M $ | 5.43 % |
| 2025/09/30 | DIA | SPDR DOW JONES INDL AVERAGE | 4.00% | 18.167 M $ | 39176 | 2019/12/31 | 854.514 K $ | 5.24 % |
| 2025/09/30 | IJH | ISHARES TR | 3.75% | 17.037 M $ | 261065 | 2019/12/31 | 821.647 K $ | 5.22 % |
| 2025/09/30 | VXUS | VANGUARD STAR FDS | 3.62% | 16.430 M $ | 223662 | 2019/12/31 | 907.924 K $ | 6.33 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 2.98% | 13.511 M $ | 55577 | 2019/12/31 | 3.536 M $ | 37.95 % |
| 2025/09/30 | VB | VANGUARD INDEX FDS | 2.76% | 12.537 M $ | 49305 | 2020/06/30 | 829.171 K $ | 7.30 % |
| 2025/09/30 | META | META PLATFORMS INC | 2.75% | 12.499 M $ | 17019 | 2019/12/31 | -62.023 K $ | -0.50 % |
| 2025/09/30 | VYMI | VANGUARD WHITEHALL FDS | 2.38% | 10.818 M $ | 127752 | 2022/12/31 | 471.569 K $ | 5.70 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 2.34% | 10.602 M $ | 33611 | 2019/12/31 | 859.615 K $ | 8.80 % |
| 2025/09/30 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 2.27% | 10.294 M $ | 301261 | 2023/12/31 | 627.950 K $ | 6.88 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 2.27% | 10.288 M $ | 11114 | 2019/12/31 | -728.825 K $ | -6.50 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 2.16% | 9.780 M $ | 52417 | 2019/12/31 | 1.493 M $ | 18.10 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.14% | 9.720 M $ | 19335 | 2019/12/31 | 326.502 K $ | 3.49 % |
| 2025/09/30 | EEM | ISHARES TR | 2.06% | 9.332 M $ | 174748 | 2020/06/30 | 805.424 K $ | 10.70 % |
| 2025/09/30 | JCPB | J P MORGAN EXCHANGE TRADED F | 2.00% | 9.094 M $ | 191243 | 2023/12/31 | 80.076 K $ | 1.04 % |
| 2025/09/30 | BIV | VANGUARD BD INDEX FDS | 1.96% | 8.903 M $ | 114011 | 2023/12/31 | 72.336 K $ | 0.97 % |
| 2025/09/30 | FBND | FIDELITY MERRIMACK STR TR | 1.82% | 8.276 M $ | 178977 | 2023/12/31 | 74.421 K $ | 1.07 % |
| 2025/09/30 | C | CITIGROUP INC | 1.82% | 8.236 M $ | 81147 | 2019/12/31 | 1.345 M $ | 19.24 % |
| 2025/09/30 | V | VISA INC | 1.72% | 7.807 M $ | 22868 | 2019/12/31 | -309.461 K $ | -3.85 % |
| 2025/09/30 | TSLA | TESLA INC | 1.70% | 7.695 M $ | 17304 | 2019/12/31 | 2.191 M $ | 40.00 % |
| 2025/09/30 | ABBV | ABBVIE INC | 1.67% | 7.590 M $ | 32782 | 2019/12/31 | 1.492 M $ | 24.74 % |
| 2025/09/30 | GOOG | ALPHABET INC | 1.50% | 6.794 M $ | 27895 | 2019/12/31 | 2.161 M $ | 37.30 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 1.15% | 5.209 M $ | 28092 | 2019/12/31 | 875.098 K $ | 21.39 % |
| 2025/09/30 | CGBL | CAPITAL GROUP CORE BALANCED | 1.14% | 5.162 M $ | 148689 | 2024/06/30 | 136.407 K $ | 3.83 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 1.14% | 5.161 M $ | 9965 | 2019/12/31 | 210.391 K $ | 4.13 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.88% | 4.013 M $ | 18277 | 2019/12/31 | 3.307 K $ | 0.08 % |
| 2025/09/30 | JEPI | J P MORGAN EXCHANGE TRADED F | 0.83% | 3.775 M $ | 66110 | 2021/12/31 | 15.035 K $ | 0.44 % |
| 2025/09/30 | VCR | VANGUARD WORLD FD | 0.73% | 3.303 M $ | 8338 | 2019/12/31 | 337.894 K $ | 9.34 % |
| 2025/09/30 | IXJ | ISHARES TR | 0.60% | 2.719 M $ | 30682 | 2019/12/31 | 92.878 K $ | 2.94 % |
| 2025/09/30 | IGM | ISHARES TR | 0.56% | 2.536 M $ | 20134 | 2019/12/31 | 298.875 K $ | 12.12 % |
| 2025/09/30 | JEPQ | J P MORGAN EXCHANGE TRADED F | 0.53% | 2.406 M $ | 41828 | 2023/03/31 | 121.405 K $ | 5.74 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.49% | 2.218 M $ | 3622 | 2021/09/30 | 156.910 K $ | 7.81 % |
| 2025/09/30 | IVV | ISHARES TR | 0.48% | 2.172 M $ | 3245 | 2019/12/31 | 157.445 K $ | 7.79 % |
| 2025/09/30 | TQQQ | PROSHARES TR | 0.36% | 1.646 M $ | 15920 | 2023/03/31 | 371.688 K $ | 24.58 % |
| 2025/09/30 | JPST | J P MORGAN EXCHANGE TRADED F | 0.31% | 1.402 M $ | 27633 | 2019/12/31 | 1.406 K $ | 0.10 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.30% | 1.357 M $ | 4112 | 2023/03/31 | 226.101 K $ | 19.68 % |
| 2025/09/30 | XLF | SELECT SECTOR SPDR TR | 0.28% | 1.286 M $ | 23871 | 2019/12/31 | 41.092 K $ | 2.86 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 0.27% | 1.236 M $ | 6778 | 2024/12/31 | 294.025 K $ | 33.82 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.27% | 1.231 M $ | 4377 | 2019/12/31 | 286.753 K $ | 28.63 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.26% | 1.182 M $ | 986 | 2019/12/31 | -135.723 K $ | -10.47 % |
| 2025/09/30 | SNPS | SYNOPSYS INC | 0.23% | 1.057 M $ | 2142 | 2019/12/31 | -45.235 K $ | -3.76 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.23% | 1.032 M $ | 15080 | 2019/12/31 | -14.476 K $ | -1.38 % |
| 2025/09/30 | IBB | ISHARES TR | 0.19% | 847.213 K $ | 5868 | 2019/12/31 | 151.274 K $ | 14.12 % |
| 2025/09/30 | ANET | ARISTA NETWORKS INC | 0.18% | 824.427 K $ | 5658 | 2024/12/31 | 249.897 K $ | 42.42 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.18% | 822.243 K $ | 1714 | 2021/09/30 | 76.609 K $ | 9.40 % |
| 2025/09/30 | PEG | PUBLIC SVC ENTERPRISE GRP IN | 0.18% | 811.225 K $ | 9720 | 2024/12/31 | -6.945 K $ | -0.86 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 0.17% | 790.683 K $ | 1390 | 2019/12/31 | 9.803 K $ | 1.22 % |
| 2025/09/30 | CDNS | CADENCE DESIGN SYSTEM INC | 0.17% | 761.883 K $ | 2169 | 2025/06/30 | 93.505 K $ | 13.99 % |
| 2025/09/30 | IWF | ISHARES TR | 0.16% | 744.303 K $ | 1589 | 2022/06/30 | 69.952 K $ | 10.32 % |
| 2025/09/30 | DIS | DISNEY WALT CO | 0.14% | 657.458 K $ | 5742 | 2019/12/31 | -55.937 K $ | -7.67 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.14% | 639.315 K $ | 4117 | 2022/03/31 | 50.456 K $ | 8.45 % |
| 2025/09/30 | INTC | INTEL CORP | 0.14% | 631.776 K $ | 18831 | 2019/12/31 | 249.704 K $ | 49.78 % |
| 2025/09/30 | FICO | FAIR ISAAC CORP | 0.14% | 631.536 K $ | 422 | 2024/03/31 | -139.863 K $ | -18.13 % |
| 2025/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 0.13% | 587.966 K $ | 1199 | 2024/09/30 | -22.697 K $ | -3.72 % |
| 2025/09/30 | SCHB | SCHWAB STRATEGIC TR | 0.12% | 559.667 K $ | 21768 | 2023/06/30 | 41.202 K $ | 7.89 % |
| 2025/09/30 | SHOP | SHOPIFY INC | 0.11% | 515.974 K $ | 3472 | 2023/03/31 | 144.182 K $ | 28.83 % |
| 2025/09/30 | CVNA | CARVANA CO | 0.11% | 503.993 K $ | 1336 | 2024/09/30 | 56.029 K $ | 11.95 % |
| 2025/09/30 | PYPL | PAYPAL HLDGS INC | 0.11% | 501.877 K $ | 7484 | 2019/12/31 | -54.333 K $ | -9.77 % |
| 2025/09/30 | CAT | CATERPILLAR INC | 0.11% | 501.755 K $ | 1052 | 2025/03/31 | 95.877 K $ | 22.90 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 0.11% | 490.152 K $ | 1737 | 2023/12/31 | -24.444 K $ | -4.28 % |
| 2025/09/30 | ADSK | AUTODESK INC | 0.11% | 484.447 K $ | 1525 | 2023/06/30 | 12.433 K $ | 2.62 % |
| 2025/09/30 | HON | HONEYWELL INTL INC | 0.10% | 472.362 K $ | 2244 | 2019/12/31 | -51.764 K $ | -9.61 % |
| 2025/09/30 | PANW | PALO ALTO NETWORKS INC | 0.10% | 463.236 K $ | 2275 | 2024/03/31 | -2.318 K $ | -0.50 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.10% | 455.920 K $ | 1125 | 2023/12/31 | 43.561 K $ | 10.51 % |
| 2025/09/30 | CRM | SALESFORCE INC | 0.10% | 451.276 K $ | 1904 | 2023/03/31 | -68.524 K $ | -13.09 % |
| 2025/09/30 | QCOM | QUALCOMM INC | 0.10% | 443.687 K $ | 2667 | 2023/12/31 | 18.928 K $ | 4.46 % |
| 2025/09/30 | SDY | SPDR SERIES TRUST | 0.10% | 436.550 K $ | 3117 | 2021/09/30 | 13.448 K $ | 3.18 % |
| 2025/09/30 | AMD | ADVANCED MICRO DEVICES INC | 0.09% | 427.449 K $ | 2642 | 2024/09/30 | 54.995 K $ | 14.02 % |
| 2025/09/30 | VYM | VANGUARD WHITEHALL FDS | 0.09% | 401.426 K $ | 2848 | 2022/09/30 | 21.758 K $ | 5.73 % |
| 2025/09/30 | WDAY | WORKDAY INC | 0.09% | 394.556 K $ | 1639 | 2019/12/31 | 1.276 K $ | 0.30 % |
| 2025/09/30 | AMAT | APPLIED MATLS INC | 0.08% | 366.485 K $ | 1790 | 2021/03/31 | 38.789 K $ | 11.84 % |
| 2025/09/30 | IJR | ISHARES TR | 0.08% | 363.857 K $ | 3062 | 2022/06/30 | 29.478 K $ | 8.73 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX F | 0.08% | 351.466 K $ | 6487 | 2023/12/31 | 30.080 K $ | 9.54 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.08% | 351.244 K $ | 2286 | 2019/12/31 | -14.027 K $ | -3.56 % |
| 2025/09/30 | IEMG | ISHARES INC | 0.08% | 348.944 K $ | 5293 | 2022/06/30 | 30.516 K $ | 9.81 % |
| 2025/09/30 | IYY | ISHARES TR | 0.08% | 344.291 K $ | 2119 | 2019/12/31 | 24.601 K $ | 7.70 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.08% | 343.923 K $ | 6666 | 2024/03/31 | 28.459 K $ | 9.02 % |
| 2025/09/30 | NTNX | NUTANIX INC | 0.07% | 314.000 K $ | 4221 | 2021/09/30 | -8.653 K $ | -2.68 % |
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 0.07% | 302.343 K $ | 11478 | 2023/06/30 | 22.486 K $ | 7.77 % |
| 2025/09/30 | VOOG | VANGUARD ADMIRAL FDS INC | 0.06% | 290.057 K $ | 666 | 2024/03/31 | 28.100 K $ | 9.82 % |
| 2025/09/30 | IXN | ISHARES TR | 0.06% | 289.663 K $ | 2807 | 2024/03/31 | 30.512 K $ | 11.77 % |
| 2025/09/30 | SCHF | SCHWAB STRATEGIC TR | 0.06% | 265.275 K $ | 11395 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PINS | PINTEREST INC | 0.06% | 259.290 K $ | 8060 | 2023/03/31 | -29.741 K $ | -10.29 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.06% | 256.637 K $ | 4283 | 2023/03/31 | 17.026 K $ | 5.10 % |
| 2025/09/30 | SNOW | SNOWFLAKE INC | 0.05% | 241.339 K $ | 1070 | 2025/06/30 | 1.904 K $ | 0.80 % |
| 2025/09/30 | VRNT | VERINT SYS INC | 0.05% | 239.051 K $ | 11805 | 2024/09/30 | 6.846 K $ | 2.95 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.05% | 235.386 K $ | 775 | 2023/06/30 | 8.883 K $ | 4.01 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.05% | 233.797 K $ | 306 | 2024/06/30 | -5.091 K $ | -2.12 % |
| 2025/09/30 | BX | BLACKSTONE INC | 0.05% | 221.934 K $ | 1299 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VTV | VANGUARD INDEX FDS | 0.05% | 220.473 K $ | 1182 | 2024/09/30 | 13.513 K $ | 5.52 % |
| 2025/09/30 | RIVN | RIVIAN AUTOMOTIVE INC | 0.05% | 219.745 K $ | 14969 | 2025/03/31 | 13.718 K $ | 6.84 % |
| 2025/09/30 | IWD | ISHARES TR | 0.05% | 209.291 K $ | 1028 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VV | VANGUARD INDEX FDS | 0.05% | 207.086 K $ | 673 | 2024/09/30 | 18.296 K $ | 7.91 % |
| 2025/09/30 | NIO | NIO INC | 0.02% | 87.630 K $ | 11500 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CLOV | CLOVER HEALTH INVESTMENTS CO | 0.01% | 30.600 K $ | 10000 | 2025/06/30 | 2.700 K $ | 9.68 % |
| 2025/09/30 | UBER | UBER TECHNOLOGIES INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |