Clarity Wealth Advisors, LLC
- SEC CIK
- 0001767384
- Latest filing
- Jul 24, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 58
- +1 vs. Q1 2021
- Portfolio value
- $192.6M
- +$17.2M (+9.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 75,825 | $16.9M | 8.8% | +1,816+2.5% | Added | – |
| AAPLApple Inc. | Stock | 117,389 | $16.1M | 8.3% | −527−0.4% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 40,794 | $14.5M | 7.5% | +1,027+2.6% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,699 | $11.4M | 5.9% | +2,077+8.4% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 115,599 | $9.93M | 5.2% | −2,094−1.8% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 145,353 | $9.55M | 5.0% | +6,193+4.5% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,773 | $9.34M | 4.9% | +1,082+3.2% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 59,807 | $9.26M | 4.8% | +5,016+9.2% | Added | – |
| GOOGLAlphabet Inc. | Stock | 3,078 | $7.51M | 3.9% | −19−0.6% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 32,679 | $7.36M | 3.8% | +1,913+6.2% | Added | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 19,010 | $5.97M | 3.1% | +770+4.2% | Added | – |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 53,564 | $4.45M | 2.3% | +3,347+6.7% | Added | – |
| VVisa Inc. | Stock | 18,232 | $4.26M | 2.2% | +432+2.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 15,318 | $4.26M | 2.2% | +549+3.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 10,744 | $4.25M | 2.2% | +224+2.1% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 76,621 | $4.22M | 2.2% | +7,132+10.3% | Added | – |
| iShares Tr464287556 | ISHARES BIOTECH | 24,714 | $4.04M | 2.1% | +1,201+5.1% | Added | – |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 66,942 | $3.74M | 1.9% | +2,827+4.4% | Added | – |
| GOOGAlphabet Inc. | Stock | 1,400 | $3.51M | 1.8% | −140−9.1% | Reduced | History |
| MMM3M Co | Stock | 13,781 | $2.74M | 1.4% | +848+6.6% | Added | History |
| JNJJohnson & Johnson | Stock | 16,121 | $2.65M | 1.4% | +1,008+6.7% | Added | History |
| CCitigroup Inc | Stock | 37,424 | $2.65M | 1.4% | +1,991+5.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 23,441 | $2.64M | 1.4% | +1,569+7.2% | Added | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 6,186 | $2.50M | 1.3% | −169−2.7% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 7,152 | $2.49M | 1.3% | +110+1.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 15,365 | $2.39M | 1.2% | +1,370+9.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 579 | $1.99M | 1.0% | −4−0.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 2,787 | $1.89M | 1.0% | +243+9.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 6,609 | $1.79M | 0.9% | −10−0.2% | Reduced | History |
| SNPSSynopsys Inc | COM | 5,964 | $1.64M | 0.9% | −89−1.5% | Reduced | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 43,687 | $1.60M | 0.8% | +691+1.6% | Added | – |
| PYPLPayPal Holdings, Inc. | Stock | 3,938 | $1.15M | 0.6% | −13−0.3% | Reduced | History |
| ROKURoku, Inc | COM CL A | 2,473 | $1.14M | 0.6% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 6,436 | $1.13M | 0.6% | −81−1.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,393 | $1.11M | 0.6% | +67+5.1% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,916 | $823.0K | 0.4% | +9+0.5% | Added | – |
| WDAYWorkday, Inc. | CL A | 3,214 | $767.0K | 0.4% | −64−2.0% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 14,056 | $744.0K | 0.4% | −539−3.7% | Reduced | History |
| PGProcter & Gamble Co | Stock | 5,503 | $742.0K | 0.4% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 1,499 | $709.0K | 0.4% | −10−0.7% | Reduced | History |
| PINSPinterest, Inc. | CL A | 8,079 | $637.0K | 0.3% | +19+0.2% | Added | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,816 | $626.0K | 0.3% | +432+31.2% | Added | History |
| MAMastercard Inc | Stock | 1,654 | $603.0K | 0.3% | −164−9.0% | Reduced | History |
| NFLXNetflix Inc | Stock | 1,087 | $574.0K | 0.3% | +3+0.3% | Added | History |
| INTCIntel Corp | Stock | 10,109 | $567.0K | 0.3% | +304+3.1% | Added | History |
| HONHoneywell International Inc | COM | 2,308 | $506.0K | 0.3% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 2,790 | $397.0K | 0.2% | 00.0% | Unchanged | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,455 | $327.0K | 0.2% | −135−2.0% | Reduced | – |
| TGTTarget Corp | Stock | 1,265 | $305.0K | 0.2% | −106−7.7% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,655 | $276.0K | 0.1% | −1,008−27.5% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 1,117 | $272.0K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 3,488 | $271.0K | 0.1% | −16−0.5% | Reduced | History |
| BABoeing Co | Stock | 1,111 | $266.0K | 0.1% | +1,111 | New | History |
| BACBank of America Corp | Stock | 6,357 | $262.0K | 0.1% | +308+5.1% | Added | History |
| AMGNAmgen Inc | Stock | 985 | $240.0K | 0.1% | +15+1.5% | Added | History |
| iShares Tr464287846 | DOW JONES US ETF | 2,221 | $239.0K | 0.1% | −47−2.1% | Reduced | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 4,465 | $225.0K | 0.1% | 00.0% | Unchanged | – |
| QCOMQualcomm Inc | Stock | 1,505 | $215.0K | 0.1% | +1,505 | New | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Varian Med Sys Inc92220P105 | COM | 16,138 | $2.85M | 1.6% | – |