Clarity-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "ABBV",
  "GOOGL",
  "CAT",
  "AVGO",
  null,
  null,
  "HON",
  "HD",
  "MCD",
  "QCOM",
  "AMAT",
  "RIVN",
  "META",
  "IJH",
  null,
  null,
  "MA",
  "MSFT",
  "DUOL",
  "FICO",
  "IJR",
  "ANET",
  "ORCL",
  null,
  "EEM",
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  null,
  "PG",
  "SCHX",
  null,
  "SHOP",
  "IBM",
  "SNPS",
  "BIV",
  "VV",
  "VWO",
  "BXMX",
  null,
  "VIG",
  "NTNX",
  "VYM",
  "ADSK",
  "AMD",
  "SDY",
  "PEG",
  "AMZN",
  "SCHB",
  null,
  null,
  "VUG",
  "VEA",
  "VYMI",
  "VXUS",
  "VOOG",
  "VB",
  "VOO",
  "VTV",
  "VRNT",
  "V",
  "WDAY",
  null,
  "CRM",
  "DIA",
  null,
  "BAC",
  "BRK-B",
  "CVNA",
  "CVX",
  "CSCO",
  "C",
  "COST",
  "CRWD",
  "QQQ",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 95
Total Value: 360548114
Accession Number: 0001085146-25-002498
Form Type: 13F-HR
CIK: clarity-wealth-advisors
Manager Name: Clarity-Wealth-Advisors

Data Enrichment

84% identified

80 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $360.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

Sort by:

Apple Inc.

AAPL|037833100

Shares:136.3K

Value:$30.3M

% of Portfolio:8.4% ($30.3M/$360.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:49.2K

Value:$27.5M

% of Portfolio:7.6% ($27.5M/$360.5M)

922908769

VTI|922908769

Shares:95.0K

Value:$26.1M

% of Portfolio:7.2% ($26.1M/$360.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:53.5K

Value:$25.1M

% of Portfolio:7.0% ($25.1M/$360.5M)

921908844

VIG|921908844

Shares:95.7K

Value:$18.6M

% of Portfolio:5.2% ($18.6M/$360.5M)

464287507

IJH|464287507

Shares:249.7K

Value:$14.6M

% of Portfolio:4.0% ($14.6M/$360.5M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:34.5K

Value:$14.5M

% of Portfolio:4.0% ($14.5M/$360.5M)

921909768

VXUS|921909768

Shares:198.0K

Value:$12.3M

% of Portfolio:3.4% ($12.3M/$360.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:11.3K

Value:$10.7M

% of Portfolio:3.0% ($10.7M/$360.5M)

922908751

VB|922908751

Shares:47.2K

Value:$10.5M

% of Portfolio:2.9% ($10.5M/$360.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:19.1K

Value:$10.2M

% of Portfolio:2.8% ($10.2M/$360.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:33.5K

Value:$8.2M

% of Portfolio:2.3% ($8.2M/$360.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:52.5K

Value:$8.1M

% of Portfolio:2.3% ($8.1M/$360.5M)

Meta Platforms, Inc.

META|30303M102

Shares:14.1K

Value:$8.1M

% of Portfolio:2.2% ($8.1M/$360.5M)

14020X104

Shares:277.9K

Value:$7.9M

% of Portfolio:2.2% ($7.9M/$360.5M)

VISA INC.

V|92826C839

Shares:22.4K

Value:$7.9M

% of Portfolio:2.2% ($7.9M/$360.5M)

46641Q670

Shares:156.1K

Value:$7.3M

% of Portfolio:2.0% ($7.3M/$360.5M)

921937819

BIV|921937819

Shares:91.8K

Value:$7.0M

% of Portfolio:1.9% ($7.0M/$360.5M)

921946794

VYMI|921946794

Shares:92.1K

Value:$6.8M

% of Portfolio:1.9% ($6.8M/$360.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:32.0K

Value:$6.7M

% of Portfolio:1.9% ($6.7M/$360.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	136.3K	QoQ +2.03% (-2.7K) YoY +7.93% (+10.0K)	All Managers (Combined)	$30.3M	8.4% ($30.3M/$360.5M)	QoQ -9.49% (-$3.2M) YoY +39.81% (+$8.6M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	49.2K	QoQ +4.24% (-2.0K) YoY +8.79% (+4.0K)	All Managers (Combined)	$27.5M	7.6% ($27.5M/$360.5M)	QoQ -0.49% (-$137.8K) YoY +16.35% (+$3.9M)
(VTIcusip922908769)	95.0K	QoQ +2.23% (-2.1K) YoY +4.60% (+4.2K)	All Managers (Combined)	$26.1M	7.2% ($26.1M/$360.5M)	QoQ -3.04% (-$821.4K) YoY +10.61% (+$2.5M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	53.5K	QoQ +1.72% (-906) YoY +3.45% (+1.8K)	All Managers (Combined)	$25.1M	7.0% ($25.1M/$360.5M)	QoQ -6.69% (-$1.8M) YoY +9.25% (+$2.1M)
(VIGcusip921908844)	95.7K	QoQ +2.88% (+2.7K) YoY +15.10% (+12.6K)	All Managers (Combined)	$18.6M	5.2% ($18.6M/$360.5M)	QoQ +1.92% (+$350.0K) YoY +22.28% (+$3.4M)
(IJHcusip464287507)	249.7K	QoQ +1.87% (-4.6K) YoY +11.92% (+26.6K)	All Managers (Combined)	$14.6M	4.0% ($14.6M/$360.5M)	QoQ -4.59% (-$702.2K) YoY +7.52% (+$1.0M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	34.5K	QoQ +9.84% (+3.1K) YoY +47.74% (+11.1K)	All Managers (Combined)	$14.5M	4.0% ($14.5M/$360.5M)	QoQ +8.39% (+$1.1M) YoY +55.95% (+$5.2M)
(VXUScusip921909768)	198.0K	QoQ +2.35% (+4.6K) YoY +6.74% (+12.5K)	All Managers (Combined)	$12.3M	3.4% ($12.3M/$360.5M)	QoQ +7.85% (+$896.1K) YoY +9.93% (+$1.1M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	11.3K	QoQ -0.85% (-98) YoY -3.99% (-472)	All Managers (Combined)	$10.7M	3.0% ($10.7M/$360.5M)	QoQ +2.33% (-$244.3K) YoY +23.93% (-$2.1M)
(VBcusip922908751)	47.2K	QoQ +1.25% (-583) YoY +9.10% (+3.9K)	All Managers (Combined)	$10.5M	2.9% ($10.5M/$360.5M)	QoQ -6.55% (-$734.9K) YoY +5.84% (+$577.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	19.1K	QoQ +4.18% (+767) YoY +6.66% (+1.2K)	All Managers (Combined)	$10.2M	2.8% ($10.2M/$360.5M)	QoQ +22.40% (+$1.9M) YoY +35.08% (+$2.6M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	33.5K	QoQ +0.86% (+287) YoY +1.23% (+408)	All Managers (Combined)	$8.2M	2.3% ($8.2M/$360.5M)	QoQ +3.21% (+$256.0K) YoY +23.97% (+$1.6M)
Alphabet Inc.(GOOGLcusip02079K305)	52.5K	QoQ +0.32% (-172) YoY -1.19% (-633)	All Managers (Combined)	$8.1M	2.3% ($8.1M/$360.5M)	QoQ -18.04% (-$1.8M) YoY +1.23% (-$99.3K)
Meta Platforms, Inc.(METAcusip30303M102)	14.1K	QoQ +4.52% (+608) YoY +21.75% (+2.5K)	All Managers (Combined)	$8.1M	2.2% ($8.1M/$360.5M)	QoQ +2.88% (+$227.2K) YoY +44.51% (+$2.5M)
(cusip14020X104)✕	277.9K	QoQ +5.16% (+13.6K) YoY +73.99% (+118.2K)	All Managers (Combined)	$7.9M	2.2% ($7.9M/$360.5M)	QoQ +1.96% (+$151.5K) YoY +71.15% (+$3.3M)
VISA INC.(Vcusip92826C839)	22.4K	QoQ +1.54% (+342) YoY +3.75% (+813)	All Managers (Combined)	$7.9M	2.2% ($7.9M/$360.5M)	QoQ +12.60% (+$880.6K) YoY +30.29% (+$1.8M)
(cusip46641Q670)✕	156.1K	QoQ +5.42% (+8.0K) YoY +94.40% (+75.8K)	All Managers (Combined)	$7.3M	2.0% ($7.3M/$360.5M)	QoQ +7.64% (+$521.5K) YoY +96.05% (+$3.6M)
(BIVcusip921937819)	91.8K	QoQ +5.68% (+4.9K) YoY +106.20% (+47.3K)	All Managers (Combined)	$7.0M	1.9% ($7.0M/$360.5M)	QoQ +8.29% (+$538.2K) YoY +109.40% (+$3.7M)
(VYMIcusip921946794)	92.1K	QoQ +5.70% (+5.0K) YoY +49.74% (+30.6K)	All Managers (Combined)	$6.8M	1.9% ($6.8M/$360.5M)	QoQ +14.74% (+$872.0K) YoY +60.38% (+$2.6M)
AbbVie Inc.(ABBVcusip00287Y109)	32.0K	QoQ +1.37% (+432) YoY +5.93% (+1.8K)	All Managers (Combined)	$6.7M	1.9% ($6.7M/$360.5M)	QoQ +19.52% (+$1.1M) YoY +21.88% (+$1.2M)