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Portfolio (Quarterly) Guide ↗

Clarity Wealth Advisors, LLC

· CIK 0001767384
13F Portfolio $490M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New
Page 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 1,052.0 $603K 0.12% NEW $572.74 +50.2%
62 CVNA CARVANA CO Consumer Cyclical 1,336.0 $564K 0.12% NEW $422.02 -84.4%
63 CRWD CROWDSTRIKE HLDGS INC Technology 1,199.0 $562K 0.12% NEW $468.76 +32.0%
64 SHOP SHOPIFY INC Technology 3,472.0 $559K 0.11% NEW $160.97 -36.4%
65 SCHB SCHWAB STRATEGIC TR 19,443.0 $510K 0.10% NEW $26.23 +7.5%
66 CRM SALESFORCE INC Technology 1,831.0 $485K 0.10% NEW $264.93 -32.3%
67 IBM INTERNATIONAL BUSINESS MACHS Technology 1,605.0 $475K 0.10% NEW $296.21 -24.8%
68 IJR ISHARES TR 3,866.0 $465K 0.10% NEW $120.19 +10.8%
69 AMAT APPLIED MATLS INC Technology 1,790.0 $460K 0.09% NEW $256.99 +58.3%
70 ADSK AUTODESK INC Technology 1,525.0 $451K 0.09% NEW $296.01 -17.5%
71 HD HOME DEPOT INC Consumer Cyclical 1,290.0 $444K 0.09% NEW $344.23 -12.9%
72 QCOM QUALCOMM INC Technology 2,592.0 $443K 0.09% NEW $171.03 +19.1%
73 SDY SPDR SERIES TRUST 3,122.0 $434K 0.09% NEW $139.15 +6.2%
74 HON HONEYWELL INTL INC Industrials 2,199.0 $429K 0.09% NEW $195.09 +11.3%
75 PANW PALO ALTO NETWORKS INC Technology 2,253.0 $415K 0.09% NEW $184.20 +34.4%
76 VYM VANGUARD WHITEHALL FDS 2,848.0 $409K 0.08% NEW $143.52 +8.6%
77 VWO VANGUARD INTL EQUITY INDEX F 7,368.0 $396K 0.08% NEW $53.76 +7.6%
78 IEMG ISHARES INC 5,293.0 $356K 0.07% NEW $67.23 +16.8%
79 DLN WISDOMTREE TR 4,039.0 $356K 0.07% NEW $88.08 +7.8%
80 IYY ISHARES TR 2,119.0 $351K 0.07% NEW $165.81 +7.4%
Page 4 of 6  ·  111 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.0%
Technology 24.5%
Communication Services 14.8%
Healthcare 6.7%
Consumer Cyclical 5.1%
Consumer Defensive 4.0%
Industrials 0.5%
Utilities 0.3%
Energy 0.2%