Portfolio (Quarterly)
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Clarity Wealth Advisors, LLC
· CIK 0001767384| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | VTV | VANGUARD INDEX FDS | — | 1,137.0 | $217K | 0.04% | NEW | — | $191.05 | +7.9% |
| 102 | IWD | ISHARES TR | — | 1,028.0 | $216K | 0.04% | NEW | — | $210.34 | +9.9% |
| 103 | CRWV | COREWEAVE INC | Technology | 3,000.0 | $215K | 0.04% | NEW | — | $71.61 | +40.2% |
| 104 | SCHA | SCHWAB STRATEGIC TR | — | 7,411.0 | $211K | 0.04% | NEW | — | $28.48 | +12.5% |
| 105 | PINS | PINTEREST INC | Communication Services | 8,060.0 | $209K | 0.04% | NEW | — | $25.89 | -23.9% |
| 106 | VV | VANGUARD INDEX FDS | — | 650.0 | $205K | 0.04% | NEW | — | $314.64 | +7.3% |
| 107 | FISV | FISERV INC | Technology | 3,010.0 | $202K | 0.04% | NEW | — | $67.17 | -16.0% |
| 108 | W | WAYFAIR INC | Consumer Cyclical | 2,000.0 | $201K | 0.04% | NEW | — | $100.41 | -43.3% |
| 109 | BBAI | BIGBEAR AI HLDGS INC | Technology | 12,000.0 | $65K | 0.01% | NEW | — | $5.40 | -28.9% |
| 110 | NIO | NIO INC | Consumer Cyclical | 11,500.0 | $59K | 0.01% | NEW | — | $5.10 | +12.6% |
| 111 | NTNX CALL | NUTANIX INC | Technology | 1,000.0 | $52K | 0.01% | NEW | — | $51.69 | -6.2% |
① 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%