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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 6 of 6  ·  111 positions
# 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%
Page 6 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%