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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 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK AMERICA CORP Financial Services 6,382.0 $351K 0.07% NEW $55.00 +5.3%
82 SCHM SCHWAB STRATEGIC TR 11,348.0 $341K 0.07% NEW $30.07 +14.9%
83 LLY ELI LILLY & CO Healthcare 312.0 $336K 0.07% NEW $1076.39 +5.7%
84 WDAY WORKDAY INC Technology 1,542.0 $331K 0.07% NEW $214.78 -12.6%
85 PRF INVESCO EXCHANGE TRADED FD T 6,984.0 $328K 0.07% NEW $46.92 +17.7%
86 PG PROCTER AND GAMBLE CO Consumer Defensive 2,174.0 $312K 0.06% NEW $143.31 +2.6%
87 AXP AMERICAN EXPRESS CO Financial Services 805.0 $298K 0.06% NEW $370.12 -15.6%
88 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 15,069.0 $297K 0.06% NEW $19.71 -22.7%
89 PYPL PAYPAL HLDGS INC Financial Services 5,064.0 $296K 0.06% NEW $58.38 -9.7%
90 IXN ISHARES TR 2,749.0 $289K 0.06% NEW $104.98 +32.7%
91 VOOG VANGUARD ADMIRAL FDS INC 632.0 $281K 0.06% NEW $444.87 -81.4%
92 VEA VANGUARD TAX-MANAGED FDS 4,414.0 $276K 0.06% NEW $62.47 +14.1%
93 MCD MCDONALDS CORP Consumer Cyclical 883.0 $270K 0.06% NEW $305.65 -18.7%
94 SCHF SCHWAB STRATEGIC TR 10,558.0 $254K 0.05% NEW $24.04 +14.9%
95 ITOT ISHARES TR 1,617.0 $240K 0.05% NEW $148.66 +10.6%
96 SNOW SNOWFLAKE INC Technology 1,070.0 $235K 0.05% NEW $219.36 +50.9%
97 GE GE AEROSPACE Industrials 752.0 $232K 0.05% NEW $307.89 +1.6%
98 WMT WALMART INC Consumer Defensive 2,026.0 $226K 0.05% NEW $111.42 -3.5%
99 SCHG SCHWAB STRATEGIC TR 6,896.0 $225K 0.05% NEW $32.62 +7.1%
100 NTNX NUTANIX INC Technology 4,221.0 $218K 0.04% NEW $51.69 +32.9%
Page 5 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 45.5%
Technology 25.3%
Communication Services 11.9%
Healthcare 6.9%
Consumer Cyclical 5.2%
Consumer Defensive 4.1%
Industrials 0.5%
Utilities 0.3%
Energy 0.2%