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Home > Institutional Investor > Clarity Wealth Advisors, Llc > Profile

Instuitional Investor - Clarity Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Clarity Wealth Advisors, Llc
Portfolio Value $490,147,798
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 136,756 $37,178,511 7.59%
2.
Spdr S & P 500 Etf Trust
 SPY 51,485 $35,108,822 7.16%
3.
Vanguard Index Fds
 99,904 $33,494,808 6.83%
4.
Invesco Qqq Tr
 54,388 $33,410,793 6.82%
5.
Vanguard Specialized Funds - DIV APP ETF
 101,764 $22,365,650 4.56%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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