Clarity Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
San Jose, CA
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
99
Total value ($000)
$453,774
Net value change ($000)
+48,529 (12.0%)
New positions
4
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 6,419 22.9%
GOOGL 4,193 45.0%
VTI 2,927 9.9%
SPY 2,827 9.0%
QQQ 2,787 9.3%
VYMI 2,552 30.9%
TSLA 2,217 40.5%
VXUS 2,076 14.5%
DIA 1,860 11.4%
EEM 1,802 23.9%
Top Reduces (Value $000, Stocks/ETFs)
COST -931 -8.3%
IXJ -441 -14.0%
VCR -316 -8.7%
V -231 -2.9%
IBB -225 -21.0%
UBER -211 -100.0%
BR -200 -100.0%
XLF -149 -10.4%
SNPS -145 -12.1%
BXMX -140 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type