Clarity Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
San Jose, CA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$490,148
Net value change ($000)
+36,374 (8.0%)
New positions
14
Sold out positions
3
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AMGN 3,907 NEW
GOOGL 3,622 26.8%
AAPL 2,705 7.8%
CGBL 2,140 41.5%
VYMI 2,090 19.3%
GOOGL 2,008 29.6%
BIV 1,613 18.1%
DIA 1,588 8.7%
FBND 1,570 19.0%
JCPB 1,512 16.6%
Top Reduces (Value $000, Stocks/ETFs)
META -537 -4.3%
PLTR -442 -35.8%
VCR -429 -13.0%
ORCL -380 -30.9%
VTY -239 -100.0%
BX -222 -100.0%
NFLX -212 -17.9%
PYPL -206 -41.0%
COST -179 -1.7%
IGM -158 -6.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 52 (0.0% of total reported value)
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