☆Clarity Wealth Advisors, LLC
Quality Q
0.629
AUM ($M)
567
Positions
116
Turnover
0.04
Top-10 wt
50%
Herfindahl
0.036
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 117 positions · portfolio value $567M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 6.9% | +0.4% | 39.2 | 53,200 | -1,358 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 6.8% | -0.2% | 38.7 | 133,752 | -1,682 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 6.7% | -0.2% | 38.2 | 51,157 | -533 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 6.5% | -0.1% | 37.1 | 100,173 | -523 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 4.4% | -0.2% | 25.0 | 105,705 | +1,573 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | ADD | — | 4.2% | +0.0% | 23.7 | 45,279 | +1,567 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 4.1% | +0.1% | 23.3 | 302,394 | +14,526 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 4.1% | +0.0% | 23.3 | 272,333 | +14,095 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 3.2% | +0.1% | 18.2 | 50,981 | -2,110 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 3.1% | +0.2% | 17.8 | 58,679 | +3,576 | 5 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | ADD | — | 3.1% | -0.1% | 17.5 | 178,258 | +16,191 | 5 | — |
| ☆CGGO funds › | CAPITAL GROUP GBL GROWTH EQT | ADD | — | 2.7% | +0.4% | 15.5 | 366,115 | +25,884 | 5 | — |
| ☆EEM funds › | ISHARES TR | ADD | — | 2.7% | +0.2% | 15.1 | 220,974 | +11,648 | 5 | — |
| ☆CGBL funds › | CAPITAL GROUP CORE BALANCED | ADD | — | 2.5% | +0.4% | 14.0 | 369,648 | +77,307 | 5 | — |
| ☆JCPB funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 2.2% | -0.2% | 12.3 | 262,601 | +17,791 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | ADD | — | 2.1% | -0.2% | 12.0 | 155,914 | +9,067 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 2.1% | -0.2% | 11.6 | 255,355 | +19,533 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 2.0% | +0.2% | 11.6 | 57,903 | +6,003 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 2.0% | -0.5% | 11.1 | 11,832 | +100 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 1.9% | -0.1% | 11.0 | 33,494 | -153 | 5 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 1.9% | +0.1% | 10.9 | 78,076 | -2,079 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 1.8% | -0.3% | 10.3 | 18,356 | +264 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.8% | -0.2% | 10.2 | 20,379 | +389 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.7% | +0.1% | 9.7 | 27,459 | -561 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 1.5% | +0.0% | 8.7 | 34,503 | +685 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 1.5% | -0.0% | 8.4 | 24,401 | +535 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 1.4% | -0.1% | 7.9 | 30,927 | +681 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 1.3% | -0.0% | 7.2 | 17,081 | +160 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.8% | -0.1% | 4.3 | 11,883 | -59 | 3 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.7% | -0.1% | 4.2 | 11,209 | -33 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.7% | -0.0% | 4.2 | 17,481 | -333 | 5 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.6% | -0.1% | 3.5 | 62,799 | +1,077 | 5 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.6% | -0.0% | 3.2 | 51,418 | +1,895 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.5% | +0.0% | 3.1 | 4,491 | +141 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.5% | -0.0% | 2.8 | 3,723 | -82 | 5 | — |
| ☆INTC funds › | INTEL CORP | ADD | — | 0.5% | +0.3% | 2.7 | 19,584 | +844 | 5 | — |
| ☆TQQQ funds › | PROSHARES TR | TRIM | — | 0.5% | +0.2% | 2.7 | 33,140 | -2,600 | 5 | — |
| ☆IGM funds › | ISHARES TR | TRIM | — | 0.4% | +0.0% | 2.4 | 14,587 | -2,113 | 5 | — |
| ☆IXJ funds › | ISHARES TR | TRIM | — | 0.3% | -0.1% | 1.9 | 19,029 | -5,863 | 5 | — |
| ☆VCR funds › | VANGUARD WORLD FD | TRIM | — | 0.3% | -0.1% | 1.8 | 4,639 | -1,686 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.3% | +0.1% | 1.8 | 15,005 | -29 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.3% | +0.0% | 1.5 | 3,949 | -44 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.2% | +0.1% | 1.4 | 2,371 | -527 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.2% | +0.1% | 1.3 | 7,930 | +1,952 | 5 | — |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.2% | -0.0% | 1.3 | 26,347 | -241 | 5 | — |
| ☆VGLT funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.2% | +0.2% | 1.3 | 24,029 | +24,029 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | HOLD | — | 0.2% | +0.1% | 1.3 | 1,790 | +0 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | -0.0% | 1.2 | 42,293 | -859 | 5 | — |
| ☆SNPS funds › | SYNOPSYS INC | HOLD | — | 0.2% | -0.0% | 1.0 | 2,140 | +0 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.2% | +0.1% | 0.9 | 1,199 | -2 | 5 | — |
| ☆FISV funds › | FISERV INC | NEW | — | 0.1% | +0.1% | 0.8 | 17,000 | +17,000 | 1 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | HOLD | — | 0.1% | +0.0% | 0.8 | 2,169 | +0 | 5 | — |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | ADD | — | 0.1% | -0.0% | 0.8 | 9,963 | +81 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.1% | -0.0% | 0.8 | 5,354 | +9 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.1% | -0.1% | 0.8 | 10,900 | +296 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.1% | -0.0% | 0.8 | 728 | -266 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 0.1% | +0.1% | 0.8 | 2,267 | -3 | 5 | — |
| ☆IBB funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.8 | 3,994 | -837 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.7 | 5,523 | +3,934 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.1% | -0.0% | 0.7 | 1,282 | -50 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.6 | 7,538 | +6,067 | 5 | — |
| ☆SMCI funds › | SUPER MICRO COMPUTER INC | HOLD | — | 0.1% | +0.0% | 0.6 | 22,110 | +0 | 2 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.1% | -0.1% | 0.6 | 5,445 | +30 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.6 | 4,254 | +294 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.1% | 0.6 | 11,691 | -5,377 | 5 | — |
| ☆FICO funds › | FAIR ISAAC CORP | ADD | — | 0.1% | -0.0% | 0.6 | 515 | +1 | 5 | — |
| ☆BALI funds › | BLACKROCK ETF TRUST | ADD | — | 0.1% | -0.0% | 0.6 | 17,200 | +200 | 2 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.1% | -0.0% | 0.6 | 3,372 | +140 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.5 | 17,549 | -1,007 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.5 | 2,976 | -122 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.1% | -0.0% | 0.5 | 4,693 | -371 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 0.1% | +0.0% | 0.5 | 5,448 | +59 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.1% | -0.0% | 0.4 | 2,826 | +0 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.1% | -0.0% | 0.4 | 1,241 | -22 | 5 | — |
| ☆CVNA funds › | CARVANA CO | ADD | — | 0.1% | -0.0% | 0.4 | 6,568 | +5,250 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | -0.0% | 0.4 | 7,158 | -579 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.1% | -0.0% | 0.4 | 1,498 | -12 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.4 | 11,348 | +0 | 3 | — |
| ☆LOGI funds › | LOGITECH INTL S A | NEW | — | 0.1% | +0.1% | 0.4 | 4,397 | +4,397 | 1 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.1% | +0.0% | 0.4 | 2,234 | -272 | 5 | — |
| ☆SHOP funds › | SHOPIFY INC | TRIM | — | 0.1% | -0.0% | 0.4 | 3,385 | -150 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.1% | +0.0% | 0.4 | 314 | +2 | 5 | — |
| ☆GPIX funds › | GOLDMAN SACHS ETF TR | ADD | — | 0.1% | -0.0% | 0.4 | 6,750 | +200 | 2 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 6,366 | -108 | 5 | — |
| ☆PRF funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.1% | -0.0% | 0.4 | 6,676 | -58 | 3 | — |
| ☆IYY funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 1,917 | +0 | 5 | — |
| ☆IXN funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.3 | 2,382 | -175 | 5 | — |
| ☆DLN funds › | WISDOMTREE TR | TRIM | — | 0.1% | -0.0% | 0.3 | 3,429 | -94 | 3 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.1% | +0.0% | 0.3 | 851 | +94 | 3 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 4,432 | -149 | 5 | — |
| ☆VOOG funds › | VANGUARD ADMIRAL FDS INC | ADD | — | 0.1% | +0.0% | 0.3 | 3,798 | +3,165 | 5 | — |
| ☆CRWV funds › | COREWEAVE INC | HOLD | — | 0.1% | +0.0% | 0.3 | 3,000 | +0 | 3 | — |
| ☆GPIQ funds › | GOLDMAN SACHS ETF TR | ADD | — | 0.1% | +0.0% | 0.3 | 5,000 | +200 | 2 | — |
| ☆ADSK funds › | AUTODESK INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,525 | +0 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.3 | 10,635 | -27 | 4 | — |
| ☆RIVN funds › | RIVIAN AUTOMOTIVE INC | HOLD | — | 0.1% | -0.0% | 0.3 | 16,769 | +0 | 5 | — |
| ☆SNOW funds › | SNOWFLAKE INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,120 | +1,120 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.0% | -0.0% | 0.3 | 1,881 | -155 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.0% | -0.0% | 0.3 | 1,742 | -54 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.3 | 7,411 | +0 | 3 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.0% | -0.0% | 0.3 | 763 | -24 | 3 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 0.3 | 1,181 | +66 | 5 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.2 | 1,028 | +0 | 4 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | NEW | — | 0.0% | +0.0% | 0.2 | 514 | +514 | 1 | — |
| ☆ITOT funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.2 | 1,474 | -60 | 3 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.0% | -0.0% | 0.2 | 2,000 | +21 | 3 | — |
| ☆TGT funds › | TARGET CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 1,720 | +0 | 2 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | NEW | — | 0.0% | +0.0% | 0.2 | 218 | +218 | 1 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.2 | 881 | +881 | 1 | — |
| ☆CUSIP:67059N108 funds › | NUTANIX INC | NEW | — | 0.0% | +0.0% | 0.2 | 4,221 | +4,221 | 1 | — |
| ☆HACK funds › | AMPLIFY ETF TR | NEW | — | 0.0% | +0.0% | 0.2 | 2,028 | +2,028 | 1 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.0% | -0.0% | 0.2 | 757 | -90 | 5 | — |
| ☆PYPL funds › | PAYPAL HLDGS INC | TRIM | — | 0.0% | -0.0% | 0.2 | 4,728 | -267 | 5 | — |
| ☆JOBY funds › | JOBY AVIATION INC | NEW | — | 0.0% | +0.0% | 0.1 | 11,810 | +11,810 | 1 | — |
| ☆NIO funds › | NIO INC | HOLD | — | 0.0% | -0.0% | 0.1 | 11,500 | +0 | 4 | — |
| ☆BBAI funds › | BIGBEAR AI HLDGS INC | TRIM | — | 0.0% | -0.0% | 0.0 | 11,803 | -197 | 3 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,961 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 567 | 116 | 0.04 | 50% | 0.036 | 0.627 | — | in |
| 2026Q1 | 486 | 107 | 0.05 | 50% | 0.036 | 0.601 | — | in |
| 2025Q4 | 490 | 110 | 0.04 | 51% | 0.036 | 0.567 | — | in |
| 2025Q3 | 454 | 99 | 0.04 | 51% | 0.038 | 0.575 | — | in |
| 2025Q2 | 405 | 98 | 0.05 | 52% | 0.037 | 0.586 | — | entered |
| 2025Q1 | 361 | 95 | 0.00 | 53% | 0.039 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status