Skip to content
Disclosery

13F-HR filed by Clarity Wealth Advisors, LLC

Clarity Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-07-28, with 77 holding rows worth $222,714,637.

Accession
0001172661-23-002659
Filer
CIK 1767384
Filed
2023-07-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2023

A holdings report, 77 entries on the cover page, a total value of $222,714,637 stated on the cover page (in dollars after the unit check, H1), rows summing to $222,714,637 with VALUE read as dollars as filed, 13F file number 028-19804. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM125,880$24,416,965dollars as filed
VTI922908769COM82,721$18,221,723dollars as filed
SPY78462F103SHS39,600$17,554,060dollars as filed
INVESCO QQQ TR46090E103COM47,391$17,507,167dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS80,372$13,054,878dollars as filed
IJH464287507COM40,981$10,715,787dollars as filed
VANGUARD STAR FDS921909768COM171,303$9,606,677dollars as filed
Vanguard Small-Cap ETF922908751SHS40,208$7,996,875dollars as filed
Costco Wholesale Corporation22160K105COM11,374$6,123,545dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM51,144$6,121,937dollars as filed
Berkshire Hathaway Inc084670702COM17,254$5,883,614dollars as filed
Vanguard Consumer Discretionary ETF92204A108SHS20,346$5,762,093dollars as filed
iShares Global Healthcare ETF464287325SHS62,478$5,310,002dollars as filed
Visa Inc92826C839COM20,772$4,932,958dollars as filed
JPMorgan Chase & Co46625H100COM27,887$4,055,832dollars as filed
META PLATFORMS INC CL A30303M102COM13,210$3,791,006dollars as filed
AbbVie,Inc.00287Y109COM28,051$3,779,306dollars as filed
ISHARES TR464287556ISHARES BIOTECH29,437$3,737,317dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF94,385$3,733,871dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 110,817$3,719,556dollars as filed
Johnson & Johnson478160104COM21,666$3,586,216dollars as filed
Microsoft Corp594918104COM8,648$2,944,945dollars as filed
Citigroup Inc.172967424COM59,912$2,758,358dollars as filed
Tesla Motors, Inc88160R101COM10,381$2,717,434dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM21,222$2,567,271dollars as filed
NVIDIA Corp67066G104COM5,734$2,425,597dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF42,723$2,363,864dollars as filed
Amazon.com, Inc023135106COM15,509$2,021,753dollars as filed
iShares Expanded Tech Sector ETF464287549SHS4,754$1,867,845dollars as filed
3M CO COM88579Y101Stock17,648$1,766,383dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS47,973$1,617,167dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS23,541$1,487,791dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF25,058$1,256,408dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,383$1,062,045dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM21,770$1,053,015dollars as filed
Vanguard S&P 500 ETF922908363COM2,275$926,394dollars as filed
Cisco Systems,Inc.17275R102COM13,668$707,157dollars as filed
Walt Disney Co254687106COM7,780$694,598dollars as filed
MasterCard, Inc57636Q104COM1,636$643,466dollars as filed
Chevron Corporation166764100COM4,073$640,952dollars as filed
Schwab U.S. Broad Market ETF808524102SHS10,295$532,268dollars as filed
PAYPALHLDGSINC70450Y103STOK7,809$521,095dollars as filed
Honeywell Technologies438516106COM2,308$478,910dollars as filed
Oracle Corporation68389X105COM4,006$477,131dollars as filed
Procter & Gamble Co742718109COM3,138$476,160dollars as filed
DUOLINGO INC CL A COM26603R106Stock3,199$457,265dollars as filed
SYNOPSYS INC COM871607107Stock1,022$444,989dollars as filed
WORKDAY INC CL A98138H101Stock1,937$437,549dollars as filed
PROSHARES TR74347X831ULTRAPRO QQQ10,310$422,710dollars as filed
Applied Materials,Inc.038222105COM2,790$403,267dollars as filed
Intel Corp458140100COM11,269$376,835dollars as filed
Netflix, Inc64110L106COM853$375,738dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,362$374,795dollars as filed
SPDR S&P Dividend ETF78464A763SHS2,983$365,656dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS6,839$358,137dollars as filed
NUTANIX INC CL A67059N108Stock12,722$356,852dollars as filed
Vanguard High Dividend Yield ETF921946406SHS3,279$347,804dollars as filed
Salesforce.com, Inc79466L302COM1,528$322,805dollars as filed
Vanguard Growth922908736COM1,112$314,684dollars as filed
Broadcom Inc.11135F101COM355$307,938dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS4,745$306,527dollars as filed
TARGET CORP COM87612E106Stock2,262$298,401dollars as filed
AUTODESK INC COM052769106Stock1,425$291,569dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,904$289,384dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS5,642$260,548dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS5,258$259,167dollars as filed
UnitedHealth Group Inc91324P102COM532$255,767dollars as filed
ISHARES TR464287846DOW JONES US ETF2,310$250,242dollars as filed
Schwab US TIPS ETF808524870SHS4,296$225,245dollars as filed
ISHARES TR464288620SHS4,451$222,968dollars as filed
McDonalds Corporation580135101COM745$222,399dollars as filed
PINTEREST INC CL A72352L106Stock8,060$220,360dollars as filed
ALLOGENE THERAPEUTICS INC019770106COM18,006$89,490dollars as filed
PAYPALHLDGSINC70450Y103STOK1,000$66,730dollars as filedcall
TARGET CORP COM87612E106Stock500$65,950dollars as filedcall
PROSPECT CAPITAL CORPORATION74348T102COM10,076$62,474dollars as filed
PROSHARES TR74347X831ULTRAPRO QQQ1,000$41,000dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-23-002659this filing2023-07-28acceptance time not in the bulk data set