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Clarity Wealth Advisors, LLC

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13F filer, CIK 1767384, SAN JOSE, CA

Clarity Wealth Advisors, LLC reported $405,245,372 across 98 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 51.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004654

Period
2025-06-30
Reported value
$405M
Holdings
98
Top 10 weight
51.58%
New
5
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+2,665$1.97M
DIAadded+2,535$1.12M
SPYadded+1,451$896K
VYMIadded+11,125$891K
TSLAadded+2,627$834K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DUOLexited-950-$295K
UNHexited-536-$281K
VCRreduced-749-$271K
IBBreduced-2,019-$255K
IXJreduced-2,199-$189K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004654, largest first. % of portfolio is the value over $405,245,372, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,655 shares; 2024Q4: 47,203 shares; 2025Q1: 49,209 shares; 2025Q2: 50,660 shares 50,660$31.3M7.72%+1,451Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,601 shares; 2024Q4: 52,551 shares; 2025Q1: 53,457 shares; 2025Q2: 54,377 shares 54,377$30M7.4%+920Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,962 shares; 2024Q4: 92,952 shares; 2025Q1: 95,026 shares; 2025Q2: 97,055 shares 97,055$29.5M7.28%+2,029Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,793 shares; 2024Q4: 133,590 shares; 2025Q1: 136,310 shares; 2025Q2: 136,741 shares 136,741$28.1M6.92%+431Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,945 shares; 2024Q4: 93,044 shares; 2025Q1: 95,731 shares; 2025Q2: 98,217 shares 98,217$20.1M4.96%+2,486Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,106 shares; 2024Q4: 31,384 shares; 2025Q1: 34,473 shares; 2025Q2: 37,008 shares 37,008$16.3M4.02%+2,535Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,054 shares; 2024Q4: 245,072 shares; 2025Q1: 249,670 shares; 2025Q2: 253,595 shares 253,595$15.7M3.88%+3,925Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,436 shares; 2024Q4: 193,462 shares; 2025Q1: 198,016 shares; 2025Q2: 207,763 shares 207,763$14.4M3.54%+9,747Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,713 shares; 2024Q4: 13,445 shares; 2025Q1: 14,053 shares; 2025Q2: 16,718 shares 16,718$12.3M3.04%+2,665Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,529 shares; 2024Q4: 46,630 shares; 2025Q1: 47,213 shares; 2025Q2: 47,929 shares 47,929$11.4M2.8%+716Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 11,442 shares; 2025Q1: 11,344 shares; 2025Q2: 11,333 shares 11,333$11.2M2.77%-11Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,633 shares; 2024Q4: 33,211 shares; 2025Q1: 33,498 shares; 2025Q2: 33,684 shares 33,684$9.77M2.41%+186Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,983 shares; 2024Q4: 18,340 shares; 2025Q1: 19,107 shares; 2025Q2: 19,240 shares 19,240$9.35M2.31%+133Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,640 shares; 2024Q4: 52,367 shares; 2025Q1: 52,539 shares; 2025Q2: 52,876 shares 52,876$9.32M2.3%+337Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,100 shares; 2024Q4: 264,290 shares; 2025Q1: 277,939 shares; 2025Q2: 285,432 shares 285,432$9.13M2.25%+7,493Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,263 shares; 2024Q4: 87,097 shares; 2025Q1: 92,063 shares; 2025Q2: 103,188 shares 103,188$8.27M2.04%+11,125Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,145 shares; 2024Q4: 58,593 shares; 2025Q1: 51,927 shares; 2025Q2: 52,221 shares 52,221$8.25M2.04%+294Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,553 shares; 2024Q4: 22,104 shares; 2025Q1: 22,446 shares; 2025Q2: 22,638 shares 22,638$8.04M1.98%+192Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,180 shares; 2024Q4: 148,089 shares; 2025Q1: 156,121 shares; 2025Q2: 163,421 shares 163,421$7.69M1.9%+7,300Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,556 shares; 2024Q4: 138,755 shares; 2025Q1: 143,582 shares; 2025Q2: 156,090 shares 156,090$7.53M1.86%+12,508Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,349 shares; 2024Q4: 86,877 shares; 2025Q1: 91,819 shares; 2025Q2: 96,449 shares 96,449$7.46M1.84%+4,630Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,632 shares; 2024Q4: 79,644 shares; 2025Q1: 80,817 shares; 2025Q2: 82,105 shares 82,105$6.99M1.72%+1,288Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,819 shares; 2024Q4: 136,725 shares; 2025Q1: 145,096 shares; 2025Q2: 151,881 shares 151,881$6.95M1.71%+6,785Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,406 shares; 2024Q4: 31,525 shares; 2025Q1: 31,957 shares; 2025Q2: 32,486 shares 32,486$6.03M1.49%+529Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,121 shares; 2024Q4: 33,299 shares; 2025Q1: 32,108 shares; 2025Q2: 32,659 shares 32,659$5.79M1.43%+551Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,568 shares; 2024Q4: 12,468 shares; 2025Q1: 14,618 shares; 2025Q2: 17,245 shares 17,245$5.48M1.35%+2,627Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,053 shares; 2024Q4: 10,022 shares; 2025Q1: 10,080 shares; 2025Q2: 10,243 shares 10,243$5.1M1.26%+163Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,467 shares; 2024Q4: 25,037 shares; 2025Q1: 25,892 shares; 2025Q2: 26,786 shares 26,786$4.09M1.01%+894Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,821 shares; 2024Q4: 16,732 shares; 2025Q1: 18,069 shares; 2025Q2: 18,375 shares 18,375$4.03M0.99%+306Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 12,717 shares; 2025Q1: 10,737 shares; 2025Q2: 9,988 shares 9,988$3.62M0.89%-749Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,545 shares; 2024Q4: 67,031 shares; 2025Q1: 89,052 shares; 2025Q2: 106,568 shares 106,568$3.56M0.88%+17,516Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,287 shares; 2024Q4: 55,688 shares; 2025Q1: 56,870 shares; 2025Q2: 60,142 shares 60,142$3.42M0.84%+3,272Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,384 shares; 2024Q4: 43,469 shares; 2025Q1: 38,910 shares; 2025Q2: 36,711 shares 36,711$3.16M0.78%-2,199Timeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,340 shares; 2024Q4: 23,389 shares; 2025Q1: 22,599 shares; 2025Q2: 21,960 shares 21,960$2.47M0.61%-639Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,264 shares; 2024Q4: 34,036 shares; 2025Q1: 35,185 shares; 2025Q2: 38,912 shares 38,912$2.12M0.52%+3,727Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,173 shares; 2025Q1: 3,204 shares; 2025Q2: 3,253 shares 3,253$2.02M0.5%+49Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,485 shares; 2025Q1: 2,797 shares; 2025Q2: 3,538 shares 3,538$2.01M0.5%+741Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,160 shares; 2024Q4: 9,520 shares; 2025Q1: 13,420 shares; 2025Q2: 18,220 shares 18,220$1.51M0.37%+4,800Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,008 shares; 2024Q4: 31,964 shares; 2025Q1: 28,686 shares; 2025Q2: 27,395 shares 27,395$1.43M0.35%-1,291Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,307 shares; 2024Q4: 27,619 shares; 2025Q1: 27,627 shares; 2025Q2: 28,128 shares 28,128$1.43M0.35%+501Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 968 shares 968$1.3M0.32%+35Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,024 shares; 2025Q1: 1,035 shares; 2025Q2: 2,345 shares 2,345$1.2M0.3%+1,310Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,084 shares; 2024Q4: 4,037 shares; 2025Q1: 4,027 shares; 2025Q2: 4,167 shares 4,167$1.15M0.28%+140Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,829 shares; 2024Q4: 12,520 shares; 2025Q1: 10,489 shares; 2025Q2: 8,470 shares 8,470$1.07M0.26%-2,019Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,235 shares; 2024Q4: 14,235 shares; 2025Q1: 15,104 shares; 2025Q2: 15,080 shares 15,080$1.05M0.26%-24Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 4,659 shares; 2025Q1: 4,633 shares; 2025Q2: 4,580 shares 4,580$1M0.25%-53Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,020 shares; 2025Q1: 4,320 shares; 2025Q2: 6,378 shares 6,378$869K0.21%+2,058Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,340 shares; 2025Q1: 1,881 shares; 2025Q2: 1,859 shares 1,859$815K0.2%-22Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,506 shares; 2025Q1: 9,574 shares; 2025Q2: 9,647 shares 9,647$812K0.2%+73Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,540 shares; 2025Q1: 1,474 shares; 2025Q2: 1,427 shares 1,427$802K0.2%-47Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares 422$771K0.19%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 5,998 shares; 2025Q1: 5,780 shares; 2025Q2: 5,882 shares 5,882$729K0.18%+102Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,616 shares; 2025Q2: 1,596 shares 1,596$678K0.17%-20Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,169 shares 2,169$668K0.16%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 946 shares; 2025Q1: 1,197 shares; 2025Q2: 1,199 shares 1,199$611K0.15%+2Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 4,044 shares; 2025Q1: 4,101 shares; 2025Q2: 4,170 shares 4,170$597K0.15%+69Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,208 shares; 2025Q1: 5,408 shares; 2025Q2: 5,758 shares 5,758$589K0.15%+350Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,901 shares; 2025Q1: 2,101 shares; 2025Q2: 1,937 shares 1,937$571K0.14%-164Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,649 shares; 2024Q4: 7,499 shares; 2025Q1: 7,689 shares; 2025Q2: 7,484 shares 7,484$556K0.14%-205Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: 2,313 shares 2,313$539K0.13%-5Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,720 shares; 2025Q1: 1,760 shares; 2025Q2: 1,920 shares 1,920$524K0.13%+160Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 23,199 shares; 2025Q1: 23,202 shares; 2025Q2: 21,916 shares 21,916$522K0.13%-1,286Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,322 shares; 2024Q4: 15,317 shares; 2025Q1: 16,193 shares; 2025Q2: 22,395 shares 22,395$502K0.12%+6,202Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 5,335 shares; 2025Q1: 4,335 shares; 2025Q2: 4,335 shares 4,335$500K0.12%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,535 shares 1,535$475K0.12%+35Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares 1,391$469K0.12%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 2,340 shares; 2025Q1: 2,302 shares; 2025Q2: 2,273 shares 2,273$465K0.11%-29Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,676 shares; 2025Q1: 2,697 shares; 2025Q2: 2,666 shares 2,666$425K0.1%-31Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 3,155 shares; 2025Q1: 3,109 shares; 2025Q2: 3,113 shares 3,113$423K0.1%+4Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,791 shares; 2025Q1: 1,773 shares; 2025Q2: 1,748 shares 1,748$420K0.1%-25Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,083 shares; 2025Q2: 1,078 shares 1,078$419K0.1%-5Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 1,296 shares; 2025Q1: 1,268 shares; 2025Q2: 1,130 shares 1,130$414K0.1%-138Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,396 shares; 2025Q1: 2,859 shares; 2025Q2: 2,474 shares 2,474$394K0.1%-385Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,009 shares; 2025Q1: 2,619 shares; 2025Q2: 2,765 shares 2,765$392K0.1%+146Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,888 shares; 2025Q1: 2,848 shares; 2025Q2: 2,848 shares 2,848$380K0.09%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 3,090 shares 3,090$338K0.08%+30Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,716 shares; 2024Q4: 5,751 shares; 2025Q1: 5,751 shares; 2025Q2: 5,851 shares 5,851$334K0.08%+100Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares 1,790$328K0.08%0Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 4,221 shares; 2025Q1: 4,221 shares; 2025Q2: 4,221 shares 4,221$323K0.08%0Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,119 shares 2,119$320K0.08%-80Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 5,537 shares; 2025Q1: 7,501 shares; 2025Q2: 6,665 shares 6,665$315K0.08%-836Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 6,621 shares; 2025Q1: 6,288 shares; 2025Q2: 6,373 shares 6,373$315K0.08%+85Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,103 shares; 2025Q1: 5,070 shares; 2025Q2: 5,181 shares 5,181$311K0.08%+111Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 12,087 shares; 2025Q1: 11,835 shares; 2025Q2: 11,835 shares 11,835$289K0.07%0Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 8,060 shares; 2025Q1: 8,060 shares; 2025Q2: 8,060 shares 8,060$289K0.07%0Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 721 shares; 2025Q1: 722 shares; 2025Q2: 722 shares 722$286K0.07%0Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,807 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares 2,807$259K0.06%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,504 shares; 2025Q1: 1,397 shares; 2025Q2: 1,386 shares 1,386$245K0.06%-11Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 312 shares; 2025Q1: 277 shares; 2025Q2: 308 shares 308$240K0.06%+31Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,070 shares 1,070$239K0.06%newTimeline
VERINT SYS INCVERINT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 11,805 shares; 2025Q1: 11,805 shares; 2025Q2: 11,805 shares 11,805$232K0.06%0
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 811 shares 811$231K0.06%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 728 shares; 2025Q1: 730 shares; 2025Q2: 758 shares 758$221K0.05%+28Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,263 shares 2,263$211K0.05%newTimeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,094 shares; 2025Q2: 14,594 shares 14,594$201K0.05%+500Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 824 shares 824$200K0.05%newTimeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 13,300 shares; 2025Q1: 12,172 shares; 2025Q2: 10,091 shares 10,091$140K0.03%-2,081Timeline
CLOVCLOVER HEALTH INVESTMENTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000$27.9K0.01%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DUOLDUOLINGO INC950$295Kshares
UNHUNITEDHEALTH GROUP INC536$281Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004654 base2025-08-07acceptance time not in the bulk data set