Clarity Wealth Advisors, LLC
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 490,148
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 111 | 490,148 | 13F-HR | Clarity Wealth Advisors, LLC |
| Q3 2025 | 10/24/2025 | 99 | 453,774 | 13F-HR | Clarity Wealth Advisors, LLC |
| Q2 2025 | 8/7/2025 | 98 | 405,245 | 13F-HR | Clarity Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
52
(0.0% of total reported value)
· QoQ Δ:
+52
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 370.9 K | 75.7% | 26.09 K | 0 | 26.09 K |
| ETFs | 119.2 K | 24.3% | 10.24 K | 0 | 10.24 K |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
490,148
Holdings
111
QoQ value change ($000)
36,374
(8.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.