Long-term investor
Clarity Wealth Advisors, LLC @claritywealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767384).
Record
- Tracked since 2025-06-30 (441 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +12.8% · 6 months n/a · 1 year +22.3% · all +22.3%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 6.9% · long · since 2025-06-30
- AAPL · 6.8% · long · since 2025-06-30
- SPY · 6.7% · long · since 2025-06-30
- VTI · 6.5% · long · since 2025-06-30
- VIG · 4.4% · long · since 2025-06-30
- DIA · 4.2% · long · since 2025-06-30
- IJH · 4.1% · long · since 2025-06-30
- VXUS · 4.1% · long · since 2025-06-30
- GOOGL · 3.2% · long · since 2025-06-30
- VB · 3.1% · long · since 2025-06-30
- VYMI · 3.1% · long · since 2025-06-30
- CGGO · 2.7% · long · since 2025-06-30