Clarity Wealth Advisors, LLC

2. Key Holdings

The portfolio is dominated by large-cap liquidity and broad market exposure, with the top 10 positions accounting for approximately 48.7% of total assets.

• Top Tier Dominance: The largest position is Apple Inc. (AAPL) at $37.18M (7.59%), followed closely by the SPDR S&P 500 ETF (SPY) at $35.11M (7.16%) and the Vanguard Total Stock Market ETF (VTI) at $33.49M (6.83%).
• ETF Concentration: Notably, four of the top five positions are ETFs (SPY, VTI, QQQ, VIG). This suggests a preference for passive market exposure over active stock picking for the core portion of the portfolio.
• Individual Equities: Among individual stocks, Alphabet Inc. (GOOGL) is the most prominent at $17.13M (3.50%), followed by Meta Platforms (META) at $11.96M (2.44%) and JPMorgan Chase (JPM) at $10.79M (2.20%).
• NVIDIA Position: Despite the technology sector's rally, NVIDIA (NVDA) represents a modest 2.00% ($9.79M) of the portfolio, indicating a measured approach to high-volatility AI names rather than an aggressive overweight.