Clarity Wealth Advisors, LLC

RIA/Wealth

Clarity Wealth Advisors, LLC is a RIA/Wealth based in San Jose, CA led by Parvin Nmn Manuchehri, reporting $601.2M in AUM as of Q3 2025 with 56% ETF concentration and 51% concentrated in top 10 holdings.

Managing PartnerParvin Nmn Manuchehri

Portfolio Value: $453.8M
Positions: 99
Top Holding: AAPL at 7.6%
Last Reported: Q3 2025

Address2160 The Alameda, Suite A, San Jose, CA, 95126, United States

Top Holdings

Largest long holdings in Clarity Wealth Advisors, LLC's portfolio (51.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$34.5M	7.60%	-$344.8K Sold	0.00% 135.4K shares	Q4 2019 Held for 5y 11m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$34.1M	7.52%	+$377.7K Bought	— 51.2K shares	Q4 2019 Held for 5y 11m
3 Invesco QQQ Trust QQQ	ETF ETF	$32.8M	7.22%	+$137.5K Bought	— 54.6K shares	Q4 2019 Held for 5y 11m
4 Vanguard Total Stock Market VTI	ETF ETF	$32.4M	7.15%	+$575.0K Bought	— 98.8K shares	Q4 2019 Held for 5y 11m
5 Vanguard Dividend Appreciation VIG	Unknown Unknown	$21.6M	4.76%	+$409.1K Bought	— 100.1K shares	Q4 2022 Held for 2y 11m
6 SPDR Dow Jones Industrial Average ETF Trust DIA	ETF ETF	$18.2M	4.00%	+$1.0M Bought	— 39.2K shares	Q4 2019 Held for 5y 11m
7 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$17.0M	3.75%	+$487.5K Bought	— 261.1K shares	Q4 2019 Held for 5y 11m
8 Vanguard Total International Stock VXUS	ETF ETF	$16.4M	3.62%	+$1.2M Bought	— 223.7K shares	Q4 2019 Held for 5y 11m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$13.5M	2.98%	+$656.6K Bought	0.00% 55.6K shares	Q4 2019 Held for 5y 11m
10 Vanguard Small-Cap ETF VB	ETF ETF	$12.5M	2.76%	+$349.9K Bought	— 49.3K shares	Q2 2020 Held for 5y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Clarity Wealth Advisors, LLC's latest filing

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Market Value

$453.8M

Prior: $405.2M

Q/Q Change

+11.98%

+$48.5M

Net Flows % of MV

+2.3%

Turnover Ratio

2.44%

New Purchases

3 stocks

$574.8K

Added To

37 stocks

+$15.6M

Sold Out Of

3 stocks

$551.5K

Reduced Holdings

44 stocks

-$5.2M

Increased Positions

Position	Shares Δ	Change
1 Schwab International Equity SCHF	New	0 → 11.4K +$265.3K
2 Blackstone BX	New	0 → 1.3K +$221.9K
3 NIO NIO	New	0 → 11.5K +$87.6K
4 CGBL Capital Group Core Balanced CGBL	+39.52%	106.6K → 148.7K +$1.5M
5 Vanguard International High Dividend Yield VYMI	+23.81%	103.2K → 127.8K +$2.1M

Decreased Positions

Position	Shares Δ	Change
1 Uber Technologies UBER	Sold	2.3K → 0 −$211.1K
2 Broadridge Financial Solutions BR	Sold	824.0 → 0 −$200.3K
3 BXMX Nuveen S&P Buy-Write Income Fund BXMX	Sold	10.1K → 0 −$140.1K
4 iShares Biotechnology IBB	-30.72%	8.5K → 5.9K −$375.7K
5 Vanguard FTSE Developed Markets VEA	-26.8%	5.9K → 4.3K −$94.0K