Clarity Wealth Advisors 13F annual report
Clarity Wealth Advisors is an investment fund managing more than $244 billion ran by Parvin Manuchehri. There are currently 66 companies in Mrs. Manuchehri’s portfolio. The largest investments include Apple Inc and Vanguard Index Fds, together worth $55.6 billion.
$244 billion Assets Under Management (AUM)
As of 3rd January 2024, Clarity Wealth Advisors’s top holding is 125,678 shares of Apple Inc currently worth over $24.2 billion and making up 9.9% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Clarity Wealth Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 134,417 shares of Vanguard Index Fds worth $31.4 billion.
The third-largest holding is Spdr Sp 500 Etf Tr worth $20.9 billion and the next is Vanguard Specialized Funds worth $13.9 billion, with 81,561 shares owned.
Currently, Clarity Wealth Advisors's portfolio is worth at least $244 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Clarity Wealth Advisors
The Clarity Wealth Advisors office and employees reside in San Jose, California. According to the last 13-F report filed with the SEC, Parvin Manuchehri serves as the Managing Member at Clarity Wealth Advisors.
Recent trades
In the most recent 13F filing, Clarity Wealth Advisors revealed that it had opened a new position in
Capital Group Gbl Growth Eqt and bought 120,933 shares worth $3.11 billion.
The investment fund also strengthened its position in Vanguard Index Fds by buying
8,101 additional shares.
This makes their stake in Vanguard Index Fds total 134,417 shares worth $31.4 billion.
On the other hand, there are companies that Clarity Wealth Advisors is getting rid of from its portfolio.
Clarity Wealth Advisors closed its position in Schwab Strategic Tr on 10th January 2024.
It sold the previously owned 4,296 shares for $225 million.
Parvin Manuchehri also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $24.2 billion and 125,678 shares.
One of the smaller hedge funds
The two most similar investment funds to Clarity Wealth Advisors are Proquility Private Wealth Partners and Sg Capital Management. They manage $244 billion and $244 billion respectively.
Parvin Manuchehri investment strategy
Clarity Wealth Advisors’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 12.2% of
the total portfolio value.
The fund focuses on investments in the United States as
53.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
48% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $313 billion.
The complete list of Clarity Wealth Advisors trades based on 13F SEC filings
These positions were updated on January 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
0.16%
125,678
|
$24,196,849,000 | 9.93% |
| Vanguard Index Fds |
6.41%
134,417
|
$31,412,137,000 | 12.89% |
| Spdr Sp 500 Etf Tr |
11.22%
44,042
|
$20,933,718,000 | 8.59% |
| Vanguard Specialized Funds |
1.48%
81,561
|
$13,898,062,000 | 5.70% |
| Ishares Tr |
3.81%
250,164
|
$29,346,355,000 | 12.04% |
| Vanguard Star Fds |
5.22%
180,251
|
$10,447,328,000 | 4.29% |
| Costco Whsl Corp New |
1.19%
11,509
|
$7,596,930,000 | 3.12% |
| Spdr Dow Jones Indl Average |
84.31%
19,937
|
$7,513,665,000 | 3.08% |
| Alphabet Inc |
0.87%
72,996
|
$10,222,878,000 | 4.19% |
| Berkshire Hathaway Inc. |
3.41%
17,842
|
$6,363,528,000 | 2.61% |
| Vanguard World Fds |
1.16%
20,111
|
$6,124,947,000 | 2.51% |
| Jpmorgan Chase Co |
17.43%
32,748
|
$5,570,519,000 | 2.29% |
| Visa Inc |
1.50%
21,084
|
$5,489,111,000 | 2.25% |
| Abbvie Inc |
6.27%
29,811
|
$4,619,826,000 | 1.90% |
| Meta Platforms Inc |
11.51%
11,689
|
$4,137,438,000 | 1.70% |
| Microsoft Corporation |
10.83%
9,585
|
$3,604,451,000 | 1.48% |
| Johnson Johnson |
6.01%
22,969
|
$3,600,208,000 | 1.48% |
| Citigroup Inc |
15.12%
68,968
|
$3,547,701,000 | 1.46% |
| Vanguard Whitehall Fds |
104.88%
54,948
|
$3,811,502,000 | 1.56% |
| Capital Group Gbl Growth Eqt |
Opened
120,933
|
$3,111,606,000 | 1.28% |
| NVIDIA Corp |
1.80%
5,631
|
$2,788,584,000 | 1.14% |
| J P Morgan Exchange Traded F |
Opened
57,559
|
$2,710,166,000 | 1.11% |
| J P Morgan Exchange Traded F |
13.16%
101,336
|
$5,316,078,000 | 2.18% |
| Tesla Inc |
4.72%
10,871
|
$2,701,226,000 | 1.11% |
| Vanguard Bd Index Fds |
Opened
32,241
|
$2,462,568,000 | 1.01% |
| Fidelity Merrimack Str Tr |
Opened
51,737
|
$2,381,971,000 | 0.98% |
| Amazon.com Inc. |
0.71%
15,619
|
$2,373,151,000 | 0.97% |
| Select Sector Spdr Tr |
1.44%
47,284
|
$1,777,875,000 | 0.73% |
| Mastercard Incorporated |
0.06%
1,637
|
$698,325,000 | 0.29% |
| Cisco Sys Inc |
0.01%
13,669
|
$690,550,000 | 0.28% |
| Disney Walt Co |
6.21%
7,297
|
$658,846,000 | 0.27% |
| Proshares Tr |
18.43%
12,210
|
$619,047,000 | 0.25% |
| Chevron Corp. |
0.07%
4,076
|
$607,936,000 | 0.25% |
| Intel Corp. |
No change
11,269
|
$566,267,000 | 0.23% |
| Synopsys, Inc. |
No change
1,022
|
$526,238,000 | 0.22% |
| Schwab Strategic Tr |
11.28%
15,202
|
$850,500,000 | 0.35% |
| 3M Co. |
72.82%
4,797
|
$524,449,000 | 0.22% |
| Workday Inc |
2.27%
1,893
|
$522,582,000 | 0.21% |
| Duolingo, Inc. |
31.26%
2,199
|
$498,843,000 | 0.20% |
| Honeywell International Inc |
No change
2,308
|
$484,011,000 | 0.20% |
| Procter And Gamble Co |
No change
3,138
|
$459,843,000 | 0.19% |
| Applied Matls Inc |
No change
2,790
|
$452,175,000 | 0.19% |
| PayPal Holdings Inc |
6.15%
7,329
|
$450,074,000 | 0.18% |
| Oracle Corp. |
0.72%
4,035
|
$425,400,000 | 0.17% |
| Netflix Inc. |
0.82%
860
|
$418,717,000 | 0.17% |
| Salesforce Inc |
0.85%
1,541
|
$405,499,000 | 0.17% |
| Home Depot, Inc. |
Opened
1,154
|
$399,988,000 | 0.16% |
| Broadcom Inc |
No change
355
|
$396,269,000 | 0.16% |
| Shopify Inc |
4.85%
4,975
|
$387,553,000 | 0.16% |
| Nutanix Inc |
39.31%
7,721
|
$368,214,000 | 0.15% |
| Autodesk Inc. |
6.11%
1,512
|
$368,142,000 | 0.15% |
| Snowflake Inc. |
Opened
1,835
|
$365,165,000 | 0.15% |
| Vanguard Tax-managed Fds |
21.06%
6,830
|
$327,157,000 | 0.13% |
| Arista Networks Inc |
Opened
1,312
|
$308,989,000 | 0.13% |
| Spdr Ser Tr |
18.24%
2,439
|
$304,802,000 | 0.13% |
| Target Corp |
6.76%
2,109
|
$300,424,000 | 0.12% |
| International Business Machs |
Opened
1,832
|
$299,624,000 | 0.12% |
| Pinterest Inc |
No change
8,060
|
$298,542,000 | 0.12% |
| Ishares Inc |
5.53%
5,549
|
$280,668,000 | 0.12% |
| Unitedhealth Group Inc |
0.75%
528
|
$278,121,000 | 0.11% |
| Vanguard Intl Equity Index F |
Opened
5,749
|
$236,277,000 | 0.10% |
| Roku Inc |
Opened
2,465
|
$225,942,000 | 0.09% |
| Schwab Strategic Tr |
Closed
4,296
|
$225,245,000 | |
| Boeing Co. |
Opened
863
|
$224,950,000 | 0.09% |
| Ishares Tr |
Closed
4,451
|
$222,968,000 | |
| Qualcomm, Inc. |
Opened
1,537
|
$222,238,000 | 0.09% |
| Mcdonalds Corp |
0.13%
746
|
$221,071,000 | 0.09% |
| Prospect Cap Corp |
Closed
10,076
|
$62,474,000 | |
| Allogene Therapeutics Inc |
13.18%
15,632
|
$50,179,000 | 0.02% |
| No transactions found | |||
| Showing first 500 out of 69 holdings | |||
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