Clarity Wealth Advisors
Latest statistics and disclosures from Clarity Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, AAPL, SPY, VTI, VIG, and represent 31.44% of Clarity Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: CGBL, VYMI, VGLT, NVDA, VXUS, IJH, CGGO, VB, FBND, JCPB.
- Started 10 new stock positions in NTNX, JOBY, VGLT, FISV, VXF, SNOW, TSM, GS, HACK, LOGI.
- Reduced shares in these 10 stocks: AAPL, QQQ, GOOGL, VCR, IXJ, Honeywell International, SPY, IGM, AMD, C.
- Sold out of its position in Honeywell International.
- Clarity Wealth Advisors was a net buyer of stock by $15M.
- Clarity Wealth Advisors has $567M in assets under management (AUM), dropping by 16.52%.
- Central Index Key (CIK): 0001767384
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Portfolio Holdings for Clarity Wealth Advisors
Clarity Wealth Advisors holds 116 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.9 | $39M | -2% | 53k | 736.40 |
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| Apple (AAPL) | 6.8 | $39M | -2% | 134k | 289.36 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 6.7 | $38M | 51k | 746.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 6.5 | $37M | 100k | 370.04 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.4 | $25M | 106k | 236.62 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 4.2 | $24M | +3% | 45k | 522.39 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $23M | +5% | 302k | 77.11 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.1 | $23M | +5% | 272k | 85.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $18M | -3% | 51k | 357.37 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.1 | $18M | +6% | 59k | 303.12 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 3.1 | $18M | +9% | 178k | 98.20 |
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| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 2.7 | $16M | +7% | 366k | 42.33 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.7 | $15M | +5% | 221k | 68.41 |
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| Capital Group Core Balanced SHS (CGBL) | 2.5 | $14M | +26% | 370k | 37.96 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 2.2 | $12M | +7% | 263k | 46.94 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 2.1 | $12M | +6% | 156k | 76.70 |
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| NVIDIA Corporation (NVDA) | 2.1 | $12M | +12% | 58k | 200.09 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.0 | $12M | +8% | 255k | 45.49 |
|
| Costco Wholesale Corporation (COST) | 2.0 | $11M | 12k | 935.49 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $11M | 34k | 327.33 |
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| Citigroup Com New (C) | 1.9 | $11M | -2% | 78k | 139.96 |
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| Meta Platforms Cl A (META) | 1.8 | $10M | 18k | 563.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $10M | 20k | 500.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $9.7M | -2% | 28k | 353.34 |
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| Abbvie (ABBV) | 1.5 | $8.7M | +2% | 35k | 251.64 |
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| Visa Com Cl A (V) | 1.5 | $8.4M | +2% | 24k | 343.09 |
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| Johnson & Johnson (JNJ) | 1.4 | $7.9M | +2% | 31k | 253.97 |
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| Tesla Motors (TSLA) | 1.3 | $7.2M | 17k | 420.60 |
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| Amgen (AMGN) | 0.8 | $4.3M | 12k | 362.12 |
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| Microsoft Corporation (MSFT) | 0.7 | $4.2M | 11k | 373.01 |
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| Amazon (AMZN) | 0.7 | $4.2M | 18k | 238.34 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $3.5M | 63k | 56.48 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $3.2M | +3% | 51k | 61.46 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.1M | +3% | 4.5k | 686.81 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.8M | -2% | 3.7k | 748.80 |
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| Intel Corporation (INTC) | 0.5 | $2.7M | +4% | 20k | 139.63 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.5 | $2.7M | -7% | 33k | 81.00 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.4 | $2.4M | -12% | 15k | 163.58 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.3 | $1.9M | -23% | 19k | 98.38 |
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| Vanguard World Consum Dis Etf (VCR) | 0.3 | $1.8M | -26% | 4.6k | 396.64 |
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| Cisco Systems (CSCO) | 0.3 | $1.8M | 15k | 117.46 |
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| Broadcom (AVGO) | 0.3 | $1.5M | 3.9k | 377.75 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.4M | -18% | 2.4k | 580.91 |
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| Arista Networks Com Shs (ANET) | 0.2 | $1.3M | +32% | 7.9k | 169.88 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $1.3M | 26k | 50.57 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $1.3M | NEW | 24k | 55.18 |
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| Applied Materials (AMAT) | 0.2 | $1.3M | 1.8k | 723.00 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.2M | 42k | 29.43 |
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| Synopsys (SNPS) | 0.2 | $955k | 2.1k | 446.07 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $915k | 1.2k | 763.14 |
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| Fiserv (FISV) | 0.1 | $834k | NEW | 17k | 49.05 |
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| Cadence Design Systems (CDNS) | 0.1 | $814k | 2.2k | 375.32 |
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| Public Service Enterprise (PEG) | 0.1 | $809k | 10k | 81.16 |
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| Oracle Corporation (ORCL) | 0.1 | $785k | 5.4k | 146.55 |
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| Netflix (NFLX) | 0.1 | $778k | +2% | 11k | 71.40 |
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| Caterpillar (CAT) | 0.1 | $775k | -26% | 728.00 | 1064.94 |
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| Palo Alto Networks (PANW) | 0.1 | $773k | 2.3k | 341.02 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $760k | -17% | 4.0k | 190.19 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $686k | +247% | 5.5k | 124.17 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $659k | -3% | 1.3k | 513.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $649k | +412% | 7.5k | 86.14 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $649k | 22k | 29.33 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $635k | 5.4k | 116.67 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $631k | +7% | 4.3k | 148.30 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $627k | -31% | 12k | 53.61 |
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| Fair Isaac Corporation (FICO) | 0.1 | $615k | 515.00 | 1194.78 |
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| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.1 | $582k | 17k | 33.83 |
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| Chevron Corporation (CVX) | 0.1 | $559k | +4% | 3.4k | 165.78 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $508k | -5% | 18k | 28.96 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $453k | -3% | 3.0k | 152.18 |
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| Walt Disney Company (DIS) | 0.1 | $452k | -7% | 4.7k | 96.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $451k | 5.4k | 82.85 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $447k | 2.8k | 158.03 |
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| Home Depot (HD) | 0.1 | $438k | 1.2k | 352.57 |
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| Carvana Cl A (CVNA) | 0.1 | $432k | +398% | 6.6k | 65.82 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $427k | -7% | 7.2k | 59.69 |
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| International Business Machines (IBM) | 0.1 | $421k | 1.5k | 281.21 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $418k | 11k | 36.87 |
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| Logitech Intl S A SHS (LOGI) | 0.1 | $414k | NEW | 4.4k | 94.04 |
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| Qualcomm (QCOM) | 0.1 | $413k | -10% | 2.2k | 184.80 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $387k | -4% | 3.4k | 114.18 |
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| Eli Lilly & Co. (LLY) | 0.1 | $376k | 314.00 | 1198.14 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $375k | +3% | 6.8k | 55.57 |
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| Bank of America Corporation (BAC) | 0.1 | $363k | 6.4k | 56.98 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $361k | 6.7k | 54.03 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $349k | 1.9k | 182.28 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $344k | -6% | 2.4k | 144.45 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $330k | -2% | 3.4k | 96.32 |
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| Ge Aerospace Com New (GE) | 0.1 | $318k | +12% | 851.00 | 373.85 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $316k | -3% | 4.4k | 71.25 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $314k | +500% | 3.8k | 82.61 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $299k | 3.0k | 99.54 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.1 | $297k | +4% | 5.0k | 59.31 |
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| Autodesk (ADSK) | 0.1 | $297k | 1.5k | 194.42 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $295k | 11k | 27.70 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $291k | 17k | 17.35 |
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| Snowflake Com Shs (SNOW) | 0.1 | $285k | NEW | 1.1k | 254.50 |
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| Procter & Gamble Company (PG) | 0.0 | $276k | -7% | 1.9k | 146.64 |
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| salesforce (CRM) | 0.0 | $273k | -3% | 1.7k | 156.66 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $268k | 7.4k | 36.13 |
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| American Express Company (AXP) | 0.0 | $258k | -3% | 763.00 | 338.42 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $258k | +5% | 1.2k | 218.01 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $249k | 1.0k | 242.43 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $246k | NEW | 514.00 | 477.57 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $242k | -3% | 1.5k | 164.24 |
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| Wal-Mart Stores (WMT) | 0.0 | $227k | 2.0k | 113.27 |
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| Target Corporation (TGT) | 0.0 | $225k | 1.7k | 130.61 |
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| Goldman Sachs (GS) | 0.0 | $221k | NEW | 218.00 | 1011.37 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $217k | NEW | 881.00 | 246.24 |
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| Nutanix Cl A (NTNX) | 0.0 | $215k | NEW | 4.2k | 50.96 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $213k | NEW | 2.0k | 104.93 |
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| McDonald's Corporation (MCD) | 0.0 | $205k | -10% | 757.00 | 270.33 |
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| Paypal Holdings (PYPL) | 0.0 | $204k | -5% | 4.7k | 43.18 |
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| Joby Aviation Common Stock (JOBY) | 0.0 | $105k | NEW | 12k | 8.92 |
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| Nio Spon Ads (NIO) | 0.0 | $58k | 12k | 5.06 |
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| Bigbear Ai Hldgs (BBAI) | 0.0 | $43k | 12k | 3.67 |
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Past Filings by Clarity Wealth Advisors
SEC 13F filings are viewable for Clarity Wealth Advisors going back to 2019
- Clarity Wealth Advisors 2026 Q2 filed July 24, 2026
- Clarity Wealth Advisors 2026 Q1 filed April 24, 2026
- Clarity Wealth Advisors 2025 Q4 filed Jan. 23, 2026
- Clarity Wealth Advisors 2025 Q3 filed Oct. 24, 2025
- Clarity Wealth Advisors 2025 Q2 filed Aug. 7, 2025
- Clarity Wealth Advisors 2025 Q1 filed April 30, 2025
- Clarity Wealth Advisors 2024 Q4 filed Jan. 28, 2025
- Clarity Wealth Advisors 2024 Q3 filed Oct. 18, 2024
- Clarity Wealth Advisors 2024 Q2 filed July 18, 2024
- Clarity Wealth Advisors 2024 Q1 filed April 18, 2024
- Clarity Wealth Advisors 2023 Q4 filed Jan. 10, 2024
- Clarity Wealth Advisors 2023 Q3 filed Nov. 7, 2023
- Clarity Wealth Advisors 2023 Q2 filed July 28, 2023
- Clarity Wealth Advisors 2023 Q1 filed May 10, 2023
- Clarity Wealth Advisors 2022 Q4 filed Feb. 6, 2023
- Clarity Wealth Advisors 2022 Q3 filed Nov. 1, 2022