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Clarity Wealth Advisors

Latest statistics and disclosures from Clarity Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPY, QQQ, VTI, VIG, and represent 31.50% of Clarity Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CGBL, CRWD, VYMI, VB, IJH, CGGO, VXUS, EEM, DIA, ITOT.
Started 3 new stock positions in MRVL, NET, W.
Reduced shares in these 10 stocks: QQQ, SPY, VTI, AAPL, NVDA, GOOGL, IGM, WMT, , MCD.
Sold out of its positions in GS, MCD, WMT.
Clarity Wealth Advisors was a net buyer of stock by $3.7M.
Clarity Wealth Advisors has $575M in assets under management (AUM), dropping by 1.43%.
Central Index Key (CIK): 0001767384

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Positions held by Clarity Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 116 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.6	$44M		132k	333.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.6	$38M	-3%	50k	762.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.6	$38M	-4%	51k	739.77	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	6.4	$37M	-2%	98k	374.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.3	$25M		107k	233.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.1	$24M	+2%	280k	84.96	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	4.1	$24M		46k	508.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.9	$23M	+3%	313k	71.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.3	$19M	+4%	186k	101.13	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	3.0	$18M	+4%	62k	284.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.0	$17M		50k	344.08	View chart
Capital Group Core Balanced SHS (CGBL)	2.7	$16M	+16%	429k	36.75	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.7	$15M	+4%	231k	66.79	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	2.7	$15M	+4%	383k	39.78	View chart
Meta Platforms Cl A (META)	2.3	$13M		19k	725.17	View chart
NVIDIA Corporation (NVDA)	2.2	$13M	-4%	56k	228.38	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.1	$12M		267k	44.78	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.0	$12M		158k	72.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.0	$11M	+2%	261k	43.30	View chart
JPMorgan Chase & Co. (JPM)	1.9	$11M		34k	330.83	View chart
Costco Wholesale Corporation (COST)	1.9	$11M	+2%	12k	910.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$10M		21k	497.94	View chart
Citigroup Com New (C)	1.7	$10M		78k	129.48	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$9.3M		27k	340.75	View chart
Abbvie (ABBV)	1.6	$9.2M		35k	261.59	View chart
Visa Com Cl A (V)	1.6	$8.9M		25k	359.32	View chart
Johnson & Johnson (JNJ)	1.4	$8.3M		31k	264.74	View chart
Tesla Motors (TSLA)	1.1	$6.0M		17k	354.81	View chart
Microsoft Corporation (MSFT)	1.0	$5.8M		11k	512.91	View chart
Amgen (AMGN)	0.9	$5.0M		12k	421.51	View chart
Amazon (AMZN)	0.7	$4.3M		17k	249.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$3.5M		62k	56.22	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$3.3M	+4%	54k	61.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$3.1M		4.5k	700.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.7M	-4%	3.6k	765.85	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.5	$2.6M		33k	78.03	View chart
Intel Corporation (INTC)	0.4	$2.3M		19k	120.23	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.4	$2.2M	-11%	13k	169.04	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.3	$1.8M	-9%	17k	102.12	View chart
Cisco Systems (CSCO)	0.3	$1.6M		15k	107.63	View chart
Arista Networks Com Shs (ANET)	0.3	$1.5M	-4%	7.5k	203.59	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$1.5M	-11%	4.1k	364.72	View chart
Advanced Micro Devices (AMD)	0.2	$1.4M	-3%	2.3k	611.76	View chart
Broadcom (AVGO)	0.2	$1.4M		3.9k	351.19	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.3M	+300%	4.8k	264.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.2M	-2%	41k	30.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$1.2M	-7%	24k	50.37	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$1.2M		24k	50.14	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.1M	+3%	5.6k	187.05	View chart
Super Micro Computer Com New (SMCI)	0.2	$950k	+4%	23k	41.07	View chart
Synopsys (SNPS)	0.2	$929k		2.1k	434.94	View chart
Applied Materials (AMAT)	0.2	$915k		1.8k	511.38	View chart
Palo Alto Networks (PANW)	0.2	$901k		2.3k	397.31	View chart
Oracle Corporation (ORCL)	0.2	$863k	+17%	6.3k	137.31	View chart
Netflix (NFLX)	0.1	$815k	+7%	12k	69.58	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$772k	-8%	3.7k	210.53	View chart
Fiserv (FISV)	0.1	$768k		17k	45.18	View chart
Cadence Design Systems (CDNS)	0.1	$716k		2.2k	330.18	View chart
Public Service Enterprise (PEG)	0.1	$678k		10k	67.34	View chart
Mastercard Incorporated Cl A (MA)	0.1	$671k	-5%	1.2k	551.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$669k	-3%	5.3k	125.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$647k	+163%	3.9k	166.27	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$640k	-5%	7.1k	90.12	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$610k	+2%	18k	34.46	View chart
Chevron Corporation (CVX)	0.1	$596k	-13%	2.9k	204.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$590k		4.3k	136.04	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$551k	-11%	10k	53.40	View chart
International Business Machines (IBM)	0.1	$544k	+65%	2.5k	219.93	View chart
Caterpillar (CAT)	0.1	$509k	-13%	627.00	811.01	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$494k		3.3k	148.30	View chart
Walt Disney Company (DIS)	0.1	$457k	-7%	4.4k	104.90	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$449k	-12%	15k	29.31	View chart
salesforce (CRM)	0.1	$439k	+9%	1.9k	229.57	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$430k	+14%	7.7k	55.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$423k		7.1k	59.31	View chart
Logitech Intl S A SHS (LOGI)	0.1	$419k	-5%	4.1k	100.99	View chart
Carvana Cl A (CVNA)	0.1	$411k		6.6k	62.54	View chart
Qualcomm (QCOM)	0.1	$404k		2.2k	184.02	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$404k	-8%	5.0k	81.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$386k		11k	34.02	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$385k	-11%	2.6k	146.48	View chart
Snowflake Com Shs (SNOW)	0.1	$374k		1.1k	339.56	View chart
Bank of America Corporation (BAC)	0.1	$370k	+6%	6.8k	54.43	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$366k	+26%	6.3k	57.98	View chart
Marvell Technology (MRVL)	0.1	$355k	NEW	1.3k	264.21	View chart
Eli Lilly & Co. (LLY)	0.1	$353k	-2%	305.00	1156.07	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$347k	-4%	6.4k	54.43	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$344k	-2%	2.3k	148.19	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$340k	-4%	1.8k	185.40	View chart
Home Depot (HD)	0.1	$336k	-4%	1.2k	284.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$332k	-24%	2.1k	155.20	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$325k		3.8k	85.49	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$315k	-5%	3.2k	97.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$314k		4.4k	70.61	View chart
Autodesk (ADSK)	0.1	$310k	-2%	1.5k	209.00	View chart
Fair Isaac Corporation (FICO)	0.1	$305k		515.00	592.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$292k		11k	27.47	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$279k	+11%	19k	14.94	View chart
Target Corporation (TGT)	0.0	$270k		1.7k	156.69	View chart
Nutanix Cl A (NTNX)	0.0	$262k	-11%	3.7k	70.41	View chart
Coreweave Com Cl A (CRWV)	0.0	$261k		3.0k	87.12	View chart
Ge Aerospace Com New (GE)	0.0	$257k	-3%	822.00	312.12	View chart
Procter & Gamble Company (PG)	0.0	$256k	-6%	1.8k	145.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$255k		1.0k	247.93	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$253k		1.2k	216.17	View chart
Paypal Holdings (PYPL)	0.0	$249k		4.7k	52.53	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$246k		2.0k	121.24	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$242k		7.4k	32.63	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$229k	-2%	502.00	456.19	View chart
American Express Company (AXP)	0.0	$228k		748.00	304.25	View chart
Wayfair Cl A (W)	0.0	$205k	NEW	2.0k	102.56	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$205k		883.00	231.69	View chart
Cloudflare Cl A Com (NET)	0.0	$204k	NEW	587.00	347.28	View chart
Joby Aviation Common Stock (JOBY)	0.0	$74k	+3%	12k	6.05	View chart
Nio Spon Ads (NIO)	0.0	$39k		12k	3.43	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$34k	+8%	13k	2.65	View chart

Past Filings by Clarity Wealth Advisors

SEC 13F filings are viewable for Clarity Wealth Advisors going back to 2019

Clarity Wealth Advisors 2026 Q3 filed Oct. 21, 2026
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

View all past filings

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