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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, VTI, QQQ, VIG, and represent 31.80% of Clarity Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CGBL, VYMI, VXUS, DIA, IJH, EEM, FBND, JCPB, VB, BIV.
Started 5 new stock positions in GPIQ, TGT, SMCI, BALI, GPIX.
Reduced shares in these 10 stocks: GOOGL, VCR, , NTNX, JEPI, IXJ, SNOW, SCHG, PINS, VV.
Sold out of its positions in FISV, NTNX, PINS, SCHG, SNOW, VV, W, WDAY.
Clarity Wealth Advisors was a net buyer of stock by $15M.
Clarity Wealth Advisors has $486M in assets under management (AUM), dropping by -0.77%.
Central Index Key (CIK): 0001767384

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Portfolio Holdings for Clarity Wealth Advisors

Clarity Wealth Advisors holds 107 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.2	$35M		137k	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.9	$34M		52k	650.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.6	$32M		101k	320.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.5	$32M		55k	577.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.6	$22M	+2%	104k	215.06	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	4.2	$20M	+6%	44k	463.19	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.1	$20M	+8%	258k	77.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.0	$19M	+6%	288k	67.53	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.1	$15M	+13%	162k	94.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.1	$15M	-3%	53k	287.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.0	$14M	+7%	55k	261.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.4	$12M	+9%	209k	56.79	View chart
Costco Wholesale Corporation (COST)	2.4	$12M		12k	996.41	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.4	$12M	+9%	245k	47.08	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	2.3	$11M	+6%	340k	33.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.3	$11M	+8%	147k	77.18	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.2	$11M	+10%	236k	45.62	View chart
Meta Platforms Cl A (META)	2.1	$10M		18k	572.12	View chart
Capital Group Core Balanced SHS (CGBL)	2.1	$10M	+41%	292k	34.41	View chart
JPMorgan Chase & Co. (JPM)	2.0	$9.9M		34k	294.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$9.6M		20k	479.19	View chart
Citigroup Com New (C)	1.9	$9.1M		80k	113.41	View chart
NVIDIA Corporation (NVDA)	1.9	$9.1M		52k	174.40	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$8.0M		28k	286.86	View chart
Johnson & Johnson (JNJ)	1.5	$7.4M		30k	244.44	View chart
Abbvie (ABBV)	1.5	$7.4M		34k	217.49	View chart
Visa Com Cl A (V)	1.5	$7.2M	+2%	24k	302.24	View chart
Tesla Motors (TSLA)	1.3	$6.3M	-2%	17k	371.75	View chart
Amgen (AMGN)	0.9	$4.2M		12k	351.85	View chart
Microsoft Corporation (MSFT)	0.9	$4.2M	+5%	11k	370.17	View chart
Amazon (AMZN)	0.8	$3.7M		18k	208.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$3.5M	-6%	62k	56.68	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$2.7M	+16%	50k	55.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.6M	+15%	4.4k	597.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.5M		3.8k	653.24	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.5	$2.3M	-9%	25k	93.54	View chart
Vanguard World Consum Dis Etf (VCR)	0.5	$2.3M	-13%	6.3k	359.05	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.4	$2.0M	-9%	17k	118.51	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$1.5M	+5%	36k	41.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.3M		27k	50.61	View chart
Broadcom (AVGO)	0.3	$1.2M		4.0k	309.52	View chart
Cisco Systems (CSCO)	0.2	$1.2M		15k	77.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.1M	-3%	43k	25.64	View chart
Netflix (NFLX)	0.2	$1.0M	+2%	11k	96.15	View chart
Synopsys (SNPS)	0.2	$849k		2.1k	396.48	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$843k	-18%	17k	49.37	View chart
Intel Corporation (INTC)	0.2	$827k	-5%	19k	44.13	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$816k	-7%	4.8k	168.87	View chart
Public Service Enterprise (PEG)	0.2	$800k		9.9k	80.95	View chart
Palantir Technologies Cl A (PLTR)	0.2	$792k	+21%	5.4k	146.28	View chart
Oracle Corporation (ORCL)	0.2	$786k	+22%	5.3k	147.12	View chart
Arista Networks Com Shs (ANET)	0.2	$734k	+5%	6.0k	122.78	View chart
Caterpillar (CAT)	0.1	$704k	-5%	994.00	708.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$678k		1.6k	426.40	View chart
Chevron Corporation (CVX)	0.1	$669k	-20%	3.2k	206.92	View chart
Mastercard Incorporated Cl A (MA)	0.1	$666k	-3%	1.3k	499.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$643k	-10%	1.5k	436.91	View chart
Applied Materials (AMAT)	0.1	$612k		1.8k	341.79	View chart
Cadence Design Systems (CDNS)	0.1	$603k		2.2k	277.87	View chart
Advanced Micro Devices (AMD)	0.1	$590k		2.9k	203.43	View chart
Fair Isaac Corporation (FICO)	0.1	$549k	+21%	514.00	1067.54	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$524k	NEW	17k	30.81	View chart
Super Micro Computer Com New (SMCI)	0.1	$503k	NEW	22k	22.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$492k	+2%	4.0k	124.30	View chart
Walt Disney Company (DIS)	0.1	$488k	-10%	5.1k	96.37	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$469k		1.2k	390.41	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$466k	-4%	19k	25.10	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$452k		3.1k	145.93	View chart
Honeywell International (HON)	0.1	$443k	-10%	2.0k	226.04	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$419k		3.5k	118.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$419k		2.8k	148.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$418k	+5%	7.7k	54.05	View chart
Home Depot (HD)	0.1	$415k	-2%	1.3k	328.77	View chart
Carvana Cl A (CVNA)	0.1	$414k		1.3k	314.38	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$376k		5.4k	69.76	View chart
International Business Machines (IBM)	0.1	$366k	-5%	1.5k	242.39	View chart
Autodesk (ADSK)	0.1	$365k		1.5k	239.40	View chart
Palo Alto Networks (PANW)	0.1	$364k		2.3k	160.32	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$351k		11k	30.96	View chart
salesforce (CRM)	0.1	$335k		1.8k	186.67	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$328k	NEW	6.6k	50.04	View chart
Qualcomm (QCOM)	0.1	$323k	-3%	2.5k	128.76	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$320k	-3%	6.7k	47.53	View chart
Bank of America Corporation (BAC)	0.1	$316k		6.5k	48.75	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$315k	-12%	3.5k	89.33	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$304k	-9%	1.9k	158.45	View chart
Procter & Gamble Company (PG)	0.1	$294k	-6%	2.0k	144.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$294k	+3%	4.6k	64.08	View chart
Eli Lilly & Co. (LLY)	0.1	$287k		312.00	918.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$264k		11k	24.75	View chart
McDonald's Corporation (MCD)	0.1	$263k	-4%	847.00	310.81	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$258k		633.00	407.51	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$256k	-6%	2.6k	99.95	View chart
Rivian Automotive Com Cl A (RIVN)	0.1	$252k	+11%	17k	15.05	View chart
Wal-Mart Stores (WMT)	0.1	$246k	-2%	2.0k	124.30	View chart
American Express Company (AXP)	0.0	$238k	-2%	787.00	302.63	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.0	$238k	NEW	4.8k	49.49	View chart
Coreweave Com Cl A (CRWV)	0.0	$232k		3.0k	77.47	View chart
Paypal Holdings (PYPL)	0.0	$226k		5.0k	45.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$220k		1.0k	213.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$219k		1.1k	196.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$218k	-5%	1.5k	142.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$216k		7.4k	29.08	View chart
Ge Aerospace Com New (GE)	0.0	$215k		757.00	283.74	View chart
Target Corporation (TGT)	0.0	$209k	NEW	1.7k	121.20	View chart
Nio Spon Ads (NIO)	0.0	$69k		12k	6.03	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$42k		12k	3.52	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 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
Clarity Wealth Advisors 2022 Q2 filed July 19, 2022

View all past filings

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