Clarity Wealth Advisors

Clarity Wealth Advisors as of March 31, 2026

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