Clarity Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1767384 · latest 13F-HR filed 2026-04-24
Clarity Wealth Advisors, LLC manages $486.4M in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (7.07%), SPY (6.91%), VTI (6.64%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 8, added to 26, and trimmed 53.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$486.4M
Long-equity book
108
Distinct positions
2026-03-31
Filed 2026-04-24
+5 / −8 / ↑26 / ↓53
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CAPITAL GROUP CORE BALANCED$2.8M +37.8%
- VANGUARD WHITEHALL FDS$2.4M +18.3%
- VANGUARD STAR FDS$2.0M +11.3%
- COSTCO WHOLESALE CORPORATION$1.6M +15.6%
- ISHARES TR$1.5M +8.6%
Top Trims
- APPLE INC-$2.8M -7.5%
- INVESCO QQQ TR-$1.9M -5.7%
- ALPHABET INC-$1.9M -10.9%
- META PLATFORMS INC-$1.6M -13.5%
- TESLA INC-$1.5M -19.0%
New Positions
- BLACKROCK ETF TRUST$523.8K
- SUPER MICRO COMPUTER INC$503.4K
- GOLDMAN SACHS ETF TR$327.8K
- GOLDMAN SACHS ETF TR$237.6K
- TARGET CORP$208.5K
Exited Positions
- WORKDAY INC$331.2K
- SNOWFLAKE INC$234.7K
- SCHWAB STRATEGIC TR$225.0K
- NUTANIX INC$218.2K
- PINTEREST INC$208.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $34.4M | 7.07% | 135,434 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $33.6M | 6.91% | 51,690 | SH |
| 3 | VANGUARD INDEX FDS | VTI | 922908769 | $32.3M | 6.64% | 100,696 | SH |
| 4 | INVESCO QQQ TR | QQQ | 46090E103 | $31.5M | 6.47% | 54,558 | SH |
| 5 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $22.4M | 4.60% | 104,132 | SH |
| 6 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $20.2M | 4.16% | 43,712 | SH |
| 7 | VANGUARD STAR FDS | VXUS | 921909768 | $19.9M | 4.09% | 258,238 | SH |
| 8 | ISHARES TR | IJH | 464287507 | $19.4M | 4.00% | 287,868 | SH |
| 9 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $15.3M | 3.14% | 162,067 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $15.3M | 3.14% | 53,091 | SH |
| 11 | VANGUARD INDEX FDS | VB | 922908751 | $14.4M | 2.97% | 55,103 | SH |
| 12 | ISHARES TR | EEM | 464287234 | $11.9M | 2.44% | 209,326 | SH |
| 13 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $11.7M | 2.40% | 11,732 | SH |
| 14 | J P MORGAN EXCHANGE TRADED F | JCPB | 46641Q670 | $11.5M | 2.37% | 244,810 | SH |
| 15 | CAPITAL GROUP GBL GROWTH EQT | CGGO | 14020X104 | $11.4M | 2.33% | 340,231 | SH |
| 16 | VANGUARD BD INDEX FDS | BIV | 921937819 | $11.3M | 2.33% | 146,847 | SH |
| 17 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $10.8M | 2.21% | 235,822 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $10.4M | 2.13% | 18,092 | SH |
| 19 | CAPITAL GROUP CORE BALANCED | CGBL | 14021D107 | $10.1M | 2.07% | 292,341 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $9.9M | 2.03% | 33,647 | SH |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $9.6M | 1.97% | 19,990 | SH |
| 22 | CITIGROUP INC | C | 172967424 | $9.1M | 1.87% | 80,155 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $9.1M | 1.86% | 51,900 | SH |
| 24 | ALPHABET INC | GOOG | 02079K107 | $8.0M | 1.65% | 28,020 | SH |
| 25 | JOHNSON & JOHNSON | JNJ | 478160104 | $7.4M | 1.52% | 30,246 | SH |
| 26 | ABBVIE INC | ABBV | 00287Y109 | $7.4M | 1.51% | 33,818 | SH |
| 27 | VISA INC | V | 92826C839 | $7.2M | 1.48% | 23,866 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $6.3M | 1.29% | 16,921 | SH |
| 29 | AMGEN INC | AMGN | 031162100 | $4.2M | 0.86% | 11,942 | SH |
| 30 | MICROSOFT CORP | MSFT | 594918104 | $4.2M | 0.86% | 11,242 | SH |
| 31 | AMAZON COM INC | AMZN | 023135106 | $3.7M | 0.76% | 17,814 | SH |
| 32 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $3.5M | 0.72% | 61,722 | SH |
| 33 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $2.7M | 0.57% | 49,523 | SH |
| 34 | VANGUARD INDEX FDS | VOO | 922908363 | $2.6M | 0.53% | 4,350 | SH |
| 35 | ISHARES TR | IVV | 464287200 | $2.5M | 0.51% | 3,805 | SH |
| 36 | ISHARES TR | IXJ | 464287325 | $2.3M | 0.48% | 24,892 | SH |
| 37 | VANGUARD WORLD FD | VCR | 92204A108 | $2.3M | 0.47% | 6,325 | SH |
| 38 | ISHARES TR | IGM | 464287549 | $2.0M | 0.41% | 16,700 | SH |
| 39 | PROSHARES TR | TQQQ | 74347X831 | $1.5M | 0.31% | 35,740 | SH |
| 40 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $1.3M | 0.28% | 26,588 | SH |
| 41 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 0.25% | 3,993 | SH |
| 42 | CISCO SYS INC | CSCO | 17275R102 | $1.2M | 0.24% | 15,034 | SH |
| 43 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $1.1M | 0.23% | 43,152 | SH |
| 44 | NETFLIX INC. | NFLX | 64110L106 | $1.0M | 0.21% | 10,604 | SH |
| 45 | SYNOPSYS INC | SNPS | 871607107 | $848.5K | 0.17% | 2,140 | SH |
| 46 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $842.7K | 0.17% | 17,068 | SH |
| 47 | INTEL CORP | INTC | 458140100 | $827.0K | 0.17% | 18,740 | SH |
| 48 | ISHARES TR | IBB | 464287556 | $815.8K | 0.17% | 4,831 | SH |
| 49 | PUBLIC SVC ENTERPRISE GROUP | PEG | 744573106 | $800.0K | 0.16% | 9,882 | SH |
| 50 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $792.1K | 0.16% | 5,415 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $486.4M | 108 | 0001767384-26-000002 |
| 2025-12-31 | 2026-01-23 | $490.1M | 111 | 0001767384-26-000001 |