Clarity Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1767384 · latest 13F-HR filed 2026-07-24
Clarity Wealth Advisors, LLC manages $566.7M in 13F-reported U.S. long-equity assets across 117 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQ (6.91%), AAPL (6.83%), SPY (6.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 1, added to 74, and trimmed 17.
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.
SAN JOSE, CA 95126
$566.7M
Long-equity book
117
Distinct positions
2026-06-30
Filed 2026-07-24
+10 / −1 / ↑74 / ↓17
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO QQQ TR$7.7M +24.4%
- VANGUARD INDEX FDS$4.8M +14.7%
- STATE STR SPDR S&P 500 ETF T$4.6M +13.6%
- APPLE INC$4.3M +12.6%
- CAPITAL GROUP GBL GROWTH EQT$4.1M +36.5%
Top Trims
- COSTCO WHOLESALE CORPORATION-$621.2K -5.3%
- ISHARES TR-$456.3K -19.6%
- VANGUARD WORLD FD-$431.0K -19.0%
- NETFLIX INC.-$241.3K -23.7%
- SELECT SECTOR SPDR TR-$215.9K -25.6%
New Positions
- VANGUARD SCOTTSDALE FDS$1.3M
- FISERV INC$833.9K
- LOGITECH INTL S A$413.5K
- SNOWFLAKE INC$285.0K
- TAIWAN SEMICONDUCTOR MANUFAC$245.5K
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 | INVESCO QQQ TR | QQQ | 46090E103 | $39.2M | 6.91% | 53,200 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $38.7M | 6.83% | 133,752 | SH |
| 3 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $38.2M | 6.74% | 51,157 | SH |
| 4 | VANGUARD INDEX FDS | VTI | 922908769 | $37.1M | 6.54% | 100,173 | SH |
| 5 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $25.0M | 4.41% | 105,705 | SH |
| 6 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $23.7M | 4.17% | 45,279 | SH |
| 7 | ISHARES TR | IJH | 464287507 | $23.3M | 4.11% | 302,394 | SH |
| 8 | VANGUARD STAR FDS | VXUS | 921909768 | $23.3M | 4.11% | 272,333 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $18.2M | 3.21% | 50,981 | SH |
| 10 | VANGUARD INDEX FDS | VB | 922908751 | $17.8M | 3.14% | 58,679 | SH |
| 11 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $17.5M | 3.09% | 178,258 | SH |
| 12 | CAPITAL GROUP GBL GROWTH EQT | CGGO | 14020X104 | $15.5M | 2.73% | 366,115 | SH |
| 13 | ISHARES TR | EEM | 464287234 | $15.1M | 2.67% | 220,974 | SH |
| 14 | CAPITAL GROUP CORE BALANCED | CGBL | 14021D107 | $14.0M | 2.48% | 369,648 | SH |
| 15 | J P MORGAN EXCHANGE TRADED F | JCPB | 46641Q670 | $12.3M | 2.18% | 262,601 | SH |
| 16 | VANGUARD BD INDEX FDS | BIV | 921937819 | $12.0M | 2.11% | 155,914 | SH |
| 17 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $11.6M | 2.05% | 255,355 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $11.6M | 2.04% | 57,903 | SH |
| 19 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $11.1M | 1.95% | 11,832 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $11.0M | 1.93% | 33,494 | SH |
| 21 | CITIGROUP INC | C | 172967424 | $10.9M | 1.93% | 78,076 | SH |
| 22 | META PLATFORMS INC | META | 30303M102 | $10.3M | 1.82% | 18,356 | SH |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $10.2M | 1.80% | 20,379 | SH |
| 24 | ALPHABET INC | GOOG | 02079K107 | $9.7M | 1.71% | 27,459 | SH |
| 25 | ABBVIE INC | ABBV | 00287Y109 | $8.7M | 1.53% | 34,503 | SH |
| 26 | VISA INC | V | 92826C839 | $8.4M | 1.48% | 24,401 | SH |
| 27 | JOHNSON & JOHNSON | JNJ | 478160104 | $7.9M | 1.39% | 30,927 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $7.2M | 1.27% | 17,081 | SH |
| 29 | AMGEN INC | AMGN | 031162100 | $4.3M | 0.76% | 11,883 | SH |
| 30 | MICROSOFT CORP | MSFT | 594918104 | $4.2M | 0.74% | 11,209 | SH |
| 31 | AMAZON COM INC | AMZN | 023135106 | $4.2M | 0.74% | 17,481 | SH |
| 32 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $3.5M | 0.63% | 62,799 | SH |
| 33 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $3.2M | 0.56% | 51,418 | SH |
| 34 | VANGUARD INDEX FDS | VOO | 922908363 | $3.1M | 0.54% | 4,491 | SH |
| 35 | ISHARES TR | IVV | 464287200 | $2.8M | 0.49% | 3,723 | SH |
| 36 | INTEL CORP | INTC | 458140100 | $2.7M | 0.48% | 19,584 | SH |
| 37 | PROSHARES TR | TQQQ | 74347X831 | $2.7M | 0.47% | 33,140 | SH |
| 38 | ISHARES TR | IGM | 464287549 | $2.4M | 0.42% | 14,587 | SH |
| 39 | ISHARES TR | IXJ | 464287325 | $1.9M | 0.33% | 19,029 | SH |
| 40 | VANGUARD WORLD FD | VCR | 92204A108 | $1.8M | 0.32% | 4,639 | SH |
| 41 | CISCO SYS INC | CSCO | 17275R102 | $1.8M | 0.31% | 15,005 | SH |
| 42 | BROADCOM INC | AVGO | 11135F101 | $1.5M | 0.26% | 3,949 | SH |
| 43 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.4M | 0.24% | 2,371 | SH |
| 44 | ARISTA NETWORKS INC | ANET | 040413205 | $1.3M | 0.24% | 7,930 | SH |
| 45 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $1.3M | 0.24% | 26,347 | SH |
| 46 | VANGUARD SCOTTSDALE FDS | VGLT | 92206C847 | $1.3M | 0.23% | 24,029 | SH |
| 47 | APPLIED MATLS INC | AMAT | 038222105 | $1.3M | 0.23% | 1,790 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $1.2M | 0.22% | 42,293 | SH |
| 49 | SYNOPSYS INC | SNPS | 871607107 | $954.6K | 0.17% | 2,140 | SH |
| 50 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $915.0K | 0.16% | 1,199 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | $566.7M | 117 | 0001767384-26-000004 |
| 2026-03-31 | 2026-04-24 | $486.4M | 108 | 0001767384-26-000002 |
| 2025-12-31 | 2026-01-23 | $490.1M | 111 | 0001767384-26-000001 |