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Clarity Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Clarity Wealth Advisors, LLC

Investment Activity

  • Clarity Wealth Advisors, LLC has $486.37 million in total holdings as of March 31, 2026.
  • Clarity Wealth Advisors, LLC owns shares of 107 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 3.99% of the portfolio was purchased this quarter.
  • About 0.99% of the portfolio was sold this quarter.
  • This quarter, Clarity Wealth Advisors, LLC has purchased 110 new stocks and bought additional shares in 47 stocks.
  • Clarity Wealth Advisors, LLC sold shares of 44 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple
$34,879,406
Invesco QQQ
$31,489,862

Largest New Holdings this Quarter

09290C863 - BLACKROCK ETF TRUST
$523,770 Holding
86800U302 - SUPER MICRO COMPUTER INC
$503,445 Holding
38149W622 - GOLDMAN SACHS ETF TR
$327,762 Holding
38149W630 - GOLDMAN SACHS ETF TR
$237,552 Holding
87612E106 - Target
$208,464 Holding

Largest Purchases this Quarter

CAPITAL GROUP CORE BALANCED
85,648 shares (about $2.95M)
Vanguard Total International Stock ETF
21,144 shares (about $1.63M)
iShares Core S&P Mid-Cap ETF
16,574 shares (about $1.12M)

Largest Sales this Quarter

Alphabet
1,648 shares (about $473.90K)
Vanguard Consumer Discretionary ETF
970 shares (about $348.28K)
JPMorgan Equity Premium Income ETF
4,274 shares (about $242.25K)
iShares Global Healthcare ETF
2,558 shares (about $239.27K)
iShares Expanded Tech Sector ETF
1,709 shares (about $202.53K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofClarity Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$34,879,406$172,070 â–²0.5%137,4347.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$33,616,011$133,319 â–²0.4%51,6906.9%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$32,304,288$254,082 â–²0.8%100,6966.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$31,489,862$98,121 â–²0.3%54,5586.5%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$22,394,596$509,261 â–²2.3%104,1324.6%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$20,246,873$1,206,605 â–²6.3%43,7124.2%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$19,912,758$1,630,416 â–²8.9%258,2384.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$19,439,704$1,119,241 â–²6.1%287,8684.0%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$15,273,210$1,757,295 â–²13.0%162,0673.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,266,951$473,902 â–¼-3.0%53,0913.1%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$14,432,655$962,037 â–²7.1%55,1033.0%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$11,887,618$1,058,395 â–²9.8%209,3262.4%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,689,901$9,964 â–²0.1%11,7322.4%Retail/Wholesale
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$11,525,655$980,064 â–²9.3%244,8102.4%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$11,353,508$742,149 â–²7.0%340,2312.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$11,333,651$912,499 â–²8.8%146,8472.3%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$10,758,188$1,001,951 â–²10.3%235,8222.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$10,350,770$17,164 â–¼-0.2%18,0922.1%Computer and Technology
CAPITAL GROUP CORE BALANCED
$10,059,454$2,947,148 â–²41.4%292,3412.1%SHS
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,897,458$44,712 â–²0.5%33,6472.0%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,578,973$46,960 â–²0.5%19,9902.0%Finance
Citigroup Inc. stock logo
C
Citigroup
$9,090,386$101,729 â–¼-1.1%80,1551.9%Financial Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$9,051,416$107,780 â–¼-1.2%51,9001.9%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$8,037,923$8,606 â–¼-0.1%28,0201.7%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,393,418$144,710 â–²2.0%30,2461.5%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$7,355,090$77,644 â–²1.1%33,8181.5%Medical
Visa Inc. stock logo
V
Visa
$7,213,193$142,051 â–²2.0%23,8661.5%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$6,290,382$131,971 â–¼-2.1%16,9211.3%Auto/Tires/Trucks
Amgen Inc. stock logo
AMGN
Amgen
$4,201,793$1,759 â–²0.0%11,9420.9%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$4,161,457$220,622 â–²5.6%11,2420.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,710,078$59,148 â–²1.6%17,8140.8%Retail/Wholesale
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,498,398$242,250 â–¼-6.5%61,7220.7%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$2,749,543$387,811 â–²16.4%49,5230.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,599,366$342,997 â–²15.2%4,3500.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,485,593$27,436 â–¼-1.1%3,8050.5%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$2,328,375$239,273 â–¼-9.3%24,8920.5%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$2,270,997$348,279 â–¼-13.3%6,3250.5%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$1,979,110$202,533 â–¼-9.3%16,7000.4%ETF
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$1,489,643$79,192 â–²5.6%35,7400.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,345,626$202 â–²0.0%26,5880.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,235,905$14,238 â–¼-1.1%3,9930.3%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,166,451$621 â–¼-0.1%15,0340.2%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,106,421$37,409 â–¼-3.3%43,1520.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,019,575$24,518 â–²2.5%10,6040.2%Consumer Discretionary
Synopsys, Inc. stock logo
SNPS
Synopsys
$848,467$793 â–¼-0.1%2,1400.2%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$842,663$186,523 â–¼-18.1%17,0680.2%ETF
Intel Corporation stock logo
INTC
Intel
$826,990$48,145 â–¼-5.5%18,7400.2%Computer and Technology
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$815,790$64,169 â–¼-7.3%4,8310.2%Finance
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$799,979$6,962 â–²0.9%9,8820.2%Utilities
PALANTIR TECHNOLOGIES INC
$792,106$138,381 â–²21.2%5,4150.2%CL A
Oracle Corporation stock logo
ORCL
Oracle
$786,375$143,740 â–²22.4%5,3450.2%Computer and Technology
ARISTA NETWORKS INC
$733,979$39,290 â–²5.7%5,9780.2%COM SHS
Caterpillar Inc. stock logo
CAT
Caterpillar
$704,059$41,082 â–¼-5.5%9940.1%Industrials
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$677,5500.0%1,5890.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$668,767$176,503 â–¼-20.9%3,2320.1%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$665,683$25,488 â–¼-3.7%1,3320.1%Business Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$642,693$73,401 â–¼-10.3%1,4710.1%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$611,8040.0%1,7900.1%Computer and Technology
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$602,7000.0%2,1690.1%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$589,540$610 â–¼-0.1%2,8980.1%Computer and Technology
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$548,716$98,214 â–²21.8%5140.1%Computer and Technology
BLACKROCK ETF TRUST
$523,770$523,770 â–²New Holding17,0000.1%ISHARES US LARG
SUPER MICRO COMPUTER INC
$503,445$503,445 â–²New Holding22,1100.1%COM NEW
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$492,240$11,684 â–²2.4%3,9600.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$488,025$55,703 â–¼-10.2%5,0640.1%Consumer Discretionary
CrowdStrike stock logo
CRWD
CrowdStrike
$468,882$781 â–²0.2%1,2010.1%Computer and Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$465,766$22,264 â–¼-4.6%18,5560.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$452,095$3,502 â–¼-0.8%3,0980.1%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$443,268$53,798 â–¼-10.8%1,9610.1%Multi-Sector Conglomerates
SHOPIFY INC
$419,322$7,473 â–²1.8%3,5350.1%CL A SUB VTG SHS
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$418,531$3,258 â–¼-0.8%2,8260.1%Financial Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$418,183$19,944 â–²5.0%7,7370.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$415,242$8,877 â–¼-2.1%1,2630.1%Retail/Wholesale
Carvana Co. stock logo
CVNA
Carvana
$414,353$5,659 â–¼-1.3%1,3180.1%Retail/Wholesale
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$375,914$6,697 â–²1.8%5,3890.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$366,009$23,027 â–¼-5.9%1,5100.1%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$365,0850.0%1,5250.1%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$363,926$2,725 â–²0.8%2,2700.1%Computer and Technology
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$351,3290.0%11,3480.1%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$335,259$6,533 â–¼-1.9%1,7960.1%Computer and Technology
GOLDMAN SACHS ETF TR
$327,762$327,762 â–²New Holding6,5500.1%S&P 500 PREMIUM
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$322,665$11,073 â–¼-3.3%2,5060.1%Computer and Technology
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$320,085$11,883 â–¼-3.6%6,7340.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$315,613$4,485 â–²1.4%6,4740.1%Finance
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$314,715$46,095 â–¼-12.8%3,5230.1%Finance
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$303,749$32,007 â–¼-9.5%1,9170.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$294,080$19,933 â–¼-6.3%2,0360.1%Consumer Staples
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$293,550$10,701 â–²3.8%4,5810.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$286,5860.0%3120.1%Medical
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$263,876$2,574 â–²1.0%10,6620.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$263,256$11,189 â–¼-4.1%8470.1%Retail/Wholesale
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$257,955$408 â–²0.2%6330.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$255,577$19,191 â–¼-7.0%2,5570.1%ETF
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$252,373$25,585 â–²11.3%16,7690.1%Auto/Tires/Trucks
WALMART INC
$245,980$5,842 â–¼-2.3%1,9790.1%COM
American Express Company stock logo
AXP
American Express
$238,166$5,447 â–¼-2.2%7870.0%Finance
GOLDMAN SACHS ETF TR
$237,552$237,552 â–²New Holding4,8000.0%NASDAQ-100 PREMI
COREWEAVE INC
$232,4100.0%3,0000.0%COM CL A
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$225,916$3,121 â–¼-1.4%4,9950.0%Business Services
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$219,6530.0%1,0280.0%ETF

Showing largest 100 holdings. View all holdings.
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