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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 $574.84 million in total holdings as of September 30, 2026.
  • Clarity Wealth Advisors, LLC owns shares of 116 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 2.07% of the portfolio was purchased this quarter.
  • About 1.42% of the portfolio was sold this quarter.
  • This quarter, Clarity Wealth Advisors, LLC has purchased 116 new stocks and bought additional shares in 45 stocks.
  • Clarity Wealth Advisors, LLC sold shares of 53 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple
$43,842,742
Invesco QQQ
$37,767,288

Largest New Holdings this Quarter

573874104 - Marvell Technology
$355,098 Holding
94419L101 - Wayfair
$205,120 Holding
18915M107 - Cloudflare
$203,853 Holding

Largest Purchases this Quarter

CAPITAL GROUP CORE BALANCED
59,769 shares (about $2.20M)
CrowdStrike
3,597 shares (about $952.31K)
Vanguard Small-Cap ETF
2,805 shares (about $797.99K)
iShares Core S&P Mid-Cap ETF
10,232 shares (about $736.19K)

Largest Sales this Quarter

Invesco QQQ
2,147 shares (about $1.59M)
SPDR S&P 500 ETF Trust
1,618 shares (about $1.23M)
Vanguard Total Stock Market ETF
2,013 shares (about $753.34K)
Apple
2,100 shares (about $699.34K)
NVIDIA
2,726 shares (about $622.56K)

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
$43,842,742$699,342 ▼-1.6%131,6527.6%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$37,779,665$1,233,927 ▼-3.2%49,5396.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$37,767,288$1,588,278 ▼-4.0%51,0536.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$36,735,296$753,343 ▼-2.0%98,1606.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$24,976,221$314,268 ▲1.3%107,0524.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$23,789,920$652,493 ▲2.8%280,0134.1%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$23,478,440$451,596 ▲2.0%46,1674.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$22,493,434$736,192 ▲3.4%312,6263.9%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$18,826,985$799,737 ▲4.4%186,1663.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$17,491,502$797,991 ▲4.8%61,4843.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$17,232,012$309,675 ▼-1.8%50,0813.0%Communication Services
CAPITAL GROUP CORE BALANCED
$15,781,075$2,196,511 ▲16.2%429,4172.7%SHS
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$15,405,509$646,661 ▲4.4%230,6562.7%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$15,240,315$676,260 ▲4.6%383,1152.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,425,776$114,577 ▲0.9%18,5142.3%Communication Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$12,715,468$622,562 ▼-4.7%55,6772.2%Technology
J P MORGAN EXCHANGE TRADED F
$11,966,291$207,018 ▲1.8%267,2242.1%CORE PLUS BD ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$11,495,924$136,030 ▲1.2%157,7812.0%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$11,296,223$239,362 ▲2.2%260,8832.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$11,089,945$9,263 ▲0.1%33,5221.9%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,031,234$260,351 ▲2.4%12,1181.9%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,316,782$169,299 ▲1.7%20,7191.8%Finance
Citigroup Inc. stock logo
C
Citigroup
$10,050,657$58,655 ▼-0.6%77,6231.7%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$9,327,555$28,963 ▼-0.3%27,3741.6%Communication Services
AbbVie Inc. stock logo
ABBV
AbbVie
$9,162,215$136,550 ▲1.5%35,0251.6%Healthcare
Visa Inc. stock logo
V
Visa
$8,914,125$146,245 ▲1.7%24,8081.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$8,316,279$128,664 ▲1.6%31,4131.4%Healthcare
Tesla, Inc. stock logo
TSLA
Tesla
$6,039,931$20,579 ▼-0.3%17,0231.1%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$5,774,368$25,133 ▲0.4%11,2581.0%Technology
Amgen Inc. stock logo
AMGN
Amgen
$5,008,8030.0%11,8830.9%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,279,348$75,990 ▼-1.7%17,1760.7%Consumer Discretionary
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,504,751$25,805 ▼-0.7%62,3400.6%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$3,305,595$155,723 ▲4.9%53,9600.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,149,629$2,103 ▲0.1%4,4940.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,723,347$127,896 ▼-4.5%3,5560.5%ETF
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$2,607,784$21,849 ▲0.8%33,4200.5%ETF
Intel Corporation stock logo
INTC
Intel
$2,310,391$44,246 ▼-1.9%19,2160.4%Technology
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$2,190,418$275,366 ▼-11.2%12,9580.4%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$1,750,471$192,806 ▼-9.9%17,1410.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,611,385$3,552 ▼-0.2%14,9720.3%Technology
ARISTA NETWORKS INC
$1,536,087$78,382 ▼-4.9%7,5450.3%COM SHS
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$1,489,154$202,785 ▼-12.0%4,0830.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,398,483$52,000 ▼-3.6%2,2860.2%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,361,212$25,637 ▼-1.8%3,8760.2%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$1,269,741$952,306 ▲300.0%4,7960.2%Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,231,961$36,840 ▼-2.9%41,0650.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,226,587$100,486 ▼-7.6%24,3520.2%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$1,212,116$7,320 ▲0.6%24,1750.2%ETF
PALANTIR TECHNOLOGIES INC
$1,052,343$33,856 ▲3.3%5,6260.2%CL A
SUPER MICRO COMPUTER INC
$949,538$41,481 ▲4.6%23,1200.2%COM NEW
Synopsys, Inc. stock logo
SNPS
Synopsys
$928,597$2,175 ▼-0.2%2,1350.2%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$915,3700.0%1,7900.2%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$900,7020.0%2,2670.2%Technology
Oracle Corporation stock logo
ORCL
Oracle
$862,720$127,561 ▲17.4%6,2830.2%Technology
Netflix, Inc. stock logo
NFLX
Netflix
$814,851$56,429 ▲7.4%11,7110.1%Communication Services
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$771,803$69,054 ▼-8.2%3,6660.1%ETF
FISERV INC
$768,0600.0%17,0000.1%COM
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$716,1710.0%2,1690.1%Technology
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$677,533$6,600 ▲1.0%10,0610.1%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$671,403$35,860 ▼-5.1%1,2170.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$668,888$22,923 ▼-3.3%5,3400.1%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$646,451$401,372 ▲163.8%3,8880.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$639,817$39,470 ▼-5.8%7,1000.1%ETF
BLACKROCK ETF TRUST
$609,942$17,230 ▲2.9%17,7000.1%ISHARES US LARG
Chevron Corporation stock logo
CVX
Chevron
$596,380$92,316 ▼-13.4%2,9200.1%Energy
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$589,608$10,883 ▲1.9%4,3340.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$551,355$72,944 ▼-11.7%10,3250.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$544,107$214,652 ▲65.2%2,4740.1%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$508,506$81,912 ▼-13.9%6270.1%Industrials
SHOPIFY INC
$493,691$8,305 ▼-1.7%3,3290.1%CL A SUB VTG SHS
The Walt Disney Company stock logo
DIS
Walt Disney
$456,946$35,351 ▼-7.2%4,3560.1%Communication Services
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$449,154$65,216 ▼-12.7%15,3240.1%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$438,708$38,797 ▲9.7%1,9110.1%Technology
GOLDMAN SACHS ETF TR
$429,891$53,039 ▲14.1%7,7000.1%S&P 500 PREMIUM
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$422,571$1,957 ▼-0.5%7,1250.1%ETF
Logitech International S.A. stock logo
LOGI
Logitech International
$418,604$25,450 ▼-5.7%4,1450.1%Technology
Carvana Co. stock logo
CVNA
Carvana
$410,7630.0%6,5680.1%Consumer Discretionary
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$403,921$7,177 ▼-1.7%2,1950.1%Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$403,563$38,636 ▼-8.7%4,9720.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$386,0530.0%11,3480.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$385,250$50,683 ▼-11.6%2,6300.1%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$373,516$6,791 ▼-1.8%1,1000.1%Technology
Bank of America Corporation stock logo
BAC
Bank of America
$370,325$23,839 ▲6.9%6,8040.1%Finance
GOLDMAN SACHS ETF TR
$366,144$76,244 ▲26.3%6,3150.1%NASDA 100 ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$355,098$355,098 ▲New Holding1,3440.1%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$352,601$10,405 ▼-2.9%3050.1%Healthcare
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$346,522$16,874 ▼-4.6%6,3660.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$344,098$8,891 ▼-2.5%2,3220.1%ETF
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$340,209$15,203 ▼-4.3%1,8350.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$335,627$17,350 ▼-4.9%1,1800.1%Consumer Discretionary
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$332,438$106,157 ▼-24.2%2,1420.1%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$324,765$85 ▲0.0%3,7990.1%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$314,933$18,371 ▼-5.5%3,2400.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$314,144$1,200 ▲0.4%4,4490.1%ETF
Autodesk, Inc. stock logo
ADSK
Autodesk
$310,365$8,360 ▼-2.6%1,4850.1%Technology
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$305,1220.0%5150.1%Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$292,1420.0%10,6350.1%ETF
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$279,214$28,685 ▲11.4%18,6890.0%Consumer Discretionary
Target Corporation stock logo
TGT
Target
$269,5070.0%1,7200.0%Consumer Staples
Nutanix stock logo
NTNX
Nutanix
$261,996$35,205 ▼-11.8%3,7210.0%Technology

Showing largest 100 holdings. View all holdings.
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