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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 $566.73 million in total holdings as of June 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 3.95% of the portfolio was purchased this quarter.
  • About 1.38% of the portfolio was sold this quarter.
  • This quarter, Clarity Wealth Advisors, LLC has purchased 107 new stocks and bought additional shares in 44 stocks.
  • Clarity Wealth Advisors, LLC sold shares of 48 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Invesco QQQ
$39,176,576
Apple
$38,702,448

Largest New Holdings this Quarter

92206C847 - Vanguard Long-Term Treasury ETF
$1,325,942 Holding
337738108 - FISERV INC
$833,850 Holding
H50430232 - Logitech International
$413,494 Holding
833445109 - Snowflake
$285,040 Holding
874039100 - Taiwan Semiconductor Manufacturing
$245,471 Holding

Largest Purchases this Quarter

CAPITAL GROUP CORE BALANCED
77,307 shares (about $2.93M)
Vanguard Long-Term Treasury ETF
24,029 shares (about $1.33M)
NVIDIA
6,503 shares (about $1.30M)
Vanguard Total International Stock ETF
14,095 shares (about $1.20M)

Largest Sales this Quarter

Apple
3,682 shares (about $1.07M)
Invesco QQQ
1,358 shares (about $1.00M)
Alphabet
2,110 shares (about $754.05K)
Vanguard Consumer Discretionary ETF
1,686 shares (about $668.74K)
iShares Global Healthcare ETF
5,863 shares (about $576.81K)

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
Invesco QQQ stock logo
QQQ
Invesco QQQ
$39,176,576$1,000,034 â–¼-2.5%53,2006.9%Finance
Apple Inc. stock logo
AAPL
Apple
$38,702,448$1,065,423 â–¼-2.7%133,7526.8%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$38,202,310$398,026 â–¼-1.0%51,1576.7%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$37,068,113$193,531 â–¼-0.5%100,1736.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$25,011,887$372,203 â–²1.5%105,7054.4%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$23,653,509$818,592 â–²3.6%45,2794.2%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$23,317,585$1,120,099 â–²5.0%302,3944.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$23,281,778$1,204,983 â–²5.5%272,3334.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$18,219,076$754,051 â–¼-4.0%50,9813.2%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$17,786,628$1,083,948 â–²6.5%58,6793.1%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$17,504,953$1,589,958 â–²10.0%178,2583.1%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$15,497,648$1,095,670 â–²7.6%366,1152.7%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$15,116,825$796,839 â–²5.6%220,9742.7%Finance
CAPITAL GROUP CORE BALANCED
$14,031,838$2,934,574 â–²26.4%369,6482.5%SHS
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$12,326,491$835,110 â–²7.3%262,6012.2%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$11,958,604$695,439 â–²6.2%155,9142.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$11,685,817$1,301,181 â–²12.5%58,4032.1%Computer and Technology
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$11,616,088$888,555 â–²8.3%255,3552.0%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,068,690$93,549 â–²0.9%11,8322.0%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$10,963,636$50,082 â–¼-0.5%33,4941.9%Finance
Citigroup Inc. stock logo
C
Citigroup
$10,927,565$290,978 â–¼-2.6%78,0761.9%Financial Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$10,339,867$148,710 â–²1.5%18,3561.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,197,203$194,647 â–²1.9%20,3791.8%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$9,702,232$198,221 â–¼-2.0%27,4591.7%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$8,682,438$172,375 â–²2.0%34,5031.5%Medical
Visa Inc. stock logo
V
Visa
$8,371,819$183,555 â–²2.2%24,4011.5%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,854,442$172,952 â–²2.3%30,9271.4%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$7,184,269$67,296 â–²0.9%17,0811.3%Auto/Tires/Trucks
Amgen Inc. stock logo
AMGN
Amgen
$4,303,072$21,365 â–¼-0.5%11,8830.8%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$4,181,116$12,309 â–¼-0.3%11,2090.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,166,372$79,366 â–¼-1.9%17,4810.7%Retail/Wholesale
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$3,546,897$60,829 â–²1.7%62,7990.6%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$3,160,121$116,466 â–²3.8%51,4180.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,084,446$96,840 â–²3.2%4,4910.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,787,797$61,402 â–¼-2.2%3,7230.5%ETF
Intel Corporation stock logo
INTC
Intel
$2,734,455$117,845 â–²4.5%19,5840.5%Computer and Technology
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$2,684,340$210,600 â–¼-7.3%33,1400.5%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$2,386,136$345,644 â–¼-12.7%14,5870.4%ETF
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$1,872,104$576,811 â–¼-23.6%19,0290.3%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$1,840,036$668,743 â–¼-26.7%4,6390.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,762,432$3,406 â–¼-0.2%15,0050.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,491,735$16,621 â–¼-1.1%3,9490.3%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,377,338$306,140 â–¼-18.2%2,3710.2%Computer and Technology
ARISTA NETWORKS INC
$1,347,148$331,606 â–²32.7%7,9300.2%COM SHS
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,332,385$12,188 â–¼-0.9%26,3470.2%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$1,325,942$1,325,942 â–²New Holding24,0290.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,294,1700.0%1,7900.2%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,244,691$25,281 â–¼-2.0%42,2930.2%ETF
Synopsys, Inc. stock logo
SNPS
Synopsys
$954,5900.0%2,1400.2%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$915,005$1,526 â–¼-0.2%1,1990.2%Computer and Technology
FISERV INC
$833,850$833,850 â–²New Holding17,0000.1%COM
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$814,0690.0%2,1690.1%Computer and Technology
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$808,592$6,574 â–²0.8%9,9630.1%Utilities
Oracle Corporation stock logo
ORCL
Oracle
$784,618$1,319 â–²0.2%5,3540.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$778,260$21,134 â–²2.8%10,9000.1%Consumer Discretionary
Caterpillar Inc. stock logo
CAT
Caterpillar
$775,276$283,274 â–¼-26.8%7280.1%Industrials
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$773,092$1,023 â–¼-0.1%2,2670.1%Computer and Technology
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$759,619$159,189 â–¼-17.3%3,9940.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$685,791$488,485 â–²247.6%5,5230.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$658,632$25,688 â–¼-3.8%1,2820.1%Business Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$649,357$522,638 â–²412.4%7,5380.1%ETF
SUPER MICRO COMPUTER INC
$648,4860.0%22,1100.1%COM NEW
PALANTIR TECHNOLOGIES INC
$635,268$3,500 â–²0.6%5,4450.1%CL A
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$630,873$43,601 â–²7.4%4,2540.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$626,768$288,267 â–¼-31.5%11,6910.1%ETF
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$615,312$1,195 â–²0.2%5150.1%Computer and Technology
BLACKROCK ETF TRUST
$581,876$6,766 â–²1.2%17,2000.1%ISHARES US LARG
Chevron Corporation stock logo
CVX
Chevron
$559,013$23,209 â–²4.3%3,3720.1%Energy
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$508,221$29,163 â–¼-5.4%17,5490.1%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$452,901$18,567 â–¼-3.9%2,9760.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$451,724$35,711 â–¼-7.3%4,6930.1%Consumer Discretionary
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$451,349$4,888 â–²1.1%5,4480.1%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$446,5930.0%2,8260.1%Financial Services
The Home Depot, Inc. stock logo
HD
Home Depot
$437,534$7,756 â–¼-1.7%1,2410.1%Retail/Wholesale
Carvana Co. stock logo
CVNA
Carvana
$432,306$345,555 â–²398.3%6,5680.1%Retail/Wholesale
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$427,248$34,559 â–¼-7.5%7,1580.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$421,253$3,375 â–¼-0.8%1,4980.1%Computer and Technology
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$418,3940.0%11,3480.1%ETF
Logitech International S.A. stock logo
LOGI
Logitech International
$413,494$413,494 â–²New Holding4,3970.1%Computer and Technology
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$412,844$50,266 â–¼-10.9%2,2340.1%Computer and Technology
SHOPIFY INC
$386,499$17,127 â–¼-4.2%3,3850.1%CL A SUB VTG SHS
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$376,215$2,396 â–²0.6%3140.1%Medical
GOLDMAN SACHS ETF TR
$375,098$11,114 â–²3.1%6,7500.1%S&P 500 PREMIUM
Bank of America Corporation stock logo
BAC
Bank of America
$362,720$6,154 â–¼-1.7%6,3660.1%Finance
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$360,724$3,134 â–¼-0.9%6,6760.1%ETF
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$349,4310.0%1,9170.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$344,085$25,279 â–¼-6.8%2,3820.1%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$330,287$9,054 â–¼-2.7%3,4290.1%Finance
GE Aerospace stock logo
GE
GE Aerospace
$318,145$35,142 â–²12.4%8510.1%Aerospace
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$315,780$10,616 â–¼-3.3%4,4320.1%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$313,759$261,466 â–²500.0%3,7980.1%ETF
COREWEAVE INC
$298,6200.0%3,0000.1%COM CL A
GOLDMAN SACHS ETF TR
$296,550$11,862 â–²4.2%5,0000.1%NASDA 100 ETF
Autodesk, Inc. stock logo
ADSK
Autodesk
$296,4910.0%1,5250.1%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$294,588$748 â–¼-0.3%10,6350.1%ETF
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$290,9420.0%16,7690.1%Auto/Tires/Trucks
Snowflake Inc. stock logo
SNOW
Snowflake
$285,040$285,040 â–²New Holding1,1200.1%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$275,830$22,729 â–¼-7.6%1,8810.0%Consumer Staples
Salesforce Inc. stock logo
CRM
Salesforce
$272,902$8,460 â–¼-3.0%1,7420.0%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$267,7580.0%7,4110.0%ETF

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