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Q2 2026 13F · SEC CIK 1767384

Clarity Wealth Advisors, LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$566.6M
Reported positions
116
Top holdings a year, 3 yrs
+19.7%
Assets under management
$732.9M

Clarity Wealth Advisors, LLC is a wealth manager that reported 116 positions worth $566.6M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Invesco Qqq Tr (QQQ, 6.9%), Apple Inc (AAPL, 6.8%), Spdr S&p 500 ETF Tr (SPY, 6.7%). A portfolio copying its top holdings returned 19.7% a year over the last 3 years, against 20.4% for the S&P 500.

Clarity Wealth Advisors, LLC holdings largest 50 of 116 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clarity Wealth Advisors, LLC 13F holdings
Stock% of 13F valueShare changeReported value
QQQInvesco Qqq Tr6.9%-2.5%$39.2M
AAPLApple Inc6.8%-1.2%$38.7M
SPYSpdr S&p 500 ETF Tr6.7%-1.0%$38.2M
VTIVanguard Index Fds6.5%-0.5%$37.1M
VIGVanguard Dividend Appreciation ETF4.4%+1.5%$25.0M
DIAState Street Spdr Dow Jones Industrial A4.2%+3.6%$23.7M
IJHIshares Tr4.1%+5.0%$23.3M
VXUSVanguard Star Fds Vanguard Total Intl St4.1%+5.5%$23.3M
GOOGLAlphabet Inc3.2%-4.0%$18.2M
VBVanguard Indx Fd3.1%+6.5%$17.8M
VYMIVanguard International High Dividend Yie3.1%+10.0%$17.5M
CGGOCapital Group Gbl Growth Eqt2.7%+7.6%$15.5M
EEMIshares2.7%+5.6%$15.1M
CGBLCapital Group Core Balanced2.5%+26.4%$14.0M
JCPBJ P Morgan Exchange Traded F2.2%+7.3%$12.3M
BIVVanguard Bd Index Fds2.1%+6.2%$12.0M
FBNDFidelity Merrimack Str Tr2.0%+8.3%$11.6M
NVDANvidia Corporation Com2.0%+11.6%$11.6M
COSTCostco Whsl Corp New2.0%+0.9%$11.1M
JPMJpmorgan Chase & Co1.9%-0.5%$11.0M
CCitigroup Inc Com New1.9%-2.6%$10.9M
METAMeta Platforms Inc Class A1.8%+1.5%$10.3M
BRK-BBerkshire Hathaway Inc Del1.8%+1.9%$10.2M
GOOGAlphabet Inc1.7%-2.0%$9.7M
ABBVAbbvie Inc1.5%+2.0%$8.7M
VVisa Inc Com Cl A1.5%+2.2%$8.4M
JNJJohnson & Johnson1.4%+2.3%$7.9M
TSLATesla Inc Com1.3%+0.9%$7.2M
AMGNAmgen Inc Com0.8%-0.5%$4.3M
MSFTMicrosoft Corp0.7%-0.3%$4.2M
AMZNAmazon Com Inc Com0.7%-1.9%$4.2M
JEPIJpmorgan Equity Premium Income ETF0.6%+1.7%$3.5M
JEPQJpmorgan Nasdaq Equity Premium Income Et0.6%+3.8%$3.2M
VOOVanguard S&p 500 ETF0.5%+3.2%$3.1M
IVVIshares Core S&p 500 ETF0.5%-2.2%$2.8M
INTCIntel Corp0.5%+4.5%$2.7M
TQQQProshares Tr0.5%-7.3%$2.7M
IGMIshares Tr0.4%-12.7%$2.4M
IXJIshares Global Healthcare ETF0.3%-23.6%$1.9M
VCRVanguard World Fd0.3%-26.7%$1.8M
CSCOCisco Sys Inc0.3%-0.2%$1.8M
AVGOBroadcom Inc0.3%-1.1%$1.5M
AMDAdvanced Micro Devices Inc0.2%—$1.4M
ANETArista Networks Inc0.2%—$1.3M
JPSTJ P Morgan Exchange Traded Fd0.2%-0.9%$1.3M
VGLTVanguard Long-Term Treasury ETF Total0.2%—$1.3M
AMATApplied Matls Inc0.2%—$1.3M
SCHXSchwab Stratgc Tr0.2%-2.0%$1.2M
SNPSSynopsys Inc0.2%+0.0%$955K
CRWDCrowdstrike Hldgs Inc Class A0.2%—$915K

What Clarity Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+19.6% /yr
S&P 500 +20.1%
3 years
+19.7% /yr
S&P 500 +20.4%
5 years
+10.8% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$566.6M116
Q1 2026$485.9M107
Q4 2025$490.1M110
Q3 2025$453.8M99
Q2 2025$405.2M98
Q1 2025$360.5M95
Q4 2024$366.8M94
Q3 2024$344.1M94
Q2 2024$309.2M87
Q1 2024$295.7M86
Q4 2023$264.6M83
Q3 2023$220.4M72

Questions about Clarity Wealth Advisors, LLC's portfolio

What stocks does Clarity Wealth Advisors, LLC own?

Clarity Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 116 positions worth $566.6M. The largest are Invesco Qqq Tr (QQQ) at 6.9%, Apple Inc (AAPL) at 6.8%, Spdr S&p 500 ETF Tr (SPY) at 6.7%, Vanguard Index Fds (VTI) at 6.5% and Vanguard Dividend Appreciation ETF (VIG) at 4.4%.

What did Clarity Wealth Advisors, LLC buy last quarter?

In Q2 2026, Clarity Wealth Advisors, LLC added Capital Group Core Balanced (CGBL) (+26.4% shares), Nvidia Corporation Com (NVDA) (+11.6% shares) and Vanguard International High Dividend Yie (VYMI) (+10.0% shares), compared with its Q1 2026 filing.

What did Clarity Wealth Advisors, LLC sell last quarter?

In Q2 2026, Clarity Wealth Advisors, LLC cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Select Sector Spdr Tr (XLF), cut from its top 50 Ishares Tr (IBB), cut from its top 50 Public Service Enterprise Group Inc (PEG), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), Vanguard World Fd (VCR) (-26.7% shares), Ishares Global Healthcare ETF (IXJ) (-23.6% shares) and Ishares Tr (IGM) (-12.7% shares), compared with its Q1 2026 filing.

How has Clarity Wealth Advisors, LLC's portfolio performed?

A portfolio copying Clarity Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.6% against +20.1%. Over 5 years: +10.8% a year against +11.6%.

When is Clarity Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clarity Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Clarity Wealth Advisors, LLC manage?

Clarity Wealth Advisors, LLC reported $732.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $566.6M.