Clarity Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Clarity Wealth Advisors, Llc disclosed 116 stock positions valued at approximately $574.72M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, STATE STR SPDR S&P 500 ETF T, and INVESCO QQQ TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 116
- Portfolio Value
- $574.72M
Holdings by Sector
Clarity Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.63% | 131,652 | -2,100 | -1.57% | $43,842,742 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 6.57% | 49,539 | -1,618 | -3.16% | $37,779,665 |
| INVESCO QQQ TR | QQQ | Other | 6.57% | 51,053 | -2,147 | -4.04% | $37,767,288 |
| VANGUARD INDEX FDS | VTI | Other | 6.39% | 98,160 | -2,013 | -2.01% | $36,735,296 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.35% | 107,052 | +1,347 | +1.27% | $24,976,221 |
| VANGUARD STAR FDS | VXUS | Other | 4.14% | 280,013 | +7,680 | +2.82% | $23,789,920 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 4.09% | 46,167 | +888 | +1.96% | $23,478,440 |
| ISHARES TR | IJH | Other | 3.91% | 312,626 | +10,232 | +3.38% | $22,493,434 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 3.28% | 186,166 | +7,908 | +4.44% | $18,826,985 |
| VANGUARD INDEX FDS | VB | Other | 3.04% | 61,484 | +2,805 | +4.78% | $17,491,502 |
| ALPHABET INC | GOOGL | Communication Services | 3.00% | 50,081 | -900 | -1.77% | $17,232,012 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 2.75% | 429,417 | +59,769 | +16.17% | $15,781,075 |
| ISHARES TR | EEM | Other | 2.68% | 230,656 | +9,682 | +4.38% | $15,405,509 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 2.65% | 383,115 | +17,000 | +4.64% | $15,240,315 |
| META PLATFORMS INC | META | Communication Services | 2.34% | 18,514 | +158 | +0.86% | $13,425,776 |
| NVIDIA CORPORATION | NVDA | Technology | 2.19% | 55,177 | -2,726 | -4.71% | $12,601,278 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 2.08% | 267,224 | +4,623 | +1.76% | $11,966,291 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.00% | 157,781 | +1,867 | +1.20% | $11,495,924 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.97% | 260,883 | +5,528 | +2.16% | $11,296,223 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.93% | 33,522 | +28 | +0.08% | $11,089,945 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.92% | 12,118 | +286 | +2.42% | $11,031,234 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.80% | 20,719 | +340 | +1.67% | $10,316,782 |
| CITIGROUP INC | C | Financial Services | 1.75% | 77,623 | -453 | -0.58% | $10,050,657 |
| ALPHABET INC | GOOG | Communication Services | 1.62% | 27,374 | -85 | -0.31% | $9,327,555 |
| ABBVIE INC | ABBV | Healthcare | 1.59% | 35,025 | +522 | +1.51% | $9,162,215 |
| VISA INC | V | Financial Services | 1.55% | 24,808 | +407 | +1.67% | $8,914,125 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.45% | 31,413 | +486 | +1.57% | $8,316,279 |
| TESLA INC | TSLA | Consumer Cyclical | 1.05% | 17,023 | -58 | -0.34% | $6,039,931 |
| MICROSOFT CORP | MSFT | Technology | 1.00% | 11,258 | +49 | +0.44% | $5,774,368 |
| AMGEN INC | AMGN | Healthcare | 0.87% | 11,883 | - | - | $5,008,803 |
Showing 30 of 116 holdings in the latest reporting period.
Clarity Wealth Advisors, Llc Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | NVDA | NVIDIA Corporation | CALL | 500 | $114,190 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.