Clarity Wealth Advisors, Llc Portfolio Stock Holdings
Clarity Wealth Advisors, Llc disclosed 116 stock positions valued at approximately $566.6 million in its latest SEC 13F filing. The largest holdings include INVESCO QQQ TR, APPLE INC, and STATE STR SPDR S&P 500 ETF T. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 116
- Portfolio Value
- $566.6M
Holdings by Sector
Clarity Wealth Advisors, Llc Portfolio Holdings in Q2 2026
115 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | Other | 6.91% | 53,200 | -1,358 | -2.49% | $39,176,576 |
| APPLE INC | AAPL | Technology | 6.83% | 133,752 | -1,682 | -1.24% | $38,702,448 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 6.74% | 51,157 | -533 | -1.03% | $38,202,310 |
| VANGUARD INDEX FDS | VTI | Other | 6.54% | 100,173 | -523 | -0.52% | $37,068,113 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.41% | 105,705 | +1,573 | +1.51% | $25,011,887 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 4.17% | 45,279 | +1,567 | +3.58% | $23,653,509 |
| ISHARES TR | IJH | Other | 4.12% | 302,394 | +14,526 | +5.05% | $23,317,585 |
| VANGUARD STAR FDS | VXUS | Other | 4.11% | 272,333 | +14,095 | +5.46% | $23,281,778 |
| ALPHABET INC | GOOGL | Communication Services | 3.22% | 50,981 | -2,110 | -3.97% | $18,219,076 |
| VANGUARD INDEX FDS | VB | Other | 3.14% | 58,679 | +3,576 | +6.49% | $17,786,628 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 3.09% | 178,258 | +16,191 | +9.99% | $17,504,953 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 2.74% | 366,115 | +25,884 | +7.61% | $15,497,648 |
| ISHARES TR | EEM | Other | 2.67% | 220,974 | +11,648 | +5.56% | $15,116,825 |
| CAPITAL GROUP CORE BALANCED | CGBL | Other | 2.48% | 369,648 | +77,307 | +26.44% | $14,031,838 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 2.18% | 262,601 | +17,791 | +7.27% | $12,326,491 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.11% | 155,914 | +9,067 | +6.17% | $11,958,604 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 2.05% | 255,355 | +19,533 | +8.28% | $11,616,088 |
| NVIDIA CORPORATION | NVDA | Technology | 2.04% | 57,903 | +6,003 | +11.57% | $11,585,772 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.95% | 11,832 | +100 | +0.85% | $11,068,690 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.93% | 33,494 | -153 | -0.45% | $10,963,636 |
| CITIGROUP INC | C | Financial Services | 1.93% | 78,076 | -2,079 | -2.59% | $10,927,565 |
| META PLATFORMS INC | META | Communication Services | 1.82% | 18,356 | +264 | +1.46% | $10,339,867 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.80% | 20,379 | +389 | +1.95% | $10,197,203 |
| ALPHABET INC | GOOG | Communication Services | 1.71% | 27,459 | -561 | -2.00% | $9,702,232 |
| ABBVIE INC | ABBV | Healthcare | 1.53% | 34,503 | +685 | +2.03% | $8,682,438 |
| VISA INC | V | Financial Services | 1.48% | 24,401 | +535 | +2.24% | $8,371,819 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.39% | 30,927 | +681 | +2.25% | $7,854,442 |
| TESLA INC | TSLA | Consumer Cyclical | 1.27% | 17,081 | +160 | +0.95% | $7,184,269 |
| AMGEN INC | AMGN | Healthcare | 0.76% | 11,883 | -59 | -0.49% | $4,303,072 |
| MICROSOFT CORP | MSFT | Technology | 0.74% | 11,209 | -33 | -0.29% | $4,181,116 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.74% | 17,481 | -333 | -1.87% | $4,166,372 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.63% | 62,799 | +1,077 | +1.74% | $3,546,897 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.56% | 51,418 | +1,895 | +3.83% | $3,160,121 |
| VANGUARD INDEX FDS | VOO | Other | 0.54% | 4,491 | +141 | +3.24% | $3,084,446 |
| ISHARES TR | IVV | Other | 0.49% | 3,723 | -82 | -2.16% | $2,787,797 |
| INTEL CORP | INTC | Technology | 0.48% | 19,584 | +844 | +4.50% | $2,734,455 |
| PROSHARES TR | TQQQ | Other | 0.47% | 33,140 | -2,600 | -7.27% | $2,684,340 |
| ISHARES TR | IGM | Other | 0.42% | 14,587 | -2,113 | -12.65% | $2,386,136 |
| ISHARES TR | IXJ | Other | 0.33% | 19,029 | -5,863 | -23.55% | $1,872,104 |
| VANGUARD WORLD FD | VCR | Other | 0.32% | 4,639 | -1,686 | -26.66% | $1,840,036 |
| CISCO SYS INC | CSCO | Technology | 0.31% | 15,005 | -29 | -0.19% | $1,762,432 |
| BROADCOM INC | AVGO | Technology | 0.26% | 3,949 | -44 | -1.10% | $1,491,735 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.24% | 2,371 | -527 | -18.18% | $1,377,338 |
| ARISTA NETWORKS INC | ANET | Other | 0.24% | 7,930 | +1,952 | +32.65% | $1,347,148 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.24% | 26,347 | -241 | -0.91% | $1,332,385 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.23% | 24,029 | +24,029 | +100.00% | $1,325,942 |
| APPLIED MATLS INC | AMAT | Technology | 0.23% | 1,790 | - | - | $1,294,170 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.22% | 42,293 | -859 | -1.99% | $1,244,691 |
| SYNOPSYS INC | SNPS | Technology | 0.17% | 2,140 | - | - | $954,590 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.16% | 1,199 | -2 | -0.17% | $915,005 |
| FISERV INC | FI | Technology | 0.15% | 17,000 | +13,990 | +464.78% | $833,850 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.14% | 2,169 | - | - | $814,069 |
| PUBLIC SVC ENTERPRISE GROUP | PEG | Utilities | 0.14% | 9,963 | +81 | +0.82% | $808,592 |
| ORACLE CORP | ORCL | Technology | 0.14% | 5,354 | +9 | +0.17% | $784,618 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 10,900 | +296 | +2.79% | $778,260 |
| CATERPILLAR INC | CAT | Industrials | 0.14% | 728 | -266 | -26.76% | $775,276 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.14% | 2,267 | -3 | -0.13% | $773,092 |
| ISHARES TR | IBB | Other | 0.13% | 3,994 | -837 | -17.33% | $759,619 |
| ISHARES TR | IWF | Other | 0.12% | 5,523 | +3,934 | +247.58% | $685,791 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.12% | 1,282 | -50 | -3.75% | $658,632 |
| VANGUARD INDEX FDS | VUG | Other | 0.11% | 7,538 | +6,067 | +412.44% | $649,357 |
| SUPER MICRO COMPUTER INC | SMCI | Other | 0.11% | 22,110 | - | - | $648,486 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.11% | 5,445 | +30 | +0.55% | $635,268 |
| ISHARES TR | IJR | Other | 0.11% | 4,254 | +294 | +7.42% | $630,873 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.11% | 11,691 | -5,377 | -31.50% | $626,768 |
| FAIR ISAAC CORP | FICO | Technology | 0.11% | 515 | +1 | +0.19% | $615,312 |
| BLACKROCK ETF TRUST | BALI | Other | 0.10% | 17,200 | +200 | +1.18% | $581,876 |
| CHEVRON CORPORATION | CVX | Energy | 0.10% | 3,372 | +140 | +4.33% | $559,013 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.09% | 17,549 | -1,007 | -5.43% | $508,221 |
| SPDR SERIES TRUST | SDY | Other | 0.08% | 2,976 | -122 | -3.94% | $452,901 |
| DISNEY WALT CO | DIS | Communication Services | 0.08% | 4,693 | -371 | -7.33% | $451,724 |
| ISHARES INC | IEMG | Other | 0.08% | 5,448 | +59 | +1.09% | $451,349 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.08% | 2,826 | - | - | $446,593 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.08% | 1,241 | -22 | -1.74% | $437,534 |
| CARVANA CO | CVNA | Consumer Cyclical | 0.08% | 6,568 | +5,250 | +398.33% | $432,306 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.08% | 7,158 | -579 | -7.48% | $427,248 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.07% | 1,498 | -12 | -0.79% | $421,253 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.07% | 11,348 | - | - | $418,394 |
| LOGITECH INTL S A | H50430232 | Other | 0.07% | 4,397 | +4,397 | +100.00% | $413,494 |
| QUALCOMM INC | QCOM | Technology | 0.07% | 2,234 | -272 | -10.85% | $412,844 |
| SHOPIFY INC | SHOP | Technology | 0.07% | 3,385 | -150 | -4.24% | $386,499 |
| ELI LILLY & CO | LLY | Healthcare | 0.07% | 314 | +2 | +0.64% | $376,215 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 0.07% | 6,750 | +200 | +3.05% | $375,098 |
| BANK OF AMER CORP | BAC | Financial Services | 0.06% | 6,366 | -108 | -1.67% | $362,720 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.06% | 6,676 | -58 | -0.86% | $360,724 |
| ISHARES TR | IYY | Other | 0.06% | 1,917 | - | - | $349,431 |
| ISHARES TR | IXN | Other | 0.06% | 2,382 | -175 | -6.84% | $344,085 |
| WISDOMTREE TR | DLN | Other | 0.06% | 3,429 | -94 | -2.67% | $330,287 |
| GE AEROSPACE | GE | Industrials | 0.06% | 851 | +94 | +12.42% | $318,145 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.06% | 4,432 | -149 | -3.25% | $315,780 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.06% | 3,798 | +3,165 | +500.00% | $313,759 |
| GOLDMAN SACHS ETF TR | GPIQ | Other | 0.05% | 5,000 | +200 | +4.17% | $296,550 |
| AUTODESK INC | ADSK | Technology | 0.05% | 1,525 | - | - | $296,491 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.05% | 10,635 | -27 | -0.25% | $294,588 |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 0.05% | 16,769 | - | - | $290,942 |
| SNOWFLAKE INC | SNOW | Technology | 0.05% | 1,120 | +50 | +4.67% | $285,040 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.05% | 1,881 | -155 | -7.61% | $275,830 |
| SALESFORCE INC | CRM | Technology | 0.05% | 1,742 | -54 | -3.01% | $272,902 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.05% | 7,411 | - | - | $267,758 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.05% | 763 | -24 | -3.05% | $258,213 |
Clarity Wealth Advisors, Llc Options Holdings in Q2 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | NVDA | NVIDIA Corporation | CALL | 500 | $100,045 |
Notional value represents the total exposure of the options position.