Clarity Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Clarity Wealth Advisors, Llc disclosed 115 stock positions valued at approximately $566.63M as of quarter-end June 30, 2026. The largest holdings include INVESCO QQQ TR, APPLE INC, and STATE STR SPDR S&P 500 ETF T.
- Report Period
- June 30, 2026
- No. of Stocks
- 115
- Portfolio Value
- $566.63M
Holdings by Sector
Clarity Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 115 holdings in the latest reporting period.
Clarity Wealth Advisors, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | NVDA | NVIDIA Corporation | CALL | 500 | $100,045 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.