Clarity Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Clarity Wealth Advisors, LLC reported 116 stock positions worth $566.6 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 6.9% of the portfolio, followed by Apple (AAPL, 6.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.7%). Compared with Q1 2026, it opened 10 new positions, sold out of 1, added to 40 and reduced 51. The biggest buy was Cap Group Core Balanced (CGBL, shares +26%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001767384
- Portfolio Value
- $566.6M (Q2 2026)
- SEC Filing
- 0001767384-26-000004 ↗ filed Jul 24, 2026
Holdings Value
Holdings 116 stocks · $566.6M
| QQQ Invesco QQQ Trust Series 1 | 6.91% | 53,200 | $39.2M | Reduce -2.5% |
| AAPL Apple Inc. | 6.83% | 133,752 | $38.7M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.74% | 51,157 | $38.2M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 6.54% | 100,173 | $37.1M | Reduce -0.5% |
| VIG Vanguard Dividend Apprec ETF | 4.41% | 105,705 | $25.0M | Add +1.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 4.17% | 45,279 | $23.7M | Add +3.6% |
| IJH iShares Core S&P Midcap ETF | 4.12% | 302,394 | $23.3M | Add +5.0% |
| VXUS Vanguard Total Intl Stock | 4.11% | 272,333 | $23.3M | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 3.22% | 50,981 | $18.2M | Reduce -4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.14% | 58,679 | $17.8M | Add +6.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 3.09% | 178,258 | $17.5M | Add +10.0% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.73% | 366,115 | $15.5M | Add +7.6% |
| EEM iShares MSCI Emerging Market | 2.67% | 220,974 | $15.1M | Add +5.6% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 2.48% | 369,648 | $14.0M | Add +26.4% |
| JCPB JPMorgan Core Plus Bond ETF | 2.18% | 262,601 | $12.3M | Add +7.3% |
| BIV Vanguard Intermediate-Term B | 2.11% | 155,914 | $12.0M | Add +6.2% |
| FBND Fidelity Total Bond ETF | 2.05% | 255,355 | $11.6M | Add +8.3% |
| NVDA Nvidia Corp. | 2.04% | 57,903 | $11.6M | Add +11.6% |
| COST Costco Wholesale Corp. | 1.95% | 11,832 | $11.1M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 1.93% | 33,494 | $11.0M | Reduce -0.5% |
| C Citigroup Inc. | 1.93% | 78,076 | $10.9M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 1.82% | 18,356 | $10.3M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.80% | 20,379 | $10.2M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 1.71% | 27,459 | $9.7M | Reduce -2.0% |
| ABBV Abbvie Inc. | 1.53% | 34,503 | $8.7M | Add +2.0% |
| V Visa Inc. Class A | 1.48% | 24,401 | $8.4M | Add +2.2% |
| JNJ Johnson & Johnson | 1.39% | 30,927 | $7.9M | Add +2.3% |
| TSLA Tesla Inc. | 1.27% | 17,081 | $7.2M | Add +0.9% |
| AMGN Amgen Inc. | 0.76% | 11,883 | $4.3M | Reduce -0.5% |
| MSFT Microsoft Corp. | 0.74% | 11,209 | $4.2M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.74% | 17,481 | $4.2M | Reduce -1.9% |
| JEPI JPMorgan Equity Premium Inco | 0.63% | 62,799 | $3.5M | Add +1.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.56% | 51,418 | $3.2M | Add +3.8% |
| VOO Vanguard S&P 500 ETF | 0.54% | 4,491 | $3.1M | Add +3.2% |
| IVV iShares Core S&P 500 ETF | 0.49% | 3,723 | $2.8M | Reduce -2.2% |
| INTC Intel Corp. | 0.48% | 19,584 | $2.7M | Add +4.5% |
| TQQQ Proshares Ultrapro QQQ | 0.47% | 33,140 | $2.7M | Reduce -7.3% |
| IGM iShares Expanded Tech Sector | 0.42% | 14,587 | $2.4M | Reduce -12.7% |
| IXJ iShares Global Healthcare Et | 0.33% | 19,029 | $1.9M | Reduce -23.6% |
| VCR Vanguard Consumer Discre ETF | 0.32% | 4,639 | $1.8M | Reduce -26.7% |
| CSCO Cisco Systems Inc. | 0.31% | 15,005 | $1.8M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.26% | 3,949 | $1.5M | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.24% | 2,371 | $1.4M | Reduce -18.2% |
| ANET Arista Networks Inc. | 0.24% | 7,930 | $1.3M | Add +32.6% |
| JPST JPMorgan Ultra-Short Income | 0.24% | 26,347 | $1.3M | Reduce -0.9% |
| VGLT Vanguard Long-Term Treasury | 0.23% | 24,029 | $1.3M | New |
| AMAT Applied Materials Inc. | 0.23% | 1,790 | $1.3M | No change |
| SCHX Schwab US Large-Cap ETF | 0.22% | 42,293 | $1.2M | Reduce -2.0% |
| SNPS Synopsys Inc. | 0.17% | 2,140 | $955K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 1,199 | $915K | Reduce -0.2% |
| FISV Fiserv Inc. | 0.15% | 17,000 | $834K | New |
| CDNS Cadence Design SYS Inc. | 0.14% | 2,169 | $814K | No change |
| PEG Public Service Enterprise GP | 0.14% | 9,963 | $809K | Add +0.8% |
| ORCL Oracle Corp. | 0.14% | 5,354 | $785K | Add +0.2% |
| NFLX Netflix Inc. | 0.14% | 10,900 | $778K | Add +2.8% |
| CAT Caterpillar Inc. | 0.14% | 728 | $775K | Reduce -26.8% |
| PANW Palo Alto Networks Inc. | 0.14% | 2,267 | $773K | Reduce -0.1% |
| IBB iShares Biotechnology ETF | 0.13% | 3,994 | $760K | Reduce -17.3% |
| IWF iShares Russell 1000 Growth | 0.12% | 5,523 | $686K | Reduce -13.1% |
| MA Mastercard Inc. Class A | 0.12% | 1,282 | $659K | Reduce -3.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 7,538 | $649K | Reduce -14.6% |
| SMCI Super Micro Computer Inc. | 0.11% | 22,110 | $648K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 5,445 | $635K | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 4,254 | $631K | Add +7.4% |
| XLF SS Financial Select Sector | 0.11% | 11,691 | $627K | Reduce -31.5% |
| FICO Fair Isaac Corp. | 0.11% | 515 | $615K | Add +0.2% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.10% | 17,200 | $582K | Add +1.2% |
| CVX Chevron Corp. | 0.10% | 3,372 | $559K | Add +4.3% |
| SCHB Schwab US Broad Market ETF | 0.09% | 17,549 | $508K | Reduce -5.4% |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 2,976 | $453K | Reduce -3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 4,693 | $452K | Reduce -7.3% |
| IEMG iShares Core MSCI Emerging | 0.08% | 5,448 | $451K | Add +1.1% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 2,826 | $447K | No change |
| HD Home Depot Inc. | 0.08% | 1,241 | $438K | Reduce -1.7% |
| CVNA Carvana Co. | 0.08% | 6,568 | $432K | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 7,158 | $427K | Reduce -7.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,498 | $421K | Reduce -0.8% |
| SCHM Schwab US Mid Cap ETF | 0.07% | 11,348 | $418K | No change |
| LOGI Logitech International-Reg | 0.07% | 4,397 | $413K | New |
| QCOM Qualcomm Inc. | 0.07% | 2,234 | $413K | Reduce -10.8% |
| SHOP Shopify Inc. Class A | 0.07% | 3,385 | $386K | Reduce -4.2% |
| LLY Eli Lilly & Co. | 0.07% | 314 | $376K | Add +0.6% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.07% | 6,750 | $375K | Add +3.0% |
| BAC Bank of America Corp. | 0.06% | 6,366 | $363K | Reduce -1.7% |
| PRF Invesco Rafi US 1000 ETF | 0.06% | 6,676 | $361K | Reduce -0.9% |
| IYY iShares Dow Jones U.S. ETF | 0.06% | 1,917 | $349K | No change |
| IXN iShares Global Tech ETF | 0.06% | 2,382 | $344K | Reduce -6.8% |
| DLN Wisdomtree US Largecap Divid | 0.06% | 3,429 | $330K | Reduce -2.7% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 851 | $318K | Add +12.4% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 4,432 | $316K | Reduce -3.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.06% | 3,798 | $314K | No change |
| CRWV Coreweave Inc. Class A | 0.05% | 3,000 | $299K | No change |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.05% | 5,000 | $297K | Add +4.2% |
| ADSK Autodesk Inc. | 0.05% | 1,525 | $296K | No change |
| SCHF Schwab Intl Equity ETF | 0.05% | 10,635 | $295K | Reduce -0.3% |
| RIVN Rivian Automotive Inc. Class A | 0.05% | 16,769 | $291K | No change |
| SNOW Snowflake Inc. | 0.05% | 1,120 | $285K | New |
| PG The Procter & Gamble Co. | 0.05% | 1,881 | $276K | Reduce -7.6% |
| CRM Salesforce Inc. | 0.05% | 1,742 | $273K | Reduce -3.0% |
| SCHA Schwab US Small-Cap ETF | 0.05% | 7,411 | $268K | No change |
Options reported separately and not counted above: NVDA calls ($100K).
Portfolio Sells Q1 2026 → Q2 2026
| AAPL Apple Inc. | Reduce -1.2% | 6.83% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 6.74% | −0.18 |
| IXJ iShares Global Healthcare Et | Reduce -23.6% | 0.33% | −0.15 |
| VCR Vanguard Consumer Discre ETF | Reduce -26.7% | 0.32% | −0.14 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.74% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 6.54% | −0.11 |
| AMGN Amgen Inc. | Reduce -0.5% | 0.76% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 1.93% | −0.10 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.09 |
| XLF SS Financial Select Sector | Reduce -31.5% | 0.11% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.9% | 0.24% | −0.04 |
| IBB iShares Biotechnology ETF | Reduce -17.3% | 0.13% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 0.74% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -3.8% | 0.12% | −0.02 |
| CRM Salesforce Inc. | Reduce -3.0% | 0.05% | −0.02 |
| DIS The Walt Disney Co. | Reduce -7.3% | 0.08% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -2.2% | 0.49% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -13.1% | 0.12% | −0.02 |
| MCD McDonald's Corp. | Reduce -10.6% | 0.04% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -4.2% | 0.07% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -14.6% | 0.11% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.9% | 0.08% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -7.6% | 0.05% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.5% | 0.08% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -5.3% | 0.04% | −0.01 |
| CVNA Carvana Co. | Reduce -0.3% | 0.08% | −0.01 |
| HD Home Depot Inc. | Reduce -1.7% | 0.08% | −0.01 |
| CAT Caterpillar Inc. | Reduce -26.8% | 0.14% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.0% | 0.22% | −0.01 |
| DLN Wisdomtree US Largecap Divid | Reduce -2.7% | 0.06% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -5.4% | 0.09% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.3% | 0.06% | −0.00 |
| AXP American Express Co. | Reduce -3.0% | 0.05% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 0.05% | −0.00 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.9% | 0.06% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.9% | 0.04% | −0.00 |
| BBAI Bigbear.ai Holdings Inc. | Reduce -1.6% | 0.01% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.07% | −0.00 |
| BAC Bank of America Corp. | Reduce -1.7% | 0.06% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -10.8% | 0.07% | +0.01 |
| IXN iShares Global Tech ETF | Reduce -6.8% | 0.06% | +0.01 |
| AVGO Broadcom Inc. | Reduce -1.1% | 0.26% | +0.01 |
| IGM iShares Expanded Tech Sector | Reduce -12.7% | 0.42% | +0.01 |
| C Citigroup Inc. | Reduce -2.6% | 1.93% | +0.06 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 1.71% | +0.06 |
| PANW Palo Alto Networks Inc. | Reduce -0.1% | 0.14% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.2% | 0.16% | +0.07 |
| CSCO Cisco Systems Inc. | Reduce -0.2% | 0.31% | +0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -4.0% | 3.22% | +0.07 |
| AMD Advanced Micro Devices | Reduce -18.2% | 0.24% | +0.12 |
Portfolio Buys Q1 2026 → Q2 2026
| CGBL Cap Group Core Balanced | Add +26.4% | 2.48% | +0.41 |
| CGGO Cap Group Global Growth | Add +7.6% | 2.73% | +0.40 |
| INTC Intel Corp. | Add +4.5% | 0.48% | +0.31 |
| VGLT Vanguard Long-Term Treasury | New | 0.23% | +0.23 |
| EEM iShares MSCI Emerging Market | Add +5.6% | 2.67% | +0.22 |
| NVDA Nvidia Corp. | Add +11.6% | 2.04% | +0.18 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.5% | 3.14% | +0.17 |
| FISV Fiserv Inc. | New | 0.15% | +0.15 |
| IJH iShares Core S&P Midcap ETF | Add +5.0% | 4.12% | +0.11 |
| ANET Arista Networks Inc. | Add +32.6% | 0.24% | +0.09 |
| LOGI Logitech International-Reg | New | 0.07% | +0.07 |
| SNOW Snowflake Inc. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | New | 0.04% | +0.04 |
| VXF Vanguard Extended Market ETF | New | 0.04% | +0.04 |
| NTNX Nutanix Inc. Class A | New | 0.04% | +0.04 |
| HACK Amplify Cybersecurity ETF | New | 0.04% | +0.04 |
| JOBY Joby Aviation Inc. | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +2.0% | 1.53% | +0.02 |
| GE General Electric | Add +12.4% | 0.06% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +5.5% | 4.11% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +7.4% | 0.11% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +3.2% | 0.54% | +0.01 |
| LLY Eli Lilly & Co. | Add +0.6% | 0.07% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +3.6% | 4.17% | +0.01 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Add +4.2% | 0.05% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +1.1% | 0.08% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.9% | 0.05% | +0.00 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +3.0% | 0.07% | −0.00 |
| FICO Fair Isaac Corp. | Add +0.2% | 0.11% | −0.00 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Add +1.2% | 0.10% | −0.01 |
| V Visa Inc. Class A | Add +2.2% | 1.48% | −0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +3.8% | 0.56% | −0.01 |
| WMT Walmart Inc. | Add +1.1% | 0.04% | −0.01 |
| PEG Public Service Enterprise GP | Add +0.8% | 0.14% | −0.02 |
| ORCL Oracle Corp. | Add +0.2% | 0.14% | −0.02 |
| TSLA Tesla Inc. | Add +0.9% | 1.27% | −0.03 |
| CVX Chevron Corp. | Add +4.3% | 0.10% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +0.6% | 0.11% | −0.05 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +10.0% | 3.09% | −0.05 |
| NFLX Netflix Inc. | Add +2.8% | 0.14% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Add +1.7% | 0.63% | −0.09 |
| JNJ Johnson & Johnson | Add +2.3% | 1.39% | −0.14 |
| FBND Fidelity Total Bond ETF | Add +8.3% | 2.05% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 1.80% | −0.17 |
| VIG Vanguard Dividend Apprec ETF | Add +1.5% | 4.41% | −0.20 |
| JCPB JPMorgan Core Plus Bond ETF | Add +7.3% | 2.18% | −0.20 |
| BIV Vanguard Intermediate-Term B | Add +6.2% | 2.11% | −0.22 |
| META Meta Platforms Inc. Class A | Add +1.5% | 1.82% | −0.31 |
| COST Costco Wholesale Corp. | Add +0.8% | 1.95% | −0.45 |
Options Activity Q1 2026 → Q2 2026
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 116 | $566.6M | QQQ, AAPL, SPY, VTI, VIG |
| Q1 2026 | 107 | $485.9M | AAPL, SPY, VTI, QQQ, VIG |
| Q4 2025 | 110 | $490.1M | AAPL, SPY, VTI, QQQ, VIG |
| Q3 2025 | 99 | $453.8M | AAPL, SPY, QQQ, VTI, VIG |
| Q2 2025 | 98 | $405.2M | SPY, QQQ, VTI, AAPL, VIG |
| Q1 2025 | 95 | $360.5M | AAPL, SPY, VTI, QQQ, VIG |
| Q4 2024 | 94 | $366.8M | AAPL, SPY, VTI, QQQ, VIG |
| Q3 2024 | 94 | $344.1M | AAPL, SPY, VTI, QQQ, VIG |
| Q2 2024 | 87 | $309.2M | AAPL, QQQ, SPY, VTI, VIG |
| Q1 2024 | 86 | $295.7M | SPY, VTI, QQQ, AAPL, VIG |