Clarity Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Clarity Wealth Advisors, LLC reported 86 stock positions worth $295.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 8.0% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 8.0%) and Invesco QQQ Trust Series 1 (QQQ, 7.8%). Compared with Q4 2023, it opened 6 new positions, sold out of 3, added to 50 and reduced 21. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Vanguard Consumer Discre ETF (VCR, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001767384
- Portfolio Value
- $295.7M (Q1 2024)
- SEC Filing
- 0001085146-24-001889 ↗ filed Apr 18, 2024
Holdings Value
Holdings 86 stocks · $295.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 8.00% | 45,230 | $23.7M | Add +2.7% |
| VTI VG Morningstar TS MKT ETF-US | 7.98% | 90,842 | $23.6M | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 7.76% | 51,671 | $22.9M | Add +1.8% |
| AAPL Apple Inc. | 7.32% | 126,294 | $21.7M | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 5.14% | 83,166 | $15.2M | Add +2.0% |
| IJH iShares Core S&P Midcap ETF | 4.58% | 223,065 | $13.5M | Add +2.9% |
| VXUS Vanguard Total Intl Stock | 3.78% | 185,502 | $11.2M | Add +2.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.34% | 43,273 | $9.9M | Add +2.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 3.14% | 23,333 | $9.3M | Add +17.0% |
| COST Costco Wholesale Corp. | 2.93% | 11,816 | $8.7M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 2.71% | 53,172 | $8.0M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.55% | 17,913 | $7.5M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 2.24% | 33,090 | $6.6M | Add +1.0% |
| VCR Vanguard Consumer Discre ETF | 2.05% | 19,087 | $6.1M | Reduce -5.1% |
| V Visa Inc. Class A | 2.04% | 21,633 | $6.0M | Add +2.6% |
| META Meta Platforms Inc. Class A | 1.90% | 11,542 | $5.6M | Reduce -1.3% |
| IXJ iShares Global Healthcare Et | 1.87% | 59,329 | $5.5M | Reduce -4.0% |
| ABBV Abbvie Inc. | 1.86% | 30,166 | $5.5M | Add +1.2% |
| NVDA Nvidia Corp. | 1.73% | 5,668 | $5.1M | Add +0.7% |
| EEM iShares MSCI Emerging Market | 1.61% | 115,841 | $4.8M | Add +8.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 1.56% | 159,737 | $4.6M | Add +32.1% |
| C Citigroup Inc. | 1.54% | 72,008 | $4.6M | Add +4.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.43% | 61,481 | $4.2M | Add +19.5% |
| MSFT Microsoft Corp. | 1.41% | 9,903 | $4.2M | Add +3.3% |
| JNJ Johnson & Johnson | 1.28% | 23,938 | $3.8M | Add +4.2% |
| JCPB JPMorgan Core Plus Bond ETF | 1.27% | 80,306 | $3.7M | Add +39.5% |
| BIV Vanguard Intermediate-Term B | 1.14% | 44,527 | $3.4M | Add +38.1% |
| GOOG Alphabet Inc. Class C | 1.09% | 21,150 | $3.2M | Add +0.8% |
| FBND Fidelity Total Bond ETF | 1.07% | 69,945 | $3.2M | Add +35.2% |
| JEPI JPMorgan Equity Premium Inco | 1.05% | 53,860 | $3.1M | Add +9.3% |
| AMZN Amazon.com Inc. | 1.02% | 16,750 | $3.0M | Add +7.2% |
| IBB iShares Biotechnology ETF | 1.01% | 21,746 | $3.0M | Reduce -8.4% |
| IGM iShares Expanded Tech Sector | 0.79% | 27,166 | $2.3M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.75% | 12,544 | $2.2M | Add +15.4% |
| XLF SS Financial Select Sector | 0.62% | 43,810 | $1.8M | Reduce -7.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.56% | 30,598 | $1.7M | Add +12.3% |
| IVV iShares Core S&P 500 ETF | 0.48% | 2,717 | $1.4M | Reduce -0.1% |
| JPST JPMorgan Ultra-Short Income | 0.45% | 26,313 | $1.3M | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 0.37% | 2,260 | $1.1M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 6,976 | $854K | Reduce -4.4% |
| MA Mastercard Inc. Class A | 0.27% | 1,635 | $787K | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.24% | 14,358 | $717K | Add +5.0% |
| CVX Chevron Corp. | 0.22% | 4,195 | $662K | Add +2.9% |
| SNPS Synopsys Inc. | 0.20% | 1,023 | $585K | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.20% | 1,718 | $579K | No change |
| WDAY Workday Inc. Class A | 0.18% | 1,995 | $544K | Add +5.4% |
| SCHB Schwab US Broad Market ETF | 0.18% | 8,832 | $539K | Reduce -6.4% |
| PG The Procter & Gamble Co. | 0.18% | 3,294 | $534K | Add +5.0% |
| QCOM Qualcomm Inc. | 0.18% | 3,130 | $530K | Add +103.6% |
| ORCL Oracle Corp. | 0.18% | 4,165 | $523K | Add +3.2% |
| TQQQ Proshares Ultrapro QQQ | 0.18% | 8,440 | $520K | Reduce -30.9% |
| PYPL PayPal Holdings Inc. | 0.18% | 7,754 | $519K | Add +5.8% |
| HD Home Depot Inc. | 0.17% | 1,339 | $514K | Add +16.0% |
| NFLX Netflix Inc. | 0.17% | 834 | $507K | Reduce -3.0% |
| AVGO Broadcom Inc. | 0.17% | 377 | $500K | Add +6.2% |
| INTC Intel Corp. | 0.17% | 11,283 | $498K | Add +0.1% |
| CRM Salesforce Inc. | 0.17% | 1,629 | $491K | Add +5.7% |
| DUOL Duolingo | 0.16% | 2,199 | $485K | No change |
| NTNX Nutanix Inc. Class A | 0.16% | 7,721 | $477K | No change |
| HON Honeywell International Inc. | 0.16% | 2,309 | $474K | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 3,352 | $406K | Reduce -4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.14% | 1,163 | $400K | No change |
| ADSK Autodesk Inc. | 0.13% | 1,512 | $394K | No change |
| SHOP Shopify Inc. Class A | 0.13% | 4,960 | $383K | Reduce -0.3% |
| ANET Arista Networks Inc. | 0.13% | 1,303 | $378K | Reduce -0.7% |
| AMAT Applied Materials Inc. | 0.13% | 1,794 | $370K | Reduce -35.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 1,936 | $370K | Add +5.7% |
| FICO Fair Isaac Corp. | 0.12% | 293 | $366K | New |
| TGT Target Corp. | 0.11% | 1,911 | $339K | Reduce -9.4% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 6,746 | $338K | Reduce -1.2% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 5,451 | $338K | Reduce -5.5% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 3,050 | $337K | Add +4.3% |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 2,514 | $330K | Add +3.1% |
| PANW Palo Alto Networks Inc. | 0.10% | 1,077 | $306K | New |
| SNOW Snowflake Inc. | 0.10% | 1,835 | $297K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.10% | 2,310 | $296K | No change |
| IEMG iShares Core MSCI Emerging | 0.10% | 5,528 | $285K | Reduce -0.4% |
| PINS Pinterest Inc. Class A | 0.09% | 8,060 | $279K | No change |
| UNH Unitedhealth Group Inc. | 0.09% | 532 | $263K | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 5,921 | $247K | Add +3.0% |
| VOOG Vanguard S&P 500 Growth ETF | 0.07% | 714 | $217K | New |
| IXN iShares Global Tech ETF | 0.07% | 2,847 | $213K | New |
| MCD McDonald's Corp. | 0.07% | 736 | $207K | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 5,450 | $207K | New |
| ALLO Allogene Therapeutics Inc. | 0.02% | 15,632 | $70K | No change |
| 23ANDME HOLDING CO | 0.00% | 12,500 | $7K | New |
Portfolio Sells Q4 2023 → Q1 2024
| VCR Vanguard Consumer Discre ETF | Reduce -5.1% | 2.05% | −0.26 |
| IBB iShares Biotechnology ETF | Reduce -8.4% | 1.01% | −0.21 |
| MMM 3M Co. | Sold out | 0.00% | −0.20 |
| IXJ iShares Global Healthcare Et | Reduce -4.0% | 1.87% | −0.16 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.09 |
| BA The Boeing Co. | Sold out | 0.00% | −0.09 |
| TQQQ Proshares Ultrapro QQQ | Reduce -30.9% | 0.18% | −0.06 |
| XLF SS Financial Select Sector | Reduce -7.3% | 0.62% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -35.7% | 0.13% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -0.3% | 0.13% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -6.4% | 0.18% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.3% | 0.07% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.2% | 0.14% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.4% | 0.10% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.2% | 0.11% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -5.5% | 0.11% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.48% | −0.01 |
| TGT Target Corp. | Reduce -9.4% | 0.11% | +0.00 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 0.27% | +0.00 |
| ANET Arista Networks Inc. | Reduce -0.7% | 0.13% | +0.01 |
| NFLX Netflix Inc. | Reduce -3.0% | 0.17% | +0.01 |
| IGM iShares Expanded Tech Sector | Reduce -0.5% | 0.79% | +0.02 |
| DIS The Walt Disney Co. | Reduce -4.4% | 0.29% | +0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 1.90% | +0.33 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +0.7% | 1.73% | +0.68 |
| CGGO Cap Group Global Growth | Add +32.1% | 1.56% | +0.38 |
| DIA SS SPDR Dow Jones Indus Avg | Add +17.0% | 3.14% | +0.30 |
| JCPB JPMorgan Core Plus Bond ETF | Add +39.5% | 1.27% | +0.24 |
| BIV Vanguard Intermediate-Term B | Add +38.1% | 1.14% | +0.20 |
| C Citigroup Inc. | Add +4.4% | 1.54% | +0.20 |
| FBND Fidelity Total Bond ETF | Add +35.2% | 1.07% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 2.55% | +0.14 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +19.5% | 1.43% | +0.14 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 2.24% | +0.14 |
| AMZN Amazon.com Inc. | Add +7.2% | 1.02% | +0.12 |
| FICO Fair Isaac Corp. | New | 0.12% | +0.12 |
| ABBV Abbvie Inc. | Add +1.2% | 1.86% | +0.11 |
| PANW Palo Alto Networks Inc. | New | 0.10% | +0.10 |
| QCOM Qualcomm Inc. | Add +103.6% | 0.18% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.7% | 8.00% | +0.09 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.07% | +0.07 |
| IXN iShares Global Tech ETF | New | 0.07% | +0.07 |
| BAC Bank of America Corp. | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +2.7% | 2.93% | +0.06 |
| JEPQ JPM Nasdaq Equity Premium | Add +12.3% | 0.56% | +0.05 |
| MSFT Microsoft Corp. | Add +3.3% | 1.41% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +2.9% | 4.58% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +9.3% | 1.05% | +0.03 |
| HD Home Depot Inc. | Add +16.0% | 0.17% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.3% | 7.98% | +0.02 |
| AVGO Broadcom Inc. | Add +6.2% | 0.17% | +0.02 |
| ORCL Oracle Corp. | Add +3.2% | 0.18% | +0.02 |
| CRM Salesforce Inc. | Add +5.7% | 0.17% | +0.01 |
| IBM Intl Business Machines Corp. | Add +5.7% | 0.13% | +0.01 |
| PG The Procter & Gamble Co. | Add +5.0% | 0.18% | +0.01 |
| PYPL PayPal Holdings Inc. | Add +5.8% | 0.18% | +0.01 |
| 23ANDME HOLDING CO | New | 0.00% | +0.00 |
| SNPS Synopsys Inc. | Add +0.1% | 0.20% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 0.37% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +3.1% | 0.11% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +4.3% | 0.11% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +3.0% | 0.08% | −0.01 |
| CVX Chevron Corp. | Add +2.9% | 0.22% | −0.01 |
| WDAY Workday Inc. Class A | Add +5.4% | 0.18% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +0.8% | 0.09% | −0.02 |
| EEM iShares MSCI Emerging Market | Add +8.2% | 1.61% | −0.02 |
| CSCO Cisco Systems Inc. | Add +5.0% | 0.24% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Add +6.0% | 0.45% | −0.02 |
| HON Honeywell International Inc. | Add +0.0% | 0.16% | −0.02 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 1.09% | −0.03 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 2.71% | −0.03 |
| V Visa Inc. Class A | Add +2.6% | 2.04% | −0.03 |
| INTC Intel Corp. | Add +0.1% | 0.17% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.5% | 3.34% | −0.06 |
Options Activity Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | call | Sold out | 2,500 | $940before exit |
| PYPL PayPal Holdings Inc. | call | Sold out | 1,000 | $61before exit |
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 |