Clarity Wealth Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Clarity Wealth Advisors, LLC reported 87 stock positions worth $309.2 million. Its top holding was Apple (AAPL) at 8.9% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 7.8%). Compared with Q1 2024, it opened 2 new positions, sold out of 1, added to 29 and reduced 41. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale Vanguard Consumer Discre ETF (VCR, shares −14%).

Most Recent 13F
Q2 2026
Location
SAN JOSE, CA
CIK
0001767384
Portfolio Value
$309.2M (Q2 2024)
SEC Filing
0001085146-24-003083 ↗ filed Jul 18, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $295.7M Q1 2024 Q2 2024: $309.2M $309.2M Q2 2024 Q3 2024: $344.1M Q3 2024 Q4 2024: $366.8M Q4 2024 Q1 2025: $360.5M Q1 2025 Q2 2025: $405.2M Q2 2025 Q3 2025: $453.8M Q3 2025 Q4 2025: $490.1M Q4 2025 Q1 2026: $485.9M Q1 2026 Q2 2026: $566.6M Q2 2026

Holdings 87 stocks · $309.2M
AAPL Apple Inc. 8.94% 131,308 $27.7M Add +4.0%
QQQ Invesco QQQ Trust Series 1 7.81% 50,431 $24.2M Reduce -2.4%
SPY SS SPDR S&P 500 ETF Trust-US 7.81% 44,383 $24.2M Reduce -1.9%
VTI VG Morningstar TS MKT ETF-US 7.68% 88,762 $23.7M Reduce -2.3%
VIG Vanguard Dividend Apprec ETF 4.91% 83,225 $15.2M Add +0.1%
IJH iShares Core S&P Midcap ETF 4.21% 222,571 $13.0M Reduce -0.2%
VXUS Vanguard Total Intl Stock 3.56% 182,545 $11.0M Reduce -1.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 3.17% 25,039 $9.8M Add +7.3%
COST Costco Wholesale Corp. 3.08% 11,196 $9.5M Reduce -5.3%
GOOGL Alphabet Inc. Class A 3.02% 51,336 $9.4M Reduce -3.5%
VB Vanguard Most SM-Cap ETF-Usd 3.00% 42,552 $9.3M Reduce -1.7%
BRK.B Berkshire Hathaway Inc. Class B 2.30% 17,451 $7.1M Reduce -2.6%
NVDA Nvidia Corp. 2.25% 56,304 $7.0M Reduce -0.7%
JPM JPMorgan Chase & Co. 2.07% 31,705 $6.4M Reduce -4.2%
META Meta Platforms Inc. Class A 2.00% 12,270 $6.2M Add +6.3%
GOOG Alphabet Inc. Class C 1.93% 32,494 $6.0M Add +53.6%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 1.85% 194,689 $5.7M Add +21.9%
V Visa Inc. Class A 1.77% 20,795 $5.5M Reduce -3.9%
EEM iShares MSCI Emerging Market 1.67% 121,374 $5.2M Add +4.8%
VCR Vanguard Consumer Discre ETF 1.66% 16,433 $5.1M Reduce -13.9%
ABBV Abbvie Inc. 1.61% 29,079 $5.0M Reduce -3.6%
IXJ iShares Global Healthcare Et 1.58% 52,684 $4.9M Reduce -11.2%
VYMI Vanguard Int High DVD YLD Inc. 1.53% 69,140 $4.7M Add +12.5%
C Citigroup Inc. 1.44% 70,362 $4.5M Reduce -2.3%
MSFT Microsoft Corp. 1.40% 9,686 $4.3M Reduce -2.2%
JCPB JPMorgan Core Plus Bond ETF 1.31% 87,435 $4.1M Add +8.9%
BIV Vanguard Intermediate-Term B 1.16% 47,830 $3.6M Add +7.4%
JNJ Johnson & Johnson 1.12% 23,610 $3.5M Reduce -1.4%
FBND Fidelity Total Bond ETF 1.10% 75,402 $3.4M Add +7.8%
AMZN Amazon.com Inc. 1.07% 17,170 $3.3M Add +2.5%
JEPI JPMorgan Equity Premium Inco 1.01% 54,927 $3.1M Add +2.0%
TSLA Tesla Inc. 0.77% 12,028 $2.4M Reduce -4.1%
IGM iShares Expanded Tech Sector 0.76% 24,913 $2.3M Reduce -8.3%
IBB iShares Biotechnology ETF 0.74% 16,600 $2.3M Reduce -23.7%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.57% 31,546 $1.8M Add +3.1%
XLF SS Financial Select Sector 0.52% 38,855 $1.6M Reduce -11.3%
IVV iShares Core S&P 500 ETF 0.48% 2,714 $1.5M Reduce -0.1%
JPST JPMorgan Ultra-Short Income 0.43% 26,313 $1.3M No change
VOO Vanguard S&P 500 ETF 0.38% 2,356 $1.2M Add +4.3%
MA Mastercard Inc. Class A 0.23% 1,637 $722K Add +0.1%
TQQQ Proshares Ultrapro QQQ 0.22% 9,340 $689K Add +10.7%
CSCO Cisco Systems Inc. 0.22% 14,175 $673K Reduce -1.3%
IWF iShares Russell 1000 Growth 0.21% 1,768 $644K Add +2.9%
CVX Chevron Corp. 0.21% 4,075 $637K Reduce -2.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.20% 6,299 $625K Reduce -9.7%
AVGO Broadcom Inc. 0.20% 387 $622K Add +2.6%
SNPS Synopsys Inc. 0.20% 1,022 $608K Reduce -0.1%
ORCL Oracle Corp. 0.20% 4,281 $605K Add +2.8%
NFLX Netflix Inc. 0.19% 877 $592K Add +5.2%
QCOM Qualcomm Inc. 0.18% 2,721 $542K Reduce -13.1%
PG The Procter & Gamble Co. 0.17% 3,228 $532K Reduce -2.0%
SCHB Schwab US Broad Market ETF 0.17% 8,339 $524K Reduce -5.6%
HON Honeywell International Inc. 0.16% 2,308 $493K Reduce -0.0%
DUOL Duolingo 0.15% 2,199 $459K No change
ANET Arista Networks Inc. 0.15% 1,302 $456K Reduce -0.1%
HD Home Depot Inc. 0.15% 1,318 $454K Reduce -1.6%
PYPL PayPal Holdings Inc. 0.15% 7,754 $450K No change
FICO Fair Isaac Corp. 0.14% 298 $444K Add +1.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.14% 1,148 $429K Reduce -1.3%
AMAT Applied Materials Inc. 0.14% 1,794 $423K No change
CRM Salesforce Inc. 0.14% 1,638 $421K Add +0.6%
WDAY Workday Inc. Class A 0.13% 1,856 $415K Reduce -7.0%
INTC Intel Corp. 0.13% 13,094 $406K Add +16.1%
ADSK Autodesk Inc. 0.12% 1,545 $382K Add +2.2%
PANW Palo Alto Networks Inc. 0.12% 1,077 $365K No change
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.12% 12,011 $357K New
PINS Pinterest Inc. Class A 0.11% 8,060 $355K No change
SCHX Schwab US Large-Cap ETF 0.11% 5,420 $348K Reduce -0.6%
IJR iShares Core S&P Small-Cap E 0.11% 3,250 $347K Add +6.6%
VYM Vanguard High DVD Yield ETF 0.11% 2,893 $343K Reduce -13.7%
VEA Vanguard Ftse Developed ETF 0.11% 6,746 $333K No change
SHOP Shopify Inc. Class A 0.11% 4,960 $328K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 1,886 $326K Reduce -2.6%
SDY SS SPDR S&P Dividend ETF 0.10% 2,514 $320K No change
IYY iShares Dow Jones U.S. ETF 0.10% 2,310 $306K No change
TGT Target Corp. 0.09% 1,943 $288K Add +1.7%
IEMG iShares Core MSCI Emerging 0.09% 5,156 $276K Reduce -6.7%
NTNX Nutanix Inc. Class A 0.09% 4,721 $268K Reduce -38.9%
VWO Vanguard Ftse Emerging Marke 0.09% 6,072 $266K Add +2.5%
UNH Unitedhealth Group Inc. 0.09% 516 $263K Reduce -3.0%
SNOW Snowflake Inc. 0.08% 1,835 $248K No change
VOOG Vanguard S&P 500 Growth ETF 0.08% 714 $238K No change
IXN iShares Global Tech ETF 0.08% 2,847 $236K No change
LLY Eli Lilly & Co. 0.07% 241 $218K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 5,454 $217K Add +0.1%
ALLO Allogene Therapeutics Inc. 0.01% 15,632 $36K No change
23ANDME HOLDING CO 0.00% 12,500 $5K No change

Portfolio Sells Q1 2024 → Q2 2024
VCR Vanguard Consumer Discre ETF Reduce -13.9% 1.66% −0.39
IJH iShares Core S&P Midcap ETF Reduce -0.2% 4.21% −0.37
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.7% 3.00% −0.34
VTI VG Morningstar TS MKT ETF-US Reduce -2.3% 7.68% −0.30
IXJ iShares Global Healthcare Et Reduce -11.2% 1.58% −0.29
V Visa Inc. Class A Reduce -3.9% 1.77% −0.28
IBB iShares Biotechnology ETF Reduce -23.7% 0.74% −0.27
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.6% 2.30% −0.25
ABBV Abbvie Inc. Reduce -3.6% 1.61% −0.24
VXUS Vanguard Total Intl Stock Reduce -1.6% 3.56% −0.22
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.9% 7.81% −0.19
JPM JPMorgan Chase & Co. Reduce -4.2% 2.07% −0.17
JNJ Johnson & Johnson Reduce -1.4% 1.12% −0.16
XLF SS Financial Select Sector Reduce -11.3% 0.52% −0.11
C Citigroup Inc. Reduce -2.3% 1.44% −0.10
DIS The Walt Disney Co. Reduce -9.7% 0.20% −0.09
NTNX Nutanix Inc. Class A Reduce -38.9% 0.09% −0.07
MCD McDonald's Corp. Sold out 0.00% −0.07
WDAY Workday Inc. Class A Reduce -7.0% 0.13% −0.05
IGM iShares Expanded Tech Sector Reduce -8.3% 0.76% −0.03
HD Home Depot Inc. Reduce -1.6% 0.15% −0.03
VYM Vanguard High DVD Yield ETF Reduce -13.7% 0.11% −0.03
CSCO Cisco Systems Inc. Reduce -1.3% 0.22% −0.02
IBM Intl Business Machines Corp. Reduce -2.6% 0.11% −0.02
CVX Chevron Corp. Reduce -2.9% 0.21% −0.02
SCHB Schwab US Broad Market ETF Reduce -5.6% 0.17% −0.01
MSFT Microsoft Corp. Reduce -2.2% 1.40% −0.01
PG The Procter & Gamble Co. Reduce -2.0% 0.17% −0.01
IEMG iShares Core MSCI Emerging Reduce -6.7% 0.09% −0.01
UNH Unitedhealth Group Inc. Reduce -3.0% 0.09% −0.00
QCOM Qualcomm Inc. Reduce -13.1% 0.18% −0.00
IVV iShares Core S&P 500 ETF Reduce -0.1% 0.48% −0.00
SCHX Schwab US Large-Cap ETF Reduce -0.6% 0.11% −0.00
SNPS Synopsys Inc. Reduce -0.1% 0.20% −0.00
HON Honeywell International Inc. Reduce -0.0% 0.16% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.3% 0.14% +0.00
ANET Arista Networks Inc. Reduce -0.1% 0.15% +0.02
TSLA Tesla Inc. Reduce -4.1% 0.77% +0.02
QQQ Invesco QQQ Trust Series 1 Reduce -2.4% 7.81% +0.06
COST Costco Wholesale Corp. Reduce -5.3% 3.08% +0.15
GOOGL Alphabet Inc. Class A Reduce -3.5% 3.02% +0.31
NVDA Nvidia Corp. Reduce -0.7% 2.25% +0.52

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +4.0% 8.94% +1.62
GOOG Alphabet Inc. Class C Add +53.6% 1.93% +0.84
CGGO Cap Group Global Growth Add +21.9% 1.85% +0.30
CGBL Cap Group Core Balanced New 0.12% +0.12
META Meta Platforms Inc. Class A Add +6.3% 2.00% +0.11
VYMI Vanguard Int High DVD YLD Inc. Add +12.5% 1.53% +0.10
LLY Eli Lilly & Co. New 0.07% +0.07
EEM iShares MSCI Emerging Market Add +4.8% 1.67% +0.06
AMZN Amazon.com Inc. Add +2.5% 1.07% +0.05
TQQQ Proshares Ultrapro QQQ Add +10.7% 0.22% +0.05
JCPB JPMorgan Core Plus Bond ETF Add +8.9% 1.31% +0.04
AVGO Broadcom Inc. Add +2.6% 0.20% +0.03
DIA SS SPDR Dow Jones Indus Avg Add +7.3% 3.17% +0.03
FBND Fidelity Total Bond ETF Add +7.8% 1.10% +0.02
BIV Vanguard Intermediate-Term B Add +7.4% 1.16% +0.02
NFLX Netflix Inc. Add +5.2% 0.19% +0.02
FICO Fair Isaac Corp. Add +1.7% 0.14% +0.02
ORCL Oracle Corp. Add +2.8% 0.20% +0.02
VOO Vanguard S&P 500 ETF Add +4.3% 0.38% +0.01
IWF iShares Russell 1000 Growth Add +2.9% 0.21% +0.01
JEPQ JPM Nasdaq Equity Premium Add +3.1% 0.57% +0.01
VWO Vanguard Ftse Emerging Marke Add +2.5% 0.09% +0.00
BAC Bank of America Corp. Add +0.1% 0.07% +0.00
IJR iShares Core S&P Small-Cap E Add +6.6% 0.11% −0.00
ADSK Autodesk Inc. Add +2.2% 0.12% −0.01
TGT Target Corp. Add +1.7% 0.09% −0.02
CRM Salesforce Inc. Add +0.6% 0.14% −0.03
MA Mastercard Inc. Class A Add +0.1% 0.23% −0.03
INTC Intel Corp. Add +16.1% 0.13% −0.04
JEPI JPMorgan Equity Premium Inco Add +2.0% 1.01% −0.05
VIG Vanguard Dividend Apprec ETF Add +0.1% 4.91% −0.22

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 116$566.6MQQQ, AAPL, SPY, VTI, VIG
Q1 2026 107$485.9MAAPL, SPY, VTI, QQQ, VIG
Q4 2025 110$490.1MAAPL, SPY, VTI, QQQ, VIG
Q3 2025 99$453.8MAAPL, SPY, QQQ, VTI, VIG
Q2 2025 98$405.2MSPY, QQQ, VTI, AAPL, VIG
Q1 2025 95$360.5MAAPL, SPY, VTI, QQQ, VIG
Q4 2024 94$366.8MAAPL, SPY, VTI, QQQ, VIG
Q3 2024 94$344.1MAAPL, SPY, VTI, QQQ, VIG
Q2 2024 87$309.2MAAPL, QQQ, SPY, VTI, VIG
Q1 2024 86$295.7MSPY, VTI, QQQ, AAPL, VIG