Clarity Wealth Advisors, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Clarity Wealth Advisors, LLC reported 94 stock positions worth $344.1 million. Its top holding was Apple (AAPL) at 8.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.6%) and VG Morningstar TS MKT ETF-US (VTI, 7.5%). Compared with Q2 2024, it opened 8 new positions, sold out of 1, added to 54 and reduced 22. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +47%) and the biggest sale Vanguard Consumer Discre ETF (VCR, shares −13%).

Most Recent 13F
Q2 2026
Location
SAN JOSE, CA
CIK
0001767384
Portfolio Value
$344.1M (Q3 2024)
SEC Filing
0001085146-24-005016 ↗ filed Oct 18, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $295.7M Q1 2024 Q2 2024: $309.2M Q2 2024 Q3 2024: $344.1M $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 94 stocks · $344.1M
AAPL Apple Inc. 8.93% 131,793 $30.7M Add +0.4%
SPY SS SPDR S&P 500 ETF Trust-US 7.61% 45,655 $26.2M Add +2.9%
VTI VG Morningstar TS MKT ETF-US 7.49% 90,962 $25.8M Add +2.5%
QQQ Invesco QQQ Trust Series 1 7.32% 51,601 $25.2M Add +2.3%
VIG Vanguard Dividend Apprec ETF 5.06% 87,945 $17.4M Add +5.7%
IJH iShares Core S&P Midcap ETF 4.22% 233,054 $14.5M Add +4.7%
VXUS Vanguard Total Intl Stock 3.55% 188,436 $12.2M Add +3.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 3.46% 28,106 $11.9M Add +12.3%
VB Vanguard Most SM-Cap ETF-Usd 3.07% 44,529 $10.6M Add +4.7%
COST Costco Wholesale Corp. 2.92% 11,327 $10.0M Add +1.2%
GOOGL Alphabet Inc. Class A 2.49% 51,640 $8.6M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 2.41% 17,983 $8.3M Add +3.0%
META Meta Platforms Inc. Class A 2.12% 12,713 $7.3M Add +3.6%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 2.03% 232,100 $7.0M Add +19.2%
NVDA Nvidia Corp. 2.02% 57,145 $6.9M Add +1.5%
JPM JPMorgan Chase & Co. 2.00% 32,633 $6.9M Add +2.9%
EEM iShares MSCI Emerging Market 1.75% 131,556 $6.0M Add +8.4%
ABBV Abbvie Inc. 1.75% 30,406 $6.0M Add +4.6%
JCPB JPMorgan Core Plus Bond ETF 1.73% 123,180 $5.9M Add +40.9%
V Visa Inc. Class A 1.72% 21,553 $5.9M Add +3.6%
VYMI Vanguard Int High DVD YLD Inc. 1.69% 79,263 $5.8M Add +14.6%
GOOG Alphabet Inc. Class C 1.66% 34,121 $5.7M Add +5.0%
BIV Vanguard Intermediate-Term B 1.60% 70,349 $5.5M Add +47.1%
FBND Fidelity Total Bond ETF 1.53% 112,819 $5.3M Add +49.6%
VCR Vanguard Consumer Discre ETF 1.42% 14,341 $4.9M Reduce -12.7%
C Citigroup Inc. 1.38% 75,632 $4.7M Add +7.5%
IXJ iShares Global Healthcare Et 1.35% 47,384 $4.7M Reduce -10.1%
MSFT Microsoft Corp. 1.26% 10,053 $4.3M Add +3.8%
JNJ Johnson & Johnson 1.20% 25,467 $4.1M Add +7.9%
JEPI JPMorgan Equity Premium Inco 0.96% 55,287 $3.3M Add +0.7%
TSLA Tesla Inc. 0.96% 12,568 $3.3M Add +4.5%
AMZN Amazon.com Inc. 0.91% 16,821 $3.1M Reduce -2.0%
IGM iShares Expanded Tech Sector 0.68% 24,340 $2.3M Reduce -2.3%
IBB iShares Biotechnology ETF 0.59% 13,829 $2.0M Reduce -16.7%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.53% 33,264 $1.8M Add +5.5%
IVV iShares Core S&P 500 ETF 0.50% 2,978 $1.7M Add +9.7%
XLF SS Financial Select Sector 0.47% 36,008 $1.6M Reduce -7.3%
JPST JPMorgan Ultra-Short Income 0.40% 27,307 $1.4M Add +3.8%
VOO Vanguard S&P 500 ETF 0.38% 2,461 $1.3M Add +4.5%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.36% 39,545 $1.2M Add +229.2%
MA Mastercard Inc. Class A 0.23% 1,573 $777K Reduce -3.9%
ORCL Oracle Corp. 0.22% 4,485 $764K Add +4.8%
CSCO Cisco Systems Inc. 0.22% 14,235 $758K Add +0.4%
AVGO Broadcom Inc. 0.20% 4,084 $704K Add +5.5%
TQQQ Proshares Ultrapro QQQ 0.19% 9,160 $664K Reduce -1.9%
IWF iShares Russell 1000 Growth 0.18% 1,690 $634K Reduce -4.4%
NFLX Netflix Inc. 0.18% 883 $626K Add +0.7%
PYPL PayPal Holdings Inc. 0.17% 7,649 $597K Reduce -1.4%
CVX Chevron Corp. 0.17% 4,043 $595K Reduce -0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 6,163 $593K Reduce -2.2%
PG The Procter & Gamble Co. 0.17% 3,401 $589K Add +5.4%
FICO Fair Isaac Corp. 0.17% 293 $569K Reduce -1.7%
HD Home Depot Inc. 0.16% 1,384 $561K Add +5.0%
SCHB Schwab US Broad Market ETF 0.16% 8,048 $535K Reduce -3.5%
SNPS Synopsys Inc. 0.15% 1,022 $518K No change
ANET Arista Networks Inc. 0.15% 1,302 $500K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.14% 1,264 $485K Add +10.1%
HON Honeywell International Inc. 0.14% 2,318 $479K Add +0.4%
INTC Intel Corp. 0.14% 20,322 $477K Add +55.2%
CRM Salesforce Inc. 0.14% 1,738 $476K Add +6.1%
QCOM Qualcomm Inc. 0.13% 2,695 $458K Reduce -1.0%
WDAY Workday Inc. Class A 0.13% 1,815 $444K Reduce -2.2%
DUOL Duolingo 0.13% 1,530 $431K Reduce -30.4%
SHOP Shopify Inc. Class A 0.12% 5,335 $428K Add +7.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,901 $420K Add +0.8%
ADSK Autodesk Inc. 0.12% 1,500 $413K Reduce -2.9%
PANW Palo Alto Networks Inc. 0.12% 1,171 $400K Add +8.7%
IJR iShares Core S&P Small-Cap E 0.11% 3,250 $380K No change
VYM Vanguard High DVD Yield ETF 0.11% 2,893 $371K No change
AMAT Applied Materials Inc. 0.11% 1,790 $362K Reduce -0.2%
SDY SS SPDR S&P Dividend ETF 0.10% 2,514 $357K No change
VEA Vanguard Ftse Developed ETF 0.10% 6,716 $355K Reduce -0.4%
SCHX Schwab US Large-Cap ETF 0.10% 5,139 $349K Reduce -5.2%
AMD Advanced Micro Devices 0.10% 2,093 $343K New
UNH Unitedhealth Group Inc. 0.10% 581 $340K Add +12.6%
IYY iShares Dow Jones U.S. ETF 0.09% 2,310 $322K No change
LLY Eli Lilly & Co. 0.09% 363 $322K Add +50.6%
IEMG iShares Core MSCI Emerging 0.09% 5,506 $316K Add +6.8%
VWO Vanguard Ftse Emerging Marke 0.09% 6,436 $308K Add +6.0%
SNOW Snowflake Inc. 0.09% 2,640 $303K Add +43.9%
VRNT Verint Systems Inc. 0.09% 11,805 $299K New
TGT Target Corp. 0.09% 1,914 $298K Reduce -1.5%
NTNX Nutanix Inc. Class A 0.08% 4,721 $280K No change
PINS Pinterest Inc. Class A 0.08% 8,585 $278K Add +6.5%
CRWD CrowdStrike Holdings Inc. Class A 0.08% 947 $266K New
VOOG Vanguard S&P 500 Growth ETF 0.07% 714 $247K No change
CVNA Carvana Co. 0.07% 1,391 $242K New
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 1,355 $237K New
IXN iShares Global Tech ETF 0.07% 2,847 $235K No change
MCD McDonald's Corp. 0.07% 743 $226K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 5,530 $219K Add +1.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.06% 811 $213K New
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.05% 13,300 $182K New
23ANDME HOLDING CO 0.00% 12,500 $4K No change

Portfolio Sells Q2 2024 → Q3 2024
VCR Vanguard Consumer Discre ETF Reduce -12.7% 1.42% −0.24
IXJ iShares Global Healthcare Et Reduce -10.1% 1.35% −0.23
AMZN Amazon.com Inc. Reduce -2.0% 0.91% −0.16
IBB iShares Biotechnology ETF Reduce -16.7% 0.59% −0.15
IGM iShares Expanded Tech Sector Reduce -2.3% 0.68% −0.08
XLF SS Financial Select Sector Reduce -7.3% 0.47% −0.04
QCOM Qualcomm Inc. Reduce -1.0% 0.13% −0.04
CVX Chevron Corp. Reduce -0.8% 0.17% −0.03
AMAT Applied Materials Inc. Reduce -0.2% 0.11% −0.03
DIS The Walt Disney Co. Reduce -2.2% 0.17% −0.03
TQQQ Proshares Ultrapro QQQ Reduce -1.9% 0.19% −0.03
IWF iShares Russell 1000 Growth Reduce -4.4% 0.18% −0.02
DUOL Duolingo Reduce -30.4% 0.13% −0.02
SCHB Schwab US Broad Market ETF Reduce -3.5% 0.16% −0.01
ALLO Allogene Therapeutics Inc. Sold out 0.00% −0.01
SCHX Schwab US Large-Cap ETF Reduce -5.2% 0.10% −0.01
MA Mastercard Inc. Class A Reduce -3.9% 0.23% −0.01
TGT Target Corp. Reduce -1.5% 0.09% −0.01
WDAY Workday Inc. Class A Reduce -2.2% 0.13% −0.01
VEA Vanguard Ftse Developed ETF Reduce -0.4% 0.10% −0.00
ADSK Autodesk Inc. Reduce -2.9% 0.12% −0.00
FICO Fair Isaac Corp. Reduce -1.7% 0.17% +0.02
PYPL PayPal Holdings Inc. Reduce -1.4% 0.17% +0.03

Portfolio Buys Q2 2024 → Q3 2024
BIV Vanguard Intermediate-Term B Add +47.1% 1.60% +0.44
FBND Fidelity Total Bond ETF Add +49.6% 1.53% +0.44
JCPB JPMorgan Core Plus Bond ETF Add +40.9% 1.73% +0.42
DIA SS SPDR Dow Jones Indus Avg Add +12.3% 3.46% +0.29
CGBL Cap Group Core Balanced Add +229.2% 0.36% +0.24
TSLA Tesla Inc. Add +4.5% 0.96% +0.19
CGGO Cap Group Global Growth Add +19.2% 2.03% +0.18
VYMI Vanguard Int High DVD YLD Inc. Add +14.6% 1.69% +0.16
VIG Vanguard Dividend Apprec ETF Add +5.7% 5.06% +0.15
ABBV Abbvie Inc. Add +4.6% 1.75% +0.13
META Meta Platforms Inc. Class A Add +3.6% 2.12% +0.11
BRK.B Berkshire Hathaway Inc. Class B Add +3.0% 2.41% +0.11
AMD Advanced Micro Devices New 0.10% +0.10
VRNT Verint Systems Inc. New 0.09% +0.09
JNJ Johnson & Johnson Add +7.9% 1.20% +0.08
EEM iShares MSCI Emerging Market Add +8.4% 1.75% +0.08
CRWD CrowdStrike Holdings Inc. Class A New 0.08% +0.08
CVNA Carvana Co. New 0.07% +0.07
VB Vanguard Most SM-Cap ETF-Usd Add +4.7% 3.07% +0.07
VTV Vanguard Mrngstr Val ETF-Aui New 0.07% +0.07
MCD McDonald's Corp. New 0.07% +0.07
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.06% +0.06
XBXMX Nuveen S&P 500 Buy-WR Inc. New 0.05% +0.05
ORCL Oracle Corp. Add +4.8% 0.22% +0.03
LLY Eli Lilly & Co. Add +50.6% 0.09% +0.02
IVV iShares Core S&P 500 ETF Add +9.7% 0.50% +0.02
SHOP Shopify Inc. Class A Add +7.6% 0.12% +0.02
IBM Intl Business Machines Corp. Add +0.8% 0.12% +0.02
HD Home Depot Inc. Add +5.0% 0.16% +0.02
UNH Unitedhealth Group Inc. Add +12.6% 0.10% +0.01
IJH iShares Core S&P Midcap ETF Add +4.7% 4.22% +0.01
SNOW Snowflake Inc. Add +43.9% 0.09% +0.01
INTC Intel Corp. Add +55.2% 0.14% +0.01
AVGO Broadcom Inc. Add +5.5% 0.20% +0.00
VWO Vanguard Ftse Emerging Marke Add +6.0% 0.09% +0.00
IEMG iShares Core MSCI Emerging Add +6.8% 0.09% +0.00
CSCO Cisco Systems Inc. Add +0.4% 0.22% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +10.1% 0.14% +0.00
CRM Salesforce Inc. Add +6.1% 0.14% +0.00
PG The Procter & Gamble Co. Add +5.4% 0.17% −0.00
PANW Palo Alto Networks Inc. Add +8.7% 0.12% −0.00
VOO Vanguard S&P 500 ETF Add +4.5% 0.38% −0.00
BAC Bank of America Corp. Add +1.4% 0.06% −0.01
NFLX Netflix Inc. Add +0.7% 0.18% −0.01
VXUS Vanguard Total Intl Stock Add +3.2% 3.55% −0.01
AAPL Apple Inc. Add +0.4% 8.93% −0.02
HON Honeywell International Inc. Add +0.4% 0.14% −0.02
JPST JPMorgan Ultra-Short Income Add +3.8% 0.40% −0.03
PINS Pinterest Inc. Class A Add +6.5% 0.08% −0.03
JEPQ JPM Nasdaq Equity Premium Add +5.5% 0.53% −0.04

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