Clarity Wealth Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Clarity Wealth Advisors, LLC reported 94 stock positions worth $366.8 million. Its top holding was Apple (AAPL) at 9.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.5%) and VG Morningstar TS MKT ETF-US (VTI, 7.3%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 42 and reduced 37. The biggest buy was a new position in Public Service Enterprise GP (PEG) and the biggest sale iShares Global Healthcare Et (IXJ, shares −8%).

Most Recent 13F
Q2 2026
Location
SAN JOSE, CA
CIK
0001767384
Portfolio Value
$366.8M (Q4 2024)
SEC Filing
0001085146-25-000530 ↗ filed Jan 28, 2025

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 Q3 2024 Q4 2024: $366.8M $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 · $366.8M
AAPL Apple Inc. 9.12% 133,590 $33.5M Add +1.4%
SPY SS SPDR S&P 500 ETF Trust-US 7.54% 47,203 $27.7M Add +3.4%
VTI VG Morningstar TS MKT ETF-US 7.34% 92,952 $26.9M Add +2.2%
QQQ Invesco QQQ Trust Series 1 7.32% 52,551 $26.9M Add +1.8%
VIG Vanguard Dividend Apprec ETF 4.97% 93,044 $18.2M Add +5.8%
IJH iShares Core S&P Midcap ETF 4.16% 245,072 $15.3M Add +5.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 3.64% 31,384 $13.4M Add +11.7%
VXUS Vanguard Total Intl Stock 3.11% 193,462 $11.4M Add +2.7%
VB Vanguard Most SM-Cap ETF-Usd 3.05% 46,630 $11.2M Add +4.7%
COST Costco Wholesale Corp. 2.86% 11,442 $10.5M Add +1.0%
GOOGL Alphabet Inc. Class A 2.70% 52,367 $9.9M Add +1.4%
BRK.B Berkshire Hathaway Inc. Class B 2.27% 18,340 $8.3M Add +2.0%
JPM JPMorgan Chase & Co. 2.17% 33,211 $8.0M Add +1.8%
META Meta Platforms Inc. Class A 2.15% 13,445 $7.9M Add +5.8%
NVDA Nvidia Corp. 2.15% 58,593 $7.9M Add +2.5%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 2.11% 264,290 $7.7M Add +13.9%
V Visa Inc. Class A 1.90% 22,104 $7.0M Add +2.6%
JCPB JPMorgan Core Plus Bond ETF 1.86% 148,089 $6.8M Add +20.2%
BIV Vanguard Intermediate-Term B 1.77% 86,877 $6.5M Add +23.5%
GOOG Alphabet Inc. Class C 1.73% 33,299 $6.3M Reduce -2.4%
FBND Fidelity Total Bond ETF 1.67% 136,725 $6.1M Add +21.2%
VYMI Vanguard Int High DVD YLD Inc. 1.61% 87,097 $5.9M Add +9.9%
EEM iShares MSCI Emerging Market 1.58% 138,755 $5.8M Add +5.5%
C Citigroup Inc. 1.53% 79,644 $5.6M Add +5.3%
ABBV Abbvie Inc. 1.53% 31,525 $5.6M Add +3.7%
TSLA Tesla Inc. 1.37% 12,468 $5.0M Reduce -0.8%
VCR Vanguard Consumer Discre ETF 1.30% 12,717 $4.8M Reduce -11.3%
MSFT Microsoft Corp. 1.15% 10,022 $4.2M Reduce -0.3%
IXJ iShares Global Healthcare Et 1.02% 43,469 $3.7M Reduce -8.3%
AMZN Amazon.com Inc. 1.00% 16,732 $3.7M Reduce -0.5%
JNJ Johnson & Johnson 0.99% 25,037 $3.6M Reduce -1.7%
JEPI JPMorgan Equity Premium Inco 0.87% 55,688 $3.2M Add +0.7%
IGM iShares Expanded Tech Sector 0.65% 23,389 $2.4M Reduce -3.9%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.57% 67,031 $2.1M Add +69.5%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.52% 34,036 $1.9M Add +2.3%
IVV iShares Core S&P 500 ETF 0.51% 3,173 $1.9M Add +6.5%
IBB iShares Biotechnology ETF 0.45% 12,520 $1.7M Reduce -9.5%
XLF SS Financial Select Sector 0.42% 31,964 $1.5M Reduce -11.2%
JPST JPMorgan Ultra-Short Income 0.38% 27,619 $1.4M Add +1.1%
VOO Vanguard S&P 500 ETF 0.37% 2,485 $1.3M Add +1.0%
AVGO Broadcom Inc. 0.26% 4,037 $936K Reduce -1.1%
CSCO Cisco Systems Inc. 0.23% 14,235 $843K No change
FICO Fair Isaac Corp. 0.23% 422 $840K Add +44.0%
NFLX Netflix Inc. 0.23% 933 $832K Add +5.7%
MA Mastercard Inc. Class A 0.22% 1,540 $811K Reduce -2.1%
PEG Public Service Enterprise GP 0.22% 9,506 $803K New
ORCL Oracle Corp. 0.21% 4,659 $776K Add +3.9%
TQQQ Proshares Ultrapro QQQ 0.21% 9,520 $753K Add +3.9%
IWF iShares Russell 1000 Growth 0.18% 1,690 $679K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 5,998 $668K Reduce -2.7%
PYPL PayPal Holdings Inc. 0.17% 7,499 $640K Reduce -2.0%
CVX Chevron Corp. 0.16% 4,044 $586K Add +0.0%
ANET Arista Networks Inc. 0.16% 5,208 $576K No change
CRM Salesforce Inc. 0.16% 1,720 $575K Reduce -1.0%
PG The Procter & Gamble Co. 0.16% 3,396 $569K Reduce -0.1%
SHOP Shopify Inc. Class A 0.15% 5,335 $567K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.15% 1,340 $550K Add +6.0%
SCHB Schwab US Broad Market ETF 0.14% 23,199 $527K Reduce -3.9%
HON Honeywell International Inc. 0.14% 2,318 $524K No change
HD Home Depot Inc. 0.14% 1,296 $504K Reduce -6.4%
SNPS Synopsys Inc. 0.14% 1,024 $497K Add +0.2%
WDAY Workday Inc. Class A 0.13% 1,791 $462K Reduce -1.3%
ADSK Autodesk Inc. 0.12% 1,500 $443K No change
PANW Palo Alto Networks Inc. 0.12% 2,340 $426K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 1,901 $418K No change
SDY SS SPDR S&P Dividend ETF 0.11% 3,155 $417K Add +25.5%
QCOM Qualcomm Inc. 0.11% 2,676 $411K Reduce -0.7%
PLTR Palantir Technologies Inc. Class A 0.10% 5,020 $380K New
VYM Vanguard High DVD Yield ETF 0.10% 2,888 $368K Reduce -0.2%
IJR iShares Core S&P Small-Cap E 0.10% 3,060 $353K Reduce -5.8%
DUOL Duolingo 0.09% 1,000 $324K Reduce -34.6%
VRNT Verint Systems Inc. 0.09% 11,805 $324K No change
CRWD CrowdStrike Holdings Inc. Class A 0.09% 946 $324K Reduce -0.1%
IYY iShares Dow Jones U.S. ETF 0.09% 2,199 $315K Reduce -4.8%
INTC Intel Corp. 0.08% 15,317 $307K Reduce -24.6%
VWO Vanguard Ftse Emerging Marke 0.08% 6,621 $292K Add +2.9%
AMAT Applied Materials Inc. 0.08% 1,790 $291K No change
CVNA Carvana Co. 0.08% 1,391 $283K No change
UNH Unitedhealth Group Inc. 0.08% 556 $281K Reduce -4.3%
SCHX Schwab US Large-Cap ETF 0.08% 12,087 $280K Reduce -21.6%
VEA Vanguard Ftse Developed ETF 0.07% 5,751 $275K Reduce -14.4%
IEMG iShares Core MSCI Emerging 0.07% 5,103 $267K Reduce -7.3%
VOOG Vanguard S&P 500 Growth ETF 0.07% 721 $264K Add +1.0%
NTNX Nutanix Inc. Class A 0.07% 4,221 $258K Reduce -10.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 1,504 $255K Add +11.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 5,537 $243K Add +0.1%
AMD Advanced Micro Devices 0.07% 2,009 $243K Reduce -4.0%
LLY Eli Lilly & Co. 0.07% 312 $241K Reduce -14.1%
IXN iShares Global Tech ETF 0.06% 2,807 $238K Reduce -1.4%
TGT Target Corp. 0.06% 1,743 $236K Reduce -8.9%
PINS Pinterest Inc. Class A 0.06% 8,060 $234K Reduce -6.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.06% 811 $219K No change
MCD McDonald's Corp. 0.06% 728 $211K Reduce -2.0%
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.05% 13,300 $186K No change

Portfolio Sells Q3 2024 → Q4 2024
IXJ iShares Global Healthcare Et Reduce -8.3% 1.02% −0.33
JNJ Johnson & Johnson Reduce -1.7% 0.99% −0.21
IBB iShares Biotechnology ETF Reduce -9.5% 0.45% −0.13
VCR Vanguard Consumer Discre ETF Reduce -11.3% 1.30% −0.12
MSFT Microsoft Corp. Reduce -0.3% 1.15% −0.11
SNOW Snowflake Inc. Sold out 0.00% −0.09
INTC Intel Corp. Reduce -24.6% 0.08% −0.05
XLF SS Financial Select Sector Reduce -11.2% 0.42% −0.05
DUOL Duolingo Reduce -34.6% 0.09% −0.04
AMD Advanced Micro Devices Reduce -4.0% 0.07% −0.03
VEA Vanguard Ftse Developed ETF Reduce -14.4% 0.07% −0.03
IGM iShares Expanded Tech Sector Reduce -3.9% 0.65% −0.03
LLY Eli Lilly & Co. Reduce -14.1% 0.07% −0.03
HD Home Depot Inc. Reduce -6.4% 0.14% −0.03
SCHX Schwab US Large-Cap ETF Reduce -21.6% 0.08% −0.03
TGT Target Corp. Reduce -8.9% 0.06% −0.02
UNH Unitedhealth Group Inc. Reduce -4.3% 0.08% −0.02
QCOM Qualcomm Inc. Reduce -0.7% 0.11% −0.02
IEMG iShares Core MSCI Emerging Reduce -7.3% 0.07% −0.02
PINS Pinterest Inc. Class A Reduce -6.1% 0.06% −0.02
PG The Procter & Gamble Co. Reduce -0.1% 0.16% −0.02
IJR iShares Core S&P Small-Cap E Reduce -5.8% 0.10% −0.01
SCHB Schwab US Broad Market ETF Reduce -3.9% 0.14% −0.01
NTNX Nutanix Inc. Class A Reduce -10.6% 0.07% −0.01
MCD McDonald's Corp. Reduce -2.0% 0.06% −0.01
IYY iShares Dow Jones U.S. ETF Reduce -4.8% 0.09% −0.01
VYM Vanguard High DVD Yield ETF Reduce -0.2% 0.10% −0.01
MA Mastercard Inc. Class A Reduce -2.1% 0.22% −0.00
IXN iShares Global Tech ETF Reduce -1.4% 0.06% −0.00
WDAY Workday Inc. Class A Reduce -1.3% 0.13% −0.00
23ANDME HOLDING CO Sold out 0.00% −0.00
PYPL PayPal Holdings Inc. Reduce -2.0% 0.17% +0.00
DIS The Walt Disney Co. Reduce -2.7% 0.18% +0.01
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.1% 0.09% +0.01
CRM Salesforce Inc. Reduce -1.0% 0.16% +0.02
AVGO Broadcom Inc. Reduce -1.1% 0.26% +0.05
GOOG Alphabet Inc. Class C Reduce -2.4% 1.73% +0.07
AMZN Amazon.com Inc. Reduce -0.5% 1.00% +0.09
TSLA Tesla Inc. Reduce -0.8% 1.37% +0.42

Portfolio Buys Q3 2024 → Q4 2024
PEG Public Service Enterprise GP New 0.22% +0.22
CGBL Cap Group Core Balanced Add +69.5% 0.57% +0.21
GOOGL Alphabet Inc. Class A Add +1.4% 2.70% +0.21
AAPL Apple Inc. Add +1.4% 9.12% +0.20
DIA SS SPDR Dow Jones Indus Avg Add +11.7% 3.64% +0.18
V Visa Inc. Class A Add +2.6% 1.90% +0.18
JPM JPMorgan Chase & Co. Add +1.8% 2.17% +0.17
BIV Vanguard Intermediate-Term B Add +23.5% 1.77% +0.17
C Citigroup Inc. Add +5.3% 1.53% +0.15
FBND Fidelity Total Bond ETF Add +21.2% 1.67% +0.14
JCPB JPMorgan Core Plus Bond ETF Add +20.2% 1.86% +0.13
NVDA Nvidia Corp. Add +2.5% 2.15% +0.13
PLTR Palantir Technologies Inc. Class A New 0.10% +0.10
CGGO Cap Group Global Growth Add +13.9% 2.11% +0.07
FICO Fair Isaac Corp. Add +44.0% 0.23% +0.06
NFLX Netflix Inc. Add +5.7% 0.23% +0.04
META Meta Platforms Inc. Class A Add +5.8% 2.15% +0.03
TQQQ Proshares Ultrapro QQQ Add +3.9% 0.21% +0.01
IVV iShares Core S&P 500 ETF Add +6.5% 0.51% +0.01
SDY SS SPDR S&P Dividend ETF Add +25.5% 0.11% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +6.0% 0.15% +0.01
QQQ Invesco QQQ Trust Series 1 Add +1.8% 7.32% +0.00
BAC Bank of America Corp. Add +0.1% 0.07% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +11.0% 0.07% +0.00
VOOG Vanguard S&P 500 Growth ETF Add +1.0% 0.07% +0.00
JEPQ JPM Nasdaq Equity Premium Add +2.3% 0.52% −0.01
VWO Vanguard Ftse Emerging Marke Add +2.9% 0.08% −0.01
ORCL Oracle Corp. Add +3.9% 0.21% −0.01
VOO Vanguard S&P 500 ETF Add +1.0% 0.37% −0.01
CVX Chevron Corp. Add +0.0% 0.16% −0.01
SNPS Synopsys Inc. Add +0.2% 0.14% −0.01
VB Vanguard Most SM-Cap ETF-Usd Add +4.7% 3.05% −0.02
JPST JPMorgan Ultra-Short Income Add +1.1% 0.38% −0.02
IJH iShares Core S&P Midcap ETF Add +5.2% 4.16% −0.06
COST Costco Wholesale Corp. Add +1.0% 2.86% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Add +3.4% 7.54% −0.07
VYMI Vanguard Int High DVD YLD Inc. Add +9.9% 1.61% −0.08
JEPI JPMorgan Equity Premium Inco Add +0.7% 0.87% −0.08
VIG Vanguard Dividend Apprec ETF Add +5.8% 4.97% −0.10
BRK.B Berkshire Hathaway Inc. Class B Add +2.0% 2.27% −0.14
VTI VG Morningstar TS MKT ETF-US Add +2.2% 7.34% −0.14
EEM iShares MSCI Emerging Market Add +5.5% 1.58% −0.17
ABBV Abbvie Inc. Add +3.7% 1.53% −0.22
VXUS Vanguard Total Intl Stock Add +2.7% 3.11% −0.44

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