Clarity Wealth Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Clarity Wealth Advisors, LLC reported 95 stock positions worth $360.5 million. Its top holding was Apple (AAPL) at 8.4% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.6%) and VG Morningstar TS MKT ETF-US (VTI, 7.2%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 50 and reduced 29. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +4%) and the biggest sale Nvidia (NVDA, shares −11%).

Most Recent 13F
Q2 2026
Location
SAN JOSE, CA
CIK
0001767384
Portfolio Value
$360.5M (Q1 2025)
SEC Filing
0001085146-25-002498 ↗ filed Apr 30, 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 Q4 2024 Q1 2025: $360.5M $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 95 stocks · $360.5M
AAPL Apple Inc. 8.40% 136,310 $30.3M Add +2.0%
SPY SS SPDR S&P 500 ETF Trust-US 7.63% 49,209 $27.5M Add +4.3%
VTI VG Morningstar TS MKT ETF-US 7.24% 95,026 $26.1M Add +2.2%
QQQ Invesco QQQ Trust Series 1 6.95% 53,457 $25.1M Add +1.7%
VIG Vanguard Dividend Apprec ETF 5.15% 95,731 $18.6M Add +2.9%
IJH iShares Core S&P Midcap ETF 4.04% 249,670 $14.6M Add +1.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 4.01% 34,473 $14.5M Add +9.8%
VXUS Vanguard Total Intl Stock 3.41% 198,016 $12.3M Add +2.4%
COST Costco Wholesale Corp. 2.98% 11,344 $10.7M Reduce -0.9%
VB Vanguard Most SM-Cap ETF-Usd 2.90% 47,213 $10.5M Add +1.3%
BRK.B Berkshire Hathaway Inc. Class B 2.82% 19,107 $10.2M Add +4.2%
JPM JPMorgan Chase & Co. 2.28% 33,498 $8.2M Add +0.9%
GOOGL Alphabet Inc. Class A 2.25% 52,539 $8.1M Add +0.3%
META Meta Platforms Inc. Class A 2.25% 14,053 $8.1M Add +4.5%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 2.18% 277,939 $7.9M Add +5.2%
V Visa Inc. Class A 2.18% 22,446 $7.9M Add +1.6%
JCPB JPMorgan Core Plus Bond ETF 2.04% 156,121 $7.3M Add +5.4%
BIV Vanguard Intermediate-Term B 1.95% 91,819 $7.0M Add +5.7%
VYMI Vanguard Int High DVD YLD Inc. 1.88% 92,063 $6.8M Add +5.7%
ABBV Abbvie Inc. 1.86% 31,957 $6.7M Add +1.4%
FBND Fidelity Total Bond ETF 1.84% 145,096 $6.6M Add +6.1%
EEM iShares MSCI Emerging Market 1.74% 143,582 $6.3M Add +3.5%
C Citigroup Inc. 1.59% 80,817 $5.7M Add +1.5%
NVDA Nvidia Corp. 1.56% 51,927 $5.6M Reduce -11.4%
GOOG Alphabet Inc. Class C 1.39% 32,108 $5.0M Reduce -3.6%
JNJ Johnson & Johnson 1.19% 25,892 $4.3M Add +3.4%
TSLA Tesla Inc. 1.05% 14,618 $3.8M Add +17.2%
MSFT Microsoft Corp. 1.05% 10,080 $3.8M Add +0.6%
IXJ iShares Global Healthcare Et 0.98% 38,910 $3.5M Reduce -10.5%
VCR Vanguard Consumer Discre ETF 0.97% 10,737 $3.5M Reduce -15.6%
AMZN Amazon.com Inc. 0.95% 18,069 $3.4M Add +8.0%
JEPI JPMorgan Equity Premium Inco 0.90% 56,870 $3.2M Add +2.1%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.77% 89,052 $2.8M Add +32.9%
IGM iShares Expanded Tech Sector 0.57% 22,599 $2.0M Reduce -3.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.51% 35,185 $1.8M Add +3.4%
IVV iShares Core S&P 500 ETF 0.50% 3,204 $1.8M Add +1.0%
VOO Vanguard S&P 500 ETF 0.40% 2,797 $1.4M Add +12.6%
XLF SS Financial Select Sector 0.40% 28,686 $1.4M Reduce -10.3%
JPST JPMorgan Ultra-Short Income 0.39% 27,627 $1.4M Add +0.0%
IBB iShares Biotechnology ETF 0.37% 10,489 $1.3M Reduce -16.2%
CSCO Cisco Systems Inc. 0.26% 15,104 $932K Add +6.1%
NFLX Netflix Inc. 0.24% 933 $870K No change
MA Mastercard Inc. Class A 0.22% 1,474 $808K Reduce -4.3%
PEG Public Service Enterprise GP 0.22% 9,574 $788K Add +0.7%
FICO Fair Isaac Corp. 0.22% 422 $778K No change
TQQQ Proshares Ultrapro QQQ 0.21% 13,420 $769K Add +41.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.19% 1,881 $698K Add +40.4%
CVX Chevron Corp. 0.19% 4,101 $686K Add +1.4%
AVGO Broadcom Inc. 0.19% 4,027 $674K Reduce -0.3%
ORCL Oracle Corp. 0.18% 4,633 $648K Reduce -0.6%
IWF iShares Russell 1000 Growth 0.16% 1,616 $584K Reduce -4.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 5,780 $570K Reduce -3.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 2,101 $522K Add +10.5%
PYPL PayPal Holdings Inc. 0.14% 7,689 $502K Add +2.5%
SCHB Schwab US Broad Market ETF 0.14% 23,202 $500K Add +0.0%
HON Honeywell International Inc. 0.14% 2,318 $491K No change
PG The Procter & Gamble Co. 0.14% 2,859 $487K Reduce -15.8%
CRM Salesforce Inc. 0.13% 1,760 $472K Add +2.3%
HD Home Depot Inc. 0.13% 1,268 $465K Reduce -2.2%
SNPS Synopsys Inc. 0.12% 1,035 $444K Add +1.1%
CRWD CrowdStrike Holdings Inc. Class A 0.12% 1,197 $422K Add +26.5%
SDY SS SPDR S&P Dividend ETF 0.12% 3,109 $422K Reduce -1.5%
ANET Arista Networks Inc. 0.12% 5,408 $419K Add +3.8%
QCOM Qualcomm Inc. 0.11% 2,697 $414K Add +0.8%
WDAY Workday Inc. Class A 0.11% 1,773 $414K Reduce -1.0%
SHOP Shopify Inc. Class A 0.11% 4,335 $414K Reduce -18.7%
PANW Palo Alto Networks Inc. 0.11% 2,302 $393K Reduce -1.6%
ADSK Autodesk Inc. 0.11% 1,500 $393K No change
INTC Intel Corp. 0.10% 16,193 $368K Add +5.7%
VYM Vanguard High DVD Yield ETF 0.10% 2,848 $367K Reduce -1.4%
PLTR Palantir Technologies Inc. Class A 0.10% 4,320 $365K Reduce -13.9%
CAT Caterpillar Inc. 0.10% 1,083 $357K New
IJR iShares Core S&P Small-Cap E 0.09% 3,060 $320K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 7,501 $313K Add +35.5%
IYY iShares Dow Jones U.S. ETF 0.08% 2,199 $299K No change
DUOL Duolingo 0.08% 950 $295K Reduce -5.0%
NTNX Nutanix Inc. Class A 0.08% 4,221 $295K No change
VEA Vanguard Ftse Developed ETF 0.08% 5,751 $292K No change
CVNA Carvana Co. 0.08% 1,391 $291K No change
VWO Vanguard Ftse Emerging Marke 0.08% 6,288 $285K Reduce -5.0%
UNH Unitedhealth Group Inc. 0.08% 536 $281K Reduce -3.6%
IEMG iShares Core MSCI Emerging 0.08% 5,070 $274K Reduce -0.7%
AMD Advanced Micro Devices 0.07% 2,619 $269K Add +30.4%
SCHX Schwab US Large-Cap ETF 0.07% 11,835 $261K Reduce -2.1%
AMAT Applied Materials Inc. 0.07% 1,790 $260K No change
PINS Pinterest Inc. Class A 0.07% 8,060 $250K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 1,397 $241K Reduce -7.1%
VOOG Vanguard S&P 500 Growth ETF 0.07% 722 $241K Add +0.1%
LLY Eli Lilly & Co. 0.06% 277 $229K Reduce -11.2%
MCD McDonald's Corp. 0.06% 730 $228K Add +0.3%
IXN iShares Global Tech ETF 0.06% 2,807 $213K No change
VRNT Verint Systems Inc. 0.06% 11,805 $211K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.06% 811 $208K No change
RIVN Rivian Automotive Inc. Class A 0.05% 14,094 $175K New
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.04% 12,172 $160K Reduce -8.5%

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -11.4% 1.56% −0.58
GOOG Alphabet Inc. Class C Reduce -3.6% 1.39% −0.34
VCR Vanguard Consumer Discre ETF Reduce -15.6% 0.97% −0.33
IGM iShares Expanded Tech Sector Reduce -3.4% 0.57% −0.08
IBB iShares Biotechnology ETF Reduce -16.2% 0.37% −0.08
AVGO Broadcom Inc. Reduce -0.3% 0.19% −0.07
TGT Target Corp. Sold out 0.00% −0.06
SHOP Shopify Inc. Class A Reduce -18.7% 0.11% −0.04
IXJ iShares Global Healthcare Et Reduce -10.5% 0.98% −0.03
ORCL Oracle Corp. Reduce -0.6% 0.18% −0.03
XLF SS Financial Select Sector Reduce -10.3% 0.40% −0.02
DIS The Walt Disney Co. Reduce -3.6% 0.16% −0.02
IWF iShares Russell 1000 Growth Reduce -4.4% 0.16% −0.02
PG The Procter & Gamble Co. Reduce -15.8% 0.14% −0.02
WDAY Workday Inc. Class A Reduce -1.0% 0.11% −0.01
HD Home Depot Inc. Reduce -2.2% 0.13% −0.01
PANW Palo Alto Networks Inc. Reduce -1.6% 0.11% −0.01
DUOL Duolingo Reduce -5.0% 0.08% −0.01
XBXMX Nuveen S&P 500 Buy-WR Inc. Reduce -8.5% 0.04% −0.01
SCHX Schwab US Large-Cap ETF Reduce -2.1% 0.07% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -7.1% 0.07% −0.00
PLTR Palantir Technologies Inc. Class A Reduce -13.9% 0.10% −0.00
LLY Eli Lilly & Co. Reduce -11.2% 0.06% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -5.0% 0.08% −0.00
UNH Unitedhealth Group Inc. Reduce -3.6% 0.08% +0.00
VYM Vanguard High DVD Yield ETF Reduce -1.4% 0.10% +0.00
MA Mastercard Inc. Class A Reduce -4.3% 0.22% +0.00
IEMG iShares Core MSCI Emerging Reduce -0.7% 0.08% +0.00
SDY SS SPDR S&P Dividend ETF Reduce -1.5% 0.12% +0.00
COST Costco Wholesale Corp. Reduce -0.9% 2.98% +0.12

Portfolio Buys Q4 2024 → Q1 2025
BRK.B Berkshire Hathaway Inc. Class B Add +4.2% 2.82% +0.56
DIA SS SPDR Dow Jones Indus Avg Add +9.8% 4.01% +0.37
ABBV Abbvie Inc. Add +1.4% 1.86% +0.33
VXUS Vanguard Total Intl Stock Add +2.4% 3.41% +0.30
V Visa Inc. Class A Add +1.6% 2.18% +0.28
VYMI Vanguard Int High DVD YLD Inc. Add +5.7% 1.88% +0.27
JNJ Johnson & Johnson Add +3.4% 1.19% +0.20
CGBL Cap Group Core Balanced Add +32.9% 0.77% +0.19
VIG Vanguard Dividend Apprec ETF Add +2.9% 5.15% +0.18
BIV Vanguard Intermediate-Term B Add +5.7% 1.95% +0.18
JCPB JPMorgan Core Plus Bond ETF Add +5.4% 2.04% +0.18
FBND Fidelity Total Bond ETF Add +6.1% 1.84% +0.16
EEM iShares MSCI Emerging Market Add +3.5% 1.74% +0.16
JPM JPMorgan Chase & Co. Add +0.9% 2.28% +0.11
META Meta Platforms Inc. Class A Add +4.5% 2.25% +0.10
CAT Caterpillar Inc. New 0.10% +0.10
SPY SS SPDR S&P 500 ETF Trust-US Add +4.3% 7.63% +0.09
CGGO Cap Group Global Growth Add +5.2% 2.18% +0.08
C Citigroup Inc. Add +1.5% 1.59% +0.06
RIVN Rivian Automotive Inc. Class A New 0.05% +0.05
VUG Vanguard Mrngstar GR ETF-Sui Add +40.4% 0.19% +0.04
VOO Vanguard S&P 500 ETF Add +12.6% 0.40% +0.03
IBM Intl Business Machines Corp. Add +10.5% 0.14% +0.03
CVX Chevron Corp. Add +1.4% 0.19% +0.03
CSCO Cisco Systems Inc. Add +6.1% 0.26% +0.03
CRWD CrowdStrike Holdings Inc. Class A Add +26.5% 0.12% +0.03
JEPI JPMorgan Equity Premium Inco Add +2.1% 0.90% +0.03
BAC Bank of America Corp. Add +35.5% 0.09% +0.02
INTC Intel Corp. Add +5.7% 0.10% +0.02
JPST JPMorgan Ultra-Short Income Add +0.0% 0.39% +0.01
AMD Advanced Micro Devices Add +30.4% 0.07% +0.01
TQQQ Proshares Ultrapro QQQ Add +41.0% 0.21% +0.01
MCD McDonald's Corp. Add +0.3% 0.06% +0.01
QCOM Qualcomm Inc. Add +0.8% 0.11% +0.00
PEG Public Service Enterprise GP Add +0.7% 0.22% −0.00
SCHB Schwab US Broad Market ETF Add +0.0% 0.14% −0.01
VOOG Vanguard S&P 500 Growth ETF Add +0.1% 0.07% −0.01
IVV iShares Core S&P 500 ETF Add +1.0% 0.50% −0.01
SNPS Synopsys Inc. Add +1.1% 0.12% −0.01
JEPQ JPM Nasdaq Equity Premium Add +3.4% 0.51% −0.02
CRM Salesforce Inc. Add +2.3% 0.13% −0.03
PYPL PayPal Holdings Inc. Add +2.5% 0.14% −0.04
ANET Arista Networks Inc. Add +3.8% 0.12% −0.04
AMZN Amazon.com Inc. Add +8.0% 0.95% −0.05
VTI VG Morningstar TS MKT ETF-US Add +2.2% 7.24% −0.10
MSFT Microsoft Corp. Add +0.6% 1.05% −0.10
IJH iShares Core S&P Midcap ETF Add +1.9% 4.04% −0.12
VB Vanguard Most SM-Cap ETF-Usd Add +1.3% 2.90% −0.15
TSLA Tesla Inc. Add +17.2% 1.05% −0.32
QQQ Invesco QQQ Trust Series 1 Add +1.7% 6.95% −0.37

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