Clarity Wealth Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Clarity Wealth Advisors, LLC reported 98 stock positions worth $405.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.7% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.4%) and VG Morningstar TS MKT ETF-US (VTI, 7.3%). Compared with Q1 2025, it opened 5 new positions, sold out of 2, added to 56 and reduced 25. The biggest buy was Meta Platforms Class A (META, shares +19%) and the biggest sale Costco Wholesale (COST, shares −0%).

Most Recent 13F
Q2 2026
Location
SAN JOSE, CA
CIK
0001767384
Portfolio Value
$405.2M (Q2 2025)
SEC Filing
0001085146-25-004654 ↗ filed Aug 7, 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 Q1 2025 Q2 2025: $405.2M $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 98 stocks · $405.2M
SPY SS SPDR S&P 500 ETF Trust-US 7.72% 50,660 $31.3M Add +3.0%
QQQ Invesco QQQ Trust Series 1 7.40% 54,377 $30.0M Add +1.7%
VTI VG Morningstar TS MKT ETF-US 7.28% 97,055 $29.5M Add +2.1%
AAPL Apple Inc. 6.92% 136,741 $28.1M Add +0.3%
VIG Vanguard Dividend Apprec ETF 4.96% 98,217 $20.1M Add +2.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 4.02% 37,008 $16.3M Add +7.3%
IJH iShares Core S&P Midcap ETF 3.88% 253,595 $15.7M Add +1.6%
VXUS Vanguard Total Intl Stock 3.54% 207,763 $14.4M Add +4.9%
META Meta Platforms Inc. Class A 3.04% 16,718 $12.3M Add +19.0%
VB Vanguard Most SM-Cap ETF-Usd 2.80% 47,929 $11.4M Add +1.5%
COST Costco Wholesale Corp. 2.77% 11,333 $11.2M Reduce -0.1%
JPM JPMorgan Chase & Co. 2.41% 33,684 $9.8M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 2.31% 19,240 $9.3M Add +0.7%
GOOGL Alphabet Inc. Class A 2.30% 52,876 $9.3M Add +0.6%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 2.25% 285,432 $9.1M Add +2.7%
VYMI Vanguard Int High DVD YLD Inc. 2.04% 103,188 $8.3M Add +12.1%
NVDA Nvidia Corp. 2.04% 52,221 $8.3M Add +0.6%
V Visa Inc. Class A 1.98% 22,638 $8.0M Add +0.9%
JCPB JPMorgan Core Plus Bond ETF 1.90% 163,421 $7.7M Add +4.7%
EEM iShares MSCI Emerging Market 1.86% 156,090 $7.5M Add +8.7%
BIV Vanguard Intermediate-Term B 1.84% 96,449 $7.5M Add +5.0%
C Citigroup Inc. 1.72% 82,105 $7.0M Add +1.6%
FBND Fidelity Total Bond ETF 1.71% 151,881 $6.9M Add +4.7%
ABBV Abbvie Inc. 1.49% 32,486 $6.0M Add +1.7%
GOOG Alphabet Inc. Class C 1.43% 32,659 $5.8M Add +1.7%
TSLA Tesla Inc. 1.35% 17,245 $5.5M Add +18.0%
MSFT Microsoft Corp. 1.26% 10,243 $5.1M Add +1.6%
JNJ Johnson & Johnson 1.01% 26,786 $4.1M Add +3.5%
AMZN Amazon.com Inc. 0.99% 18,375 $4.0M Add +1.7%
VCR Vanguard Consumer Discre ETF 0.89% 9,988 $3.6M Reduce -7.0%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.88% 106,568 $3.6M Add +19.7%
JEPI JPMorgan Equity Premium Inco 0.84% 60,142 $3.4M Add +5.8%
IXJ iShares Global Healthcare Et 0.78% 36,711 $3.2M Reduce -5.7%
IGM iShares Expanded Tech Sector 0.61% 21,960 $2.5M Reduce -2.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.52% 38,912 $2.1M Add +10.6%
IVV iShares Core S&P 500 ETF 0.50% 3,253 $2.0M Add +1.5%
VOO Vanguard S&P 500 ETF 0.50% 3,538 $2.0M Add +26.5%
TQQQ Proshares Ultrapro QQQ 0.37% 18,220 $1.5M Add +35.8%
XLF SS Financial Select Sector 0.35% 27,395 $1.4M Reduce -4.5%
JPST JPMorgan Ultra-Short Income 0.35% 28,128 $1.4M Add +1.8%
NFLX Netflix Inc. 0.32% 968 $1.3M Add +3.8%
SNPS Synopsys Inc. 0.30% 2,345 $1.2M Add +126.6%
AVGO Broadcom Inc. 0.28% 4,167 $1.1M Add +3.5%
IBB iShares Biotechnology ETF 0.26% 8,470 $1.1M Reduce -19.3%
CSCO Cisco Systems Inc. 0.26% 15,080 $1.0M Reduce -0.2%
ORCL Oracle Corp. 0.25% 4,580 $1.0M Reduce -1.1%
PLTR Palantir Technologies Inc. Class A 0.21% 6,378 $869K Add +47.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.20% 1,859 $815K Reduce -1.2%
PEG Public Service Enterprise GP 0.20% 9,647 $812K Add +0.8%
MA Mastercard Inc. Class A 0.20% 1,427 $802K Reduce -3.2%
FICO Fair Isaac Corp. 0.19% 422 $771K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 5,882 $729K Add +1.8%
IWF iShares Russell 1000 Growth 0.17% 1,596 $678K Reduce -1.2%
CDNS Cadence Design SYS Inc. 0.16% 2,169 $668K New
CRWD CrowdStrike Holdings Inc. Class A 0.15% 1,199 $611K Add +0.2%
CVX Chevron Corp. 0.15% 4,170 $597K Add +1.7%
ANET Arista Networks Inc. 0.15% 5,758 $589K Add +6.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 1,937 $571K Reduce -7.8%
PYPL PayPal Holdings Inc. 0.14% 7,484 $556K Reduce -2.7%
HON Honeywell International Inc. 0.13% 2,313 $539K Reduce -0.2%
CRM Salesforce Inc. 0.13% 1,920 $524K Add +9.1%
SCHB Schwab US Broad Market ETF 0.13% 21,916 $522K Reduce -5.5%
INTC Intel Corp. 0.12% 22,395 $502K Add +38.3%
SHOP Shopify Inc. Class A 0.12% 4,335 $500K No change
ADSK Autodesk Inc. 0.12% 1,535 $475K Add +2.3%
CVNA Carvana Co. 0.12% 1,391 $469K No change
PANW Palo Alto Networks Inc. 0.11% 2,273 $465K Reduce -1.3%
QCOM Qualcomm Inc. 0.10% 2,666 $425K Reduce -1.1%
SDY SS SPDR S&P Dividend ETF 0.10% 3,113 $423K Add +0.1%
WDAY Workday Inc. Class A 0.10% 1,748 $420K Reduce -1.4%
CAT Caterpillar Inc. 0.10% 1,078 $419K Reduce -0.5%
HD Home Depot Inc. 0.10% 1,130 $414K Reduce -10.9%
PG The Procter & Gamble Co. 0.10% 2,474 $394K Reduce -13.5%
AMD Advanced Micro Devices 0.10% 2,765 $392K Add +5.6%
VYM Vanguard High DVD Yield ETF 0.09% 2,848 $380K No change
IJR iShares Core S&P Small-Cap E 0.08% 3,090 $338K Add +1.0%
VEA Vanguard Ftse Developed ETF 0.08% 5,851 $334K Add +1.7%
AMAT Applied Materials Inc. 0.08% 1,790 $328K No change
NTNX Nutanix Inc. Class A 0.08% 4,221 $323K No change
IYY iShares Dow Jones U.S. ETF 0.08% 2,119 $320K Reduce -3.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 6,665 $315K Reduce -11.2%
VWO Vanguard Ftse Emerging Marke 0.08% 6,373 $315K Add +1.4%
IEMG iShares Core MSCI Emerging 0.08% 5,181 $311K Add +2.2%
SCHX Schwab US Large-Cap ETF 0.07% 11,835 $289K No change
PINS Pinterest Inc. Class A 0.07% 8,060 $289K No change
VOOG Vanguard S&P 500 Growth ETF 0.07% 722 $286K No change
IXN iShares Global Tech ETF 0.06% 2,807 $259K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,386 $245K Reduce -0.8%
LLY Eli Lilly & Co. 0.06% 308 $240K Add +11.2%
SNOW Snowflake Inc. 0.06% 1,070 $239K New
VRNT Verint Systems Inc. 0.06% 11,805 $232K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.06% 811 $231K No change
MCD McDonald's Corp. 0.05% 758 $221K Add +3.8%
UBER Uber Technologies Inc. 0.05% 2,263 $211K New
RIVN Rivian Automotive Inc. Class A 0.05% 14,594 $201K Add +3.5%
BR Broadridge Financial Solutio 0.05% 824 $200K New
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.03% 10,091 $140K Reduce -17.1%
CLOV Clover Health Investments Co. 0.01% 10,000 $28K New

Portfolio Sells Q1 2025 → Q2 2025
COST Costco Wholesale Corp. Reduce -0.1% 2.77% −0.21
IXJ iShares Global Healthcare Et Reduce -5.7% 0.78% −0.20
IBB iShares Biotechnology ETF Reduce -19.3% 0.26% −0.11
DUOL Duolingo Sold out 0.00% −0.08
UNH Unitedhealth Group Inc. Sold out 0.00% −0.08
VCR Vanguard Consumer Discre ETF Reduce -7.0% 0.89% −0.08
XLF SS Financial Select Sector Reduce -4.5% 0.35% −0.04
PG The Procter & Gamble Co. Reduce -13.5% 0.10% −0.04
HD Home Depot Inc. Reduce -10.9% 0.10% −0.03
MA Mastercard Inc. Class A Reduce -3.2% 0.20% −0.03
WDAY Workday Inc. Class A Reduce -1.4% 0.10% −0.01
QCOM Qualcomm Inc. Reduce -1.1% 0.10% −0.01
XBXMX Nuveen S&P 500 Buy-WR Inc. Reduce -17.1% 0.03% −0.01
SCHB Schwab US Broad Market ETF Reduce -5.5% 0.13% −0.01
BAC Bank of America Corp. Reduce -11.2% 0.08% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.8% 0.06% −0.01
IYY iShares Dow Jones U.S. ETF Reduce -3.6% 0.08% −0.00
IBM Intl Business Machines Corp. Reduce -7.8% 0.14% −0.00
HON Honeywell International Inc. Reduce -0.2% 0.13% −0.00
PYPL PayPal Holdings Inc. Reduce -2.7% 0.14% −0.00
CSCO Cisco Systems Inc. Reduce -0.2% 0.26% −0.00
CAT Caterpillar Inc. Reduce -0.5% 0.10% +0.00
IWF iShares Russell 1000 Growth Reduce -1.2% 0.17% +0.01
PANW Palo Alto Networks Inc. Reduce -1.3% 0.11% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.2% 0.20% +0.01
IGM iShares Expanded Tech Sector Reduce -2.8% 0.61% +0.04
ORCL Oracle Corp. Reduce -1.1% 0.25% +0.07

Portfolio Buys Q1 2025 → Q2 2025
META Meta Platforms Inc. Class A Add +19.0% 3.04% +0.80
NVDA Nvidia Corp. Add +0.6% 2.04% +0.47
QQQ Invesco QQQ Trust Series 1 Add +1.7% 7.40% +0.45
TSLA Tesla Inc. Add +18.0% 1.35% +0.30
MSFT Microsoft Corp. Add +1.6% 1.26% +0.21
SNPS Synopsys Inc. Add +126.6% 0.30% +0.17
CDNS Cadence Design SYS Inc. New 0.16% +0.16
TQQQ Proshares Ultrapro QQQ Add +35.8% 0.37% +0.16
VYMI Vanguard Int High DVD YLD Inc. Add +12.1% 2.04% +0.16
C Citigroup Inc. Add +1.6% 1.72% +0.13
VXUS Vanguard Total Intl Stock Add +4.9% 3.54% +0.13
JPM JPMorgan Chase & Co. Add +0.6% 2.41% +0.13
EEM iShares MSCI Emerging Market Add +8.7% 1.86% +0.12
CGBL Cap Group Core Balanced Add +19.7% 0.88% +0.11
PLTR Palantir Technologies Inc. Class A Add +47.6% 0.21% +0.11
VOO Vanguard S&P 500 ETF Add +26.5% 0.50% +0.10
AVGO Broadcom Inc. Add +3.5% 0.28% +0.10
SPY SS SPDR S&P 500 ETF Trust-US Add +3.0% 7.72% +0.09
NFLX Netflix Inc. Add +3.8% 0.32% +0.08
CGGO Cap Group Global Growth Add +2.7% 2.25% +0.07
SNOW Snowflake Inc. New 0.06% +0.06
UBER Uber Technologies Inc. New 0.05% +0.05
BR Broadridge Financial Solutio New 0.05% +0.05
GOOGL Alphabet Inc. Class A Add +0.6% 2.30% +0.05
AMZN Amazon.com Inc. Add +1.7% 0.99% +0.04
GOOG Alphabet Inc. Class C Add +1.7% 1.43% +0.04
VTI VG Morningstar TS MKT ETF-US Add +2.1% 7.28% +0.04
CRWD CrowdStrike Holdings Inc. Class A Add +0.2% 0.15% +0.03
ANET Arista Networks Inc. Add +6.5% 0.15% +0.03
AMD Advanced Micro Devices Add +5.6% 0.10% +0.02
DIS The Walt Disney Co. Add +1.8% 0.18% +0.02
INTC Intel Corp. Add +38.3% 0.12% +0.02
JEPQ JPM Nasdaq Equity Premium Add +10.6% 0.52% +0.02
DIA SS SPDR Dow Jones Indus Avg Add +7.3% 4.02% +0.01
ADSK Autodesk Inc. Add +2.3% 0.12% +0.01
CLOV Clover Health Investments Co. New 0.01% +0.01
VEA Vanguard Ftse Developed ETF Add +1.7% 0.08% +0.00
IEMG iShares Core MSCI Emerging Add +2.2% 0.08% +0.00
RIVN Rivian Automotive Inc. Class A Add +3.5% 0.05% +0.00
IVV iShares Core S&P 500 ETF Add +1.5% 0.50% −0.00
VWO Vanguard Ftse Emerging Marke Add +1.4% 0.08% −0.00
CRM Salesforce Inc. Add +9.1% 0.13% −0.00
LLY Eli Lilly & Co. Add +11.2% 0.06% −0.00
IJR iShares Core S&P Small-Cap E Add +1.0% 0.08% −0.01
MCD McDonald's Corp. Add +3.8% 0.05% −0.01
SDY SS SPDR S&P Dividend ETF Add +0.1% 0.10% −0.01
PEG Public Service Enterprise GP Add +0.8% 0.20% −0.02
JPST JPMorgan Ultra-Short Income Add +1.8% 0.35% −0.04
CVX Chevron Corp. Add +1.7% 0.15% −0.04
JEPI JPMorgan Equity Premium Inco Add +5.8% 0.84% −0.06

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