Clarity Wealth Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Clarity Wealth Advisors, LLC reported 99 stock positions worth $453.8 million. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.5%) and Invesco QQQ Trust Series 1 (QQQ, 7.2%). Compared with Q2 2025, it opened 4 new positions, sold out of 3, added to 37 and reduced 44. The biggest buy was Alphabet Class A (GOOGL, shares +5%) and the biggest sale Costco Wholesale (COST, shares −2%).

Most Recent 13F
Q2 2026
Location
SAN JOSE, CA
CIK
0001767384
Portfolio Value
$453.8M (Q3 2025)
SEC Filing
0001767384-25-000002 ↗ filed Oct 24, 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 Q2 2025 Q3 2025: $453.8M $453.8M Q3 2025 Q4 2025: $490.1M Q4 2025 Q1 2026: $485.9M Q1 2026 Q2 2026: $566.6M Q2 2026

Holdings 99 stocks · $453.8M
AAPL Apple Inc. 7.60% 135,387 $34.5M Reduce -1.0%
SPY SS SPDR S&P 500 ETF Trust-US 7.52% 51,227 $34.1M Add +1.1%
QQQ Invesco QQQ Trust Series 1 7.22% 54,606 $32.8M Add +0.4%
VTI VG Morningstar TS MKT ETF-US 7.15% 98,807 $32.4M Add +1.8%
VIG Vanguard Dividend Apprec ETF 4.76% 100,113 $21.6M Add +1.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 4.00% 39,176 $18.2M Add +5.9%
IJH iShares Core S&P Midcap ETF 3.75% 261,065 $17.0M Add +3.0%
VXUS Vanguard Total Intl Stock 3.62% 223,662 $16.4M Add +7.7%
GOOGL Alphabet Inc. Class A 2.98% 55,577 $13.5M Add +5.1%
VB Vanguard Most SM-Cap ETF-Usd 2.76% 49,305 $12.5M Add +2.9%
META Meta Platforms Inc. Class A 2.75% 17,019 $12.5M Add +1.8%
VYMI Vanguard Int High DVD YLD Inc. 2.38% 127,752 $10.8M Add +23.8%
JPM JPMorgan Chase & Co. 2.34% 33,611 $10.6M Reduce -0.2%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 2.27% 301,261 $10.3M Add +5.5%
COST Costco Wholesale Corp. 2.27% 11,114 $10.3M Reduce -1.9%
NVDA Nvidia Corp. 2.16% 52,417 $9.8M Add +0.4%
BRK.B Berkshire Hathaway Inc. Class B 2.14% 19,335 $9.7M Add +0.5%
EEM iShares MSCI Emerging Market 2.06% 174,748 $9.3M Add +11.9%
JCPB JPMorgan Core Plus Bond ETF 2.00% 191,243 $9.1M Add +17.0%
BIV Vanguard Intermediate-Term B 1.96% 114,011 $8.9M Add +18.2%
FBND Fidelity Total Bond ETF 1.82% 178,977 $8.3M Add +17.8%
C Citigroup Inc. 1.82% 81,147 $8.2M Reduce -1.2%
V Visa Inc. Class A 1.72% 22,868 $7.8M Add +1.0%
TSLA Tesla Inc. 1.70% 17,304 $7.7M Add +0.3%
ABBV Abbvie Inc. 1.67% 32,782 $7.6M Add +0.9%
GOOG Alphabet Inc. Class C 1.50% 27,895 $6.8M Reduce -14.6%
JNJ Johnson & Johnson 1.15% 28,092 $5.2M Add +4.9%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 1.14% 148,689 $5.2M Add +39.5%
MSFT Microsoft Corp. 1.14% 9,965 $5.2M Reduce -2.7%
AMZN Amazon.com Inc. 0.88% 18,277 $4.0M Reduce -0.5%
JEPI JPMorgan Equity Premium Inco 0.83% 66,110 $3.8M Add +9.9%
VCR Vanguard Consumer Discre ETF 0.73% 8,338 $3.3M Reduce -16.5%
IXJ iShares Global Healthcare Et 0.60% 30,682 $2.7M Reduce -16.4%
IGM iShares Expanded Tech Sector 0.56% 20,134 $2.5M Reduce -8.3%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.53% 41,828 $2.4M Add +7.5%
VOO Vanguard S&P 500 ETF 0.49% 3,622 $2.2M Add +2.4%
IVV iShares Core S&P 500 ETF 0.48% 3,245 $2.2M Reduce -0.3%
TQQQ Proshares Ultrapro QQQ 0.36% 15,920 $1.6M Reduce -12.6%
JPST JPMorgan Ultra-Short Income 0.31% 27,633 $1.4M Reduce -1.8%
AVGO Broadcom Inc. 0.30% 4,112 $1.4M Reduce -1.3%
XLF SS Financial Select Sector 0.28% 23,871 $1.3M Reduce -12.9%
PLTR Palantir Technologies Inc. Class A 0.27% 6,778 $1.2M Add +6.3%
ORCL Oracle Corp. 0.27% 4,377 $1.2M Reduce -4.4%
NFLX Netflix Inc. 0.26% 986 $1.2M Add +1.9%
SNPS Synopsys Inc. 0.23% 2,142 $1.1M Reduce -8.7%
CSCO Cisco Systems Inc. 0.23% 15,080 $1.0M No change
IBB iShares Biotechnology ETF 0.19% 5,868 $847K Reduce -30.7%
ANET Arista Networks Inc. 0.18% 5,658 $824K Reduce -1.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.18% 1,714 $822K Reduce -7.8%
PEG Public Service Enterprise GP 0.18% 9,720 $811K Add +0.8%
MA Mastercard Inc. Class A 0.17% 1,390 $791K Reduce -2.6%
CDNS Cadence Design SYS Inc. 0.17% 2,169 $762K No change
IWF iShares Russell 1000 Growth 0.16% 1,589 $744K Reduce -0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.14% 5,742 $657K Reduce -2.4%
CVX Chevron Corp. 0.14% 4,117 $639K Reduce -1.3%
INTC Intel Corp. 0.14% 18,831 $632K Reduce -15.9%
FICO Fair Isaac Corp. 0.14% 422 $632K No change
CRWD CrowdStrike Holdings Inc. Class A 0.13% 1,199 $588K No change
SCHB Schwab US Broad Market ETF 0.12% 21,768 $560K Reduce -0.7%
SHOP Shopify Inc. Class A 0.11% 3,472 $516K Reduce -19.9%
CVNA Carvana Co. 0.11% 1,336 $504K Reduce -4.0%
PYPL PayPal Holdings Inc. 0.11% 7,484 $502K No change
CAT Caterpillar Inc. 0.11% 1,052 $502K Reduce -2.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 1,737 $490K Reduce -10.3%
ADSK Autodesk Inc. 0.11% 1,525 $484K Reduce -0.7%
HON Honeywell International Inc. 0.10% 2,244 $472K Reduce -3.0%
PANW Palo Alto Networks Inc. 0.10% 2,275 $463K Add +0.1%
HD Home Depot Inc. 0.10% 1,125 $456K Reduce -0.4%
CRM Salesforce Inc. 0.10% 1,904 $451K Reduce -0.8%
QCOM Qualcomm Inc. 0.10% 2,667 $444K Add +0.0%
SDY SS SPDR S&P Dividend ETF 0.10% 3,117 $437K Add +0.1%
AMD Advanced Micro Devices 0.09% 2,642 $427K Reduce -4.5%
VYM Vanguard High DVD Yield ETF 0.09% 2,848 $401K No change
WDAY Workday Inc. Class A 0.09% 1,639 $395K Reduce -6.2%
AMAT Applied Materials Inc. 0.08% 1,790 $366K No change
IJR iShares Core S&P Small-Cap E 0.08% 3,062 $364K Reduce -0.9%
VWO Vanguard Ftse Emerging Marke 0.08% 6,487 $351K Add +1.8%
PG The Procter & Gamble Co. 0.08% 2,286 $351K Reduce -7.6%
IEMG iShares Core MSCI Emerging 0.08% 5,293 $349K Add +2.2%
IYY iShares Dow Jones U.S. ETF 0.08% 2,119 $344K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 6,666 $344K Add +0.0%
NTNX Nutanix Inc. Class A 0.07% 4,221 $314K No change
SCHX Schwab US Large-Cap ETF 0.07% 11,478 $302K Reduce -3.0%
VOOG Vanguard S&P 500 Growth ETF 0.06% 666 $290K Reduce -7.8%
IXN iShares Global Tech ETF 0.06% 2,807 $290K No change
SCHF Schwab Intl Equity ETF 0.06% 11,395 $265K New
PINS Pinterest Inc. Class A 0.06% 8,060 $259K No change
VEA Vanguard Ftse Developed ETF 0.06% 4,283 $257K Reduce -26.8%
SNOW Snowflake Inc. 0.05% 1,070 $241K No change
VRNT Verint Systems Inc. 0.05% 11,805 $239K No change
MCD McDonald's Corp. 0.05% 775 $235K Add +2.2%
LLY Eli Lilly & Co. 0.05% 306 $234K Reduce -0.7%
BX Blackstone Inc. 0.05% 1,299 $222K New
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 1,182 $220K Reduce -14.7%
RIVN Rivian Automotive Inc. Class A 0.05% 14,969 $220K Add +2.6%
IWD iShares Russell 1000 Value E 0.05% 1,028 $209K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.05% 673 $207K Reduce -17.0%
NIO Nio Inc. - ADR 0.02% 11,500 $88K New
CLOV Clover Health Investments Co. 0.01% 10,000 $31K No change

Portfolio Sells Q2 2025 → Q3 2025
COST Costco Wholesale Corp. Reduce -1.9% 2.27% −0.50
IXJ iShares Global Healthcare Et Reduce -16.4% 0.60% −0.18
VCR Vanguard Consumer Discre ETF Reduce -16.5% 0.73% −0.17
MSFT Microsoft Corp. Reduce -2.7% 1.14% −0.12
AMZN Amazon.com Inc. Reduce -0.5% 0.88% −0.11
IBB iShares Biotechnology ETF Reduce -30.7% 0.19% −0.08
JPM JPMorgan Chase & Co. Reduce -0.2% 2.34% −0.07
XLF SS Financial Select Sector Reduce -12.9% 0.28% −0.07
SNPS Synopsys Inc. Reduce -8.7% 0.23% −0.06
UBER Uber Technologies Inc. Sold out 0.00% −0.05
IGM iShares Expanded Tech Sector Reduce -8.3% 0.56% −0.05
BR Broadridge Financial Solutio Sold out 0.00% −0.05
JPST JPMorgan Ultra-Short Income Reduce -1.8% 0.31% −0.04
DIS The Walt Disney Co. Reduce -2.4% 0.14% −0.04
XBXMX Nuveen S&P 500 Buy-WR Inc. Sold out 0.00% −0.03
IBM Intl Business Machines Corp. Reduce -10.3% 0.11% −0.03
CRM Salesforce Inc. Reduce -0.8% 0.10% −0.03
HON Honeywell International Inc. Reduce -3.0% 0.10% −0.03
VEA Vanguard Ftse Developed ETF Reduce -26.8% 0.06% −0.03
MA Mastercard Inc. Class A Reduce -2.6% 0.17% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -7.8% 0.18% −0.02
PG The Procter & Gamble Co. Reduce -7.6% 0.08% −0.02
IVV iShares Core S&P 500 ETF Reduce -0.3% 0.48% −0.02
WDAY Workday Inc. Class A Reduce -6.2% 0.09% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -14.7% 0.05% −0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -17.0% 0.05% −0.01
ADSK Autodesk Inc. Reduce -0.7% 0.11% −0.01
TQQQ Proshares Ultrapro QQQ Reduce -12.6% 0.36% −0.01
SHOP Shopify Inc. Class A Reduce -19.9% 0.11% −0.01
LLY Eli Lilly & Co. Reduce -0.7% 0.05% −0.01
VOOG Vanguard S&P 500 Growth ETF Reduce -7.8% 0.06% −0.01
CVX Chevron Corp. Reduce -1.3% 0.14% −0.01
SCHB Schwab US Broad Market ETF Reduce -0.7% 0.12% −0.01
SCHX Schwab US Large-Cap ETF Reduce -3.0% 0.07% −0.00
CVNA Carvana Co. Reduce -4.0% 0.11% −0.00
IWF iShares Russell 1000 Growth Reduce -0.4% 0.16% −0.00
IJR iShares Core S&P Small-Cap E Reduce -0.9% 0.08% −0.00
AMD Advanced Micro Devices Reduce -4.5% 0.09% −0.00
HD Home Depot Inc. Reduce -0.4% 0.10% −0.00
CAT Caterpillar Inc. Reduce -2.4% 0.11% +0.01
INTC Intel Corp. Reduce -15.9% 0.14% +0.02
AVGO Broadcom Inc. Reduce -1.3% 0.30% +0.02
ORCL Oracle Corp. Reduce -4.4% 0.27% +0.02
ANET Arista Networks Inc. Reduce -1.7% 0.18% +0.04
GOOG Alphabet Inc. Class C Reduce -14.6% 1.50% +0.07
C Citigroup Inc. Reduce -1.2% 1.82% +0.09
AAPL Apple Inc. Reduce -1.0% 7.60% +0.67

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +5.1% 2.98% +0.68
VYMI Vanguard Int High DVD YLD Inc. Add +23.8% 2.38% +0.34
TSLA Tesla Inc. Add +0.3% 1.70% +0.34
CGBL Cap Group Core Balanced Add +39.5% 1.14% +0.26
EEM iShares MSCI Emerging Market Add +11.9% 2.06% +0.20
ABBV Abbvie Inc. Add +0.9% 1.67% +0.18
JNJ Johnson & Johnson Add +4.9% 1.15% +0.14
BIV Vanguard Intermediate-Term B Add +18.2% 1.96% +0.12
NVDA Nvidia Corp. Add +0.4% 2.16% +0.12
FBND Fidelity Total Bond ETF Add +17.8% 1.82% +0.11
JCPB JPMorgan Core Plus Bond ETF Add +17.0% 2.00% +0.11
VXUS Vanguard Total Intl Stock Add +7.7% 3.62% +0.08
SCHF Schwab Intl Equity ETF New 0.06% +0.06
PLTR Palantir Technologies Inc. Class A Add +6.3% 0.27% +0.06
BX Blackstone Inc. New 0.05% +0.05
IWD iShares Russell 1000 Value E New 0.05% +0.05
NIO Nio Inc. - ADR New 0.02% +0.02
CGGO Cap Group Global Growth Add +5.5% 2.27% +0.02
JEPQ JPM Nasdaq Equity Premium Add +7.5% 0.53% +0.01
IEMG iShares Core MSCI Emerging Add +2.2% 0.08% +0.00
VWO Vanguard Ftse Emerging Marke Add +1.8% 0.08% −0.00
RIVN Rivian Automotive Inc. Class A Add +2.6% 0.05% −0.00
BAC Bank of America Corp. Add +0.0% 0.08% −0.00
MCD McDonald's Corp. Add +2.2% 0.05% −0.00
QCOM Qualcomm Inc. Add +0.0% 0.10% −0.01
VOO Vanguard S&P 500 ETF Add +2.4% 0.49% −0.01
SDY SS SPDR S&P Dividend ETF Add +0.1% 0.10% −0.01
JEPI JPMorgan Equity Premium Inco Add +9.9% 0.83% −0.01
PANW Palo Alto Networks Inc. Add +0.1% 0.10% −0.01
DIA SS SPDR Dow Jones Indus Avg Add +5.9% 4.00% −0.02
PEG Public Service Enterprise GP Add +0.8% 0.18% −0.02
VB Vanguard Most SM-Cap ETF-Usd Add +2.9% 2.76% −0.04
NFLX Netflix Inc. Add +1.9% 0.26% −0.06
IJH iShares Core S&P Midcap ETF Add +3.0% 3.75% −0.13
VTI VG Morningstar TS MKT ETF-US Add +1.8% 7.15% −0.13
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 2.14% −0.16
QQQ Invesco QQQ Trust Series 1 Add +0.4% 7.22% −0.18
VIG Vanguard Dividend Apprec ETF Add +1.9% 4.76% −0.20
SPY SS SPDR S&P 500 ETF Trust-US Add +1.1% 7.52% −0.20
V Visa Inc. Class A Add +1.0% 1.72% −0.26
META Meta Platforms Inc. Class A Add +1.8% 2.75% −0.29

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