Clarity Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Clarity Wealth Advisors, LLC reported 110 stock positions worth $490.1 million. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.2%) and VG Morningstar TS MKT ETF-US (VTI, 6.8%). Compared with Q3 2025, it opened 14 new positions, sold out of 3, added to 41 and reduced 36. The biggest buy was a new position in Amgen (AMGN) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001767384
- Portfolio Value
- $490.1M (Q4 2025)
- SEC Filing
- 0001767384-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 110 stocks · $490.1M
| AAPL Apple Inc. | 7.59% | 136,756 | $37.2M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.16% | 51,485 | $35.1M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 6.83% | 99,904 | $33.5M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 6.82% | 54,388 | $33.4M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 4.56% | 101,764 | $22.4M | Add +1.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.03% | 41,107 | $19.8M | Add +4.9% |
| IJH iShares Core S&P Midcap ETF | 3.65% | 271,294 | $17.9M | Add +3.9% |
| VXUS Vanguard Total Intl Stock | 3.65% | 237,094 | $17.9M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 3.50% | 54,739 | $17.1M | Reduce -1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.71% | 51,430 | $13.3M | Add +4.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.63% | 143,420 | $12.9M | Add +12.3% |
| META Meta Platforms Inc. Class A | 2.44% | 18,122 | $12.0M | Add +6.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.25% | 317,991 | $11.0M | Add +5.5% |
| JPM JPMorgan Chase & Co. | 2.20% | 33,495 | $10.8M | Reduce -0.3% |
| JCPB JPMorgan Core Plus Bond ETF | 2.16% | 223,993 | $10.6M | Add +17.1% |
| BIV Vanguard Intermediate-Term B | 2.15% | 135,024 | $10.5M | Add +18.4% |
| EEM iShares MSCI Emerging Market | 2.13% | 190,689 | $10.4M | Add +9.1% |
| COST Costco Wholesale Corp. | 2.06% | 11,722 | $10.1M | Add +5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.04% | 19,892 | $10.0M | Add +2.9% |
| FBND Fidelity Total Bond ETF | 2.01% | 213,859 | $9.8M | Add +19.5% |
| NVDA Nvidia Corp. | 2.00% | 52,518 | $9.8M | Add +0.2% |
| C Citigroup Inc. | 1.93% | 81,052 | $9.5M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.80% | 28,050 | $8.8M | Add +0.6% |
| V Visa Inc. Class A | 1.67% | 23,396 | $8.2M | Add +2.3% |
| TSLA Tesla Inc. | 1.59% | 17,276 | $7.8M | Reduce -0.2% |
| ABBV Abbvie Inc. | 1.56% | 33,461 | $7.6M | Add +2.1% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.49% | 206,693 | $7.3M | Add +39.0% |
| JNJ Johnson & Johnson | 1.25% | 29,654 | $6.1M | Add +5.6% |
| MSFT Microsoft Corp. | 1.05% | 10,646 | $5.1M | Add +6.8% |
| AMZN Amazon.com Inc. | 0.83% | 17,530 | $4.0M | Reduce -4.1% |
| AMGN Amgen Inc. | 0.80% | 11,937 | $3.9M | New |
| JEPI JPMorgan Equity Premium Inco | 0.77% | 65,996 | $3.8M | Reduce -0.2% |
| VCR Vanguard Consumer Discre ETF | 0.59% | 7,295 | $2.9M | Reduce -12.5% |
| IXJ iShares Global Healthcare Et | 0.55% | 27,450 | $2.7M | Reduce -10.5% |
| IVV iShares Core S&P 500 ETF | 0.54% | 3,847 | $2.6M | Add +18.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.50% | 42,538 | $2.5M | Add +1.7% |
| IGM iShares Expanded Tech Sector | 0.49% | 18,409 | $2.4M | Reduce -8.6% |
| VOO Vanguard S&P 500 ETF | 0.48% | 3,776 | $2.4M | Add +4.3% |
| TQQQ Proshares Ultrapro QQQ | 0.36% | 33,840 | $1.8M | Add +6.3% |
| AVGO Broadcom Inc. | 0.29% | 4,039 | $1.4M | Reduce -1.8% |
| JPST JPMorgan Ultra-Short Income | 0.27% | 26,584 | $1.3M | Reduce -3.8% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 44,611 | $1.2M | Add +288.7% |
| CSCO Cisco Systems Inc. | 0.24% | 15,042 | $1.2M | Reduce -0.3% |
| XLF SS Financial Select Sector | 0.23% | 20,846 | $1.1M | Reduce -12.7% |
| SNPS Synopsys Inc. | 0.21% | 2,142 | $1.0M | No change |
| NFLX Netflix Inc. | 0.20% | 10,349 | $970K | Add +5.0% |
| IBB iShares Biotechnology ETF | 0.18% | 5,211 | $880K | Reduce -11.2% |
| ORCL Oracle Corp. | 0.17% | 4,368 | $851K | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 1,639 | $800K | Reduce -4.4% |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 4,469 | $794K | Reduce -34.1% |
| MA Mastercard Inc. Class A | 0.16% | 1,383 | $790K | Reduce -0.5% |
| PEG Public Service Enterprise GP | 0.16% | 9,796 | $787K | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.15% | 1,589 | $752K | No change |
| ANET Arista Networks Inc. | 0.15% | 5,658 | $741K | No change |
| INTC Intel Corp. | 0.15% | 19,831 | $732K | Add +5.3% |
| FICO Fair Isaac Corp. | 0.15% | 422 | $713K | No change |
| CDNS Cadence Design SYS Inc. | 0.14% | 2,169 | $678K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 5,642 | $642K | Reduce -1.7% |
| CVX Chevron Corp. | 0.13% | 4,085 | $623K | Reduce -0.8% |
| AMD Advanced Micro Devices | 0.13% | 2,901 | $621K | Add +9.8% |
| CAT Caterpillar Inc. | 0.12% | 1,052 | $603K | No change |
| CVNA Carvana Co. | 0.12% | 1,336 | $564K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 1,199 | $562K | No change |
| SHOP Shopify Inc. Class A | 0.11% | 3,472 | $559K | No change |
| SCHB Schwab US Broad Market ETF | 0.10% | 19,443 | $510K | Reduce -10.7% |
| CRM Salesforce Inc. | 0.10% | 1,831 | $485K | Reduce -3.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,605 | $475K | Reduce -7.6% |
| IJR iShares Core S&P Small-Cap E | 0.09% | 3,866 | $465K | Add +26.3% |
| AMAT Applied Materials Inc. | 0.09% | 1,790 | $460K | No change |
| ADSK Autodesk Inc. | 0.09% | 1,525 | $451K | No change |
| HD Home Depot Inc. | 0.09% | 1,290 | $444K | Add +14.7% |
| QCOM Qualcomm Inc. | 0.09% | 2,592 | $443K | Reduce -2.8% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 3,122 | $434K | Add +0.2% |
| HON Honeywell International Inc. | 0.09% | 2,199 | $429K | Reduce -2.0% |
| PANW Palo Alto Networks Inc. | 0.08% | 2,253 | $415K | Reduce -1.0% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 2,848 | $409K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 7,368 | $396K | Add +13.6% |
| IEMG iShares Core MSCI Emerging | 0.07% | 5,293 | $356K | No change |
| DLN Wisdomtree US Largecap Divid | 0.07% | 4,039 | $356K | New |
| IYY iShares Dow Jones U.S. ETF | 0.07% | 2,119 | $351K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 6,382 | $351K | Reduce -4.3% |
| SCHM Schwab US Mid Cap ETF | 0.07% | 11,348 | $341K | New |
| LLY Eli Lilly & Co. | 0.07% | 312 | $336K | Add +2.0% |
| WDAY Workday Inc. Class A | 0.07% | 1,542 | $331K | Reduce -5.9% |
| PRF Invesco Rafi US 1000 ETF | 0.07% | 6,984 | $328K | New |
| PG The Procter & Gamble Co. | 0.06% | 2,174 | $312K | Reduce -4.9% |
| AXP American Express Co. | 0.06% | 805 | $298K | New |
| RIVN Rivian Automotive Inc. Class A | 0.06% | 15,069 | $297K | Add +0.7% |
| PYPL PayPal Holdings Inc. | 0.06% | 5,064 | $296K | Reduce -32.3% |
| IXN iShares Global Tech ETF | 0.06% | 2,749 | $289K | Reduce -2.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.06% | 632 | $281K | Reduce -5.1% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 4,414 | $276K | Add +3.1% |
| MCD McDonald's Corp. | 0.06% | 883 | $270K | Add +13.9% |
| SCHF Schwab Intl Equity ETF | 0.05% | 10,558 | $254K | Reduce -7.3% |
| ITOT iShares Core S&P Total U.S. | 0.05% | 1,617 | $240K | New |
| SNOW Snowflake Inc. | 0.05% | 1,070 | $235K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 752 | $232K | New |
| WMT Walmart Inc. | 0.05% | 2,026 | $226K | New |
| SCHG Schwab US Large-Cap Growth | 0.05% | 6,896 | $225K | New |
| NTNX Nutanix Inc. Class A | 0.04% | 4,221 | $218K | No change |
Options reported separately and not counted above: NTNX calls ($52K).
Portfolio Sells Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 6.82% | −0.41 |
| VCR Vanguard Consumer Discre ETF | Reduce -12.5% | 0.59% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 2.20% | −0.13 |
| TSLA Tesla Inc. | Reduce -0.2% | 1.59% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -34.1% | 0.16% | −0.11 |
| ORCL Oracle Corp. | Reduce -0.2% | 0.17% | −0.10 |
| IGM iShares Expanded Tech Sector | Reduce -8.6% | 0.49% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.2% | 0.77% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -4.1% | 0.83% | −0.06 |
| IXJ iShares Global Healthcare Et | Reduce -10.5% | 0.55% | −0.05 |
| VRNT Verint Systems Inc. | Sold out | 0.00% | −0.05 |
| XLF SS Financial Select Sector | Reduce -12.7% | 0.23% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -32.3% | 0.06% | −0.05 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.8% | 0.27% | −0.03 |
| WDAY Workday Inc. Class A | Reduce -5.9% | 0.07% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -10.7% | 0.10% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.4% | 0.16% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -1.0% | 0.08% | −0.02 |
| HON Honeywell International Inc. | Reduce -2.0% | 0.09% | −0.02 |
| DIS The Walt Disney Co. | Reduce -1.7% | 0.13% | −0.01 |
| CVX Chevron Corp. | Reduce -0.8% | 0.13% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -4.9% | 0.06% | −0.01 |
| AVGO Broadcom Inc. | Reduce -1.8% | 0.29% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 0.16% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -7.6% | 0.10% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -2.8% | 0.09% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -11.2% | 0.18% | −0.01 |
| CLOV Clover Health Investments Co. | Sold out | 0.00% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -7.3% | 0.05% | −0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -5.1% | 0.06% | −0.01 |
| IXN iShares Global Tech ETF | Reduce -2.1% | 0.06% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.8% | 0.04% | −0.00 |
| BAC Bank of America Corp. | Reduce -4.3% | 0.07% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.4% | 0.04% | −0.00 |
| CRM Salesforce Inc. | Reduce -3.8% | 0.10% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.24% | +0.01 |
| C Citigroup Inc. | Reduce -0.1% | 1.93% | +0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 3.50% | +0.52 |
Portfolio Buys Q3 2025 → Q4 2025
| AMGN Amgen Inc. | New | 0.80% | +0.80 |
| CGBL Cap Group Core Balanced | Add +39.0% | 1.49% | +0.35 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 1.80% | +0.30 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +12.3% | 2.63% | +0.25 |
| FBND Fidelity Total Bond ETF | Add +19.5% | 2.01% | +0.19 |
| BIV Vanguard Intermediate-Term B | Add +18.4% | 2.15% | +0.18 |
| SCHX Schwab US Large-Cap ETF | Add +288.7% | 0.24% | +0.18 |
| JCPB JPMorgan Core Plus Bond ETF | Add +17.1% | 2.16% | +0.16 |
| JNJ Johnson & Johnson | Add +5.6% | 1.25% | +0.10 |
| DLN Wisdomtree US Largecap Divid | New | 0.07% | +0.07 |
| EEM iShares MSCI Emerging Market | Add +9.1% | 2.13% | +0.07 |
| SCHM Schwab US Mid Cap ETF | New | 0.07% | +0.07 |
| PRF Invesco Rafi US 1000 ETF | New | 0.07% | +0.07 |
| AXP American Express Co. | New | 0.06% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +18.6% | 0.54% | +0.06 |
| ITOT iShares Core S&P Total U.S. | New | 0.05% | +0.05 |
| GE General Electric | New | 0.05% | +0.05 |
| WMT Walmart Inc. | New | 0.05% | +0.05 |
| SCHG Schwab US Large-Cap Growth | New | 0.05% | +0.05 |
| CRWV Coreweave Inc. Class A | New | 0.04% | +0.04 |
| SCHA Schwab US Small-Cap ETF | New | 0.04% | +0.04 |
| FISV Fiserv Inc. | New | 0.04% | +0.04 |
| W Wayfair Inc. Class A | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | Add +9.8% | 0.13% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +6.0% | 3.65% | +0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Add +4.9% | 4.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +2.0% | 0.07% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +26.3% | 0.09% | +0.01 |
| BBAI Bigbear.ai Holdings Inc. | New | 0.01% | +0.01 |
| RIVN Rivian Automotive Inc. Class A | Add +0.7% | 0.06% | +0.01 |
| INTC Intel Corp. | Add +5.3% | 0.15% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +13.6% | 0.08% | +0.00 |
| MCD McDonald's Corp. | Add +13.9% | 0.06% | +0.00 |
| TQQQ Proshares Ultrapro QQQ | Add +6.3% | 0.36% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 0.06% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +4.3% | 0.48% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.2% | 0.09% | −0.01 |
| HD Home Depot Inc. | Add +14.7% | 0.09% | −0.01 |
| AAPL Apple Inc. | Add +1.0% | 7.59% | −0.01 |
| PEG Public Service Enterprise GP | Add +0.8% | 0.16% | −0.02 |
| CGGO Cap Group Global Growth | Add +5.5% | 2.25% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Add +1.7% | 0.50% | −0.03 |
| V Visa Inc. Class A | Add +2.3% | 1.67% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.3% | 2.71% | −0.06 |
| NFLX Netflix Inc. | Add +5.0% | 0.20% | −0.06 |
| MSFT Microsoft Corp. | Add +6.8% | 1.05% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Add +3.9% | 3.65% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 2.04% | −0.10 |
| ABBV Abbvie Inc. | Add +2.1% | 1.56% | −0.11 |
| NVDA Nvidia Corp. | Add +0.2% | 2.00% | −0.16 |
Options Activity Q3 2025 → Q4 2025
| NTNX Nutanix Inc. Class A | call | New | 1,000 | $52K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 116 | $566.6M | QQQ, AAPL, SPY, VTI, VIG |
| Q1 2026 | 107 | $485.9M | AAPL, SPY, VTI, QQQ, VIG |
| Q4 2025 | 110 | $490.1M | AAPL, SPY, VTI, QQQ, VIG |
| Q3 2025 | 99 | $453.8M | AAPL, SPY, QQQ, VTI, VIG |
| Q2 2025 | 98 | $405.2M | SPY, QQQ, VTI, AAPL, VIG |
| Q1 2025 | 95 | $360.5M | AAPL, SPY, VTI, QQQ, VIG |
| Q4 2024 | 94 | $366.8M | AAPL, SPY, VTI, QQQ, VIG |
| Q3 2024 | 94 | $344.1M | AAPL, SPY, VTI, QQQ, VIG |
| Q2 2024 | 87 | $309.2M | AAPL, QQQ, SPY, VTI, VIG |
| Q1 2024 | 86 | $295.7M | SPY, VTI, QQQ, AAPL, VIG |