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

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 Q3 2025 Q4 2025: $490.1M $490.1M Q4 2025 Q1 2026: $485.9M Q1 2026 Q2 2026: $566.6M Q2 2026

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
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 1,137 $217K Reduce -3.8%
IWD iShares Russell 1000 Value E 0.04% 1,028 $216K No change
CRWV Coreweave Inc. Class A 0.04% 3,000 $215K New
SCHA Schwab US Small-Cap ETF 0.04% 7,411 $211K New
PINS Pinterest Inc. Class A 0.04% 8,060 $209K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 650 $205K Reduce -3.4%
FISV Fiserv Inc. 0.04% 3,010 $202K New
W Wayfair Inc. Class A 0.04% 2,000 $201K New
BBAI Bigbear.ai Holdings Inc. 0.01% 12,000 $65K New
NIO Nio Inc. - ADR 0.01% 11,500 $59K 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

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