Clarity Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Clarity Wealth Advisors, LLC reported 107 stock positions worth $485.9 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 6.9%) and VG Morningstar TS MKT ETF-US (VTI, 6.6%). Compared with Q4 2025, it opened 5 new positions, sold out of 8, added to 46 and reduced 45. The biggest buy was Cap Group Core Balanced (CGBL, shares +41%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JOSE, CA
- CIK
- 0001767384
- Portfolio Value
- $485.9M (Q1 2026)
- SEC Filing
- 0001767384-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 107 stocks · $485.9M
| AAPL Apple Inc. | 7.07% | 135,434 | $34.4M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.92% | 51,690 | $33.6M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 6.65% | 100,696 | $32.3M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 6.48% | 54,558 | $31.5M | Add +0.3% |
| VIG Vanguard Dividend Apprec ETF | 4.61% | 104,132 | $22.4M | Add +2.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 4.17% | 43,712 | $20.2M | Add +6.3% |
| VXUS Vanguard Total Intl Stock | 4.10% | 258,238 | $19.9M | Add +8.9% |
| IJH iShares Core S&P Midcap ETF | 4.00% | 287,868 | $19.4M | Add +6.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 3.14% | 162,067 | $15.3M | Add +13.0% |
| GOOGL Alphabet Inc. Class A | 3.14% | 53,091 | $15.3M | Reduce -3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.97% | 55,103 | $14.4M | Add +7.1% |
| EEM iShares MSCI Emerging Market | 2.45% | 209,326 | $11.9M | Add +9.8% |
| COST Costco Wholesale Corp. | 2.41% | 11,732 | $11.7M | Add +0.1% |
| JCPB JPMorgan Core Plus Bond ETF | 2.37% | 244,810 | $11.5M | Add +9.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.34% | 340,231 | $11.4M | Add +7.0% |
| BIV Vanguard Intermediate-Term B | 2.33% | 146,847 | $11.3M | Add +8.8% |
| FBND Fidelity Total Bond ETF | 2.21% | 235,822 | $10.8M | Add +10.3% |
| META Meta Platforms Inc. Class A | 2.13% | 18,092 | $10.4M | Reduce -0.2% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 2.07% | 292,341 | $10.1M | Add +41.4% |
| JPM JPMorgan Chase & Co. | 2.04% | 33,647 | $9.9M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.97% | 19,990 | $9.6M | Add +0.5% |
| C Citigroup Inc. | 1.87% | 80,155 | $9.1M | Reduce -1.1% |
| NVDA Nvidia Corp. | 1.86% | 51,900 | $9.1M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 1.65% | 28,020 | $8.0M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.52% | 30,246 | $7.4M | Add +2.0% |
| ABBV Abbvie Inc. | 1.51% | 33,818 | $7.4M | Add +1.1% |
| V Visa Inc. Class A | 1.48% | 23,866 | $7.2M | Add +2.0% |
| TSLA Tesla Inc. | 1.29% | 16,921 | $6.3M | Reduce -2.0% |
| AMGN Amgen Inc. | 0.86% | 11,942 | $4.2M | Add +0.0% |
| MSFT Microsoft Corp. | 0.86% | 11,242 | $4.2M | Add +5.6% |
| AMZN Amazon.com Inc. | 0.76% | 17,814 | $3.7M | Add +1.6% |
| JEPI JPMorgan Equity Premium Inco | 0.72% | 61,722 | $3.5M | Reduce -6.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.57% | 49,523 | $2.7M | Add +16.4% |
| VOO Vanguard S&P 500 ETF | 0.54% | 4,350 | $2.6M | Add +15.2% |
| IVV iShares Core S&P 500 ETF | 0.51% | 3,805 | $2.5M | Reduce -1.1% |
| IXJ iShares Global Healthcare Et | 0.48% | 24,892 | $2.3M | Reduce -9.3% |
| VCR Vanguard Consumer Discre ETF | 0.47% | 6,325 | $2.3M | Reduce -13.3% |
| IGM iShares Expanded Tech Sector | 0.41% | 16,700 | $2.0M | Reduce -9.3% |
| TQQQ Proshares Ultrapro QQQ | 0.31% | 35,740 | $1.5M | Add +5.6% |
| JPST JPMorgan Ultra-Short Income | 0.28% | 26,588 | $1.3M | Add +0.0% |
| AVGO Broadcom Inc. | 0.25% | 3,993 | $1.2M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.24% | 15,034 | $1.2M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 0.23% | 43,152 | $1.1M | Reduce -3.3% |
| NFLX Netflix Inc. | 0.21% | 10,604 | $1.0M | Add +2.5% |
| SNPS Synopsys Inc. | 0.17% | 2,140 | $848K | Reduce -0.1% |
| XLF SS Financial Select Sector | 0.17% | 17,068 | $843K | Reduce -18.1% |
| INTC Intel Corp. | 0.17% | 18,740 | $827K | Reduce -5.5% |
| IBB iShares Biotechnology ETF | 0.17% | 4,831 | $816K | Reduce -7.3% |
| PEG Public Service Enterprise GP | 0.16% | 9,882 | $800K | Add +0.9% |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 5,415 | $792K | Add +21.2% |
| ORCL Oracle Corp. | 0.16% | 5,345 | $786K | Add +22.4% |
| ANET Arista Networks Inc. | 0.15% | 5,978 | $734K | Add +5.7% |
| CAT Caterpillar Inc. | 0.14% | 994 | $704K | Reduce -5.5% |
| IWF iShares Russell 1000 Growth | 0.14% | 1,589 | $678K | No change |
| CVX Chevron Corp. | 0.14% | 3,232 | $669K | Reduce -20.9% |
| MA Mastercard Inc. Class A | 0.14% | 1,332 | $666K | Reduce -3.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 1,471 | $643K | Reduce -10.3% |
| AMAT Applied Materials Inc. | 0.13% | 1,790 | $612K | No change |
| CDNS Cadence Design SYS Inc. | 0.12% | 2,169 | $603K | No change |
| AMD Advanced Micro Devices | 0.12% | 2,898 | $590K | Reduce -0.1% |
| FICO Fair Isaac Corp. | 0.11% | 514 | $549K | Add +21.8% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.11% | 17,000 | $524K | New |
| SMCI Super Micro Computer Inc. | 0.10% | 22,110 | $503K | New |
| IJR iShares Core S&P Small-Cap E | 0.10% | 3,960 | $492K | Add +2.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 5,064 | $488K | Reduce -10.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 1,201 | $469K | Add +0.2% |
| SCHB Schwab US Broad Market ETF | 0.10% | 18,556 | $466K | Reduce -4.6% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 3,098 | $452K | Reduce -0.8% |
| HON Honeywell International Inc. | 0.09% | 1,961 | $443K | Reduce -10.8% |
| SHOP Shopify Inc. Class A | 0.09% | 3,535 | $419K | Add +1.8% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 2,826 | $419K | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 7,737 | $418K | Add +5.0% |
| HD Home Depot Inc. | 0.09% | 1,263 | $415K | Reduce -2.1% |
| CVNA Carvana Co. | 0.09% | 1,318 | $414K | Reduce -1.4% |
| IEMG iShares Core MSCI Emerging | 0.08% | 5,389 | $376K | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,510 | $366K | Reduce -5.9% |
| ADSK Autodesk Inc. | 0.08% | 1,525 | $365K | No change |
| PANW Palo Alto Networks Inc. | 0.07% | 2,270 | $364K | Add +0.8% |
| SCHM Schwab US Mid Cap ETF | 0.07% | 11,348 | $351K | No change |
| CRM Salesforce Inc. | 0.07% | 1,796 | $335K | Reduce -1.9% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.07% | 6,550 | $328K | New |
| QCOM Qualcomm Inc. | 0.07% | 2,506 | $323K | Reduce -3.3% |
| PRF Invesco Rafi US 1000 ETF | 0.07% | 6,734 | $320K | Reduce -3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 6,474 | $316K | Add +1.4% |
| DLN Wisdomtree US Largecap Divid | 0.06% | 3,523 | $315K | Reduce -12.8% |
| IYY iShares Dow Jones U.S. ETF | 0.06% | 1,917 | $304K | Reduce -9.5% |
| PG The Procter & Gamble Co. | 0.06% | 2,036 | $294K | Reduce -6.3% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 4,581 | $294K | Add +3.8% |
| LLY Eli Lilly & Co. | 0.06% | 312 | $287K | No change |
| SCHF Schwab Intl Equity ETF | 0.05% | 10,662 | $264K | Add +1.0% |
| MCD McDonald's Corp. | 0.05% | 847 | $263K | Reduce -4.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.05% | 633 | $258K | Add +0.2% |
| IXN iShares Global Tech ETF | 0.05% | 2,557 | $256K | Reduce -7.0% |
| RIVN Rivian Automotive Inc. Class A | 0.05% | 16,769 | $252K | Add +11.3% |
| WMT Walmart Inc. | 0.05% | 1,979 | $246K | Reduce -2.3% |
| AXP American Express Co. | 0.05% | 787 | $238K | Reduce -2.2% |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.05% | 4,800 | $238K | New |
| CRWV Coreweave Inc. Class A | 0.05% | 3,000 | $232K | No change |
| PYPL PayPal Holdings Inc. | 0.05% | 4,995 | $226K | Reduce -1.4% |
| IWD iShares Russell 1000 Value E | 0.05% | 1,028 | $220K | No change |
Options reported separately and not counted above: AAPL calls ($508K).
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -1.0% | 7.07% | −0.51 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 3.14% | −0.35 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 2.13% | −0.31 |
| TSLA Tesla Inc. | Reduce -2.0% | 1.29% | −0.29 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 1.65% | −0.14 |
| NVDA Nvidia Corp. | Reduce -1.2% | 1.86% | −0.14 |
| VCR Vanguard Consumer Discre ETF | Reduce -13.3% | 0.47% | −0.12 |
| IGM iShares Expanded Tech Sector | Reduce -9.3% | 0.41% | −0.08 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.07 |
| IXJ iShares Global Healthcare Et | Reduce -9.3% | 0.48% | −0.07 |
| XLF SS Financial Select Sector | Reduce -18.1% | 0.17% | −0.06 |
| C Citigroup Inc. | Reduce -1.1% | 1.87% | −0.06 |
| JEPI JPMorgan Equity Premium Inco | Reduce -6.5% | 0.72% | −0.05 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.05 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.05 |
| NTNX Nutanix Inc. Class A | Sold out | 0.00% | −0.04 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.04 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.04 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −0.04 |
| AVGO Broadcom Inc. | Reduce -1.1% | 0.25% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.3% | 0.13% | −0.03 |
| SNPS Synopsys Inc. | Reduce -0.1% | 0.17% | −0.03 |
| DIS The Walt Disney Co. | Reduce -10.2% | 0.10% | −0.03 |
| CRM Salesforce Inc. | Reduce -1.9% | 0.07% | −0.03 |
| CVNA Carvana Co. | Reduce -1.4% | 0.09% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -1.1% | 0.51% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 0.14% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -3.3% | 0.07% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -5.9% | 0.08% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.3% | 0.23% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -1.4% | 0.05% | −0.01 |
| AXP American Express Co. | Reduce -2.2% | 0.05% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -7.3% | 0.17% | −0.01 |
| IYY iShares Dow Jones U.S. ETF | Reduce -9.5% | 0.06% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -4.6% | 0.10% | −0.01 |
| DLN Wisdomtree US Largecap Divid | Reduce -12.8% | 0.06% | −0.01 |
| IXN iShares Global Tech ETF | Reduce -7.0% | 0.05% | −0.01 |
| AMD Advanced Micro Devices | Reduce -0.1% | 0.12% | −0.01 |
| HD Home Depot Inc. | Reduce -2.1% | 0.09% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -5.1% | 0.04% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -6.3% | 0.06% | −0.00 |
| PRF Invesco Rafi US 1000 ETF | Reduce -3.6% | 0.07% | −0.00 |
| MCD McDonald's Corp. | Reduce -4.1% | 0.05% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.9% | 0.04% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.8% | 0.09% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -0.1% | 0.24% | +0.00 |
| HON Honeywell International Inc. | Reduce -10.8% | 0.09% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.8% | 0.09% | +0.00 |
| WMT Walmart Inc. | Reduce -2.3% | 0.05% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| CGBL Cap Group Core Balanced | Add +41.4% | 2.07% | +0.58 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +13.0% | 3.14% | +0.51 |
| VXUS Vanguard Total Intl Stock | Add +8.9% | 4.10% | +0.45 |
| IJH iShares Core S&P Midcap ETF | Add +6.1% | 4.00% | +0.35 |
| COST Costco Wholesale Corp. | Add +0.1% | 2.41% | +0.34 |
| EEM iShares MSCI Emerging Market | Add +9.8% | 2.45% | +0.32 |
| JNJ Johnson & Johnson | Add +2.0% | 1.52% | +0.27 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.1% | 2.97% | +0.26 |
| JCPB JPMorgan Core Plus Bond ETF | Add +9.3% | 2.37% | +0.21 |
| FBND Fidelity Total Bond ETF | Add +10.3% | 2.21% | +0.21 |
| BIV Vanguard Intermediate-Term B | Add +8.8% | 2.33% | +0.19 |
| DIA SS SPDR Dow Jones Indus Avg | Add +6.3% | 4.17% | +0.14 |
| BALI Is US LRG CP Pre Inc. Act-Usd | New | 0.11% | +0.11 |
| SMCI Super Micro Computer Inc. | New | 0.10% | +0.10 |
| CGGO Cap Group Global Growth | Add +7.0% | 2.34% | +0.09 |
| AMGN Amgen Inc. | Add +0.0% | 0.86% | +0.07 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.07% | +0.07 |
| JEPQ JPM Nasdaq Equity Premium | Add +16.4% | 0.57% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +15.2% | 0.54% | +0.05 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | New | 0.05% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +2.3% | 4.61% | +0.05 |
| TGT Target Corp. | New | 0.04% | +0.04 |
| NFLX Netflix Inc. | Add +2.5% | 0.21% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +2.4% | 0.10% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +5.0% | 0.09% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +1.8% | 0.08% | +0.00 |
| PEG Public Service Enterprise GP | Add +0.9% | 0.16% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +3.8% | 0.06% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Add +0.0% | 0.28% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +1.0% | 0.05% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +21.2% | 0.16% | +0.00 |
| ANET Arista Networks Inc. | Add +5.7% | 0.15% | −0.00 |
| GE General Electric | Add +0.7% | 0.04% | −0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Add +0.2% | 0.05% | −0.00 |
| BAC Bank of America Corp. | Add +1.4% | 0.07% | −0.01 |
| RIVN Rivian Automotive Inc. Class A | Add +11.3% | 0.05% | −0.01 |
| PANW Palo Alto Networks Inc. | Add +0.8% | 0.07% | −0.01 |
| ORCL Oracle Corp. | Add +22.4% | 0.16% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.2% | 0.10% | −0.02 |
| SHOP Shopify Inc. Class A | Add +1.8% | 0.09% | −0.03 |
| FICO Fair Isaac Corp. | Add +21.8% | 0.11% | −0.03 |
| ABBV Abbvie Inc. | Add +1.1% | 1.51% | −0.05 |
| TQQQ Proshares Ultrapro QQQ | Add +5.6% | 0.31% | −0.06 |
| AMZN Amazon.com Inc. | Add +1.6% | 0.76% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 1.97% | −0.07 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 2.04% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 6.65% | −0.19 |
| V Visa Inc. Class A | Add +2.0% | 1.48% | −0.19 |
| MSFT Microsoft Corp. | Add +5.6% | 0.86% | −0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 6.92% | −0.24 |
Options Activity Q4 2025 → Q1 2026
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 |