Clarity Wealth Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Clarity Wealth Advisors, LLC reported 116 stock positions worth $566.6 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 6.9% of the portfolio, followed by Apple (AAPL, 6.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.7%). Compared with Q1 2026, it opened 10 new positions, sold out of 1, added to 40 and reduced 51. The biggest buy was Cap Group Core Balanced (CGBL, shares +26%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
SAN JOSE, CA
CIK
0001767384
Portfolio Value
$566.6M (Q2 2026)
SEC Filing
0001767384-26-000004 ↗ filed Jul 24, 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 Q4 2025 Q1 2026: $485.9M Q1 2026 Q2 2026: $566.6M $566.6M Q2 2026

Holdings 116 stocks · $566.6M
QQQ Invesco QQQ Trust Series 1 6.91% 53,200 $39.2M Reduce -2.5%
AAPL Apple Inc. 6.83% 133,752 $38.7M Reduce -1.2%
SPY SS SPDR S&P 500 ETF Trust-US 6.74% 51,157 $38.2M Reduce -1.0%
VTI VG Morningstar TS MKT ETF-US 6.54% 100,173 $37.1M Reduce -0.5%
VIG Vanguard Dividend Apprec ETF 4.41% 105,705 $25.0M Add +1.5%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 4.17% 45,279 $23.7M Add +3.6%
IJH iShares Core S&P Midcap ETF 4.12% 302,394 $23.3M Add +5.0%
VXUS Vanguard Total Intl Stock 4.11% 272,333 $23.3M Add +5.5%
GOOGL Alphabet Inc. Class A 3.22% 50,981 $18.2M Reduce -4.0%
VB Vanguard Most SM-Cap ETF-Usd 3.14% 58,679 $17.8M Add +6.5%
VYMI Vanguard Int High DVD YLD Inc. 3.09% 178,258 $17.5M Add +10.0%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 2.73% 366,115 $15.5M Add +7.6%
EEM iShares MSCI Emerging Market 2.67% 220,974 $15.1M Add +5.6%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 2.48% 369,648 $14.0M Add +26.4%
JCPB JPMorgan Core Plus Bond ETF 2.18% 262,601 $12.3M Add +7.3%
BIV Vanguard Intermediate-Term B 2.11% 155,914 $12.0M Add +6.2%
FBND Fidelity Total Bond ETF 2.05% 255,355 $11.6M Add +8.3%
NVDA Nvidia Corp. 2.04% 57,903 $11.6M Add +11.6%
COST Costco Wholesale Corp. 1.95% 11,832 $11.1M Add +0.8%
JPM JPMorgan Chase & Co. 1.93% 33,494 $11.0M Reduce -0.5%
C Citigroup Inc. 1.93% 78,076 $10.9M Reduce -2.6%
META Meta Platforms Inc. Class A 1.82% 18,356 $10.3M Add +1.5%
BRK.B Berkshire Hathaway Inc. Class B 1.80% 20,379 $10.2M Add +1.9%
GOOG Alphabet Inc. Class C 1.71% 27,459 $9.7M Reduce -2.0%
ABBV Abbvie Inc. 1.53% 34,503 $8.7M Add +2.0%
V Visa Inc. Class A 1.48% 24,401 $8.4M Add +2.2%
JNJ Johnson & Johnson 1.39% 30,927 $7.9M Add +2.3%
TSLA Tesla Inc. 1.27% 17,081 $7.2M Add +0.9%
AMGN Amgen Inc. 0.76% 11,883 $4.3M Reduce -0.5%
MSFT Microsoft Corp. 0.74% 11,209 $4.2M Reduce -0.3%
AMZN Amazon.com Inc. 0.74% 17,481 $4.2M Reduce -1.9%
JEPI JPMorgan Equity Premium Inco 0.63% 62,799 $3.5M Add +1.7%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.56% 51,418 $3.2M Add +3.8%
VOO Vanguard S&P 500 ETF 0.54% 4,491 $3.1M Add +3.2%
IVV iShares Core S&P 500 ETF 0.49% 3,723 $2.8M Reduce -2.2%
INTC Intel Corp. 0.48% 19,584 $2.7M Add +4.5%
TQQQ Proshares Ultrapro QQQ 0.47% 33,140 $2.7M Reduce -7.3%
IGM iShares Expanded Tech Sector 0.42% 14,587 $2.4M Reduce -12.7%
IXJ iShares Global Healthcare Et 0.33% 19,029 $1.9M Reduce -23.6%
VCR Vanguard Consumer Discre ETF 0.32% 4,639 $1.8M Reduce -26.7%
CSCO Cisco Systems Inc. 0.31% 15,005 $1.8M Reduce -0.2%
AVGO Broadcom Inc. 0.26% 3,949 $1.5M Reduce -1.1%
AMD Advanced Micro Devices 0.24% 2,371 $1.4M Reduce -18.2%
ANET Arista Networks Inc. 0.24% 7,930 $1.3M Add +32.6%
JPST JPMorgan Ultra-Short Income 0.24% 26,347 $1.3M Reduce -0.9%
VGLT Vanguard Long-Term Treasury 0.23% 24,029 $1.3M New
AMAT Applied Materials Inc. 0.23% 1,790 $1.3M No change
SCHX Schwab US Large-Cap ETF 0.22% 42,293 $1.2M Reduce -2.0%
SNPS Synopsys Inc. 0.17% 2,140 $955K No change
CRWD CrowdStrike Holdings Inc. Class A 0.16% 1,199 $915K Reduce -0.2%
FISV Fiserv Inc. 0.15% 17,000 $834K New
CDNS Cadence Design SYS Inc. 0.14% 2,169 $814K No change
PEG Public Service Enterprise GP 0.14% 9,963 $809K Add +0.8%
ORCL Oracle Corp. 0.14% 5,354 $785K Add +0.2%
NFLX Netflix Inc. 0.14% 10,900 $778K Add +2.8%
CAT Caterpillar Inc. 0.14% 728 $775K Reduce -26.8%
PANW Palo Alto Networks Inc. 0.14% 2,267 $773K Reduce -0.1%
IBB iShares Biotechnology ETF 0.13% 3,994 $760K Reduce -17.3%
IWF iShares Russell 1000 Growth 0.12% 5,523 $686K Reduce -13.1%
MA Mastercard Inc. Class A 0.12% 1,282 $659K Reduce -3.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 7,538 $649K Reduce -14.6%
SMCI Super Micro Computer Inc. 0.11% 22,110 $648K No change
PLTR Palantir Technologies Inc. Class A 0.11% 5,445 $635K Add +0.6%
IJR iShares Core S&P Small-Cap E 0.11% 4,254 $631K Add +7.4%
XLF SS Financial Select Sector 0.11% 11,691 $627K Reduce -31.5%
FICO Fair Isaac Corp. 0.11% 515 $615K Add +0.2%
BALI Is US LRG CP Pre Inc. Act-Usd 0.10% 17,200 $582K Add +1.2%
CVX Chevron Corp. 0.10% 3,372 $559K Add +4.3%
SCHB Schwab US Broad Market ETF 0.09% 17,549 $508K Reduce -5.4%
SDY SS SPDR S&P Dividend ETF 0.08% 2,976 $453K Reduce -3.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.08% 4,693 $452K Reduce -7.3%
IEMG iShares Core MSCI Emerging 0.08% 5,448 $451K Add +1.1%
VYM Vanguard High DVD Yield ETF 0.08% 2,826 $447K No change
HD Home Depot Inc. 0.08% 1,241 $438K Reduce -1.7%
CVNA Carvana Co. 0.08% 6,568 $432K Reduce -0.3%
VWO Vanguard Ftse Emerging Marke 0.08% 7,158 $427K Reduce -7.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,498 $421K Reduce -0.8%
SCHM Schwab US Mid Cap ETF 0.07% 11,348 $418K No change
LOGI Logitech International-Reg 0.07% 4,397 $413K New
QCOM Qualcomm Inc. 0.07% 2,234 $413K Reduce -10.8%
SHOP Shopify Inc. Class A 0.07% 3,385 $386K Reduce -4.2%
LLY Eli Lilly & Co. 0.07% 314 $376K Add +0.6%
GPIX GLDM SA S&P 500 PR in ETF-US 0.07% 6,750 $375K Add +3.0%
BAC Bank of America Corp. 0.06% 6,366 $363K Reduce -1.7%
PRF Invesco Rafi US 1000 ETF 0.06% 6,676 $361K Reduce -0.9%
IYY iShares Dow Jones U.S. ETF 0.06% 1,917 $349K No change
IXN iShares Global Tech ETF 0.06% 2,382 $344K Reduce -6.8%
DLN Wisdomtree US Largecap Divid 0.06% 3,429 $330K Reduce -2.7%
GE General Electric filed as GE AEROSPACE 0.06% 851 $318K Add +12.4%
VEA Vanguard Ftse Developed ETF 0.06% 4,432 $316K Reduce -3.3%
VOOG Vanguard S&P 500 Growth ETF 0.06% 3,798 $314K No change
CRWV Coreweave Inc. Class A 0.05% 3,000 $299K No change
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.05% 5,000 $297K Add +4.2%
ADSK Autodesk Inc. 0.05% 1,525 $296K No change
SCHF Schwab Intl Equity ETF 0.05% 10,635 $295K Reduce -0.3%
RIVN Rivian Automotive Inc. Class A 0.05% 16,769 $291K No change
SNOW Snowflake Inc. 0.05% 1,120 $285K New
PG The Procter & Gamble Co. 0.05% 1,881 $276K Reduce -7.6%
CRM Salesforce Inc. 0.05% 1,742 $273K Reduce -3.0%
SCHA Schwab US Small-Cap ETF 0.05% 7,411 $268K No change
AXP American Express Co. 0.05% 763 $258K Reduce -3.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 1,181 $257K Add +5.9%
IWD iShares Russell 1000 Value E 0.04% 1,028 $249K No change
TSM Taiwan Semiconductor-SP ADR 0.04% 514 $245K New
ITOT iShares Core S&P Total U.S. 0.04% 1,474 $242K Reduce -3.9%
WMT Walmart Inc. 0.04% 2,000 $227K Add +1.1%
TGT Target Corp. 0.04% 1,720 $225K No change
GS Goldman Sachs Group Inc. 0.04% 218 $220K New
VXF Vanguard Extended Market ETF 0.04% 881 $217K New
NTNX Nutanix Inc. Class A 0.04% 4,221 $215K New
HACK Amplify Cybersecurity ETF 0.04% 2,028 $213K New
MCD McDonald's Corp. 0.04% 757 $205K Reduce -10.6%
PYPL PayPal Holdings Inc. 0.04% 4,728 $204K Reduce -5.3%
JOBY Joby Aviation Inc. 0.02% 11,810 $105K New
NIO Nio Inc. - ADR 0.01% 11,500 $58K No change
BBAI Bigbear.ai Holdings Inc. 0.01% 11,803 $43K Reduce -1.6%

Options reported separately and not counted above: NVDA calls ($100K).

Portfolio Sells Q1 2026 → Q2 2026
AAPL Apple Inc. Reduce -1.2% 6.83% −0.24
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.0% 6.74% −0.18
IXJ iShares Global Healthcare Et Reduce -23.6% 0.33% −0.15
VCR Vanguard Consumer Discre ETF Reduce -26.7% 0.32% −0.14
MSFT Microsoft Corp. Reduce -0.3% 0.74% −0.12
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 6.54% −0.11
AMGN Amgen Inc. Reduce -0.5% 0.76% −0.11
JPM JPMorgan Chase & Co. Reduce -0.5% 1.93% −0.10
HON Honeywell International Inc. Sold out 0.00% −0.09
XLF SS Financial Select Sector Reduce -31.5% 0.11% −0.06
JPST JPMorgan Ultra-Short Income Reduce -0.9% 0.24% −0.04
IBB iShares Biotechnology ETF Reduce -17.3% 0.13% −0.03
AMZN Amazon.com Inc. Reduce -1.9% 0.74% −0.03
MA Mastercard Inc. Class A Reduce -3.8% 0.12% −0.02
CRM Salesforce Inc. Reduce -3.0% 0.05% −0.02
DIS The Walt Disney Co. Reduce -7.3% 0.08% −0.02
IVV iShares Core S&P 500 ETF Reduce -2.2% 0.49% −0.02
IWF iShares Russell 1000 Growth Reduce -13.1% 0.12% −0.02
MCD McDonald's Corp. Reduce -10.6% 0.04% −0.02
SHOP Shopify Inc. Class A Reduce -4.2% 0.07% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -14.6% 0.11% −0.02
SDY SS SPDR S&P Dividend ETF Reduce -3.9% 0.08% −0.01
PG The Procter & Gamble Co. Reduce -7.6% 0.05% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -7.5% 0.08% −0.01
PYPL PayPal Holdings Inc. Reduce -5.3% 0.04% −0.01
CVNA Carvana Co. Reduce -0.3% 0.08% −0.01
HD Home Depot Inc. Reduce -1.7% 0.08% −0.01
CAT Caterpillar Inc. Reduce -26.8% 0.14% −0.01
SCHX Schwab US Large-Cap ETF Reduce -2.0% 0.22% −0.01
DLN Wisdomtree US Largecap Divid Reduce -2.7% 0.06% −0.01
SCHB Schwab US Broad Market ETF Reduce -5.4% 0.09% −0.01
VEA Vanguard Ftse Developed ETF Reduce -3.3% 0.06% −0.00
AXP American Express Co. Reduce -3.0% 0.05% −0.00
SCHF Schwab Intl Equity ETF Reduce -0.3% 0.05% −0.00
PRF Invesco Rafi US 1000 ETF Reduce -0.9% 0.06% −0.00
ITOT iShares Core S&P Total U.S. Reduce -3.9% 0.04% −0.00
BBAI Bigbear.ai Holdings Inc. Reduce -1.6% 0.01% −0.00
IBM Intl Business Machines Corp. Reduce -0.8% 0.07% −0.00
BAC Bank of America Corp. Reduce -1.7% 0.06% −0.00
QCOM Qualcomm Inc. Reduce -10.8% 0.07% +0.01
IXN iShares Global Tech ETF Reduce -6.8% 0.06% +0.01
AVGO Broadcom Inc. Reduce -1.1% 0.26% +0.01
IGM iShares Expanded Tech Sector Reduce -12.7% 0.42% +0.01
C Citigroup Inc. Reduce -2.6% 1.93% +0.06
GOOG Alphabet Inc. Class C Reduce -2.0% 1.71% +0.06
PANW Palo Alto Networks Inc. Reduce -0.1% 0.14% +0.06
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.2% 0.16% +0.07
CSCO Cisco Systems Inc. Reduce -0.2% 0.31% +0.07
GOOGL Alphabet Inc. Class A Reduce -4.0% 3.22% +0.07
AMD Advanced Micro Devices Reduce -18.2% 0.24% +0.12

Portfolio Buys Q1 2026 → Q2 2026
CGBL Cap Group Core Balanced Add +26.4% 2.48% +0.41
CGGO Cap Group Global Growth Add +7.6% 2.73% +0.40
INTC Intel Corp. Add +4.5% 0.48% +0.31
VGLT Vanguard Long-Term Treasury New 0.23% +0.23
EEM iShares MSCI Emerging Market Add +5.6% 2.67% +0.22
NVDA Nvidia Corp. Add +11.6% 2.04% +0.18
VB Vanguard Most SM-Cap ETF-Usd Add +6.5% 3.14% +0.17
FISV Fiserv Inc. New 0.15% +0.15
IJH iShares Core S&P Midcap ETF Add +5.0% 4.12% +0.11
ANET Arista Networks Inc. Add +32.6% 0.24% +0.09
LOGI Logitech International-Reg New 0.07% +0.07
SNOW Snowflake Inc. New 0.05% +0.05
TSM Taiwan Semiconductor-SP ADR New 0.04% +0.04
GS Goldman Sachs Group Inc. New 0.04% +0.04
VXF Vanguard Extended Market ETF New 0.04% +0.04
NTNX Nutanix Inc. Class A New 0.04% +0.04
HACK Amplify Cybersecurity ETF New 0.04% +0.04
JOBY Joby Aviation Inc. New 0.02% +0.02
ABBV Abbvie Inc. Add +2.0% 1.53% +0.02
GE General Electric Add +12.4% 0.06% +0.01
VXUS Vanguard Total Intl Stock Add +5.5% 4.11% +0.01
IJR iShares Core S&P Small-Cap E Add +7.4% 0.11% +0.01
VOO Vanguard S&P 500 ETF Add +3.2% 0.54% +0.01
LLY Eli Lilly & Co. Add +0.6% 0.07% +0.01
DIA SS SPDR Dow Jones Indus Avg Add +3.6% 4.17% +0.01
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd Add +4.2% 0.05% +0.00
IEMG iShares Core MSCI Emerging Add +1.1% 0.08% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +5.9% 0.05% +0.00
GPIX GLDM SA S&P 500 PR in ETF-US Add +3.0% 0.07% −0.00
FICO Fair Isaac Corp. Add +0.2% 0.11% −0.00
BALI Is US LRG CP Pre Inc. Act-Usd Add +1.2% 0.10% −0.01
V Visa Inc. Class A Add +2.2% 1.48% −0.01
JEPQ JPM Nasdaq Equity Premium Add +3.8% 0.56% −0.01
WMT Walmart Inc. Add +1.1% 0.04% −0.01
PEG Public Service Enterprise GP Add +0.8% 0.14% −0.02
ORCL Oracle Corp. Add +0.2% 0.14% −0.02
TSLA Tesla Inc. Add +0.9% 1.27% −0.03
CVX Chevron Corp. Add +4.3% 0.10% −0.04
PLTR Palantir Technologies Inc. Class A Add +0.6% 0.11% −0.05
VYMI Vanguard Int High DVD YLD Inc. Add +10.0% 3.09% −0.05
NFLX Netflix Inc. Add +2.8% 0.14% −0.07
JEPI JPMorgan Equity Premium Inco Add +1.7% 0.63% −0.09
JNJ Johnson & Johnson Add +2.3% 1.39% −0.14
FBND Fidelity Total Bond ETF Add +8.3% 2.05% −0.16
BRK.B Berkshire Hathaway Inc. Class B Add +1.9% 1.80% −0.17
VIG Vanguard Dividend Apprec ETF Add +1.5% 4.41% −0.20
JCPB JPMorgan Core Plus Bond ETF Add +7.3% 2.18% −0.20
BIV Vanguard Intermediate-Term B Add +6.2% 2.11% −0.22
META Meta Platforms Inc. Class A Add +1.5% 1.82% −0.31
COST Costco Wholesale Corp. Add +0.8% 1.95% −0.45

Options Activity Q1 2026 → Q2 2026
AAPL Apple Inc. call Sold out 2,000 $508Kbefore exit
NVDA Nvidia Corp. call New 500 $100K

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