Clarity Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$486.4M
Q ending 2026-03-31
Prior quarter
$490.1M
Q ending 2025-12-31
Change
-0.8% QoQ · +34.9% YoY
Positions
108
reported holdings
Largest positions
Top 100 of 108 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $34.4M | 135K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $33.6M | 52K |
| Vanguard Index Fds | VTI | Shares | $32.3M | 101K |
| Invesco Qqq Tr | QQQ | Shares | $31.5M | 55K |
| Vanguard Specialized Funds | VIG | Shares | $22.4M | 104K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $20.2M | 44K |
| Vanguard Star Fds | VXUS | Shares | $19.9M | 258K |
| Ishares Tr | IJH | Shares | $19.4M | 288K |
| Vanguard Whitehall Fds | VYMI | Shares | $15.3M | 162K |
| Alphabet Inc | GOOGL | Shares | $15.3M | 53K |
| Vanguard Index Fds | VB | Shares | $14.4M | 55K |
| Ishares Tr | EEM | Shares | $11.9M | 209K |
| Costco Wholesale Corporation | COST | Shares | $11.7M | 12K |
| J P Morgan Exchange Traded F | JCPB | Shares | $11.5M | 245K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $11.4M | 340K |
| Vanguard Bd Index Fds | BIV | Shares | $11.3M | 147K |
| Fidelity Merrimack Str Tr | FBND | Shares | $10.8M | 236K |
| Meta Platforms Inc | META | Shares | $10.4M | 18K |
| Capital Group Core Balanced | CGBL | Shares | $10.1M | 292K |
| Jpmorgan Chase & Co | JPM | Shares | $9.9M | 34K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $9.6M | 20K |
| Citigroup Inc | C | Shares | $9.1M | 80K |
| Nvidia Corporation | NVDA | Shares | $9.1M | 52K |
| Alphabet Inc | GOOG | Shares | $8.0M | 28K |
| Johnson & Johnson | JNJ | Shares | $7.4M | 30K |
| Abbvie Inc | ABBV | Shares | $7.4M | 34K |
| Visa Inc | V | Shares | $7.2M | 24K |
| Tesla Inc | TSLA | Shares | $6.3M | 17K |
| Amgen Inc | AMGN | Shares | $4.2M | 12K |
| Microsoft Corp | MSFT | Shares | $4.2M | 11K |
| Amazon Com Inc | AMZN | Shares | $3.7M | 18K |
| J P Morgan Exchange Traded F | JEPI | Shares | $3.5M | 62K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $2.7M | 50K |
| Vanguard Index Fds | VOO | Shares | $2.6M | 4K |
| Ishares Tr | IVV | Shares | $2.5M | 4K |
| Ishares Tr | IXJ | Shares | $2.3M | 25K |
| Vanguard World Fd | VCR | Shares | $2.3M | 6K |
| Ishares Tr | IGM | Shares | $2.0M | 17K |
| Proshares Tr | TQQQ | Shares | $1.5M | 36K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.3M | 27K |
| Broadcom Inc | AVGO | Shares | $1.2M | 4K |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 15K |
| Schwab Strategic Tr | SCHX | Shares | $1.1M | 43K |
| Netflix Inc. | NFLX | Shares | $1.0M | 11K |
| Synopsys Inc | SNPS | Shares | $848K | 2K |
| Select Sector Spdr Tr | XLF | Shares | $843K | 17K |
| Intel Corp | INTC | Shares | $827K | 19K |
| Ishares Tr | IBB | Shares | $816K | 5K |
| Public Svc Enterprise Group | PEG | Shares | $800K | 10K |
| Palantir Technologies Inc | PLTR | Shares | $792K | 5K |
| Oracle Corp | ORCL | Shares | $786K | 5K |
| Arista Networks Inc | ANET | Shares | $734K | 6K |
| Caterpillar Inc | CAT | Shares | $704K | 994 |
| Ishares Tr | IWF | Shares | $678K | 2K |
| Chevron Corporation | CVX | Shares | $669K | 3K |
| Mastercard Incorporated | MA | Shares | $666K | 1K |
| Vanguard Index Fds | VUG | Shares | $643K | 1K |
| Applied Matls Inc | AMAT | Shares | $612K | 2K |
| Cadence Design System Inc | CDNS | Shares | $603K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $590K | 3K |
| Fair Isaac Corp | FICO | Shares | $549K | 514 |
| Blackrock Etf Trust | BALI | Shares | $524K | 17K |
| Apple Inc | AAPL | Call | $508K | 2K |
| Super Micro Computer Inc | SMCI | Shares | $503K | 22K |
| Ishares Tr | IJR | Shares | $492K | 4K |
| Disney Walt Co | DIS | Shares | $488K | 5K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $469K | 1K |
| Schwab Strategic Tr | SCHB | Shares | $466K | 19K |
| Spdr Series Trust | SDY | Shares | $452K | 3K |
| Honeywell Intl Inc | HONGBP | Shares | $443K | 2K |
| Shopify Inc | SHOP | Shares | $419K | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $419K | 3K |
| Vanguard Intl Equity Index F | VWO | Shares | $418K | 8K |
| Home Depot Inc | HD | Shares | $415K | 1K |
| Carvana Co | CVNA | Shares | $414K | 1K |
| Ishares Inc | IEMG | Shares | $376K | 5K |
| International Business Machs | IBM | Shares | $366K | 2K |
| Autodesk Inc | ADSK | Shares | $365K | 2K |
| Palo Alto Networks Inc | PANW | Shares | $364K | 2K |
| Schwab Strategic Tr | SCHM | Shares | $351K | 11K |
| Salesforce Inc | CRM | Shares | $335K | 2K |
| Goldman Sachs Etf Tr | GPIX | Shares | $328K | 7K |
| Qualcomm Inc | QCOM | Shares | $323K | 3K |
| Invesco Exchange Traded Fd T | PRF | Shares | $320K | 7K |
| Bank America Corp | BAC | Shares | $316K | 6K |
| Wisdomtree Tr | DLN | Shares | $315K | 4K |
| Ishares Tr | IYY | Shares | $304K | 2K |
| Procter & Gamble Co | PG | Shares | $294K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $294K | 5K |
| Eli Lilly & Co | LLY | Shares | $287K | 312 |
| Schwab Strategic Tr | SCHF | Shares | $264K | 11K |
| Mcdonalds Corp | MCD | Shares | $263K | 847 |
| Vanguard Admiral Fds Inc | VOOG | Shares | $258K | 633 |
| Ishares Tr | IXN | Shares | $256K | 3K |
| Rivian Automotive Inc | RIVN | Shares | $252K | 17K |
| Walmart Inc | WMT | Shares | $246K | 2K |
| American Express Co | AXP | Shares | $238K | 787 |
| Goldman Sachs Etf Tr | GPIQ | Shares | $238K | 5K |
| Coreweave Inc | CRWV | Shares | $232K | 3K |
| Paypal Hldgs Inc | PYPL | Shares | $226K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.