Clarity Wealth Advisors, LLC
13F Reported Value
ⓘ$486.4M
incl. option notional
Equity Holdings
ⓘ$485.9M
Option Notional
ⓘ$507,580
$0 puts / $507,580 calls
Holdings
108
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Clarity Wealth Advisors, LLC disclosed 108 positions worth $486.4M in its Form 13F-HR for Q1 2026 — $485.9M in common stock plus $507,580 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 7.1% of the equity portfolio, followed by $SPY. During the quarter the fund opened 6 new positions and exited 7 and a full exit from $WDAY. The portfolio is most concentrated in Other (63.2% of disclosed assets). All figures are sourced directly from Clarity Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1767384.
AI Fund Analysis
Stable
$AAPL
$SPY
$QQQSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$34.4M135,434 sh - —
Quality
$33.6M51,690 sh VANGUARD INDEX FDS
—Quality
$32.3M100,696 sh- —
Quality
$31.5M54,558 sh VANGUARD SPECIALIZED FUNDS
—Quality
$22.4M104,132 shSTATE STR SPDR DOW JONES IND
—Quality
$20.2M43,712 shVANGUARD STAR FDS
—Quality
$19.9M258,238 shISHARES TR
—Quality
$19.4M287,868 shVANGUARD WHITEHALL FDS
—Quality
$15.3M162,067 sh- 80.2
Quality
$15.3M53,091 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $34.4M | 135,434 |
| SPDR S&P 500 ETF TRUST$SPY | — | $33.6M | 51,690 |
| VANGUARD INDEX FDS | — | $32.3M | 100,696 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $31.5M | 54,558 |
| VANGUARD SPECIALIZED FUNDS | — | $22.4M | 104,132 |
| STATE STR SPDR DOW JONES IND | — | $20.2M | 43,712 |
| VANGUARD STAR FDS | — | $19.9M | 258,238 |
| ISHARES TR | — | $19.4M | 287,868 |
| VANGUARD WHITEHALL FDS | — | $15.3M | 162,067 |
 Alphabet Inc.$GOOG | 80.2 | $15.3M | 53,091 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clarity Wealth Advisors, LLC's 108 positions.
Showing top 10 of 108 holdings.
Sector Allocation
Other
$307.2M
Technology
$93.3M
Financials
$37.9M
Healthcare
$19.2M
Consumer Discretionary
$16.9M
Industrials
$8.1M
Communication Services
$1.5M
Utilities
$799,979
Full Holdings — Clarity Wealth Advisors, LLC (Q1 2026)
All 108 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $34.4M | 7.1% | -1% | 76.1 |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $33.6M | 6.9% | +0% | — |
| 3 | — | VANGUARD INDEX FDS | $32.3M | 6.7% | +1% | — |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $31.5M | 6.5% | +0% | — |
| 5 | — | VANGUARD SPECIALIZED FUNDS | $22.4M | 4.6% | +2% | — |
| 6 | — | STATE STR SPDR DOW JONES IND | $20.2M | 4.2% | +6% | — |
| 7 | — | VANGUARD STAR FDS | $19.9M | 4.1% | +9% | — |
| 8 | — | ISHARES TR | $19.4M | 4.0% | +6% | — |
| 9 | — | VANGUARD WHITEHALL FDS | $15.3M | 3.1% | +13% | — |
| 10 | $GOOG | Alphabet Inc. | $15.3M | 3.1% | -3% | 80.2 |
| 11 | — | VANGUARD INDEX FDS | $14.4M | 3.0% | +7% | — |
| 12 | — | ISHARES TR | $11.9M | 2.5% | +10% | — |
| 13 |  $COST | COSTCO WHOLESALE CORP /NEW | $11.7M | 2.4% | +0% | 67 |
| 14 | — | J P MORGAN EXCHANGE TRADED F | $11.5M | 2.4% | +9% | — |
| 15 | — | CAPITAL GROUP GBL GROWTH EQT | $11.4M | 2.3% | +7% | — |
| 16 | — | VANGUARD BD INDEX FDS | $11.3M | 2.3% | +9% | — |
| 17 | — | FIDELITY MERRIMACK STR TR | $10.8M | 2.2% | +10% | — |
| 18 |  $META | Meta Platforms, Inc. | $10.4M | 2.1% | -0% | 80.9 |
| 19 | — | CAPITAL GROUP CORE BALANCED | $10.1M | 2.1% | +41% | — |
| 20 |  $JPM | JPMORGAN CHASE & CO | $9.9M | 2.0% | +0% | 35.6 |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.6M | 2.0% | +0% | 64.5 |
| 22 |  $C | CITIGROUP INC | $9.1M | 1.9% | -1% | 54.8 |
| 23 |  $NVDA | NVIDIA CORP | $9.1M | 1.9% | -1% | 90.2 |
| 24 |  $GOOGL | Alphabet Inc. | $8.0M | 1.6% | -0% | 80.2 |
| 25 |  $JNJ | JOHNSON & JOHNSON | $7.4M | 1.5% | +2% | 72.8 |
| 26 |  $ABBV | AbbVie Inc. | $7.4M | 1.5% | +1% | 59.3 |
| 27 |  $V | VISA INC. | $7.2M | 1.5% | +2% | 83.5 |
| 28 |  $TSLA | Tesla, Inc. | $6.3M | 1.3% | -2% | 50.1 |
| 29 |  $AMGN | AMGEN INC | $4.2M | 0.9% | +0% | 79.5 |
| 30 |  $MSFT | MICROSOFT CORP | $4.2M | 0.9% | +6% | 83.7 |
| 31 |  $AMZN | AMAZON COM INC | $3.7M | 0.8% | +2% | 74.6 |
| 32 | — | J P MORGAN EXCHANGE TRADED F | $3.5M | 0.7% | -6% | — |
| 33 | — | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.6% | +16% | — |
| 34 | — | VANGUARD INDEX FDS | $2.6M | 0.5% | +15% | — |
| 35 | — | ISHARES TR | $2.5M | 0.5% | -1% | — |
| 36 | — | ISHARES TR | $2.3M | 0.5% | -9% | — |
| 37 | — | VANGUARD WORLD FD | $2.3M | 0.5% | -13% | — |
| 38 | — | ISHARES TR | $2.0M | 0.4% | -9% | — |
| 39 | — | PROSHARES TR | $1.5M | 0.3% | +6% | — |
| 40 | — | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.3% | +0% | — |
| 41 |  $AVGO | Broadcom Inc. | $1.2M | 0.3% | -1% | 86.4 |
| 42 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.2% | -0% | 72.3 |
| 43 | — | SCHWAB STRATEGIC TR | $1.1M | 0.2% | -3% | — |
| 44 |  $NFLX | NETFLIX INC | $1.0M | 0.2% | +2% | 86.7 |
| 45 |  $SNPS | SYNOPSYS INC | $848,467 | 0.2% | -0% | 63.1 |
| 46 | — | SELECT SECTOR SPDR TR | $842,663 | 0.2% | -18% | — |
| 47 |  $INTC | INTEL CORP | $826,990 | 0.2% | -6% | 41.5 |
| 48 | — | ISHARES TR | $815,790 | 0.2% | -7% | — |
| 49 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $799,979 | 0.2% | +1% | 74.6 |
| 50 |  $PLTR | Palantir Technologies Inc. | $792,106 | 0.2% | +21% | 85.8 |
| 51 |  $ORCL | ORACLE CORP | $786,375 | 0.2% | +22% | 67.2 |
| 52 |  $ANET | Arista Networks, Inc. | $733,979 | 0.1% | +6% | 86 |
| 53 |  $CAT | CATERPILLAR INC | $704,059 | 0.1% | -6% | 67.8 |
| 54 | — | ISHARES TR | $677,550 | 0.1% | +0% | — |
| 55 |  $CVX | CHEVRON CORP | $668,767 | 0.1% | -21% | 54.7 |
| 56 |  $MA | Mastercard Inc | $665,683 | 0.1% | -4% | 81.7 |
| 57 | — | VANGUARD INDEX FDS | $642,693 | 0.1% | -10% | — |
| 58 |  $AMAT | APPLIED MATERIALS INC /DE | $611,804 | 0.1% | +0% | 74.8 |
| 59 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $602,700 | 0.1% | +0% | 74.4 |
| 60 |  $AMD | ADVANCED MICRO DEVICES INC | $589,540 | 0.1% | -0% | 78.8 |
| 61 |  $FICO | FAIR ISAAC CORP | $548,716 | 0.1% | +22% | 75.6 |
| 62 | — | BLACKROCK ETF TRUST | $523,770 | 0.1% | NEW | — |
| 63 | $AAPLCALL | Apple Inc. | $507,580 | — | NEW | 76.1 |
| 64 |  $SMCI | Super Micro Computer, Inc. | $503,445 | 0.1% | NEW | 61.9 |
| 65 | — | ISHARES TR | $492,240 | 0.1% | +2% | — |
| 66 |  $DIS | Walt Disney Co | $488,025 | 0.1% | -10% | 68.9 |
| 67 |  $CRWD | CrowdStrike Holdings, Inc. | $468,882 | 0.1% | +0% | 55 |
| 68 | — | SCHWAB STRATEGIC TR | $465,766 | 0.1% | -5% | — |
| 69 | — | SPDR SERIES TRUST | $452,095 | 0.1% | -1% | — |
| 70 |  $HON | HONEYWELL INTERNATIONAL INC | $443,268 | 0.1% | -11% | 65.7 |
| 71 |  $SHOP | SHOPIFY INC. | $419,322 | 0.1% | +2% | — |
| 72 | — | VANGUARD WHITEHALL FDS | $418,531 | 0.1% | -1% | — |
| 73 | — | VANGUARD INTL EQUITY INDEX F | $418,183 | 0.1% | +5% | — |
| 74 |  $HD | HOME DEPOT, INC. | $415,242 | 0.1% | -2% | 69.2 |
| 75 |  $CVNA | CARVANA CO. | $414,353 | 0.1% | -1% | 69.2 |
| 76 | — | ISHARES INC | $375,914 | 0.1% | +2% | — |
| 77 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $366,009 | 0.1% | -6% | 66.7 |
| 78 |  $ADSK | Autodesk, Inc. | $365,085 | 0.1% | +0% | 76.4 |
| 79 |  $PANW | Palo Alto Networks Inc | $363,926 | 0.1% | +1% | 66.5 |
| 80 | — | SCHWAB STRATEGIC TR | $351,329 | 0.1% | +0% | — |
| 81 |  $CRM | Salesforce, Inc. | $335,259 | 0.1% | -2% | 75.2 |
| 82 | — | GOLDMAN SACHS ETF TR | $327,762 | 0.1% | NEW | — |
| 83 |  $QCOM | QUALCOMM INC/DE | $322,665 | 0.1% | -3% | 81.9 |
| 84 |  $IVZ | Invesco Ltd. | $320,085 | 0.1% | -4% | — |
| 85 |  $BAC | BANK OF AMERICA CORP /DE/ | $315,613 | 0.1% | +1% | 68.4 |
| 86 |  $WT | WisdomTree, Inc. | $314,715 | 0.1% | -13% | 62.9 |
| 87 | — | ISHARES TR | $303,749 | 0.1% | -10% | — |
| 88 |  $PG | PROCTER & GAMBLE Co | $294,080 | 0.1% | -6% | 72.9 |
| 89 | — | VANGUARD TAX-MANAGED FDS | $293,550 | 0.1% | +4% | — |
| 90 |  $LLY | ELI LILLY & Co | $286,586 | 0.1% | +0% | 89.3 |
| 91 | — | SCHWAB STRATEGIC TR | $263,876 | 0.1% | +1% | — |
| 92 |  $MCD | MCDONALDS CORP | $263,256 | 0.1% | -4% | 73.9 |
| 93 | — | VANGUARD ADMIRAL FDS INC | $257,955 | 0.1% | +0% | — |
| 94 | — | ISHARES TR | $255,577 | 0.1% | -7% | — |
| 95 |  $RIVN | Rivian Automotive, Inc. / DE | $252,373 | 0.1% | +11% | 36 |
| 96 |  $WMT | Walmart Inc. | $245,980 | 0.1% | -2% | 63.2 |
| 97 |  $AXP | AMERICAN EXPRESS CO | $238,166 | 0.1% | -2% | 73.2 |
| 98 | — | GOLDMAN SACHS ETF TR | $237,552 | 0.1% | NEW | — |
| 99 |  $CRWV | CoreWeave, Inc. | $232,410 | 0.1% | +0% | 46.5 |
| 100 |  $PYPL | PayPal Holdings, Inc. | $225,916 | 0.1% | -1% | 70.5 |
| 101 | — | ISHARES TR | $219,653 | 0.1% | +0% | — |
| 102 | — | VANGUARD INDEX FDS | $218,839 | 0.1% | -2% | — |
| 103 | — | ISHARES TR | $218,449 | 0.0% | -5% | — |
| 104 | — | SCHWAB STRATEGIC TR | $215,511 | 0.0% | +0% | — |
| 105 |  $GE | GENERAL ELECTRIC CO | $214,790 | 0.0% | +1% | 74.8 |
| 106 |  $TGT | TARGET CORP | $208,464 | 0.0% | NEW | 53.1 |
| 107 |  $NIO | NIO Inc. | $69,345 | 0.0% | +0% | — |
| 108 |  $BBAI | BigBear.ai Holdings, Inc. | $42,240 | 0.0% | +0% | 12.7 |
New Positions (6)
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