Clarity Wealth Advisors, LLC
13F Reported Value
ⓘ$566.7M
incl. option notional
Equity Holdings
ⓘ$566.6M
Option Notional
ⓘ$100,045
$0 puts / $100,045 calls
Holdings
117
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Clarity Wealth Advisors, LLC disclosed 117 positions worth $566.7M in its Form 13F-HR for Q2 2026 — $566.6M in common stock plus $100,045 of put/call option positions (reported at underlying notional value, not premium at risk), led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 6.9% of the equity portfolio, followed by $AAPL and $SPY. During the quarter the fund opened 11 new positions and exited 2 and a full exit from $AAPL. The portfolio is most concentrated in Other (63.7% 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
StableSector Allocation
13fpro.ai/research/fund/clarity-wealth-advisors-llc-1767384
AUM History
13fpro.ai/research/fund/clarity-wealth-advisors-llc-1767384
Top Equity Holdings by Value
13fpro.ai/research/fund/clarity-wealth-advisors-llc-1767384
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 — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$39.2M53,200 sh - 76.3#82
Quality
$38.7M133,752 sh - —
Quality
$38.2M51,157 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$37.1M100,173 shVANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$25.0M105,705 shSTATE STR SPDR DOW JONES IND - UT SER 1
—Quality
$23.7M45,279 shISHARES TR - CORE S&P MCP ETF
—Quality
$23.3M302,394 shVANGUARD STAR FDS - VG TL INTL STK F
—Quality
$23.3M272,333 sh- 78.1
Quality
$18.2M50,981 sh VANGUARD INDEX FDS - SMALL CP ETF
—Quality
$17.8M58,679 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| — | $39.2M | 53,200 | |
| 76.3#82 | $38.7M | 133,752 | |
| — | $38.2M | 51,157 | |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $37.1M | 100,173 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $25.0M | 105,705 |
| STATE STR SPDR DOW JONES IND - UT SER 1 | — | $23.7M | 45,279 |
| ISHARES TR - CORE S&P MCP ETF | — | $23.3M | 302,394 |
| VANGUARD STAR FDS - VG TL INTL STK F | — | $23.3M | 272,333 |
| 78.1 | $18.2M | 50,981 | |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $17.8M | 58,679 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clarity Wealth Advisors, LLC's 117 positions.
Showing top 10 of 117 holdings.
Sector Allocation
Other
$361.2M
Technology
$112.1M
Financials
$42.9M
Healthcare
$21.2M
Consumer Discretionary
$16.8M
Industrials
$9.7M
Communication Services
$1.2M
Utilities
$808,592
Full Holdings — Clarity Wealth Advisors, LLC (Q2 2026)
All 117 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 | INVESCO QQQ TRUST, SERIES 1 | $39.2M | 6.9% | -2% | — | |
| 2 | Apple Inc. | $38.7M | 6.8% | -1% | 76.3 | |
| 3 | SPDR S&P 500 ETF TRUST | $38.2M | 6.7% | -1% | — | |
| 4 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $37.1M | 6.5% | -1% | — |
| 5 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $25.0M | 4.4% | +2% | — |
| 6 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $23.7M | 4.2% | +4% | — |
| 7 | — | ISHARES TR - CORE S&P MCP ETF | $23.3M | 4.1% | +5% | — |
| 8 | — | VANGUARD STAR FDS - VG TL INTL STK F | $23.3M | 4.1% | +5% | — |
| 9 | Alphabet Inc. | $18.2M | 3.2% | -4% | 78.1 | |
| 10 | — | VANGUARD INDEX FDS - SMALL CP ETF | $17.8M | 3.1% | +6% | — |
| 11 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $17.5M | 3.1% | +10% | — |
| 12 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $15.5M | 2.7% | +8% | — |
| 13 | — | ISHARES TR - MSCI EMG MKT ETF | $15.1M | 2.7% | +6% | — |
| 14 | — | CAPITAL GROUP CORE BALANCED - SHS | $14.0M | 2.5% | +26% | — |
| 15 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $12.3M | 2.2% | +7% | — |
| 16 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $12.0M | 2.1% | +6% | — |
| 17 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $11.6M | 2.0% | +8% | — |
| 18 | NVIDIA CORP | $11.6M | 2.0% | +12% | 85.9 | |
| 19 | COSTCO WHOLESALE CORP /NEW | $11.1M | 1.9% | +1% | 65.9 | |
| 20 | JPMORGAN CHASE & CO | $11.0M | 1.9% | -0% | 70.3 | |
| 21 | CITIGROUP INC | $10.9M | 1.9% | -3% | 64.7 | |
| 22 | Meta Platforms, Inc. | $10.3M | 1.8% | +1% | 79.6 | |
| 23 | BERKSHIRE HATHAWAY INC | $10.2M | 1.8% | +2% | 73.6 | |
| 24 | Alphabet Inc. | $9.7M | 1.7% | -2% | 78.1 | |
| 25 | AbbVie Inc. | $8.7M | 1.5% | +2% | 72.5 | |
| 26 | VISA INC. | $8.4M | 1.5% | +2% | 82.7 | |
| 27 | JOHNSON & JOHNSON | $7.9M | 1.4% | +2% | 68.8 | |
| 28 | Tesla, Inc. | $7.2M | 1.3% | +1% | 53.6 | |
| 29 | AMGEN INC | $4.3M | 0.8% | -0% | 79 | |
| 30 | MICROSOFT CORP | $4.2M | 0.7% | -0% | 79.7 | |
| 31 | AMAZON COM INC | $4.2M | 0.7% | -2% | 68.4 | |
| 32 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $3.5M | 0.6% | +2% | — |
| 33 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $3.2M | 0.6% | +4% | — |
| 34 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.1M | 0.5% | +3% | — |
| 35 | — | ISHARES TR - CORE S&P500 ETF | $2.8M | 0.5% | -2% | — |
| 36 | INTEL CORP | $2.7M | 0.5% | +5% | 45.5 | |
| 37 | — | PROSHARES TR - ULTRAPRO QQQ | $2.7M | 0.5% | -7% | — |
| 38 | — | ISHARES TR - EXPND TEC SC ETF | $2.4M | 0.4% | -13% | — |
| 39 | — | ISHARES TR - GLOB HLTHCRE ETF | $1.9M | 0.3% | -24% | — |
| 40 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $1.8M | 0.3% | -27% | — |
| 41 | CISCO SYSTEMS, INC. | $1.8M | 0.3% | -0% | 70.1 | |
| 42 | Broadcom Inc. | $1.5M | 0.3% | -1% | 84.4 | |
| 43 | ADVANCED MICRO DEVICES INC | $1.4M | 0.2% | -18% | 79.7 | |
| 44 | Arista Networks, Inc. | $1.3M | 0.2% | +33% | 81.8 | |
| 45 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.3M | 0.2% | -1% | — |
| 46 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $1.3M | 0.2% | NEW | — |
| 47 | APPLIED MATERIALS INC /DE | $1.3M | 0.2% | +0% | 72.1 | |
| 48 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.2M | 0.2% | -2% | — |
| 49 | SYNOPSYS INC | $954,590 | 0.2% | +0% | 67.7 | |
| 50 | CrowdStrike Holdings, Inc. | $915,005 | 0.2% | -0% | 67.5 | |
| 51 | FISERV INC | $833,850 | 0.1% | NEW | 60.4 | |
| 52 | CADENCE DESIGN SYSTEMS INC | $814,069 | 0.1% | +0% | 72.5 | |
| 53 | PUBLIC SERVICE ENTERPRISE GROUP INC | $808,592 | 0.1% | +1% | 60.7 | |
| 54 | ORACLE CORP | $784,618 | 0.1% | +0% | 68.2 | |
| 55 | NETFLIX INC | $778,260 | 0.1% | +3% | 78.6 | |
| 56 | CATERPILLAR INC | $775,276 | 0.1% | -27% | 66.3 | |
| 57 | Palo Alto Networks Inc | $773,092 | 0.1% | -0% | 65.4 | |
| 58 | — | ISHARES TR - ISHARES BIOTECH | $759,619 | 0.1% | -17% | — |
| 59 | — | ISHARES TR - RUS 1000 GRW ETF | $685,791 | 0.1% | +248% | — |
| 60 | Mastercard Inc | $658,632 | 0.1% | -4% | 85 | |
| 61 | — | VANGUARD INDEX FDS - GROWTH ETF | $649,357 | 0.1% | +412% | — |
| 62 | Super Micro Computer, Inc. | $648,486 | 0.1% | +0% | 61.8 | |
| 63 | Palantir Technologies Inc. | $635,268 | 0.1% | +1% | 84.5 | |
| 64 | — | ISHARES TR - CORE S&P SCP ETF | $630,873 | 0.1% | +7% | — |
| 65 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $626,768 | 0.1% | -32% | — |
| 66 | FAIR ISAAC CORP | $615,312 | 0.1% | +0% | 77.5 | |
| 67 | — | BLACKROCK ETF TRUST - ISHARES US LARG | $581,876 | 0.1% | +1% | — |
| 68 | CHEVRON CORP | $559,013 | 0.1% | +4% | 62.6 | |
| 69 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $508,221 | 0.1% | -5% | — |
| 70 | — | SPDR SERIES TRUST - ST STR SP DIV | $452,901 | 0.1% | -4% | — |
| 71 | Walt Disney Co | $451,724 | 0.1% | -7% | 59.8 | |
| 72 | — | ISHARES INC - CORE MSCI EMKT | $451,349 | 0.1% | +1% | — |
| 73 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $446,593 | 0.1% | +0% | — |
| 74 | HOME DEPOT, INC. | $437,534 | 0.1% | -2% | 60.1 | |
| 75 | CARVANA CO. | $432,306 | 0.1% | +398% | 71.3 | |
| 76 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $427,248 | 0.1% | -7% | — |
| 77 | INTERNATIONAL BUSINESS MACHINES CORP | $421,253 | 0.1% | -1% | 69.7 | |
| 78 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $418,394 | 0.1% | +0% | — |
| 79 | LOGITECH INTERNATIONAL S.A. | $413,494 | 0.1% | NEW | — | |
| 80 | QUALCOMM INC/DE | $412,844 | 0.1% | -11% | 70.4 | |
| 81 | SHOPIFY INC. | $386,499 | 0.1% | -4% | 64.9 | |
| 82 | ELI LILLY & Co | $376,215 | 0.1% | +1% | 87.5 | |
| 83 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $375,098 | 0.1% | +3% | — |
| 84 | BANK OF AMERICA CORP /DE/ | $362,720 | 0.1% | -2% | 67.3 | |
| 85 | Invesco Ltd. | $360,724 | 0.1% | -1% | — | |
| 86 | — | ISHARES TR - DOW JONES US ETF | $349,431 | 0.1% | +0% | — |
| 87 | — | ISHARES TR - GLOBAL TECH ETF | $344,085 | 0.1% | -7% | — |
| 88 | WisdomTree, Inc. | $330,287 | 0.1% | -3% | 59.6 | |
| 89 | GENERAL ELECTRIC CO | $318,145 | 0.1% | +12% | 73.6 | |
| 90 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $315,780 | 0.1% | -3% | — |
| 91 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $313,759 | 0.1% | +500% | — |
| 92 | CoreWeave, Inc. | $298,620 | 0.1% | +0% | 52.1 | |
| 93 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $296,550 | 0.1% | +4% | — |
| 94 | Autodesk, Inc. | $296,491 | 0.1% | +0% | 78.5 | |
| 95 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $294,588 | 0.1% | -0% | — |
| 96 | Rivian Automotive, Inc. / DE | $290,942 | 0.1% | +0% | 35.6 | |
| 97 | Snowflake Inc. | $285,040 | 0.1% | NEW | 54.7 | |
| 98 | PROCTER & GAMBLE Co | $275,830 | 0.1% | -8% | 64.4 | |
| 99 | Salesforce, Inc. | $272,902 | 0.1% | -3% | 76.9 | |
| 100 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $267,758 | 0.1% | +0% | — |
| 101 | AMERICAN EXPRESS CO | $258,213 | 0.1% | -3% | 69.1 | |
| 102 | — | VANGUARD INDEX FDS - VALUE ETF | $257,471 | 0.1% | +6% | — |
| 103 | — | ISHARES TR - RUS 1000 VAL ETF | $249,218 | 0.0% | +0% | — |
| 104 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $245,471 | 0.0% | NEW | — | |
| 105 | — | ISHARES TR - CORE S&P TTL STK | $242,089 | 0.0% | -4% | — |
| 106 | Walmart Inc. | $226,547 | 0.0% | +1% | 59.9 | |
| 107 | TARGET CORP | $224,649 | 0.0% | +0% | 60.3 | |
| 108 | GOLDMAN SACHS GROUP INC | $220,479 | 0.0% | NEW | 73.3 | |
| 109 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $216,937 | 0.0% | NEW | — |
| 110 | Nutanix, Inc. | $215,102 | 0.0% | NEW | 72.2 | |
| 111 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $212,798 | 0.0% | NEW | — |
| 112 | MCDONALDS CORP | $204,639 | 0.0% | -11% | 68.6 | |
| 113 | PayPal Holdings, Inc. | $204,170 | 0.0% | -5% | 63.8 | |
| 114 | Joby Aviation, Inc. | $105,345 | 0.0% | NEW | 28.9 | |
| 115 | NVIDIA CORP | $100,045 | — | NEW | 85.9 | |
| 116 | NIO Inc. | $58,190 | 0.0% | +0% | — | |
| 117 | BigBear.ai Holdings, Inc. | $43,317 | 0.0% | -2% | 17.4 |
New Positions (11)
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