Q1 2026 · 13F-HR
Clarity Wealth Advisors, LLCholdings as filed
Filed 2026-04-24 · accession 0001767384-26-000002
$486.4M
Reported value
108
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $34.4M | 7.07% | 135,434 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $33.6M | 6.91% | 51,690 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $32.3M | 6.64% | 100,696 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $31.5M | 6.47% | 54,558 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $22.4M | 4.60% | 104,132 | Common | NONE |
| 78467X109 | DIA | STATE STR SPDR DOW JONES IND | $20.2M | 4.16% | 43,712 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $19.9M | 4.09% | 258,238 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $19.4M | 4.00% | 287,868 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $15.3M | 3.14% | 162,067 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $15.3M | 3.14% | 53,091 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $14.4M | 2.97% | 55,103 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $11.9M | 2.44% | 209,326 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $11.7M | 2.40% | 11,732 | Common | NONE |
| 46641Q670 | JCPB | J P MORGAN EXCHANGE TRADED F | $11.5M | 2.37% | 244,810 | Common | NONE |
| 14020X104 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $11.4M | 2.33% | 340,231 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $11.3M | 2.33% | 146,847 | Common | NONE |
| 316188309 | FBND | FIDELITY MERRIMACK STR TR | $10.8M | 2.21% | 235,822 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $10.4M | 2.13% | 18,092 | Common | NONE |
| 14021D107 | CGBL | CAPITAL GROUP CORE BALANCED | $10.1M | 2.07% | 292,341 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $9.9M | 2.03% | 33,647 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.6M | 1.97% | 19,990 | Common | NONE |
| 172967424 | C | CITIGROUP INC | $9.1M | 1.87% | 80,155 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.1M | 1.86% | 51,900 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $8.0M | 1.65% | 28,020 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $7.4M | 1.52% | 30,246 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $7.4M | 1.51% | 33,818 | Common | NONE |
| 92826C839 | V | VISA INC | $7.2M | 1.48% | 23,866 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $6.3M | 1.29% | 16,921 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $4.2M | 0.86% | 11,942 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $4.2M | 0.86% | 11,242 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $3.7M | 0.76% | 17,814 | Common | NONE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.5M | 0.72% | 61,722 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.57% | 49,523 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $2.6M | 0.53% | 4,350 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $2.5M | 0.51% | 3,805 | Common | NONE |
| 464287325 | IXJ | ISHARES TR | $2.3M | 0.48% | 24,892 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $2.3M | 0.47% | 6,325 | Common | NONE |
| 464287549 | IGM | ISHARES TR | $2.0M | 0.41% | 16,700 | Common | NONE |
| 74347X831 | TQQQ | PROSHARES TR | $1.5M | 0.31% | 35,740 | Common | NONE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.28% | 26,588 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.2M | 0.25% | 3,993 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.2M | 0.24% | 15,034 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $1.1M | 0.23% | 43,152 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC. | $1.0M | 0.21% | 10,604 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $848,467 | 0.17% | 2,140 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $842,663 | 0.17% | 17,068 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $826,990 | 0.17% | 18,740 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $815,790 | 0.17% | 4,831 | Common | NONE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GROUP | $799,979 | 0.16% | 9,882 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $792,106 | 0.16% | 5,415 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $786,375 | 0.16% | 5,345 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $733,979 | 0.15% | 5,978 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $704,059 | 0.14% | 994 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $677,550 | 0.14% | 1,589 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $668,767 | 0.14% | 3,232 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $665,683 | 0.14% | 1,332 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $642,693 | 0.13% | 1,471 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $611,804 | 0.13% | 1,790 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $602,700 | 0.12% | 2,169 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $589,540 | 0.12% | 2,898 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $548,716 | 0.11% | 514 | Common | NONE |
| 09290C863 | BALI | BLACKROCK ETF TRUST | $523,770 | 0.11% | 17,000 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $507,580 | 0.10% | 2,000 | CALL | NONE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $503,445 | 0.10% | 22,110 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $492,240 | 0.10% | 3,960 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $488,025 | 0.10% | 5,064 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $468,882 | 0.10% | 1,201 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $465,766 | 0.10% | 18,556 | Common | NONE |
| 78464A763 | SDY | SPDR SERIES TRUST | $452,095 | 0.09% | 3,098 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $443,268 | 0.09% | 1,961 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $419,322 | 0.09% | 3,535 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $418,531 | 0.09% | 2,826 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $418,183 | 0.09% | 7,737 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $415,242 | 0.09% | 1,263 | Common | NONE |
| 146869102 | CVNA | CARVANA CO | $414,353 | 0.09% | 1,318 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $375,914 | 0.08% | 5,389 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $366,009 | 0.08% | 1,510 | Common | NONE |
| 052769106 | ADSK | AUTODESK INC | $365,085 | 0.08% | 1,525 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $363,926 | 0.07% | 2,270 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $351,329 | 0.07% | 11,348 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $335,259 | 0.07% | 1,796 | Common | NONE |
| 38149W622 | GPIX | GOLDMAN SACHS ETF TR | $327,762 | 0.07% | 6,550 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $322,665 | 0.07% | 2,506 | Common | NONE |
| 46137V613 | PRF | INVESCO EXCHANGE TRADED FD T | $320,085 | 0.07% | 6,734 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $315,613 | 0.06% | 6,474 | Common | NONE |
| 97717W307 | DLN | WISDOMTREE TR | $314,715 | 0.06% | 3,523 | Common | NONE |
| 464287846 | IYY | ISHARES TR | $303,749 | 0.06% | 1,917 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $294,080 | 0.06% | 2,036 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $293,550 | 0.06% | 4,581 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $286,586 | 0.06% | 312 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $263,876 | 0.05% | 10,662 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $263,256 | 0.05% | 847 | Common | NONE |
| 921932505 | VOOG | VANGUARD ADMIRAL FDS INC | $257,955 | 0.05% | 633 | Common | NONE |
| 464287291 | IXN | ISHARES TR | $255,577 | 0.05% | 2,557 | Common | NONE |
| 76954A103 | RIVN | RIVIAN AUTOMOTIVE INC | $252,373 | 0.05% | 16,769 | Common | NONE |
| 931142103 | WMT | WALMART INC | $245,980 | 0.05% | 1,979 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $238,166 | 0.05% | 787 | Common | NONE |
| 38149W630 | GPIQ | GOLDMAN SACHS ETF TR | $237,552 | 0.05% | 4,800 | Common | NONE |
| 21873S108 | CRWV | COREWEAVE INC | $232,410 | 0.05% | 3,000 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $225,916 | 0.05% | 4,995 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $219,653 | 0.05% | 1,028 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $218,839 | 0.04% | 1,115 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $218,449 | 0.04% | 1,534 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $215,511 | 0.04% | 7,411 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $214,790 | 0.04% | 757 | Common | NONE |
| 87612E106 | TGT | TARGET CORP | $208,464 | 0.04% | 1,720 | Common | NONE |
| 62914V106 | NIO | NIO INC | $69,345 | 0.01% | 11,500 | Common | NONE |
| 08975B109 | BBAI | BIGBEAR AI HLDGS INC | $42,240 | 0.01% | 12,000 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.