Institutional
Clarity Wealth Advisors, LLC
CIK 0001767384
$566.7M
Reported AUM
116
Positions
Q2 2026
Period
2026-07-24
Filed
Editorial summary
Summary for Clarity Wealth Advisors, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $683.36 | 3.27% | 20.05% | 79.46% | $39.2M | 6.91% | — | HELD |
| 2 | AAPL | APPLE INC | $333.60 | -1.36% | 65.41% | 124.96% | $38.7M | 6.83% | — | HELD |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $741.92 | 1.71% | 18.63% | 72.84% | $38.2M | 6.74% | — | HELD |
| 4 | VTI | VANGUARD INDEX FDS | $366.33 | 1.64% | 19.26% | 65.80% | $37.1M | 6.54% | — | HELD |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | 18.96% | 61.34% | $25.0M | 4.41% | — | HELD |
| 6 | DIA | STATE STR SPDR DOW JONES IND | $521.69 | 1.22% | 20.07% | 58.64% | $23.7M | 4.17% | — | HELD |
| 7 | IJH | ISHARES TR | $75.35 | 0.83% | 21.62% | 45.60% | $23.3M | 4.11% | — | HELD |
| 8 | VXUS | VANGUARD STAR FDS | $84.77 | 2.89% | 24.24% | 46.24% | $23.3M | 4.11% | — | HELD |
| 9 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $18.2M | 3.21% | — | HELD |
| 10 | VB | VANGUARD INDEX FDS | $295.82 | 0.96% | 25.00% | 39.48% | $17.8M | 3.14% | — | HELD |
| 11 | VYMI | VANGUARD WHITEHALL FDS | $104.09 | 2.08% | 32.61% | 87.50% | $17.5M | 3.09% | — | HELD |
| 12 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $39.48 | 3.81% | 20.61% | 63.86% | $15.5M | 2.73% | — | HELD |
| 13 | EEM | ISHARES TR | $63.59 | 4.13% | 34.51% | 36.46% | $15.1M | 2.67% | — | HELD |
| 14 | CGBL | CAPITAL GROUP CORE BALANCED | $37.25 | 1.06% | 13.78% | 60.78% | $14.0M | 2.48% | — | HELD |
| 15 | JCPB | J P MORGAN EXCHANGE TRADED F | $46.29 | 0.08% | 3.02% | 3.53% | $12.3M | 2.18% | — | HELD |
| 16 | BIV | VANGUARD BD INDEX FDS | $75.69 | 0.11% | 1.49% | -0.98% | $12.0M | 2.11% | — | HELD |
| 17 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $11.7M | 2.06% | — | HELD |
| 18 | FBND | FIDELITY MERRIMACK STR TR | $44.84 | -0.31% | 2.27% | 1.81% | $11.6M | 2.05% | — | HELD |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $954.15 | -2.04% | 0.49% | 120.47% | $11.1M | 1.95% | — | HELD |
| 20 | JPM | JPMORGAN CHASE & CO | $350.93 | 1.80% | 21.40% | 144.23% | $11.0M | 1.93% | — | HELD |
| 21 | C | CITIGROUP INC | $132.32 | 4.08% | 41.58% | 108.64% | $10.9M | 1.93% | — | HELD |
| 22 | META | META PLATFORMS INC | $539.74 | -7.83% | -21.66% | 55.72% | $10.3M | 1.82% | — | HELD |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $10.2M | 1.80% | — | HELD |
| 24 | GOOG | ALPHABET INC | $333.53 | -0.66% | 77.27% | 132.86% | $9.7M | 1.71% | — | HELD |
| 25 | ABBV | ABBVIE INC | $257.79 | -2.09% | 36.96% | 157.96% | $8.7M | 1.53% | — | HELD |
| 26 | V | VISA INC | $366.40 | -0.63% | 8.37% | 65.12% | $8.4M | 1.48% | — | HELD |
| 27 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | 56.99% | 69.37% | $7.9M | 1.39% | — | HELD |
| 28 | TSLA | TESLA INC | $308.80 | 3.51% | -1.42% | 21.64% | $7.2M | 1.27% | — | HELD |
| 29 | AMGN | AMGEN INC | $387.64 | 0.00% | 34.50% | 99.65% | $4.3M | 0.76% | — | HELD |
| 30 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $4.2M | 0.74% | — | HELD |
| 31 | AMZN | AMAZON COM INC | $235.66 | 3.98% | — | — | $4.2M | 0.74% | — | HELD |
| 32 | JEPI | J P MORGAN EXCHANGE TRADED F | $57.24 | 0.56% | — | — | $3.5M | 0.63% | — | HELD |
| 33 | JEPQ | J P MORGAN EXCHANGE TRADED F | $57.92 | 3.17% | — | — | $3.2M | 0.56% | — | HELD |
| 34 | VOO | VANGUARD INDEX FDS | $681.61 | 1.64% | — | — | $3.1M | 0.54% | — | HELD |
| 35 | IVV | ISHARES TR | $745.23 | 1.65% | — | — | $2.8M | 0.49% | — | HELD |
| 36 | INTC | INTEL CORP | $91.19 | 11.37% | — | — | $2.7M | 0.48% | — | HELD |
| 37 | TQQQ | PROSHARES TR | $63.30 | 9.61% | — | — | $2.7M | 0.47% | — | HELD |
| 38 | IGM | ISHARES TR | $152.89 | 4.58% | — | — | $2.4M | 0.42% | — | HELD |
| 39 | IXJ | ISHARES TR | $101.24 | -1.16% | — | — | $1.9M | 0.33% | — | HELD |
| 40 | VCR | VANGUARD WORLD FD | $381.41 | 0.42% | — | — | $1.8M | 0.32% | — | HELD |
| 41 | CSCO | CISCO SYS INC | $113.56 | 0.96% | — | — | $1.8M | 0.31% | — | HELD |
| 42 | AVGO | BROADCOM INC | $388.15 | 4.81% | — | — | $1.5M | 0.26% | — | HELD |
| 43 | AMD | ADVANCED MICRO DEVICES INC | $485.46 | 13.01% | — | — | $1.4M | 0.24% | — | HELD |
| 44 | ANET | ARISTA NETWORKS INC | $171.02 | 8.26% | — | — | $1.3M | 0.24% | — | HELD |
| 45 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.00% | — | — | $1.3M | 0.24% | — | HELD |
| 46 | VGLT | VANGUARD SCOTTSDALE FDS | $53.10 | -0.06% | — | — | $1.3M | 0.23% | — | HELD |
| 47 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | — | — | $1.3M | 0.23% | — | HELD |
| 48 | SCHX | SCHWAB STRATEGIC TR | $29.25 | 1.53% | — | — | $1.2M | 0.22% | — | HELD |
| 49 | SNPS | SYNOPSYS INC | $372.33 | -0.36% | — | — | $955K | 0.17% | — | HELD |
| 50 | CRWD | CROWDSTRIKE HLDGS INC | $185.35 | 3.33% | — | — | $915K | 0.16% | — | HELD |
| 51 | FISV | FISERV INC | $54.07 | -2.80% | — | — | $834K | 0.15% | — | HELD |
| 52 | CDNS | CADENCE DESIGN SYSTEM INC | $332.82 | 0.02% | — | — | $814K | 0.14% | — | HELD |
| 53 | PEG | PUBLIC SVC ENTERPRISE GROUP | $77.55 | -0.26% | — | — | $809K | 0.14% | — | HELD |
| 54 | ORCL | ORACLE CORP | $127.51 | 8.30% | — | — | $785K | 0.14% | — | HELD |
| 55 | NFLX | NETFLIX INC. | $73.19 | -0.60% | — | — | $778K | 0.14% | — | HELD |
| 56 | CAT | CATERPILLAR INC | $808.91 | 3.35% | — | — | $775K | 0.14% | — | HELD |
| 57 | PANW | PALO ALTO NETWORKS INC | $325.77 | 3.70% | — | — | $773K | 0.14% | — | HELD |
| 58 | IBB | ISHARES TR | $189.96 | 0.76% | — | — | $760K | 0.13% | — | HELD |
| 59 | IWF | ISHARES TR | $117.43 | 2.96% | — | — | $686K | 0.12% | — | HELD |
| 60 | MA | MASTERCARD INCORPORATED | $577.65 | 2.54% | — | — | $659K | 0.12% | — | HELD |
| 61 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | — | — | $649K | 0.11% | — | HELD |
| 62 | SMCI | SUPER MICRO COMPUTER INC | $27.73 | 7.90% | — | — | $648K | 0.11% | — | HELD |
| 63 | PLTR | PALANTIR TECHNOLOGIES INC | $122.26 | -0.60% | — | — | $635K | 0.11% | — | HELD |
| 64 | IJR | ISHARES TR | $145.50 | 0.82% | — | — | $631K | 0.11% | — | HELD |
| 65 | XLF | SELECT SECTOR SPDR TR | $57.00 | 0.56% | — | — | $627K | 0.11% | — | HELD |
| 66 | FICO | FAIR ISAAC CORP | $1138.69 | -17.07% | — | — | $615K | 0.11% | — | HELD |
| 67 | BALI | BLACKROCK ETF TRUST | $33.93 | 1.68% | — | — | $582K | 0.10% | — | HELD |
| 68 | CVX | CHEVRON CORPORATION | $192.59 | 0.38% | — | — | $559K | 0.10% | — | HELD |
| 69 | SCHB | SCHWAB STRATEGIC TR | $28.68 | 1.63% | — | — | $508K | 0.09% | — | HELD |
| 70 | SDY | SPDR SERIES TRUST | $155.44 | -1.46% | — | — | $453K | 0.08% | — | HELD |
| 71 | DIS | DISNEY WALT CO | $96.16 | -2.36% | — | — | $452K | 0.08% | — | HELD |
| 72 | IEMG | ISHARES INC | $77.05 | 3.91% | — | — | $451K | 0.08% | — | HELD |
| 73 | VYM | VANGUARD WHITEHALL FDS | $161.96 | 0.18% | — | — | $447K | 0.08% | — | HELD |
| 74 | HD | HOME DEPOT INC | $333.33 | -1.46% | — | — | $438K | 0.08% | — | HELD |
| 75 | CVNA | CARVANA CO | $61.44 | -7.36% | — | — | $432K | 0.08% | — | HELD |
| 76 | VWO | VANGUARD INTL EQUITY INDEX F | $58.19 | 2.24% | — | — | $427K | 0.08% | — | HELD |
| 77 | IBM | INTERNATIONAL BUSINESS MACHS | $221.64 | -2.12% | — | — | $421K | 0.07% | — | HELD |
| 78 | SCHM | SCHWAB STRATEGIC TR | $34.79 | 1.90% | — | — | $418K | 0.07% | — | HELD |
| 79 | LOGI | LOGITECH INTL S A | $101.57 | -1.38% | — | — | $413K | 0.07% | — | HELD |
| 80 | QCOM | QUALCOMM INC | $151.64 | -2.59% | — | — | $413K | 0.07% | — | HELD |
| 81 | SHOP | SHOPIFY INC | $122.40 | -5.24% | — | — | $386K | 0.07% | — | HELD |
| 82 | LLY | ELI LILLY & CO | $1155.56 | -4.50% | — | — | $376K | 0.07% | — | HELD |
| 83 | GPIX | GOLDMAN SACHS ETF TR | $55.04 | 1.49% | — | — | $375K | 0.07% | — | HELD |
| 84 | BAC | BANK OF AMER CORP | $61.76 | 1.13% | — | — | $363K | 0.06% | — | HELD |
| 85 | PRF | INVESCO EXCHANGE TRADED FD T | $54.66 | 0.55% | — | — | $361K | 0.06% | — | HELD |
| 86 | IYY | ISHARES TR | $180.60 | 1.54% | — | — | $349K | 0.06% | — | HELD |
| 87 | IXN | ISHARES TR | $132.96 | 5.95% | — | — | $344K | 0.06% | — | HELD |
| 88 | DLN | WISDOMTREE TR | $98.30 | 0.47% | — | — | $330K | 0.06% | — | HELD |
| 89 | GE | GE AEROSPACE | $355.04 | 1.26% | — | — | $318K | 0.06% | — | HELD |
| 90 | VEA | VANGUARD TAX-MANAGED FDS | $71.11 | 3.13% | — | — | $316K | 0.06% | — | HELD |
| 91 | VOOG | VANGUARD ADMIRAL FDS INC | $80.16 | 3.26% | — | — | $314K | 0.06% | — | HELD |
| 92 | CRWV | COREWEAVE INC | $73.89 | 21.49% | — | — | $299K | 0.05% | — | HELD |
| 93 | GPIQ | GOLDMAN SACHS ETF TR | $55.20 | 3.24% | — | — | $297K | 0.05% | — | HELD |
| 94 | ADSK | AUTODESK INC | $234.97 | -4.19% | — | — | $296K | 0.05% | — | HELD |
| 95 | SCHF | SCHWAB STRATEGIC TR | $27.59 | 3.18% | — | — | $295K | 0.05% | — | HELD |
| 96 | RIVN | RIVIAN AUTOMOTIVE INC | $16.83 | 3.06% | — | — | $291K | 0.05% | — | HELD |
| 97 | SNOW | SNOWFLAKE INC | $298.10 | 5.37% | — | — | $285K | 0.05% | — | HELD |
| 98 | PG | PROCTER & GAMBLE CO | $143.95 | -1.47% | — | — | $276K | 0.05% | — | HELD |
| 99 | CRM | SALESFORCE INC | $180.71 | -4.07% | — | — | $273K | 0.05% | — | HELD |
| 100 | SCHA | SCHWAB STRATEGIC TR | $33.69 | 2.53% | — | — | $268K | 0.05% | — | HELD |
| 101 | AXP | AMERICAN EXPRESS CO | — | — | — | — | $258K | 0.05% | — | HELD |
| 102 | VTV | VANGUARD INDEX FDS | — | — | — | — | $257K | 0.05% | — | HELD |
| 103 | IWD | ISHARES TR | — | — | — | — | $249K | 0.04% | — | HELD |
| 104 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | — | — | — | — | $245K | 0.04% | — | HELD |
| 105 | ITOT | ISHARES TR | — | — | — | — | $242K | 0.04% | — | HELD |
| 106 | WMT | WALMART INC | — | — | — | — | $227K | 0.04% | — | HELD |
| 107 | TGT | TARGET CORP | — | — | — | — | $225K | 0.04% | — | HELD |
| 108 | GS | GOLDMAN SACHS GROUP INC | — | — | — | — | $220K | 0.04% | — | HELD |
| 109 | VXF | VANGUARD INDEX FDS | — | — | — | — | $217K | 0.04% | — | HELD |
| 110 | NTNX | NUTANIX INC | — | — | — | — | $215K | 0.04% | — | HELD |
| 111 | HACK | AMPLIFY ETF TR | — | — | — | — | $213K | 0.04% | — | HELD |
| 112 | MCD | MCDONALDS CORP | — | — | — | — | $205K | 0.04% | — | HELD |
| 113 | PYPL | PAYPAL HLDGS INC | — | — | — | — | $204K | 0.04% | — | HELD |
| 114 | JOBY | JOBY AVIATION INC | — | — | — | — | $105K | 0.02% | — | HELD |
| 115 | NIO | NIO INC | — | — | — | — | $58K | 0.01% | — | HELD |
| 116 | BBAI | BIGBEAR AI HLDGS INC | — | — | — | — | $43K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001767384-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.