CIK: 0001767384
Total reported value
$486.4M
Reporting period: 2026-03-31 · Number of holdings: 108
Clarity Wealth Advisors, LLC disclosed 108 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $486.4M and a quarterly turnover rate of 9.3%.
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Clarity Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.036 — mathematically equivalent to about 28 equally-sized positions, well below its 108 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.69), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 36% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add CGBL
+41.4% $2.8M
Add VYMI
+13.0% $2.4M
Add VXUS
+8.9% $2.0M
Trim AAPL
+0.5% -$2.3M
Trim GOOGL
-3.0% -$1.9M
Trim QQQ
+0.3% -$1.9M
Showing top 107 holdings (of 108 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 7.17% | -0.42% | +0.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.91% | -0.25% | +0.40% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.64% | -0.19% | +0.79% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.47% | -0.35% | +0.31% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.60% | — | +2.33% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.16% | +0.13% | +6.34% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.09% | +0.44% | +8.92% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.00% | +0.35% | +6.11% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.14% | +0.51% | +13.00% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.14% | -0.36% | -3.01% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.97% | +0.26% | +7.14% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.44% | +0.31% | +9.77% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.40% | +0.34% | +0.09% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.37% | +0.21% | +9.29% | |
| 15 | CGGO | Cap Group Global Growth | ETF-Other | 2.33% | +0.08% | +6.99% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.33% | +0.18% | +8.76% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.21% | +0.20% | +10.27% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.13% | -0.31% | -0.17% | |
| 19 | CGBL | Cap Group Core Balanced | ETF-Other | 2.07% | +0.58% | +41.44% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.16% | +0.45% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.97% | -0.07% | +0.49% | |
| 22 | C | Citigroup INC | Stock-Financials | 1.87% | -0.06% | -1.11% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | -0.14% | -1.18% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.65% | -0.15% | -0.11% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.52% | +0.27% | +2.00% | |
| 26 | ABBV | Abbvie INC | Stock-Healthcare | 1.51% | -0.05% | +1.07% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | -0.19% | +2.01% | |
| 28 | TSLA | Tesla INC | Stock-Consumer Disc | 1.29% | -0.30% | -2.05% | |
| 29 | AMGN | Amgen INC | Stock-Healthcare | 0.86% | +0.06% | +0.04% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.19% | +5.60% | |
| 31 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.76% | -0.07% | +1.62% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.72% | -0.05% | -6.48% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.57% | +0.07% | +16.42% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.05% | +15.20% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | — | -1.09% | |
| 36 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.48% | -0.07% | -9.32% | |
| 37 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.47% | -0.12% | -13.30% | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.41% | -0.08% | -9.28% | |
| 39 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.31% | -0.05% | +5.61% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.28% | — | +0.01% | |
| 41 | AVGO | Broadcom INC | Stock-Tech | 0.25% | — | -1.14% | |
| 42 | CSCO | Cisco Systems INC | Stock-Tech | 0.24% | — | -0.05% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | — | -3.27% | |
| 44 | NFLX | Netflix INC | Stock-Comm Services | 0.21% | — | +2.46% | |
| 45 | SNPS | Synopsys INC | Stock-Tech | 0.17% | — | -0.09% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.17% | -0.06% | -18.12% | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.17% | — | -5.50% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.17% | — | -7.29% | |
| 49 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.16% | — | +0.88% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.16% | — | +21.17% |
Performance for Q3 2026
+3.9%
Performance Last 4 Quarters
+23.4%
Based on 83% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 108 | $486.4M | 9 | |
| 2025-12-31 | 111 | $490.1M | 9 | |
| 2025-09-30 | 99 | $453.8M | 24 | |
| 2025-06-30 | 98 | $405.2M | 0 | |
| 2025-03-31 | 95 | $360.5M | 100 | |
| 2024-12-31 | 94 | $366.8M | 0 | |
| 2024-09-30 | 94 | $344.1M | 0 | |
| 2024-06-30 | 87 | $309.2M | 0 | |
| 2024-03-31 | 86 | $295.7M | 0 | |
| 2023-12-31 | 85 | $264.6M | 0 | |
| 2023-09-30 | 74 | $220.4M | 0 | |
| 2023-06-30 | 77 | $222.7M | 0 | |
| 2023-03-31 | 73 | $196.2M | 0 | |
| 2022-12-31 | 67 | $173.6M | 0 | |
| 2022-09-30 | 62 | $166.0M | 0 | |
| 2022-06-30 | 71 | $174.8M | 0 | |
| 2022-03-31 | 67 | $210.6M | 0 | |
| 2021-12-31 | 70 | $215.2M | 0 | |
| 2021-09-30 | 64 | $203.1M | 0 | |
| 2021-06-30 | 58 | $192.6M | 95 | |
| 2021-03-31 | 57 | $175.4M | 13 | |
| 2020-12-31 | 58 | $165.0M | 18 | |
| 2020-09-30 | 58 | $139.4M | 23 | |
| 2020-06-30 | 61 | $126.8M | 53 | |
| 2020-03-31 | 56 | $96.1M | 26 | |
| 2019-12-31 | 64 | $118.9M | 0 |
Clarity Wealth Advisors, LLC's most significant position changes for 2026-03-31: New buy: Is US Lrg Cp Pre INC Act-usd (BALI); New buy: Super Micro Computer INC (SMCI); Sold out: Workday Inc-class A (WDAY); New buy: Gldm SA S&p 500 Pr In Etf-us (GPIX); Sold out: Nutanix INC - A (NTNX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGBL | Cap Group Core Balanced | +0.6% | +41.44% | Add |
| 2 | VYMI | Vanguard Int High Dvd Yld In | +0.5% | +13.00% | Add |
| 3 | VXUS | Vanguard Total Intl Stock | +0.4% | +8.92% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +6.11% | Add |
| 5 | COST | Costco Wholesale CORP | +0.3% | +0.09% | Add |
| 6 | EEM | Ishares Msci Emerging Market | +0.3% | +9.77% | Add |
| 7 | JNJ | Johnson & Johnson | +0.3% | +2.00% | Add |
| 8 | VB | Vanguard Small-cap ETF | +0.3% | +7.14% | Add |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +9.29% | Add |
| 10 | FBND | Fidelity Total Bond ETF | +0.2% | +10.27% | Add |
| 11 | BIV | Vanguard Intermediate-term B | +0.2% | +8.76% | Add |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +6.34% | Add |
| 13 | CGGO | Cap Group Global Growth | +0.1% | +6.99% | Add |
| 14 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +16.42% | Add |
| 15 | AMGN | Amgen INC | +0.1% | +0.04% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +15.20% | Add |
| 17 | TQQQ | Proshares Ultrapro Qqq | -0.1% | +5.61% | Add |
| 18 | ABBV | Abbvie INC | -0.1% | +1.07% | Add |
| 19 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -6.48% | Trim |
| 20 | C | Citigroup INC | -0.1% | -1.11% | Trim |
| 21 | XLF | Ss Financial Select Sector | -0.1% | -18.12% | Trim |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.49% | Add |
| 23 | IXJ | Ishares Global Healthcare Et | -0.1% | -9.32% | Trim |
| 24 | AMZN | Amazon.com INC | -0.1% | +1.62% | Add |
| 25 | IGM | Ishares Expanded Tech Sector | -0.1% | -9.28% | Trim |
| 26 | VCR | Vanguard Consumer Discre ETF | -0.1% | -13.30% | Trim |
| 27 | NVDA | Nvidia CORP | -0.1% | -1.18% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | -0.2% | -0.11% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | -0.2% | +0.45% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +0.79% | Add |
| 31 | V | Visa Inc-class A Shares | -0.2% | +2.01% | Add |
| 32 | MSFT | Microsoft CORP | -0.2% | +5.60% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +0.40% | Add |
| 34 | TSLA | Tesla INC | -0.3% | -2.05% | Trim |
| 35 | META | Meta Platforms Inc-class A | -0.3% | -0.17% | Trim |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | +0.31% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | -0.4% | -3.01% | Trim |
| 38 | AAPL | Apple INC | -0.4% | +0.50% | Add |
| 39 | BALI | Is US Lrg Cp Pre INC Act-usd | — | NEW | New buy |
| 40 | SMCI | Super Micro Computer INC | — | NEW | New buy |
| 41 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 42 | GPIX | Gldm SA S&p 500 Pr In Etf-us | — | NEW | New buy |
| 43 | NTNX | Nutanix INC - A | — | EXIT | Sold out |
| 44 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | — | NEW | New buy |
| 45 | SNOW | Snowflake INC | — | EXIT | Sold out |
| 46 | SCHG | Schwab US Large-cap Growth | — | EXIT | Sold out |
| 47 | PINS | Pinterest Inc- Class A | — | EXIT | Sold out |
| 48 | TGT | Target CORP | — | NEW | New buy |
| 49 | VV | Vanguard Large-cap ETF | — | EXIT | Sold out |
| 50 | FISV | Fiserv INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-24 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-23 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-24 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-30 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-18 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-18 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-18 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-10 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-07 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-28 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-06 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-01 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-19 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-02 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-25 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-20 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-28 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-04 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-04 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-29 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-10 | 13F-HR | View on EDGAR |
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