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CIK: 0001767384
Total reported value
$574.8M
$574.8M
116 檔
31.0%
The Q2 2026 SEC filing reveals that Clarity Wealth Advisors, LLC held a total portfolio value of $574.8M, covering 116 public equity positions.
Clarity Wealth Advisors, LLC executed strategic sector rebalancing during Q2 2026, establishing 10 new positions while fully exiting 1 holdings and trimming 48 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.91% | -0.34% | -2.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.83% | +0.80% | -2.68% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.74% | -0.17% | -1.03% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.54% | -0.15% | -0.52% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.41% | -0.07% | +1.51% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.17% | -0.09% | +3.58% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.11% | -0.20% | +5.05% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.11% | +0.03% | +5.46% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.21% | -0.21% | -3.97% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.14% | -0.10% | +6.49% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.09% | +0.19% | +9.99% | |
| 12 | CGGO | Cap Group Global Growth | ETF-Other | 2.73% | -0.08% | +7.61% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.67% | +0.01% | +5.56% | |
| 14 | CGBL | Cap Group Core Balanced | ETF-Other | 2.48% | +0.27% | +26.44% | |
| 15 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.18% | -0.09% | +7.27% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.11% | -0.11% | +6.17% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +0.15% | +12.53% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.05% | -0.08% | +8.28% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.95% | -0.03% | +0.85% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | — | -0.45% | |
| 21 | C | Citigroup Inc | Stock-Financials | 1.93% | -0.18% | -2.59% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | +0.52% | +1.46% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.80% | -0.01% | +1.95% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | -0.09% | -2.00% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.53% | +0.06% | +2.03% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | +0.07% | +2.24% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | +0.06% | +2.25% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | -0.22% | +0.95% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | +0.11% | -0.49% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | +0.26% | -0.29% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | — | -1.87% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.63% | -0.02% | +1.74% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.56% | +0.01% | +3.83% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +3.24% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.02% | -2.16% | |
| 36 | INTC | Intel CORP | Stock-Tech | 0.48% | -0.08% | +4.50% | |
| 37 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.47% | -0.02% | -7.27% | |
| 38 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.42% | -0.04% | -12.65% | |
| 39 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.33% | -0.03% | -23.55% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.32% | -0.06% | -26.66% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | -0.03% | -0.19% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | -0.02% | -1.10% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.24% | — | -18.18% | |
| 44 | ANET | Arista Networks Inc | Stock-Tech | 0.24% | +0.03% | +32.65% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.24% | -0.03% | -0.91% | |
| 46 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.23% | -0.02% | — | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.23% | -0.07% | — | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.22% | -0.01% | -1.99% | |
| 49 | SNPS | Synopsys Inc | Stock-Tech | 0.17% | -0.01% | — | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.16% | +0.06% | -0.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -2.49% | Trim |
| 2 | CGBL | Cap Group Core Balanced | +0.4% | +26.44% | Add |
| 3 | CGGO | Cap Group Global Growth | +0.4% | +7.61% | Add |
| 4 | INTC | Intel CORP | +0.3% | +4.50% | Add |
| 5 | EEM | Ishares Msci Emerging Market | +0.2% | +5.56% | Add |
| 6 | VGLT | Vanguard Long-term Treasury | +0.2% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.2% | +12.53% | Add |
| 8 | VB | Vanguard Small-cap ETF | +0.2% | +6.49% | Add |
| 9 | TQQQ | Proshares Ultrapro Qqq | +0.2% | -7.27% | Trim |
| 10 | FISV | Fiserv Inc | +0.2% | NEW | New buy |
| 11 | AMD | Advanced Micro Devices | +0.1% | -18.18% | Trim |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.05% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 14 | ANET | Arista Networks Inc | +0.1% | +32.65% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.97% | Trim |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -0.19% | Trim |
| 17 | LOGI | Logitech International S.A. | +0.1% | NEW | New buy |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | -0.13% | Trim |
| 19 | C | Citigroup Inc | +0.1% | -2.59% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -2.00% | Trim |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -0.17% | Trim |
| 22 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 24 | GS | Goldman Sachs Group Inc | 0% | NEW | New buy |
| 25 | VXF | Vanguard Extended Market ETF | 0% | NEW | New buy |
| 26 | NTNX | Nutanix Inc - A | 0% | NEW | New buy |
| 27 | HACK | Amplify Cybersecurity ETF | 0% | NEW | New buy |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | +5.46% | Add |
| 29 | ABBV | Abbvie Inc | 0% | +2.03% | Add |
| 30 | CDNS | Cadence Design Sys Inc | 0% | — | Unchanged |
| 31 | JOBY | Joby Aviation, Inc. | 0% | NEW | New buy |
| 32 | GE | General Electric | 0% | +12.42% | Add |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +3.58% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | +3.24% | Add |
| 35 | IGM | Ishares Expanded Tech Sector | 0% | -12.65% | Trim |
| 36 | AVGO | Broadcom Inc | 0% | -1.10% | Trim |
| 37 | SMCI | Super Micro Computer Inc | 0% | — | Unchanged |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | +7.42% | Add |
| 39 | LLY | Eli Lilly & Co | 0% | +0.64% | Add |
| 40 | IXN | Ishares Global Tech ETF | 0% | -6.84% | Trim |
| 41 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +500.00% | Add |
| 42 | SCHA | Schwab US Small-cap ETF | 0% | — | Unchanged |
| 43 | VTV | Vanguard Value ETF | 0% | +5.92% | Add |
| 44 | V | Visa Inc-class A Shares | — | +2.24% | Add |
| 45 | SNPS | Synopsys Inc | — | — | Unchanged |
| 46 | QCOM | Qualcomm Inc | — | -10.85% | Trim |
| 47 | IEMG | Ishares Core Msci Emerging | — | +1.09% | Add |
| 48 | CAT | Caterpillar Inc | — | -26.76% | Trim |
| 49 | SCHM | Schwab US Mid Cap ETF | — | — | Unchanged |
| 50 | FICO | Fair Isaac CORP | — | +0.19% | Add |
According to official SEC Form 13F filings, Clarity Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $574.8M across 116 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, AAPL, SPY) accounted for 31.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
VGLT
市值: $1.3M
Top Position Liquidated / Trimmed
HON
前期市值: $443.3K
During Q2 2026, Clarity Wealth Advisors, LLC's top holdings by market value included QQQ (6.9%)、AAPL (6.8%)、SPY (6.7%). The largest single position, QQQ, represented 6.9% of total portfolio value.
In Q2 2026, Clarity Wealth Advisors, LLC made 103 total portfolio adjustments, initiating 10 new buys, adding to 44 positions, trimming 48 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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