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Clarity Wealth Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
14.33
Portfolio Stability
9.35
Momentum/Contrarian
100
Sector conviction
64.53
Diversification
100
Sizing Uniformity
83.09

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 107 holdings (of 108 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech7.17%-0.42%+0.50%
2SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth6.91%-0.25%+0.40%
3VTIVanguard Total Stock Mkt ETFETF-Other6.64%-0.19%+0.79%
4QQQInvesco Qqq Trust Series 1ETF-Tech6.47%-0.35%+0.31%
5VIGVanguard Dividend Apprec ETFETF-Other4.60%—+2.33%
6DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth4.16%+0.13%+6.34%
7VXUSVanguard Total Intl StockETF-Other4.09%+0.44%+8.92%
8IJHIshares Core S&p Midcap ETFETF-Other4.00%+0.35%+6.11%
9VYMIVanguard Int High Dvd Yld InETF-Other3.14%+0.51%+13.00%
10GOOGLAlphabet Inc-cl AStock-Comm Services3.14%-0.36%-3.01%
11VBVanguard Small-cap ETFETF-Other2.97%+0.26%+7.14%
12EEMIshares Msci Emerging MarketETF-Emerging Markets2.44%+0.31%+9.77%
13COSTCostco Wholesale CORPStock-Consumer Staples2.40%+0.34%+0.09%
14JCPBJpmorgan Core Plus Bond ETFETF-Other2.37%+0.21%+9.29%
15CGGOCap Group Global GrowthETF-Other2.33%+0.08%+6.99%
16BIVVanguard Intermediate-term BETF-Other2.33%+0.18%+8.76%
17FBNDFidelity Total Bond ETFETF-Other2.21%+0.20%+10.27%
18METAMeta Platforms Inc-class AStock-Comm Services2.13%-0.31%-0.17%
19CGBLCap Group Core BalancedETF-Other2.07%+0.58%+41.44%
20JPMJpmorgan Chase & CoStock-Financials2.03%-0.16%+0.45%
21BRK-BBerkshire Hathaway Inc-cl BStock-Other1.97%-0.07%+0.49%
22CCitigroup INCStock-Financials1.87%-0.06%-1.11%
23NVDANvidia CORPStock-Tech1.86%-0.14%-1.18%
24GOOGAlphabet Inc-cl CStock-Comm Services1.65%-0.15%-0.11%
25JNJJohnson & JohnsonStock-Healthcare1.52%+0.27%+2.00%
26ABBVAbbvie INCStock-Healthcare1.51%-0.05%+1.07%
27VVisa Inc-class A SharesStock-Financials1.48%-0.19%+2.01%
28TSLATesla INCStock-Consumer Disc1.29%-0.30%-2.05%
29AMGNAmgen INCStock-Healthcare0.86%+0.06%+0.04%
30MSFTMicrosoft CORPStock-Tech0.86%-0.19%+5.60%
31AMZNAmazon.com INCStock-Consumer Disc0.76%-0.07%+1.62%
32JEPIJpmorgan Equity Premium IncoETF-Other0.72%-0.05%-6.48%
33JEPQJPM Nasdaq Equity PremiumETF-Tech0.57%+0.07%+16.42%
34VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.53%+0.05%+15.20%
35IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.51%—-1.09%
36IXJIshares Global Healthcare EtETF-Other0.48%-0.07%-9.32%
37VCRVanguard Consumer Discre ETFETF-Other0.47%-0.12%-13.30%
38IGMIshares Expanded Tech SectorETF-Tech0.41%-0.08%-9.28%
39TQQQProshares Ultrapro QqqETF-Other0.31%-0.05%+5.61%
40JPSTJpmorgan Ultra-short IncomeETF-Other0.28%—+0.01%
41AVGOBroadcom INCStock-Tech0.25%—-1.14%
42CSCOCisco Systems INCStock-Tech0.24%—-0.05%
43SCHXSchwab US Large-cap ETFETF-Other0.23%—-3.27%
44NFLXNetflix INCStock-Comm Services0.21%—+2.46%
45SNPSSynopsys INCStock-Tech0.17%—-0.09%
46XLFSs Financial Select SectorETF-Other0.17%-0.06%-18.12%
47INTCIntel CORPStock-Tech0.17%—-5.50%
48IBBIshares Biotechnology ETFETF-Tech0.17%—-7.29%
49PEGPublic Service Enterprise GpStock-Utilities0.16%—+0.88%
50PLTRPalantir Technologies Inc-aStock-Tech0.16%—+21.17%
1–50 of 107

Holding changes this quarter

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).

Position changes disclosed by Clarity Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CGBLCap Group Core Balanced+0.6%+41.44%Add
2VYMIVanguard Int High Dvd Yld In+0.5%+13.00%Add
3VXUSVanguard Total Intl Stock+0.4%+8.92%Add
4IJHIshares Core S&p Midcap ETF+0.4%+6.11%Add
5COSTCostco Wholesale CORP+0.3%+0.09%Add
6EEMIshares Msci Emerging Market+0.3%+9.77%Add
7JNJJohnson & Johnson+0.3%+2.00%Add
8VBVanguard Small-cap ETF+0.3%+7.14%Add
9JCPBJpmorgan Core Plus Bond ETF+0.2%+9.29%Add
10FBNDFidelity Total Bond ETF+0.2%+10.27%Add
11BIVVanguard Intermediate-term B+0.2%+8.76%Add
12DIASs Spdr Dow Jones Indus Avg+0.1%+6.34%Add
13CGGOCap Group Global Growth+0.1%+6.99%Add
14JEPQJPM Nasdaq Equity Premium+0.1%+16.42%Add
15AMGNAmgen INC+0.1%+0.04%Add
16VOOVanguard S&p 500 ETF+0.1%+15.20%Add
17TQQQProshares Ultrapro Qqq-0.1%+5.61%Add
18ABBVAbbvie INC-0.1%+1.07%Add
19JEPIJpmorgan Equity Premium Inco-0.1%-6.48%Trim
20CCitigroup INC-0.1%-1.11%Trim
21XLFSs Financial Select Sector-0.1%-18.12%Trim
22BRK-BBerkshire Hathaway Inc-cl B-0.1%+0.49%Add
23IXJIshares Global Healthcare Et-0.1%-9.32%Trim
24AMZNAmazon.com INC-0.1%+1.62%Add
25IGMIshares Expanded Tech Sector-0.1%-9.28%Trim
26VCRVanguard Consumer Discre ETF-0.1%-13.30%Trim
27NVDANvidia CORP-0.1%-1.18%Trim
28GOOGAlphabet Inc-cl C-0.2%-0.11%Trim
29JPMJpmorgan Chase & Co-0.2%+0.45%Add
30VTIVanguard Total Stock Mkt ETF-0.2%+0.79%Add
31VVisa Inc-class A Shares-0.2%+2.01%Add
32MSFTMicrosoft CORP-0.2%+5.60%Add
33SPYSs Spdr S&p 500 ETF Trust-us-0.3%+0.40%Add
34TSLATesla INC-0.3%-2.05%Trim
35METAMeta Platforms Inc-class A-0.3%-0.17%Trim
36QQQInvesco Qqq Trust Series 1-0.4%+0.31%Add
37GOOGLAlphabet Inc-cl A-0.4%-3.01%Trim
38AAPLApple INC-0.4%+0.50%Add
39BALIIs US Lrg Cp Pre INC Act-usd—NEWNew buy
40SMCISuper Micro Computer INC—NEWNew buy
41WDAYWorkday Inc-class A—EXITSold out
42GPIXGldm SA S&p 500 Pr In Etf-us—NEWNew buy
43NTNXNutanix INC - A—EXITSold out
44GPIQGs Nasdaq-100 Pr INC Etf-usd—NEWNew buy
45SNOWSnowflake INC—EXITSold out
46SCHGSchwab US Large-cap Growth—EXITSold out
47PINSPinterest Inc- Class A—EXITSold out
48TGTTarget CORP—NEWNew buy
49VVVanguard Large-cap ETF—EXITSold out
50FISVFiserv INC—EXITSold out

FAQ

What is Clarity Wealth Advisors, LLC and what type of investor is it?
Clarity Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $486.4M, spread across 108 disclosed positions.
What are Clarity Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Clarity Wealth Advisors, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $34.9M (7.2%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $33.6M (6.9%) 3. Vanguard Total Stock Mkt ETF (VTI) — $32.3M (6.6%) 4. Invesco Qqq Trust Series 1 (QQQ) — $31.5M (6.5%) 5. Vanguard Dividend Apprec ETF (VIG) — $22.4M (4.6%)
What changes did Clarity Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Clarity Wealth Advisors, LLC made 50 notable position adjustments: 5 new positions were initiated, 27 existing holdings were added to, 11 positions were partially reduced, and 7 were completely exited. The largest of these moves: 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)
What sectors does Clarity Wealth Advisors, LLC focus on?
Clarity Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 32.9% • Financials: 21.3% • Communication Services: 20.1% • Health Care: 11.0% • Consumer Staples: 7.0% • Consumer Discretionary: 6.6%