Clarity Wealth Advisors, LLC

Est. AUM

$486.4M

13F long equity, this entity only

Positions

108

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$34.4M	135434	7.07%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$33.6M	51690	6.91%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$32.3M	100696	6.64%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$31.5M	54558	6.47%	SOLE
5	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$22.4M	104132	4.60%	SOLE
6	STATE STR SPDR DOW JONES IND	UT SER 1	$20.2M	43712	4.16%	SOLE
7	VANGUARD STAR FDS	VG TL INTL STK F	$19.9M	258238	4.09%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$19.4M	287868	4.00%	SOLE
9	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$15.3M	162067	3.14%	SOLE
10	ALPHABET INC	CAP STK CL A	$15.3M	53091	3.14%	SOLE
11	VANGUARD INDEX FDS	SMALL CP ETF	$14.4M	55103	2.97%	SOLE
12	ISHARES TR	MSCI EMG MKT ETF	$11.9M	209326	2.44%	SOLE
13	COSTCO WHOLESALE CORPORATION	COM	$11.7M	11732	2.40%	SOLE
14	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$11.5M	244810	2.37%	SOLE
15	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$11.4M	340231	2.33%	SOLE
16	VANGUARD BD INDEX FDS	INTERMED TERM	$11.3M	146847	2.33%	SOLE
17	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$10.8M	235822	2.21%	SOLE
18	META PLATFORMS INC	CL A	$10.4M	18092	2.13%	SOLE
19	CAPITAL GROUP CORE BALANCED	SHS	$10.1M	292341	2.07%	SOLE
20	JPMORGAN CHASE & CO	COM	$9.9M	33647	2.03%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.6M	19990	1.97%	SOLE
22	CITIGROUP INC	COM NEW	$9.1M	80155	1.87%	SOLE
23	NVIDIA CORPORATION	COM	$9.1M	51900	1.86%	SOLE
24	ALPHABET INC	CAP STK CL C	$8.0M	28020	1.65%	SOLE
25	JOHNSON & JOHNSON	COM	$7.4M	30246	1.52%	SOLE
26	ABBVIE INC	COM	$7.4M	33818	1.51%	SOLE
27	VISA INC	COM CL A	$7.2M	23866	1.48%	SOLE
28	TESLA INC	COM	$6.3M	16921	1.29%	SOLE
29	AMGEN INC	COM	$4.2M	11942	0.86%	SOLE
30	MICROSOFT CORP	COM	$4.2M	11242	0.86%	SOLE
31	AMAZON COM INC	COM	$3.7M	17814	0.76%	SOLE
32	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.5M	61722	0.72%	SOLE
33	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.8M	49523	0.57%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	4350	0.53%	SOLE
35	ISHARES TR	CORE S&P500 ETF	$2.5M	3805	0.51%	SOLE
36	ISHARES TR	GLOB HLTHCRE ETF	$2.3M	24892	0.48%	SOLE
37	VANGUARD WORLD FD	CONSUM DIS ETF	$2.3M	6325	0.47%	SOLE
38	ISHARES TR	EXPND TEC SC ETF	$2.0M	16700	0.41%	SOLE
39	PROSHARES TR	ULTRAPRO QQQ	$1.5M	35740	0.31%	SOLE
40	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.3M	26588	0.28%	SOLE
41	BROADCOM INC	COM	$1.2M	3993	0.25%	SOLE
42	CISCO SYS INC	COM	$1.2M	15034	0.24%	SOLE
43	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.1M	43152	0.23%	SOLE
44	NETFLIX INC.	COM	$1.0M	10604	0.21%	SOLE
45	SYNOPSYS INC	COM	$848K	2140	0.17%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET FIN	$843K	17068	0.17%	SOLE
47	INTEL CORP	COM	$827K	18740	0.17%	SOLE
48	ISHARES TR	ISHARES BIOTECH	$816K	4831	0.17%	SOLE
49	PUBLIC SVC ENTERPRISE GROUP	COM	$800K	9882	0.16%	SOLE
50	PALANTIR TECHNOLOGIES INC	CL A	$792K	5415	0.16%	SOLE

1–50 of 108

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.