# Clarity Wealth Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1767384. Source: https://holderbook.com/funds/1767384-clarity-wealth-advisors-llc/

- Reported value: $566.7M
- Positions: 116
- Weight of the ten largest: 50.2%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $39.2M | 53,200 | 6.9% | 27 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $38.7M | 133,752 | 6.8% | 27 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $38.2M | 51,157 | 6.7% | 27 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $37.1M | 100,173 | 6.5% | 27 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $25.0M | 105,705 | 4.4% | 27 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $23.7M | 45,279 | 4.2% | 25 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $23.3M | 302,394 | 4.1% | 27 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $23.3M | 272,333 | 4.1% | 27 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $18.2M | 50,981 | 3.2% | 27 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $17.8M | 58,679 | 3.1% | 25 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $17.5M | 178,258 | 3.1% | 15 |
| CAPITAL GROUP GBL GROWTH EQT | [CGGO](https://holderbook.com/stocks/CGGO/) | $15.5M | 366,115 | 2.7% | 11 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $15.1M | 220,974 | 2.7% | 25 |
| CAPITAL GROUP CORE BALANCED | [CGBL](https://holderbook.com/stocks/CGBL/) | $14.0M | 369,648 | 2.5% | 9 |
| J P MORGAN EXCHANGE TRADED F | [JCPB](https://holderbook.com/stocks/JCPB/) | $12.3M | 262,601 | 2.2% | 11 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $12.0M | 155,914 | 2.1% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $11.7M | 57,903 | 2.1% | 27 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $11.6M | 255,355 | 2.0% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $11.1M | 11,832 | 2.0% | 27 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $11.0M | 33,494 | 1.9% | 27 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $10.9M | 78,076 | 1.9% | 27 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $10.3M | 18,356 | 1.8% | 27 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $10.2M | 20,379 | 1.8% | 27 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $9.7M | 27,459 | 1.7% | 27 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $8.7M | 34,503 | 1.5% | 27 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $8.4M | 24,401 | 1.5% | 27 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $7.9M | 30,927 | 1.4% | 27 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $7.2M | 17,081 | 1.3% | 27 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $4.3M | 11,883 | 0.8% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.2M | 11,209 | 0.7% | 27 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.2M | 17,481 | 0.7% | 27 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $3.5M | 62,799 | 0.6% | 19 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $3.2M | 51,418 | 0.6% | 14 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.1M | 4,491 | 0.5% | 20 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.8M | 3,723 | 0.5% | 27 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.7M | 19,584 | 0.5% | 27 |
| PROSHARES TR | [TQQQ](https://holderbook.com/stocks/TQQQ/) | $2.7M | 33,140 | 0.5% | 14 |
| ISHARES TR | [IGM](https://holderbook.com/stocks/IGM/) | $2.4M | 14,587 | 0.4% | 27 |
| ISHARES TR | [IXJ](https://holderbook.com/stocks/IXJ/) | $1.9M | 19,029 | 0.3% | 27 |
| VANGUARD WORLD FD | [VCR](https://holderbook.com/stocks/VCR/) | $1.8M | 4,639 | 0.3% | 27 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.8M | 15,005 | 0.3% | 27 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.5M | 3,949 | 0.3% | 14 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.4M | 2,371 | 0.2% | 8 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.3M | 7,930 | 0.2% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $1.3M | 26,347 | 0.2% | 27 |
| VANGUARD SCOTTSDALE FDS | [VGLT](https://holderbook.com/stocks/VGLT/) | $1.3M | 24,029 | 0.2% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.3M | 1,790 | 0.2% | 22 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $1.2M | 42,293 | 0.2% | 13 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $954.6K | 2,140 | 0.2% | 27 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $915.0K | 1,199 | 0.2% | 8 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $833.9K | 17,000 | 0.1% | 1 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $814.1K | 2,169 | 0.1% | 5 |
| PUBLIC SVC ENTERPRISE GROUP | [PEG](https://holderbook.com/stocks/PEG/) | $808.6K | 9,963 | 0.1% | 7 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $784.6K | 5,354 | 0.1% | 27 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $778.3K | 10,900 | 0.1% | 16 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $775.3K | 728 | 0.1% | 6 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $773.1K | 2,267 | 0.1% | 10 |
| ISHARES TR | [IBB](https://holderbook.com/stocks/IBB/) | $759.6K | 3,994 | 0.1% | 27 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $685.8K | 5,523 | 0.1% | 17 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $658.6K | 1,282 | 0.1% | 27 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $649.4K | 7,538 | 0.1% | 20 |
| SUPER MICRO COMPUTER INC | [SMCI](https://holderbook.com/stocks/SMCI/) | $648.5K | 22,110 | 0.1% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $635.3K | 5,445 | 0.1% | 7 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $630.9K | 4,254 | 0.1% | 15 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $626.8K | 11,691 | 0.1% | 27 |
| FAIR ISAAC CORP | [FICO](https://holderbook.com/stocks/FICO/) | $615.3K | 515 | 0.1% | 10 |
| BLACKROCK ETF TRUST | [BALI](https://holderbook.com/stocks/BALI/) | $581.9K | 17,200 | 0.1% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $559.0K | 3,372 | 0.1% | 18 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $508.2K | 17,549 | 0.1% | 13 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $452.9K | 2,976 | 0.1% | 20 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $451.7K | 4,693 | 0.1% | 27 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $451.3K | 5,448 | 0.1% | 14 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $446.6K | 2,826 | 0.1% | 17 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $437.5K | 1,241 | 0.1% | 11 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $432.3K | 6,568 | 0.1% | 8 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $427.2K | 7,158 | 0.1% | 11 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $421.3K | 1,498 | 0.1% | 11 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $418.4K | 11,348 | 0.1% | 3 |
| LOGITECH INTL S A | [LOGI](https://holderbook.com/stocks/LOGI/) | $413.5K | 4,397 | 0.1% | 1 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $412.8K | 2,234 | 0.1% | 11 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $386.5K | 3,385 | 0.1% | 14 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $376.2K | 314 | 0.1% | 9 |
| GOLDMAN SACHS ETF TR | [GPIX](https://holderbook.com/stocks/GPIX/) | $375.1K | 6,750 | 0.1% | 2 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $362.7K | 6,366 | 0.1% | 10 |
| INVESCO EXCHANGE TRADED FD T | [PRF](https://holderbook.com/stocks/PRF/) | $360.7K | 6,676 | 0.1% | 3 |
| ISHARES TR | [IYY](https://holderbook.com/stocks/IYY/) | $349.4K | 1,917 | 0.1% | 15 |
| ISHARES TR | [IXN](https://holderbook.com/stocks/IXN/) | $344.1K | 2,382 | 0.1% | 10 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $330.3K | 3,429 | 0.1% | 3 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $318.1K | 851 | 0.1% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $315.8K | 4,432 | 0.1% | 14 |
| VANGUARD ADMIRAL FDS INC | [VOOG](https://holderbook.com/stocks/VOOG/) | $313.8K | 3,798 | 0.1% | 10 |
| COREWEAVE INC | [CRWV](https://holderbook.com/stocks/CRWV/) | $298.6K | 3,000 | 0.1% | 3 |
| GOLDMAN SACHS ETF TR | [GPIQ](https://holderbook.com/stocks/GPIQ/) | $296.6K | 5,000 | 0.1% | 2 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $296.5K | 1,525 | 0.1% | 13 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $294.6K | 10,635 | 0.1% | 4 |
| RIVIAN AUTOMOTIVE INC | [RIVN](https://holderbook.com/stocks/RIVN/) | $290.9K | 16,769 | 0.1% | 6 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $285.0K | 1,120 | 0.1% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $275.8K | 1,881 | 0.0% | 27 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $272.9K | 1,742 | 0.0% | 14 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $267.8K | 7,411 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.9% | +14.8% | -0.9% | 100% |
| Q1 2026 | -3.8% | -4.6% | +0.8% | 100% |
| Q4 2025 | +3.1% | +2.4% | +0.7% | 100% |
| Q3 2025 | +9.4% | +7.8% | +1.5% | 100% |
| Q2 2025 | +8.5% | +10.5% | -1.9% | 100% |
| Q1 2025 | -4.0% | -4.6% | +0.5% | 100% |
| Q4 2024 | +2.7% | +2.1% | +0.6% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $566.7M | 116 |
| Q1 2026 | $486.4M | 107 |
| Q4 2025 | $490.1M | 110 |
| Q3 2025 | $453.8M | 99 |
| Q2 2025 | $405.2M | 98 |
| Q1 2025 | $360.5M | 95 |
| Q4 2024 | $366.8M | 94 |
| Q3 2024 | $344.1M | 94 |
| Q2 2024 | $309.2M | 87 |
| Q1 2024 | $295.7M | 86 |
| Q4 2023 | $264.6M | 83 |
| Q3 2023 | $220.4M | 72 |