Clarity Wealth Advisors, LLC

CIK

1767384

Location

SAN JOSE, CA

Portfolio Value

Small $255,880,199

Diversification

Diversified

Filing Date

Global Rank

#3,390 / 8,232 ▲ 76

Top Industry

Consumer Electronics 20.5%

3Y Alpha vs SPY

+1.7%

Period ended 2 months ago

Filed Apr 24, 2026 · 50d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+85.2%

SPY

+76.5%

Annualised alpha

+1.9%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.6%

−0.1 pts

Top 5

53.0%

+0.2 pts

Top 10

72.7%

+0.5 pts

HHI

739

Diversified+6

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.4%	$85,352,821	3
Technology	23.5%	$60,254,451	24
Financial Services	14.5%	$37,225,574	8
Communication Services	10.6%	$27,125,464	4
Healthcare	7.5%	$19,237,168	4
Consumer Defensive	4.9%	$12,438,609	4
Consumer Cyclical	4.5%	$11,415,199	7
Industrials	0.5%	$1,362,266	3
Utilities	0.3%	$799,947	1
Energy	0.3%	$668,700	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	+2,605	43,712	$20,246,961
RIVN	Rivian Automotive, Inc. / DE	+1,700	16,769	$252,373
ORCL	Oracle Corp	+977	5,345	$786,302
PLTR	Palantir Technologies Inc.	+946	5,415	$792,106
AAPL	Apple Inc.	+678	137,434	$34,879,374
MSFT	Microsoft Corp	+596	11,242	$4,161,451
JNJ	Johnson & Johnson	+592	30,246	$7,393,332
V	Visa Inc.	+470	23,866	$7,213,259
ABBV	AbbVie Inc.	+357	33,818	$7,355,076
ANET	Arista Networks, Inc.	+320	5,978	$733,978
AMZN	Amazon Com Inc	+284	17,814	$3,710,121
NFLX	Netflix Inc	+255	10,604	$1,019,574
SPY	Spdr S&P 500 ETF Trust	+205	51,690	$33,616,074
QQQ	Invesco Qqq Trust, Series 1	+170	54,558	$31,489,786
JPM	Jpmorgan Chase & Co	+152	33,647	$9,897,601
BRK-B	Berkshire Hathaway Inc	+98	19,990	$9,579,208
BAC	Bank Of America Corp /De/	+92	6,474	$315,607
FICO	Fair Isaac Corp	+92	514	$548,715
PEG	Public Service Enterprise Group Inc	+86	9,882	$799,947
SHOP	Shopify Inc.	+63	3,535	$419,321
PANW	Palo Alto Networks Inc	+17	2,270	$363,926
COST	Costco Wholesale Corp /New	+10	11,732	$11,690,116
GE	General Electric Co	+5	757	$214,813
AMGN	Amgen Inc	+5	11,942	$4,201,792
CRWD	CrowdStrike Holdings, Inc.	+2	1,201	$468,882
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,648	53,091	$15,266,847
INTC	Intel Corp	−1,091	18,740	$826,996
C	Citigroup Inc	−897	80,155	$9,090,378
CVX	Chevron Corp	−853	3,232	$668,700
NVDA	Nvidia Corp	−618	51,900	$9,051,360
DIS	Walt Disney Co	−578	5,064	$488,068
TSLA	Tesla, Inc.	−355	16,921	$6,290,381
HON	Honeywell International Inc	−238	1,961	$443,244
PG	PROCTER & GAMBLE Co	−138	2,036	$294,079
IBM	International Business Machines Corp	−95	1,510	$366,008
QCOM	Qualcomm Inc/De	−86	2,506	$322,722
PYPL	PayPal Holdings, Inc.	−69	4,995	$225,923
CAT	Caterpillar Inc	−58	994	$704,209
MA	Mastercard Inc	−51	1,332	$665,547
WMT	Walmart Inc.	−47	1,979	$245,950
AVGO	Broadcom Inc.	−46	3,993	$1,235,873
MCD	Mcdonalds Corp	−36	847	$263,239
CRM	Salesforce, Inc.	−35	1,796	$335,259
META	Meta Platforms, Inc.	−30	18,092	$10,350,975
HD	Home Depot, Inc.	−27	1,263	$415,388
AXP	American Express Co	−18	787	$238,051
CVNA	Carvana Co.	−18	1,318	$414,352
CSCO	Cisco Systems, Inc.	−8	15,034	$1,166,488
AMD	Advanced Micro Devices Inc	−3	2,898	$589,540
SNPS	Synopsys Inc	−2	2,140	$848,467
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SMCI	Super Micro Computer, Inc.	22,110	$503,444
TGT	Target Corp	1,720	$208,464
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
WDAY	Workday, Inc.	1,542	$331,190
NTNX	Nutanix, Inc.	5,221	$269,873
SNOW	Snowflake Inc.	1,070	$234,715
PINS	Pinterest, Inc.	8,060	$208,673
FISV	Fiserv Inc	3,010	$202,181
W	Wayfair Inc.	2,000	$200,820
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $255,880,199 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	137,434	+678	$34,879,374	−6.2%	13.63%
SPY	Spdr S&P 500 ETF Trust	Added	51,690	+205	$33,616,074	−4.3%	13.14%
QQQ	Invesco Qqq Trust, Series 1	Added	54,558	+170	$31,489,786	−5.8%	12.31%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	43,712	+2,605	$20,246,961	+2.5%	7.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	53,091	-1,648	$15,266,847	−10.9%	5.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	11,732	+10	$11,690,116	+15.6%	4.57%
META	Meta Platforms, Inc. Communication Services	Reduced	18,092	-30	$10,350,975	−13.5%	4.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	33,647	+152	$9,897,601	−8.3%	3.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	19,990	+98	$9,579,208	−4.2%	3.74%
C	Citigroup Inc Financial Services	Reduced	80,155	-897	$9,090,378	−3.9%	3.55%
NVDA	Nvidia Corp Technology	Reduced	51,900	-618	$9,051,360	−7.6%	3.54%
JNJ	Johnson & Johnson Healthcare	Added	30,246	+592	$7,393,332	+20.5%	2.89%
ABBV	AbbVie Inc. Healthcare	Added	33,818	+357	$7,355,076	−3.8%	2.87%
V	Visa Inc. Financial Services	Added	23,866	+470	$7,213,259	−12.1%	2.82%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	16,921	-355	$6,290,381	−19.0%	2.46%
AMGN	Amgen Inc Healthcare	Added	11,942	+5	$4,201,792	+7.5%	1.64%
MSFT	Microsoft Corp Technology	Added	11,242	+596	$4,161,451	−19.2%	1.63%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,814	+284	$3,710,121	−8.3%	1.45%
AVGO	Broadcom Inc. Technology	Reduced	3,993	-46	$1,235,873	−11.6%	0.48%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,034	-8	$1,166,488	+0.7%	0.46%
NFLX	Netflix Inc Communication Services	Added	10,604	+255	$1,019,574	+5.1%	0.40%
SNPS	Synopsys Inc Technology	Reduced	2,140	-2	$848,467	−15.7%	0.33%
INTC	Intel Corp Technology	Reduced	18,740	-1,091	$826,996	+13.0%	0.32%
PEG	Public Service Enterprise Group Inc Utilities	Added	9,882	+86	$799,947	+1.7%	0.31%
PLTR	Palantir Technologies Inc. Technology	Added	5,415	+946	$792,106	−0.3%	0.31%
ORCL	Oracle Corp Technology	Added	5,345	+977	$786,302	−7.6%	0.31%
ANET	Arista Networks, Inc. Technology	Added	5,978	+320	$733,978	−1.0%	0.29%
CAT	Caterpillar Inc Industrials	Reduced	994	-58	$704,209	+16.9%	0.28%
CVX	Chevron Corp Energy	Reduced	3,232	-853	$668,700	+7.4%	0.26%
MA	Mastercard Inc Financial Services	Reduced	1,332	-51	$665,547	−15.7%	0.26%
AMAT	Applied Materials Inc /De Technology	Held	1,790	0	$611,804	+33.0%	0.24%
CDNS	Cadence Design Systems Inc Technology	Held	2,169	0	$602,700	−11.1%	0.24%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,898	-3	$589,540	−5.1%	0.23%
FICO	Fair Isaac Corp Technology	Added	514	+92	$548,715	−23.1%	0.21%
SMCI	Super Micro Computer, Inc. Technology	NEW	22,110	NEW	$503,444	NEW	0.20%
DIS	Walt Disney Co Communication Services	Reduced	5,064	-578	$488,068	−24.0%	0.19%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,201	+2	$468,882	−16.6%	0.18%
HON	Honeywell International Inc Industrials	Reduced	1,961	-238	$443,244	+3.3%	0.17%
SHOP	Shopify Inc. Technology	Added	3,535	+63	$419,321	−25.0%	0.16%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,263	-27	$415,388	−6.4%	0.16%
CVNA	Carvana Co. Consumer Cyclical	Reduced	1,318	-18	$414,352	−26.5%	0.16%
IBM	International Business Machines Corp Technology	Reduced	1,510	-95	$366,008	−23.0%	0.14%
ADSK	Autodesk, Inc. Technology	Held	1,525	0	$365,085	−19.1%	0.14%
PANW	Palo Alto Networks Inc Technology	Added	2,270	+17	$363,926	−12.3%	0.14%
CRM	Salesforce, Inc. Technology	Reduced	1,796	-35	$335,259	−30.9%	0.13%
QCOM	Qualcomm Inc/De Technology	Reduced	2,506	-86	$322,722	−27.2%	0.13%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,474	+92	$315,607	−10.1%	0.12%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,036	-138	$294,079	−5.6%	0.11%
LLY	ELI LILLY & Co Healthcare	Held	312	0	$286,968	−14.4%	0.11%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	847	-36	$263,239	−2.5%	0.10%