Clarity Wealth Advisors, LLC

CIK

1767384

Location

SAN JOSE, CA

Portfolio Value

Small $295,493,845

Diversification

Diversified

Filing Date

Global Rank

#3,661 / 8,517 ▼ 411

Top Industry

Consumer Electronics 20.0%

3Y Alpha vs SPY

+13.6%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+141.6%

SPY

+75.3%

Annualised alpha

+13.6%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

65 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.3%

+3.4 pts

Top 5

53.5%

+12.4 pts

Top 10

72.1%

+9.1 pts

HHI

737

Diversified+210

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.5%	$101,866,138	4
Technology	24.8%	$73,322,102	28
Financial Services	14.3%	$42,164,179	9
Communication Services	10.1%	$29,788,791	4
Healthcare	7.2%	$21,216,556	4
Consumer Cyclical	4.3%	$12,774,425	7
Consumer Defensive	4.0%	$11,795,479	4
Industrials	0.4%	$1,198,636	3
Utilities	0.3%	$808,597	1
Energy	0.2%	$558,942	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+6,503	58,403	$11,685,856
CVNA	Carvana Co.	+5,250	6,568	$432,305
ANET	Arista Networks, Inc.	+1,952	7,930	$1,347,148
DIA	Spdr Dow Jones Industrial Average ETF Trust	+1,567	45,279	$23,653,296
INTC	Intel Corp	+844	19,584	$2,734,513
ABBV	AbbVie Inc.	+685	34,503	$8,682,334
JNJ	Johnson & Johnson	+681	30,927	$7,854,530
V	Visa Inc.	+535	24,401	$8,371,739
BRK-B	Berkshire Hathaway Inc	+389	20,379	$10,197,447
NFLX	Netflix Inc	+296	10,900	$778,260
META	Meta Platforms, Inc.	+264	18,356	$10,339,751
TSLA	Tesla, Inc.	+160	17,081	$7,184,268
CVX	Chevron Corp	+140	3,372	$558,942
COST	Costco Wholesale Corp /New	+100	11,832	$11,068,481
GE	General Electric Co	+94	851	$318,044
PEG	Public Service Enterprise Group Inc	+81	9,963	$808,597
PLTR	Palantir Technologies Inc.	+30	5,445	$635,268
WMT	Walmart Inc.	+21	2,000	$226,520
ORCL	Oracle Corp	+9	5,354	$784,628
LLY	ELI LILLY & Co	+2	314	$376,621
FICO	Fair Isaac Corp	+1	515	$615,311
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−30,130	50,981	$18,219,079
AAPL	Apple Inc.	−3,682	133,752	$38,702,478
C	Citigroup Inc	−2,079	78,076	$10,927,516
QQQ	Invesco Qqq Trust, Series 1	−1,358	53,200	$39,176,480
SPY	Spdr S&P 500 ETF Trust	−533	51,157	$38,202,512
AMD	Advanced Micro Devices Inc	−527	2,371	$1,377,337
DIS	Walt Disney Co	−371	4,693	$451,701
AMZN	Amazon Com Inc	−333	17,481	$4,166,421
QCOM	Qualcomm Inc/De	−272	2,234	$412,820
PYPL	PayPal Holdings, Inc.	−267	4,728	$204,155
CAT	Caterpillar Inc	−266	728	$775,247
BBAI	BigBear.ai Holdings, Inc.	−197	11,803	$43,317
PG	PROCTER & GAMBLE Co	−155	1,881	$275,829
JPM	Jpmorgan Chase & Co	−153	33,494	$10,963,591
SHOP	Shopify Inc.	−150	3,385	$386,499
BAC	Bank Of America Corp /De/	−108	6,366	$362,734
MCD	Mcdonalds Corp	−90	757	$204,624
AMGN	Amgen Inc	−59	11,883	$4,303,071
CRM	Salesforce, Inc.	−54	1,742	$272,901
MA	Mastercard Inc	−50	1,282	$658,435
AVGO	Broadcom Inc.	−44	3,949	$1,491,734
MSFT	Microsoft Corp	−33	11,209	$4,181,181
CSCO	Cisco Systems, Inc.	−29	15,005	$1,762,487
AXP	American Express Co	−24	763	$258,084
HD	Home Depot, Inc.	−22	1,241	$437,675
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
FISV	Fiserv Inc	17,000	$833,850
LOGI	Logitech International S.A.	4,397	$413,493
SNOW	Snowflake Inc.	1,120	$285,040
TSM	Taiwan Semiconductor Manufacturing Co Ltd	514	$245,470
GS	Goldman Sachs Group Inc	218	$220,478
NTNX	Nutanix, Inc.	4,221	$215,102
JOBY	Joby Aviation, Inc.	11,810	$105,345
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	104,132	$22,394,627
VXUS	Vanguard Total International Stock ETF	258,238	$19,912,732
VB	Vanguard Morningstar Small-Cap ETF	55,103	$14,432,577
CGGO	Capital Group Global Growth Equity ETF	340,231	$11,353,508
BIV	Vanguard Intermediate-Term Bond ETF	146,847	$11,333,651
CGBL	Capital Group Core Balanced ETF	292,341	$10,059,453
IBB	iShares Biotechnology ETF	4,831	$815,714
HON	Honeywell International Inc	1,961	$443,244
VEA	Vanguard FTSE Developed Markets ETF	4,581	$293,550
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 tracked positions · $295,493,845 total · as of Jun 30, 2026

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

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	53,200	-1,358	$39,176,480	+24.4%	13.26%
AAPL	Apple Inc. Technology	Reduced	133,752	-3,682	$38,702,478	+11.0%	13.10%
SPY	Spdr S&P 500 ETF Trust	Reduced	51,157	-533	$38,202,512	+13.6%	12.93%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	45,279	+1,567	$23,653,296	+16.8%	8.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	50,981	-30,130	$18,219,079	−21.8%	6.17%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	58,403	+6,503	$11,685,856	+29.1%	3.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	11,832	+100	$11,068,481	−5.3%	3.75%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	33,494	-153	$10,963,591	+10.8%	3.71%
C	Citigroup Inc Financial Services	Reduced	78,076	-2,079	$10,927,516	+20.2%	3.70%
META	Meta Platforms, Inc. Communication Services	Added	18,356	+264	$10,339,751	−0.1%	3.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	20,379	+389	$10,197,447	+6.5%	3.45%
ABBV	AbbVie Inc. Healthcare	Added	34,503	+685	$8,682,334	+18.0%	2.94%
V	Visa Inc. Financial Services	Added	24,401	+535	$8,371,739	+16.1%	2.83%
JNJ	Johnson & Johnson Healthcare	Added	30,927	+681	$7,854,530	+6.2%	2.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	17,081	+160	$7,184,268	+14.2%	2.43%
AMGN	Amgen Inc Healthcare	Reduced	11,883	-59	$4,303,071	+2.4%	1.46%
MSFT	Microsoft Corp Technology	Reduced	11,209	-33	$4,181,181	+0.5%	1.41%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,481	-333	$4,166,421	+12.3%	1.41%
INTC	Intel Corp Technology	Added	19,584	+844	$2,734,513	+230.7%	0.93%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,005	-29	$1,762,487	+51.1%	0.60%
AVGO	Broadcom Inc. Technology	Reduced	3,949	-44	$1,491,734	+20.7%	0.50%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,371	-527	$1,377,337	+133.6%	0.47%
ANET	Arista Networks, Inc. Technology	Added	7,930	+1,952	$1,347,148	+83.5%	0.46%
AMAT	Applied Materials Inc /De Technology	Held	1,790	0	$1,294,170	+111.5%	0.44%
SNPS	Synopsys Inc Technology	Held	2,140	0	$954,589	+12.5%	0.32%
FISV	Fiserv Inc	NEW	17,000	NEW	$833,850	NEW	0.28%
CDNS	Cadence Design Systems Inc Technology	Held	2,169	0	$814,069	+35.1%	0.28%
PEG	Public Service Enterprise Group Inc Utilities	Added	9,963	+81	$808,597	+1.1%	0.27%
ORCL	Oracle Corp Technology	Added	5,354	+9	$784,628	−0.2%	0.27%
NFLX	Netflix Inc Communication Services	Added	10,900	+296	$778,260	−23.7%	0.26%
CAT	Caterpillar Inc Industrials	Reduced	728	-266	$775,247	+10.1%	0.26%
PANW	Palo Alto Networks Inc Technology	Reduced	2,267	-3	$773,092	+112.4%	0.26%
MA	Mastercard Inc Financial Services	Reduced	1,282	-50	$658,435	−1.1%	0.22%
SMCI	Super Micro Computer, Inc. Technology	Held	22,110	0	$648,486	+28.8%	0.22%
PLTR	Palantir Technologies Inc. Technology	Added	5,445	+30	$635,268	−19.8%	0.21%
FICO	Fair Isaac Corp Technology	Added	515	+1	$615,311	+12.1%	0.21%
CVX	Chevron Corp Energy	Added	3,372	+140	$558,942	−16.4%	0.19%
DIS	Walt Disney Co Communication Services	Reduced	4,693	-371	$451,701	−7.5%	0.15%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,241	-22	$437,675	+5.4%	0.15%
CVNA	Carvana Co. Consumer Cyclical	Added	6,568	+5,250	$432,305	+4.3%	0.15%
IBM	International Business Machines Corp Technology	Reduced	1,498	-12	$421,252	+15.1%	0.14%
LOGI	Logitech International S.A. Technology	NEW	4,397	NEW	$413,493	NEW	0.14%
QCOM	Qualcomm Inc/De Technology	Reduced	2,234	-272	$412,820	+27.9%	0.14%
SHOP	Shopify Inc. Technology	Reduced	3,385	-150	$386,499	−7.8%	0.13%
LLY	ELI LILLY & Co Healthcare	Added	314	+2	$376,621	+31.2%	0.13%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,366	-108	$362,734	+14.9%	0.12%
GE	General Electric Co Industrials	Added	851	+94	$318,044	+48.1%	0.11%
CRWV	CoreWeave, Inc. Technology	Held	3,000	0	$298,620	+28.5%	0.10%
ADSK	Autodesk, Inc. Technology	Held	1,525	0	$296,490	−18.8%	0.10%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	16,769	0	$290,942	+15.3%	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.