Clarity Wealth Advisors, LLC

CIK

1767384

Location

SAN JOSE, CA

Portfolio Value

Small $566,731,209

Diversification

Diversified

Filing Date

Global Rank

#3,548 / 8,794 ▼ 67 · as of Jun 2026

Top Industry

Consumer Electronics 18.9%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

10.4%

−0.5 pts

Top 5

36.7%

−1.2 pts

Top 10

58.0%

−1.4 pts

HHI

446

Diversified−25

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	63.9%	$362,088,407	30
Technology	13.1%	$74,008,355	28
Financial Services	7.6%	$42,790,933	10
Communication Services	7.0%	$39,490,879	4
Healthcare	3.7%	$21,216,556	4
Consumer Cyclical	2.3%	$12,774,425	7
Consumer Defensive	2.1%	$11,795,479	4
Industrials	0.2%	$1,198,636	3
Utilities	0.1%	$808,597	1
Energy	0.1%	$558,942	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGBL	Capital Group Core Balanced ETF	+77,307	369,648	$14,031,838
CGGO	Capital Group Global Growth Equity ETF	+25,884	366,115	$15,497,647
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+20,522	403,165	$20,365,894
FAAA	Fidelity AAA CLO ETF	+19,533	255,355	$11,616,098
VIGI	Vanguard International Dividend Appreciation ETF	+16,191	181,084	$17,951,527
VXUS	Vanguard Total International Stock ETF	+14,095	272,333	$23,281,748
BKF	iShares MSCI BIC ETF	+11,648	220,974	$15,116,831
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+10,520	361,759	$33,316,876
VB	Vanguard Morningstar Small-Cap ETF	+9,327	172,062	$58,845,955
BIV	Vanguard Intermediate-Term Bond ETF	+9,067	155,914	$11,958,603
NVDA	Nvidia Corp	+6,503	58,403	$11,685,856
CVNA	Carvana Co.	+5,250	6,568	$432,305
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+3,165	3,798	$313,790
ANET	Arista Networks, Inc.	+1,952	7,930	$1,347,148
VIG	Vanguard Dividend Appreciation ETF	+1,573	105,705	$25,011,917
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
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+400	11,750	$671,647
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
BAI	iShares A.I. Innovation and Tech Active ETF	+200	17,200	$581,876
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
STT	State Street Corp	−5,377	11,691	$626,754
AAPL	Apple Inc.	−3,682	133,752	$38,702,478
GOOGL	Alphabet Inc.	−2,671	78,440	$27,921,167
ANEW	ProShares MSCI Transformational Changes ETF	−2,600	33,140	$2,684,340
C	Citigroup Inc	−2,079	78,076	$10,927,516
FNDA	Schwab Fundamental U.S. Small Company ETF	−1,893	89,236	$2,733,649
EDV	Vanguard World Funds Extended Duration ETF	−1,686	4,639	$1,839,873
QQQ	Invesco Qqq Trust, Series 1	−1,358	53,200	$39,176,480
—		−837	3,994	$759,618
VEU	Vanguard FTSE All-World Ex-US ETF	−579	7,158	$427,261
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
VEA	Vanguard FTSE Developed Markets ETF	−149	4,432	$315,780
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−122	2,976	$452,887
BAC	Bank Of America Corp /De/	−108	6,366	$362,734
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−94	3,429	$330,281
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
BNDW	Vanguard Total World Bond ETF	24,029	$1,325,920
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
—		881	$216,911
NTNX	Nutanix, Inc.	4,221	$215,102
AIEQ	Amplify AI Powered Equity ETF	2,028	$212,798
JOBY	Joby Aviation, Inc.	11,810	$105,345
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
HON	Honeywell International Inc	1,961	$443,244
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 tracked positions · $566,731,209 total · filing declares 117 positions · $566,731,375 · as of Jun 30, 2026

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

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	172,062	+9,327	$58,845,955	+18.5%	10.38%
QQQ	Invesco Qqq Trust, Series 1	Reduced	53,200	-1,358	$39,176,480	+24.4%	6.91%
AAPL	Apple Inc. Technology	Reduced	133,752	-3,682	$38,702,478	+11.0%	6.83%
SPY	Spdr S&P 500 ETF Trust	Reduced	51,157	-533	$38,202,512	+13.6%	6.74%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	361,759	+10,520	$33,316,876	—	5.88%
GOOGL	Alphabet Inc. Communication Services	Reduced	78,440	-2,671	$27,921,167	+19.8%	4.93%
VIG	Vanguard Dividend Appreciation ETF	Added	105,705	+1,573	$25,011,917	+11.7%	4.41%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	45,279	+1,567	$23,653,296	+16.8%	4.17%
VXUS	Vanguard Total International Stock ETF	Added	272,333	+14,095	$23,281,748	+16.9%	4.11%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	403,165	+20,522	$20,365,894	+6.5%	3.59%
VIGI	Vanguard International Dividend Appreciation ETF	Added	181,084	+16,191	$17,951,527	+14.4%	3.17%
CGGO	Capital Group Global Growth Equity ETF	Added	366,115	+25,884	$15,497,647	+36.5%	2.73%
BKF	iShares MSCI BIC ETF	Added	220,974	+11,648	$15,116,831	+27.2%	2.67%
CGBL	Capital Group Core Balanced ETF	Added	369,648	+77,307	$14,031,838	+39.5%	2.48%
BIV	Vanguard Intermediate-Term Bond ETF	Added	155,914	+9,067	$11,958,603	+5.5%	2.11%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	58,403	+6,503	$11,685,856	+29.1%	2.06%
FAAA	Fidelity AAA CLO ETF	Added	255,355	+19,533	$11,616,098	+8.0%	2.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	11,832	+100	$11,068,481	−5.3%	1.95%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	33,494	-153	$10,963,591	+10.8%	1.93%
C	Citigroup Inc Financial Services	Reduced	78,076	-2,079	$10,927,516	+20.2%	1.93%
META	Meta Platforms, Inc. Communication Services	Added	18,356	+264	$10,339,751	−0.1%	1.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	20,379	+389	$10,197,447	+6.5%	1.80%
ABBV	AbbVie Inc. Healthcare	Added	34,503	+685	$8,682,334	+18.0%	1.53%
V	Visa Inc. Financial Services	Added	24,401	+535	$8,371,739	+16.1%	1.48%
JNJ	Johnson & Johnson Healthcare	Added	30,927	+681	$7,854,530	+6.2%	1.39%
TSLA	Tesla, Inc. Consumer Cyclical	Added	17,081	+160	$7,184,268	+14.2%	1.27%
AMGN	Amgen Inc Healthcare	Reduced	11,883	-59	$4,303,071	+2.4%	0.76%
MSFT	Microsoft Corp Technology	Reduced	11,209	-33	$4,181,181	+0.5%	0.74%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,481	-333	$4,166,421	+12.3%	0.74%
INTC	Intel Corp Technology	Added	19,584	+844	$2,734,513	+230.7%	0.48%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	89,236	-1,893	$2,733,649	+13.8%	0.48%
ANEW	ProShares MSCI Transformational Changes ETF	Reduced	33,140	-2,600	$2,684,340	—	0.47%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	4,639	-1,686	$1,839,873	−19.0%	0.32%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,005	-29	$1,762,487	+51.1%	0.31%
AVGO	Broadcom Inc. Technology	Reduced	3,949	-44	$1,491,734	+20.7%	0.26%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,371	-527	$1,377,337	+133.6%	0.24%
ANET	Arista Networks, Inc. Technology	Added	7,930	+1,952	$1,347,148	+83.5%	0.24%
BNDW	Vanguard Total World Bond ETF	NEW	24,029	NEW	$1,325,920	NEW	0.23%
AMAT	Applied Materials Inc /De Technology	Held	1,790	0	$1,294,170	+111.5%	0.23%
SNPS	Synopsys Inc Technology	Held	2,140	0	$954,589	+12.5%	0.17%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	1,199	-2	$915,004	+95.1%	0.16%
FISV	Fiserv Inc	NEW	17,000	NEW	$833,850	NEW	0.15%
CDNS	Cadence Design Systems Inc Technology	Held	2,169	0	$814,069	+35.1%	0.14%
PEG	Public Service Enterprise Group Inc Utilities	Added	9,963	+81	$808,597	+1.1%	0.14%
ORCL	Oracle Corp Technology	Added	5,354	+9	$784,628	−0.2%	0.14%
NFLX	Netflix Inc Communication Services	Added	10,900	+296	$778,260	−23.7%	0.14%
CAT	Caterpillar Inc Industrials	Reduced	728	-266	$775,247	+10.1%	0.14%
PANW	Palo Alto Networks Inc Technology	Reduced	2,267	-3	$773,092	+112.4%	0.14%
		Reduced	3,994	-837	$759,618	−6.9%	0.13%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	11,750	+400	$671,647	+18.8%	0.12%

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.