Clarity Wealth Advisors, LLC
Clarity Wealth Advisors, LLC reported 116 US-listed holdings worth $574.7 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: Apple Inc. (7.6%), SPDR S&P 500 (6.6%) and Invesco QQQ Trust (6.6%). Against the quarter before, it opened 3 positions, added to 41, trimmed 53 and sold out of 3.
Reported holdings$574.7M+1.4% on Q2 2026
Positions116as many as Q2 2026
The largest ten50.0%of its reported holdings
Latest 13FQ3 2026filed 21 October 2026
Added toTrimmed
The 14 largest of its 116 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +33.3% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 3Added 41Held 19Trimmed 53Sold out 3
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 3
- Marvell Technology, Inc. MRVL$355,098
- Wayfair Inc. W$205,120
- Cloudflare Inc. NET$203,853
Added to 41
- Capital Group Core Balanced CGBL+59,769 shares · +16%
- Vanguard ETF VYMI+7,908 shares · +4%
- Vanguard Small Cap ETF VB+2,805 shares · +5%
- iShares Core S&P Mid-Cap ETF IJH+10,232 shares · +3%
- Capital Group GBL Growth Eqt CGGO+17,000 shares · +5%
- Vanguard Star FDS VXUS+7,680 shares · +3%
- iShares Trust EEM+9,682 shares · +4%
- SPDR Dow Jones Indl Average DIA+888 shares · +2%
and 33 more in the table below
Trimmed 53
- Invesco QQQ Trust QQQ-2,147 shares · -4%
- SPDR S&P 500 SPY-1,618 shares · -3%
- VG Totl STK Vprs VTI-2,013 shares · -2%
- Apple Inc. AAPL-2,100 shares · -2%
- NVIDIA Corp. NVDA-2,726 shares · -5%
- Alphabet Inc. GOOGL-900 shares · -2%
- iShares Trust IGM-1,629 shares · -11%
- Vanguard World FD VCR-556 shares · -12%
and 45 more in the table below
Sold out of 3
- Walmart Inc. WMT$226,547 last quarter
- Goldman Sachs Group Inc. GS$220,479 last quarter
- McDonald's Corp. MCD$204,639 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Apple Inc. AAPL | 131.7K | $43.8 million | 7.63% | -2.1K |
| SPDR S&P 500 SPY | 49.5K | $37.8 million | 6.57% | -1.6K |
| Invesco QQQ Trust QQQ | 51.1K | $37.8 million | 6.57% | -2.1K |
| VG Totl STK Vprs VTI | 98.2K | $36.7 million | 6.39% | -2.0K |
| Vanguard Specialized Funds VIG | 107.1K | $25.0 million | 4.35% | +1.3K |
| Vanguard Star FDS VXUS | 280.0K | $23.8 million | 4.14% | +7.7K |
| SPDR Dow Jones Indl Average DIA | 46.2K | $23.5 million | 4.09% | +888 |
| iShares Core S&P Mid-Cap ETF IJH | 312.6K | $22.5 million | 3.91% | +10.2K |
| Vanguard ETF VYMI | 186.2K | $18.8 million | 3.28% | +7.9K |
| Vanguard Small Cap ETF VB | 61.5K | $17.5 million | 3.04% | +2.8K |
| Alphabet Inc. GOOGL | 50.1K | $17.2 million | 3.00% | -900 |
| Capital Group Core Balanced CGBL | 429.4K | $15.8 million | 2.75% | +59.8K |
| iShares Trust EEM | 230.7K | $15.4 million | 2.68% | +9.7K |
| Capital Group GBL Growth Eqt CGGO | 383.1K | $15.2 million | 2.65% | +17.0K |
| Meta Platforms, Inc. META | 18.5K | $13.4 million | 2.34% | +158 |
| NVIDIA Corp. NVDA | 55.2K | $12.6 million | 2.19% | -2.7K |
| J P Morgan Exchange Traded F JCPB | 267.2K | $12.0 million | 2.08% | +4.6K |
| Vanguard Intermed Term Bond ETF BIV | 157.8K | $11.5 million | 2.00% | +1.9K |
| Fidelity Merrimack STR Trust FBND | 260.9K | $11.3 million | 1.97% | +5.5K |
| JPMorgan Chase & Co. JPM | 33.5K | $11.1 million | 1.93% | +28 |
| Costco Wholesale Corp. COST | 12.1K | $11.0 million | 1.92% | +286 |
| Berkshire Hathaway Inc. Class B BRKB | 20.7K | $10.3 million | 1.80% | +340 |
| Citigroup Inc. C | 77.6K | $10.1 million | 1.75% | -453 |
| Alphabet Inc. GOOG | 27.4K | $9.3 million | 1.62% | -85 |
| AbbVie Inc. ABBV | 35.0K | $9.2 million | 1.59% | +522 |
| Visa Inc. V | 24.8K | $8.9 million | 1.55% | +407 |
| Johnson & Johnson JNJ | 31.4K | $8.3 million | 1.45% | +486 |
| Tesla, Inc. TSLA | 17.0K | $6.0 million | 1.05% | -58 |
| Microsoft Corp. MSFT | 11.3K | $5.8 million | 1.00% | +49 |
| Amgen Inc. AMGN | 11.9K | $5.0 million | 0.87% | no change |
| Amazon.com Inc. AMZN | 17.2K | $4.3 million | 0.74% | -305 |
| J P Morgan Exchange Traded F JEPI | 62.3K | $3.5 million | 0.61% | -459 |
| JPMorgan Nasdaq Equity Premium JEPQ | 54.0K | $3.3 million | 0.58% | +2.5K |
| Vanguard S&P 500 VOO | 4.5K | $3.1 million | 0.55% | +3 |
| iShares Core S&P 500 ETF IVV | 3.6K | $2.7 million | 0.47% | -167 |
| ProShares Trust TQQQ | 33.4K | $2.6 million | 0.45% | +280 |
| Intel Corp. INTC | 19.2K | $2.3 million | 0.40% | -368 |
| iShares Trust IGM | 13.0K | $2.2 million | 0.38% | -1.6K |
| iShares Trust IXJ | 17.1K | $1.8 million | 0.30% | -1.9K |
| Cisco Systems, Inc. CSCO | 15.0K | $1.6 million | 0.28% | -33 |
| Arista Networks, Inc. ANET | 7.5K | $1.5 million | 0.27% | -385 |
| Vanguard World FD VCR | 4.1K | $1.5 million | 0.26% | -556 |
| Advanced Micro Devices Inc. AMD | 2.3K | $1.4 million | 0.24% | -85 |
| Broadcom Inc. AVGO | 3.9K | $1.4 million | 0.24% | -73 |
| CrowdStrike Holdings, Inc. CRWD | 4.8K | $1.3 million | 0.22% | no change |
| Schwab US Large Cap SCHX | 41.1K | $1.2 million | 0.21% | -1.2K |
| JP Morgan Ultra Short Income Et JPST | 24.4K | $1.2 million | 0.21% | -2.0K |
| Vanguard Scottsdale FDS VGLT | 24.2K | $1.2 million | 0.21% | +146 |
| Palantir Technologies Inc. PLTR | 5.6K | $1.1 million | 0.18% | +181 |
| Super Micro Computer, Inc. SMCI | 23.1K | $949,538 | 0.17% | +1.0K |
| Synopsys Inc. SNPS | 2.1K | $928,597 | 0.16% | -5 |
| Applied Materials Inc. AMAT | 1.8K | $915,370 | 0.16% | no change |
| Palo Alto Networks Inc. PANW | 2.3K | $900,702 | 0.16% | no change |
| Oracle Corp. ORCL | 6.3K | $862,720 | 0.15% | +929 |
| Netflix Inc. NFLX | 11.7K | $814,851 | 0.14% | +811 |
| iShares Trust IBB | 3.7K | $771,803 | 0.13% | -328 |
| Fiserv Inc. FISV | 17.0K | $768,060 | 0.13% | no change |
| Cadence Design Systems Inc. CDNS | 2.2K | $716,171 | 0.12% | no change |
| Public Service Enterprise Group Inc. PEG | 10.1K | $677,533 | 0.12% | +98 |
| Mastercard Inc. MA | 1.2K | $671,403 | 0.12% | -65 |
| iShares Trust IWF | 5.3K | $668,888 | 0.12% | -183 |
| iShares Trust ITOT | 3.9K | $646,451 | 0.11% | +2.4K |
| Vanguard Growth ETF VUG | 7.1K | $639,817 | 0.11% | -438 |
| BlackRock ETF Trust BALI | 17.7K | $609,942 | 0.11% | +500 |
| Chevron Corp. CVX | 2.9K | $596,380 | 0.10% | -452 |
| iShares Core S&P Small-Cap ETF IJR | 4.3K | $589,608 | 0.10% | +80 |
| Financial Select Sector SPDR ETF XLF | 10.3K | $551,355 | 0.10% | -1.4K |
| International Business Machines Corp. IBM | 2.5K | $544,107 | 0.09% | +976 |
| Caterpillar Inc. CAT | 627 | $508,506 | 0.09% | -101 |
| Shopify Inc. SHOP | 3.3K | $493,691 | 0.09% | -56 |
| Walt Disney Co. DIS | 4.4K | $456,946 | 0.08% | -337 |
| Schwab Strategic Trust SCHB | 15.3K | $449,154 | 0.08% | -2.2K |
| Salesforce, Inc. CRM | 1.9K | $438,708 | 0.08% | +169 |
| Goldman Sachs ETF Trust GPIX | 7.7K | $429,891 | 0.07% | +950 |
| Vanguard Ftse Emerging Markets VWO | 7.1K | $422,571 | 0.07% | -33 |
| Logitech International S.A. LOGI | 4.1K | $418,604 | 0.07% | -252 |
| Carvana Co. CVNA | 6.6K | $410,763 | 0.07% | no change |
| Qualcomm Inc. QCOM | 2.2K | $403,921 | 0.07% | -39 |
| iShares Core MSCI Emerging Mark IEMG | 5.0K | $403,563 | 0.07% | -476 |
| Schwab US Mid-Cap ETF SCHM | 11.3K | $386,053 | 0.07% | no change |
| SPDR S&P Dividend ETF SDY | 2.6K | $385,250 | 0.07% | -346 |
| Snowflake Inc. SNOW | 1.1K | $373,516 | 0.06% | -20 |
| Bank of America Corp. BAC | 6.8K | $370,325 | 0.06% | +438 |
| Goldman Sachs ETF Trust GPIQ | 6.3K | $366,144 | 0.06% | +1.3K |
| Marvell Technology, Inc. MRVL | 1.3K | $355,098 | 0.06% | new |
| Eli Lilly & Co. LLY | 305 | $352,601 | 0.06% | -9 |
| Invesco Exchange Traded FD T PRF | 6.4K | $346,522 | 0.06% | -310 |
| iShares Trust IXN | 2.3K | $344,098 | 0.06% | -60 |
| iShares Trust IYY | 1.8K | $340,209 | 0.06% | -82 |
| Home Depot, Inc. HD | 1.2K | $335,627 | 0.06% | -61 |
| Vanguard Whitehall FDS VYM | 2.1K | $332,438 | 0.06% | -684 |
| Vanguard S&P 500 Growth ETF VOOG | 3.8K | $324,765 | 0.06% | +1 |
| Wisdomtree Trust DLN | 3.2K | $314,933 | 0.05% | -189 |
| Vanguard Ftse Developed Markets VEA | 4.4K | $314,144 | 0.05% | +17 |
| Autodesk, Inc. ADSK | 1.5K | $310,365 | 0.05% | -40 |
| Fair Isaac Corp. FICO | 515 | $305,122 | 0.05% | no change |
| Schwab Strategic Trust SCHF | 10.6K | $292,142 | 0.05% | no change |
| Rivian Automotive Inc. RIVN | 18.7K | $279,214 | 0.05% | +1.9K |
| Target Corp. TGT | 1.7K | $269,507 | 0.05% | no change |
| Nutanix, Inc. NTNX | 3.7K | $261,996 | 0.05% | -500 |
| Coreweave Inc. CRWV | 3.0K | $261,360 | 0.05% | no change |
| General Electric Co. GE | 822 | $256,561 | 0.04% | -29 |
| Procter & Gamble Co. PG | 1.8K | $255,693 | 0.04% | -121 |
| iShares Russell 1000 Value Inde IWD | 1.0K | $254,872 | 0.04% | no change |
| Vanguard Value ETF VTV | 1.2K | $253,351 | 0.04% | -9 |
| PayPal Holdings, Inc. PYPL | 4.7K | $248,926 | 0.04% | +11 |
| Amplify ETF Trust HACK | 2.0K | $245,875 | 0.04% | no change |
| Schwab Strategic Trust SCHA | 7.4K | $241,820 | 0.04% | no change |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 502 | $229,007 | 0.04% | -12 |
| American Express Co. AXP | 748 | $227,582 | 0.04% | -15 |
| Wayfair Inc. W | 2.0K | $205,120 | 0.04% | new |
| Vanguard Index FDS VXF | 883 | $204,578 | 0.04% | +2 |
| Cloudflare Inc. NET | 587 | $203,853 | 0.04% | new |
| Joby Aviation Inc. JOBY | 12.2K | $73,871 | 0.01% | +400 |
| NIO Inc. NIO | 11.5K | $39,445 | 0.01% | no change |
| Bigbear Ai Hldgs Inc. BBAI | 12.8K | $33,928 | 0.01% | +1.0K |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read more
Change is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| NVIDIA Corp. NVDA | Calls | 500 | $114,190 |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.