Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $39.2M | 6.9% |
| Apple Inc.COM | COM | $38.7M | 6.8% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $38.2M | 6.7% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $37.1M | 6.5% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $25M | 4.4% |
| State Str SPDR Dow Jones IndUT SER 1 | UT SER 1 | $23.7M | 4.2% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $23.3M | 4.1% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $23.3M | 4.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $18.2M | 3.2% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $17.8M | 3.1% |
| Vanguard Whitehall FdsINTL HIGH ETF | INTL HIGH ETF | $17.5M | 3.1% |
| Capital Group Gbl Growth EQTSHS CREAT UNIT | SHS CREAT UNIT | $15.5M | 2.7% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $15.1M | 2.7% |
| Capital Group Core BalancedSHS | SHS | $14M | 2.5% |
| J P Morgan Exchange Traded FCORE PLUS BD ETF | CORE PLUS BD ETF | $12.3M | 2.2% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $12M | 2.1% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $11.6M | 2.0% |
| Nvidia CorporationCOM | COM | $11.6M | 2.0% |
| Costco Wholesale CorporationCOM | COM | $11.1M | 2.0% |
| JPMORGAN Chase & COCOM | COM | $11M | 1.9% |
| Citigroup Inc.COM NEW | COM NEW | $10.9M | 1.9% |
| Meta Platforms Inc.CL A | CL A | $10.3M | 1.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $10.2M | 1.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $9.7M | 1.7% |
| Abbvie Inc.COM | COM | $8.68M | 1.5% |
| Visa Inc.COM CL A | COM CL A | $8.37M | 1.5% |
| Johnson & JohnsonCOM | COM | $7.85M | 1.4% |
| Tesla Inc.COM | COM | $7.18M | 1.3% |
| Amgen Inc.COM | COM | $4.3M | 0.8% |
| Microsoft Corp.COM | COM | $4.18M | 0.7% |
| Amazon Com Inc.COM | COM | $4.17M | 0.7% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $3.55M | 0.6% |
| J P Morgan Exchange Traded FNASDAQ EQT PREM | NASDAQ EQT PREM | $3.16M | 0.6% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $3.08M | 0.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $2.79M | 0.5% |
| Intel Corp.COM | COM | $2.73M | 0.5% |
| Proshares TRULTRAPRO QQQ | ULTRAPRO QQQ | $2.68M | 0.5% |
| iShares TREXPND TEC SC ETF | EXPND TEC SC ETF | $2.39M | 0.4% |
| iShares TRGLOB HLTHCRE ETF | GLOB HLTHCRE ETF | $1.87M | 0.3% |
| Vanguard World FDCONSUM DIS ETF | CONSUM DIS ETF | $1.84M | 0.3% |
| Cisco Sys Inc.COM | COM | $1.76M | 0.3% |
| Broadcom Inc.COM | COM | $1.49M | 0.3% |
| Advanced Micro Devices Inc.COM | COM | $1.38M | 0.2% |
| Arista Networks Inc.COM SHS | COM SHS | $1.35M | 0.2% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $1.33M | 0.2% |
| Vanguard Scottsdale FdsLONG TERM TREAS | LONG TERM TREAS | $1.33M | 0.2% |
| Applied Matls Inc.COM | COM | $1.29M | 0.2% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $1.24M | 0.2% |
| Synopsys Inc.COM | COM | $955K | 0.2% |
| Crowdstrike Hldgs Inc.CL A | CL A | $915K | 0.2% |
Invesco Qqq TRUNIT SER 1$39.2M
- Class
- UNIT SER 1
- Share
- 6.9%
Apple Inc.COM$38.7M
- Class
- COM
- Share
- 6.8%
State Str SPDR S&P 500 ETF TTR UNIT$38.2M
- Class
- TR UNIT
- Share
- 6.7%
Vanguard Index FdsTOTAL STK MKT$37.1M
- Class
- TOTAL STK MKT
- Share
- 6.5%
Vanguard Specialized FundsDIV APP ETF$25M
- Class
- DIV APP ETF
- Share
- 4.4%
State Str SPDR Dow Jones IndUT SER 1$23.7M
- Class
- UT SER 1
- Share
- 4.2%
iShares TRCORE S&P MCP ETF$23.3M
- Class
- CORE S&P MCP ETF
- Share
- 4.1%
Vanguard Star FdsVG TL INTL STK F$23.3M
- Class
- VG TL INTL STK F
- Share
- 4.1%
Alphabet Inc.CAP STK CL A$18.2M
- Class
- CAP STK CL A
- Share
- 3.2%
Vanguard Index FdsSMALL CP ETF$17.8M
- Class
- SMALL CP ETF
- Share
- 3.1%
Vanguard Whitehall FdsINTL HIGH ETF$17.5M
- Class
- INTL HIGH ETF
- Share
- 3.1%
Capital Group Gbl Growth EQTSHS CREAT UNIT$15.5M
- Class
- SHS CREAT UNIT
- Share
- 2.7%
iShares TRMSCI EMG MKT ETF$15.1M
- Class
- MSCI EMG MKT ETF
- Share
- 2.7%
Capital Group Core BalancedSHS$14M
- Class
- SHS
- Share
- 2.5%
J P Morgan Exchange Traded FCORE PLUS BD ETF$12.3M
- Class
- CORE PLUS BD ETF
- Share
- 2.2%
Vanguard BD Index FdsINTERMED TERM$12M
- Class
- INTERMED TERM
- Share
- 2.1%
Fidelity Merrimack Str TRTOTAL BD ETF$11.6M
- Class
- TOTAL BD ETF
- Share
- 2.0%
Nvidia CorporationCOM$11.6M
- Class
- COM
- Share
- 2.0%
Costco Wholesale CorporationCOM$11.1M
- Class
- COM
- Share
- 2.0%
JPMORGAN Chase & COCOM$11M
- Class
- COM
- Share
- 1.9%
Citigroup Inc.COM NEW$10.9M
- Class
- COM NEW
- Share
- 1.9%
Meta Platforms Inc.CL A$10.3M
- Class
- CL A
- Share
- 1.8%
Berkshire Hathaway Inc. DelCL B NEW$10.2M
- Class
- CL B NEW
- Share
- 1.8%
Alphabet Inc.CAP STK CL C$9.7M
- Class
- CAP STK CL C
- Share
- 1.7%
Abbvie Inc.COM$8.68M
- Class
- COM
- Share
- 1.5%
Visa Inc.COM CL A$8.37M
- Class
- COM CL A
- Share
- 1.5%
Johnson & JohnsonCOM$7.85M
- Class
- COM
- Share
- 1.4%
Tesla Inc.COM$7.18M
- Class
- COM
- Share
- 1.3%
Amgen Inc.COM$4.3M
- Class
- COM
- Share
- 0.8%
Microsoft Corp.COM$4.18M
- Class
- COM
- Share
- 0.7%
Amazon Com Inc.COM$4.17M
- Class
- COM
- Share
- 0.7%
J P Morgan Exchange Traded FEQUITY PREMIUM$3.55M
- Class
- EQUITY PREMIUM
- Share
- 0.6%
J P Morgan Exchange Traded FNASDAQ EQT PREM$3.16M
- Class
- NASDAQ EQT PREM
- Share
- 0.6%
Vanguard Index FdsS&P 500 ETF SHS$3.08M
- Class
- S&P 500 ETF SHS
- Share
- 0.5%
iShares TRCORE S&P500 ETF$2.79M
- Class
- CORE S&P500 ETF
- Share
- 0.5%
Intel Corp.COM$2.73M
- Class
- COM
- Share
- 0.5%
Proshares TRULTRAPRO QQQ$2.68M
- Class
- ULTRAPRO QQQ
- Share
- 0.5%
iShares TREXPND TEC SC ETF$2.39M
- Class
- EXPND TEC SC ETF
- Share
- 0.4%
iShares TRGLOB HLTHCRE ETF$1.87M
- Class
- GLOB HLTHCRE ETF
- Share
- 0.3%
Vanguard World FDCONSUM DIS ETF$1.84M
- Class
- CONSUM DIS ETF
- Share
- 0.3%
Cisco Sys Inc.COM$1.76M
- Class
- COM
- Share
- 0.3%
Broadcom Inc.COM$1.49M
- Class
- COM
- Share
- 0.3%
Advanced Micro Devices Inc.COM$1.38M
- Class
- COM
- Share
- 0.2%
Arista Networks Inc.COM SHS$1.35M
- Class
- COM SHS
- Share
- 0.2%
J P Morgan Exchange Traded FULTRA SHRT ETF$1.33M
- Class
- ULTRA SHRT ETF
- Share
- 0.2%
Vanguard Scottsdale FdsLONG TERM TREAS$1.33M
- Class
- LONG TERM TREAS
- Share
- 0.2%
Applied Matls Inc.COM$1.29M
- Class
- COM
- Share
- 0.2%
Schwab Strategic TRUS LRG CAP ETF$1.24M
- Class
- US LRG CAP ETF
- Share
- 0.2%
Synopsys Inc.COM$955K
- Class
- COM
- Share
- 0.2%
Crowdstrike Hldgs Inc.CL A$915K
- Class
- CL A
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 117 positions by value, with holdings of the same security combined. The 117 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1767384
- File number
- 028-19804
- Options
- 1 call, 0 put
- In the 25 largest
- 82.2%
- Prior quarter
- $486M at 31 March 2026
- Positions opened
- 11
- Positions closed
- 2
Common questions
What are Clarity Wealth Advisors’ 13F holdings worth?
$567 million across 117 positions for the quarter ended 30 June 2026.
What is Clarity Wealth Advisors’ largest 13F holding?
INVESCO QQQ TR (UNIT SER 1) was the largest position at $39.2 million, or 6.9% of reported 13F value, as of 30 June 2026.
How concentrated is Clarity Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 50.2% of reported value and the twenty-five largest for 82.2%, across 117 positions as of 30 June 2026.
Does Form 13F show everything Clarity Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Clarity Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.