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Clarity Wealth Advisors 13F Portfolio

Portfolio Manager
Clarity Wealth Advisors LLC
Performance
+0.32% (2026 Q3)
AUM (13F)
$574.84M
# of Holdings
116
Performance Rank
Allocation (Top 20)
73.56%
Latest filing
Q3 2026

Clarity Wealth Advisors LLC Holdings Map

Top 50 Clarity Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.63%131.7K$43.8M
-1.57%(-2.10K)
2025-Q3: 135.4K shares2025-Q4: 136.8K shares2026-Q1: 135.4K shares2026-Q2: 133.8K shares2026-Q3: 131.7K shares
$91.10(+282.23%)
2026-09-30
SPY
STATE STR SPDR S&P 500 ETF T
6.57%49.5K$37.8M
-3.16%(-1.62K)
2025-Q3: 51.2K shares2025-Q4: 51.5K shares2026-Q1: 51.7K shares2026-Q2: 51.2K shares2026-Q3: 49.5K shares
$394.27(+93.77%)
2026-09-30
QQQ
INVESCO QQQ TR
6.57%51.1K$37.8M
-4.04%(-2.15K)
2025-Q3: 54.6K shares2025-Q4: 54.4K shares2026-Q1: 54.6K shares2026-Q2: 53.2K shares2026-Q3: 51.1K shares
$257.11(+173.99%)
2026-09-30
VTI
VANGUARD INDEX FDS
6.39%98.2K$36.7M
-2.01%(-2.01K)
2025-Q3: 98.8K shares2025-Q4: 99.9K shares2026-Q1: 100.7K shares2026-Q2: 100.2K shares2026-Q3: 98.2K shares
$183.89(+105.77%)
2026-09-30
VIG
VANGUARD SPECIALIZED FUNDS
4.35%107.1K$25.0M
+1.27%(+1.35K)
2025-Q3: 100.1K shares2025-Q4: 101.8K shares2026-Q1: 104.1K shares2026-Q2: 105.7K shares2026-Q3: 107.1K shares
$148.19(+64.01%)
2026-09-30
VXUS
VANGUARD STAR FDS
4.14%280.0K$23.8M
+2.82%(+7.68K)
2025-Q3: 223.7K shares2025-Q4: 237.1K shares2026-Q1: 258.2K shares2026-Q2: 272.3K shares2026-Q3: 280.0K shares
$60.11(+39.35%)
2026-09-30
DIA
STATE STR SPDR DOW JONES IND
4.09%46.2K$23.5M
+1.96%(+888)
2025-Q3: 39.2K shares2025-Q4: 41.1K shares2026-Q1: 43.7K shares2026-Q2: 45.3K shares2026-Q3: 46.2K shares
$391.04(+35.00%)
2026-09-30
IJH
ISHARES TR
3.91%312.6K$22.5M
+3.38%(+10.23K)
2025-Q3: 261.1K shares2025-Q4: 271.3K shares2026-Q1: 287.9K shares2026-Q2: 302.4K shares2026-Q3: 312.6K shares
$49.63(+46.69%)
2026-09-30
VYMI
VANGUARD WHITEHALL FDS
3.28%186.2K$18.8M
+4.44%(+7.91K)
2025-Q3: 127.8K shares2025-Q4: 143.4K shares2026-Q1: 162.1K shares2026-Q2: 178.3K shares2026-Q3: 186.2K shares
$76.47(+33.65%)
2026-09-30
VB
VANGUARD INDEX FDS
3.04%61.5K$17.5M
+4.78%(+2.81K)
2025-Q3: 49.3K shares2025-Q4: 51.4K shares2026-Q1: 55.1K shares2026-Q2: 58.7K shares2026-Q3: 61.5K shares
$194.14(+48.64%)
2026-09-30

About Clarity Wealth Advisors LLCโ€™s portfolio

Clarity Wealth Advisors LLC reports $574.84M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.6%), SPY (6.6%) and QQQ (6.6%). The top 20 holdings account for 73.56% of reported assets. Its disclosed equity book has returned +69.98% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 8.0% ($43.84M)SPY โ€” 6.9% ($37.78M)QQQ โ€” 6.9% ($37.77M)VTI โ€” 6.7% ($36.74M)VIG โ€” 4.6% ($24.98M)VXUS โ€” 4.4% ($23.79M)DIA โ€” 4.3% ($23.48M)IJH โ€” 4.1% ($22.49M)VYMI โ€” 3.4% ($18.83M)VB โ€” 3.2% ($17.49M)Other โ€” 47.5% ($259.64M)
53%in top 10
  • AAPL8.0%
  • SPY6.9%
  • QQQ6.9%
  • VTI6.7%
  • VIG4.6%
  • VXUS4.4%
  • DIA4.3%
  • IJH4.1%
  • VYMI3.4%
  • VB3.2%
  • Other47.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
26
CGBLCAPITAL GROUP CORE BALANCED+16.2%
VYMIVANGUARD WHITEHALL FDS+4.4%
VBVANGUARD INDEX FDS+4.8%
IJHISHARES TR+3.4%
+22 more
Trimmed
22
QQQINVESCO QQQ TR-4.0%
SPYSTATE STR SPDR S&P 500 ETF T-3.2%
VTIVANGUARD INDEX FDS-2.0%
AAPLAPPLE INC-1.6%
+18 more

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Source filings

Holdings on this page are parsed from Clarity Wealth Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767384). View Clarity Wealth Advisors LLCโ€™s 13F filings on SEC

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