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Clarity Wealth Advisors 13F Portfolio

Portfolio Manager
Clarity Wealth Advisors, LLC
Performance
+12.99% (2026 Q2)
AUM (13F)
$566.73M
# of Holdings
116
Performance Rank
Allocation (Top 20)
73.43%
Latest filing
Q2 2026

Clarity Wealth Advisors, LLC Holdings Map

Top 50 Clarity Wealth Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQ
INVESCO QQQ TR
6.91%53.2K$39.2M
-2.49%(-1.36K)
2025-Q2: 54.4K shares2025-Q3: 54.6K shares2025-Q4: 54.4K shares2026-Q1: 54.6K shares2026-Q2: 53.2K shares
$257.11(+184.90%)
2026-06-30
AAPL
APPLE INC
6.83%133.8K$38.7M
-1.24%(-1.68K)
2025-Q2: 136.7K shares2025-Q3: 135.4K shares2025-Q4: 136.8K shares2026-Q1: 135.4K shares2026-Q2: 133.8K shares
$91.10(+235.20%)
2026-06-30
SPY
STATE STR SPDR S&P 500 ETF T
6.74%51.2K$38.2M
-1.03%(-533)
2025-Q2: 50.7K shares2025-Q3: 51.2K shares2025-Q4: 51.5K shares2026-Q1: 51.7K shares2026-Q2: 51.2K shares
$394.27(+96.66%)
2026-06-30
VTI
VANGUARD INDEX FDS
6.54%100.2K$37.1M
-0.52%(-523)
2025-Q2: 97.1K shares2025-Q3: 98.8K shares2025-Q4: 99.9K shares2026-Q1: 100.7K shares2026-Q2: 100.2K shares
$183.89(+108.47%)
2026-06-30
VIG
VANGUARD SPECIALIZED FUNDS
4.41%105.7K$25.0M
+1.51%(+1.57K)
2025-Q2: 98.2K shares2025-Q3: 100.1K shares2025-Q4: 101.8K shares2026-Q1: 104.1K shares2026-Q2: 105.7K shares
$147.09(+66.61%)
2026-06-30
DIA
STATE STR SPDR DOW JONES IND
4.17%45.3K$23.7M
+3.58%(+1.57K)
2025-Q2: 37.0K shares2025-Q3: 39.2K shares2025-Q4: 41.1K shares2026-Q1: 43.7K shares2026-Q2: 45.3K shares
$388.60(+38.14%)
2026-06-30
IJH
ISHARES TR
4.12%302.4K$23.3M
+5.05%(+14.53K)
2025-Q2: 253.6K shares2025-Q3: 261.1K shares2025-Q4: 271.3K shares2026-Q1: 287.9K shares2026-Q2: 302.4K shares
$48.79(+61.01%)
2026-06-30
VXUS
VANGUARD STAR FDS
4.11%272.3K$23.3M
+5.46%(+14.10K)
2025-Q2: 207.8K shares2025-Q3: 223.7K shares2025-Q4: 237.1K shares2026-Q1: 258.2K shares2026-Q2: 272.3K shares
$59.40(+48.36%)
2026-06-30
GOOGL
ALPHABET INC
3.22%51.0K$18.2M
-3.97%(-2.11K)
2025-Q2: 52.9K shares2025-Q3: 55.6K shares2025-Q4: 54.7K shares2026-Q1: 53.1K shares2026-Q2: 51.0K shares
$81.14(+324.83%)
2026-06-30
VB
VANGUARD INDEX FDS
3.14%58.7K$17.8M
+6.49%(+3.58K)
2025-Q2: 47.9K shares2025-Q3: 49.3K shares2025-Q4: 51.4K shares2026-Q1: 55.1K shares2026-Q2: 58.7K shares
$189.38(+62.88%)
2026-06-30

About Clarity Wealth Advisors, LLCโ€™s portfolio

Clarity Wealth Advisors, LLC reports $566.73M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (6.9%), AAPL (6.8%) and SPY (6.7%). The top 20 holdings account for 73.43% of reported assets. Its disclosed equity book has returned +68.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
QQQ โ€” 7.3% ($39.18M)AAPL โ€” 7.2% ($38.70M)SPY โ€” 7.1% ($38.20M)VTI โ€” 6.9% ($37.07M)VIG โ€” 4.6% ($25.01M)DIA โ€” 4.4% ($23.65M)IJH โ€” 4.3% ($23.32M)VXUS โ€” 4.3% ($23.28M)GOOGL โ€” 3.4% ($18.22M)VB โ€” 3.3% ($17.79M)Other โ€” 47.2% ($254.72M)
53%in top 10
  • QQQ7.3%
  • AAPL7.2%
  • SPY7.1%
  • VTI6.9%
  • VIG4.6%
  • DIA4.4%
  • IJH4.3%
  • VXUS4.3%
  • GOOGL3.4%
  • VB3.3%
  • Other47.2%

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.

New buys
1
VGLTVANGUARD SCOTTSDALE FDS0.2%
Added to
25
CGBLCAPITAL GROUP CORE BALANCED+26.4%
VYMIVANGUARD WHITEHALL FDS+10.0%
VXUSVANGUARD STAR FDS+5.5%
NVDANVIDIA CORPORATION+11.6%
+21 more
Trimmed
22
QQQINVESCO QQQ TR-2.5%
GOOGLALPHABET INC-4.0%
VCRVANGUARD WORLD FD-26.7%
IXJISHARES TR-23.6%
+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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