Q2 2026 13F · SEC CIK 1767384
Clarity Wealth Advisors, LLC
Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $566.6M
- Reported positions
- 116
- Top holdings a year, 3 yrs
- +19.7%
- Assets under management
- $732.9M
Clarity Wealth Advisors, LLC is a wealth manager that reported 116 positions worth $566.6M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Invesco Qqq Tr (QQQ, 6.9%), Apple Inc (AAPL, 6.8%), Spdr S&p 500 ETF Tr (SPY, 6.7%). A portfolio copying its top holdings returned 19.7% a year over the last 3 years, against 20.4% for the S&P 500.
Clarity Wealth Advisors, LLC holdings largest 50 of 116 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Clarity Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- CGBL Capital Group Core Balanced+26.4% shares
- NVDA Nvidia Corporation Com+11.6% shares
- VYMI Vanguard International High Dividend Yie+10.0% shares
- FBND Fidelity Merrimack Str Tr+8.3% shares
- CGGO Capital Group Gbl Growth Eqt+7.6% shares
- JCPB J P Morgan Exchange Traded F+7.3% shares
- VB Vanguard Indx Fd+6.5% shares
- BIV Vanguard Bd Index Fds+6.2% shares
Reduced
- VCR Vanguard World Fd-26.7% shares
- IXJ Ishares Global Healthcare ETF-23.6% shares
- IGM Ishares Tr-12.7% shares
- TQQQ Proshares Tr-7.3% shares
Left the top 50
- NFLX Netflix Inc Totalwas 0.2%
- XLF Select Sector Spdr Trwas 0.2%
- IBB Ishares Trwas 0.2%
- PEG Public Service Enterprise Group Incwas 0.2%
- PLTR Palantir Technologies Inclass Class Awas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +19.6% /yr
- S&P 500 +20.1%
- 3 years
- +19.7% /yr
- S&P 500 +20.4%
- 5 years
- +10.8% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $566.6M | 116 |
| Q1 2026 | $485.9M | 107 |
| Q4 2025 | $490.1M | 110 |
| Q3 2025 | $453.8M | 99 |
| Q2 2025 | $405.2M | 98 |
| Q1 2025 | $360.5M | 95 |
| Q4 2024 | $366.8M | 94 |
| Q3 2024 | $344.1M | 94 |
| Q2 2024 | $309.2M | 87 |
| Q1 2024 | $295.7M | 86 |
| Q4 2023 | $264.6M | 83 |
| Q3 2023 | $220.4M | 72 |
Questions about Clarity Wealth Advisors, LLC's portfolio
What stocks does Clarity Wealth Advisors, LLC own?
Clarity Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 116 positions worth $566.6M. The largest are Invesco Qqq Tr (QQQ) at 6.9%, Apple Inc (AAPL) at 6.8%, Spdr S&p 500 ETF Tr (SPY) at 6.7%, Vanguard Index Fds (VTI) at 6.5% and Vanguard Dividend Appreciation ETF (VIG) at 4.4%.
What did Clarity Wealth Advisors, LLC buy last quarter?
In Q2 2026, Clarity Wealth Advisors, LLC added Capital Group Core Balanced (CGBL) (+26.4% shares), Nvidia Corporation Com (NVDA) (+11.6% shares) and Vanguard International High Dividend Yie (VYMI) (+10.0% shares), compared with its Q1 2026 filing.
What did Clarity Wealth Advisors, LLC sell last quarter?
In Q2 2026, Clarity Wealth Advisors, LLC cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Select Sector Spdr Tr (XLF), cut from its top 50 Ishares Tr (IBB), cut from its top 50 Public Service Enterprise Group Inc (PEG), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), Vanguard World Fd (VCR) (-26.7% shares), Ishares Global Healthcare ETF (IXJ) (-23.6% shares) and Ishares Tr (IGM) (-12.7% shares), compared with its Q1 2026 filing.
How has Clarity Wealth Advisors, LLC's portfolio performed?
A portfolio copying Clarity Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.6% against +20.1%. Over 5 years: +10.8% a year against +11.6%.
When is Clarity Wealth Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Clarity Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Clarity Wealth Advisors, LLC manage?
Clarity Wealth Advisors, LLC reported $732.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $566.6M.