Latest Clarity Wealth Advisors, LLC Stock Portfolio

Clarity Wealth Advisors, LLC Performance:

2026 Q1: -3.63%YTD: -3.63%2025: 16.74%

Performance for 2026 Q1 is -3.63%, and YTD is -3.63%, and 2025 is 16.74%.

About Clarity Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clarity Wealth Advisors, LLC reported an equity portfolio of $486.4 Millions as of 31 Mar, 2026.

The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, SPY, VB. The fund has invested 7.1% of it's portfolio in APPLE INC and 6.9% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off WORKDAY INC (WDAY), SNOWFLAKE INC (SNOW) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in CHEVRON CORPORATION (CVX), SELECT SECTOR SPDR TR (XLB) and VANGUARD WORLD FD (VAW). Clarity Wealth Advisors, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), SUPER MICRO COMPUTER INC (SMCI) and GOLDMAN SACHS ETF TR (GBUY). The fund showed a lot of confidence in some stocks as they added substantially to CAPITAL GROUP CORE BALANCED, ORACLE CORP (ORCL) and FAIR ISAAC CORP (FICO).

Clarity Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Clarity Wealth Advisors, LLC made a return of -3.63% in the last quarter. In trailing 12 months, it's portfolio return was 17.12%.

Performance
S&P 500

New Buys

Ticker	$ Bought
blackrock etf trust	523,770
super micro computer inc	503,445
goldman sachs etf tr	327,762
goldman sachs etf tr	237,552
target corp	208,464

New stocks bought by Clarity Wealth Advisors, LLC

Additions

Ticker	% Inc.
capital group core balanced	41.44
oracle corp	22.37
fair isaac corp	21.8
palantir technologies inc	21.17
j p morgan exchange traded f	16.42
vanguard index fds	15.2
vanguard whitehall fds	13.00
rivian automotive inc	11.28

Additions to existing portfolio by Clarity Wealth Advisors, LLC

Reductions

Ticker	% Reduced
chevron corporation	-20.88
select sector spdr tr	-18.12
vanguard world fd	-13.3
wisdomtree tr	-12.78
honeywell intl inc	-10.82
vanguard index fds	-10.25
disney walt co	-10.24
ishares tr	-9.53

Clarity Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
pinterest inc	-208,673
schwab strategic tr	-224,952
fiserv inc	-202,182
wayfair inc	-200,820
workday inc	-331,191
snowflake inc	-234,715
vanguard index fds	-204,514

Clarity Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Clarity Wealth Advisors, LLC has about 65.5% of it's holdings in Others sector.

Sector	%
Others	65.5
Technology	12.2
Communication Services	7.2
Financial Services	5.7
Healthcare	4
Consumer Defensive	2.6
Consumer Cyclical	2.3

Market Cap. Distribution

Clarity Wealth Advisors, LLC has about 34.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	65.5
MEGA-CAP	32
LARGE-CAP	2.5

Stocks belong to which Index?

About 34% of the stocks held by Clarity Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	65.8
S&P 500	34

Top 5 Winners (%)		%
AMAT	applied matls inc	33.0 %
CVX	chevron corporation	32.0 %
CAT	caterpillar inc	23.0 %
INTC	intel corp	19.1 %
NIO	nio inc	18.2 %

Top 5 Winners ($)		$
COST	costco wholesale corporation	1.6 M
JNJ	johnson & johnson	1.1 M
VIGI	vanguard whitehall fds	0.6 M
IJR	ishares tr	0.4 M
IJR	ishares tr	0.4 M

Top 5 Losers (%)		%
BBAI	bigbear ai hldgs inc	-34.8 %
FICO	fair isaac corp	-34.7 %
CRM	salesforce inc	-29.3 %
SHOP	shopify inc	-26.1 %
CVNA	carvana co	-25.3 %

Top 5 Losers ($)		$
AAPL	apple inc	-2.5 M
QQQ	invesco qqq tr	-2.0 M
SPY	state str spdr s&p 500 etf t	-1.6 M
META	meta platforms inc	-1.6 M
VB	vanguard index fds	-1.5 M

Clarity Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clarity Wealth Advisors, LLC

Clarity Wealth Advisors, LLC has 107 stocks in it's portfolio. About 50.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. COST was the most profitable stock for Clarity Wealth Advisors, LLC last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.07	135,434	34,371,800	reduced	-0.97

ABBV	abbvie inc	1.51	33,818	7,355,090	added	1.07

ADSK	autodesk inc	0.07	1,525	365,085	unchanged	0.00

AGZD	wisdomtree tr	0.06	3,523	314,715	reduced	-12.78

AMAT	applied matls inc	0.13	1,790	611,804	unchanged	0.00

AMD	advanced micro devices inc	0.12	2,898	589,540	reduced	-0.1

AMGN	amgen inc	0.86	11,942	4,201,790	added	0.04

AMZN	amazon com inc	0.76	17,814	3,710,080	added	1.62

ANET	arista networks inc	0.15	5,978	733,979	added	5.66

AVGO	broadcom inc	0.25	3,993	1,235,900	reduced	-1.14

AXP	american express co	0.05	787	238,166	reduced	-2.24

BAC	bank america corp	0.06	6,474	315,613	added	1.44

BBAI	bigbear ai hldgs inc	0.01	12,000	42,240	unchanged	0.00

BBAX	j p morgan exchange traded f	2.37	244,810	11,525,700	added	9.29

BBAX	j p morgan exchange traded f	0.72	61,722	3,498,400	reduced	-6.48

BBAX	j p morgan exchange traded f	0.28	26,588	1,345,630	added	0.02

BECO	blackrock etf trust	0.11	17,000	523,770	new

BIL	spdr series trust	0.09	3,098	452,095	reduced	-0.77

BIV	vanguard bd index fds	2.33	146,847	11,333,700	added	8.76

C	citigroup inc	1.87	80,155	9,090,390	reduced	-1.11