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Latest Clarity Wealth Advisors, LLC Stock Portfolio

$566Million | No. of Holdings #116

Clarity Wealth Advisors, LLC Performance

2026 Q2+12.38%
YTD+8.30%
2025+16.74%

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

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clarity Wealth Advisors, LLC reported an equity portfolio of $566.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Clarity Wealth Advisors, LLC are QQQ, AAPL, SPY. The fund has invested 6.9% of it's portfolio in INVESCO QQQ TR and 6.8% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), CATERPILLAR INC (CAT) and VANGUARD WORLD FD (VAW). Clarity Wealth Advisors, LLC opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), FISERV INC and LOGITECH INTL S A (LOGI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD ADMIRAL FDS INC (IVOG), VANGUARD INDEX FDS (VB) and CARVANA CO (CVNA).
Clarity Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$566Million
  as of Jul 24, 2026

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

Our best estimate is that Clarity Wealth Advisors, LLC made a return of 12.38% in the last quarter. In trailing 12 months, it's portfolio return was 21.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds1,325,940
fiserv inc833,850
logitech intl s a413,494
snowflake inc285,040
taiwan semiconductor manufac245,471
goldman sachs group inc220,479
vanguard index fds216,937
nutanix inc215,102
New stocks bought by Clarity Wealth Advisors, LLC

Additions

Ticker% Inc.
vanguard admiral fds inc500
vanguard index fds412
carvana co398
ishares tr247
arista networks inc32.65
capital group core balanced26.44
ge aerospace12.42
nvidia corporation11.57
Additions to existing portfolio by Clarity Wealth Advisors, LLC

Reductions

Ticker% Reduced
select sector spdr tr-31.5
caterpillar inc-26.76
vanguard world fd-26.66
ishares tr-23.55
advanced micro devices inc-18.18
ishares tr-17.33
ishares tr-12.65
qualcomm inc-10.85
Clarity Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
honeywell intl inc-443,268
Clarity Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Clarity Wealth Advisors, LLC has about 65.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Others65.9
Technology12.9
Communication Services7
Financial Services5.6
Healthcare3.8
Consumer Cyclical2.2
Consumer Defensive2.1

Market Cap. Distribution

Clarity Wealth Advisors, LLC has about 34% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED65.9
MEGA-CAP31.4
LARGE-CAP2.6

Stocks belong to which Index?

About 33.3% of the stocks held by Clarity Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others66.4
S&P 50033.3
Top 5 Winners (%)%
INTC
intel corp
202.3 %
AMD
advanced micro devices inc
168.7 %
PANW
palo alto networks inc
112.6 %
AMAT
applied matls inc
111.5 %
CRWD
crowdstrike hldgs inc
95.4 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
8.6 M
SPY
state str spdr s&p 500 etf t
5.0 M
VB
vanguard index fds
4.9 M
AAPL
apple inc
4.8 M
GOOG
alphabet inc
3.6 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.9 %
IVOG
vanguard admiral fds inc
-69.6 %
CVNA
carvana co
-69.4 %
IJR
ishares tr
-61.0 %
NFLX
netflix inc.
-25.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.6 M
IJR
ishares tr
-1.1 M
CVNA
carvana co
-1.0 M
IVOG
vanguard admiral fds inc
-0.7 M
COST
costco wholesale corporation
-0.7 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 116 stocks in it's portfolio. About 50.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Clarity Wealth Advisors, LLC last quarter.

$566.63MTotal Value
117Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Clarity Wealth Advisors, LLC, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Clarity Wealth Advisors, LLC's holding in Wisdomtree Tr over time
0.06%3,429
$330.3K
0.06%
decreased 2.67 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Clarity Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
2.17%262,601
$12.33M
2.17%
increased 7.27 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Clarity Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
0.63%62,799
$3.55M
0.63%
increased 1.74 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Clarity Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
0.23%26,347
$1.33M
0.23%
decreased 0.91 percentreduced
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Clarity Wealth Advisors, LLC's holding in Blackrock Etf Trust over time
0.1%17,200
$581.9K
0.1%
increased 1.18 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Clarity Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.08%2,976
$452.9K
0.08%
decreased 3.94 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Clarity Wealth Advisors, LLC's holding in Vanguard Bd Index Fds over time
2.11%155,914
$11.96M
2.11%
increased 6.17 percentadded