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Latest Clarity Wealth Advisors, LLC Stock Portfolio

$574Million | No. of Holdings #116

Clarity Wealth Advisors, LLC Performance

2026 Q3+0.88%
YTD+9.25%
2025+16.74%

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

On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clarity Wealth Advisors, LLC reported an equity portfolio of $574.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Clarity Wealth Advisors, LLC are AAPL, SPY, QQQ. The fund has invested 7.6% of it's portfolio in APPLE INC and 6.6% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off WALMART INC (WMT), GOLDMAN SACHS GROUP INC (GS) and MCDONALDS CORP (MCD) stocks. They significantly reduced their stock positions in VANGUARD WHITEHALL FDS (VIGI), CATERPILLAR INC (CAT) and CHEVRON CORPORATION (CVX). Clarity Wealth Advisors, LLC opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), WAYFAIR INC (W) and CLOUDFLARE INC (NET). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), INTERNATIONAL BUSINESS MACHS (IBM) and GOLDMAN SACHS ETF TR (GBUY).
Clarity Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$574Million
  as of Oct 21, 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 0.88% in the last quarter. In trailing 12 months, it's portfolio return was 12.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marvell technology inc355,098
wayfair inc205,120
cloudflare inc203,853
New stocks bought by Clarity Wealth Advisors, LLC

Additions

Ticker% Inc.
ishares tr163
international business machs65.15
goldman sachs etf tr26.3
oracle corp17.35
capital group core balanced16.17
goldman sachs etf tr14.07
rivian automotive inc11.45
salesforce inc9.7
Additions to existing portfolio by Clarity Wealth Advisors, LLC

Reductions

Ticker% Reduced
vanguard whitehall fds-24.2
caterpillar inc-13.87
chevron corporation-13.4
schwab strategic tr-12.68
vanguard world fd-11.99
nutanix inc-11.85
select sector spdr tr-11.68
spdr series trust-11.63
Clarity Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
walmart inc-226,547
mcdonalds corp-204,639
goldman sachs group inc-220,479
Clarity Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Clarity Wealth Advisors, LLC has about 64.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Healthcare
  • Consumer Defensive
  • Consumer Cyclical
Sector%
Others64.7
Technology14.2
Communication Services7.2
Financial Services5.5
Healthcare4
Consumer Defensive2
Consumer Cyclical2

Market Cap. Distribution

Clarity Wealth Advisors, LLC has about 35.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED64.7
MEGA-CAP33.3
LARGE-CAP1.8

Stocks belong to which Index?

About 34.2% of the stocks held by Clarity Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others65.5
S&P 50034.2
Top 5 Winners (%)%
PLTR
palantir technologies inc
58.8 %
CRM
salesforce inc
43.6 %
SMCI
super micro computer inc
38.8 %
CRWD
crowdstrike hldgs inc
38.8 %
MSFT
microsoft corp
37.4 %
Top 5 Winners ($)$
AAPL
apple inc
5.8 M
META
meta platforms inc
3.0 M
NVDA
nvidia corporation
1.6 M
MSFT
microsoft corp
1.6 M
SPY
state str spdr s&p 500 etf t
0.8 M
Top 5 Losers (%)%
FICO
fair isaac corp
-50.4 %
NIO
nio inc
-32.2 %
JOBY
joby aviation inc
-31.8 %
AMAT
applied matls inc
-29.3 %
BBAI
bigbear ai hldgs inc
-27.0 %
Top 5 Losers ($)$
IJR
ishares tr
-1.6 M
TSLA
tesla inc
-1.1 M
VB
vanguard index fds
-1.1 M
CGGO
capital group gbl growth eqt
-1.0 M
C
citigroup inc
-0.8 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% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Clarity Wealth Advisors, LLC last quarter.

$574.72MTotal Value
119Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Clarity Wealth Advisors, LLC, last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Clarity Wealth Advisors, LLC's holding in Wisdomtree Tr over time
0.06%3,240
$314.9K
0.06%
decreased 5.51 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
2.08%267,224
$11.97M
2.08%
increased 1.76 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
0.61%62,340
$3.50M
0.61%
decreased 0.73 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
0.21%24,352
$1.23M
0.21%
decreased 7.57 percentreduced
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Clarity Wealth Advisors, LLC's holding in Blackrock Etf Trust over time
0.11%17,700
$609.9K
0.11%
increased 2.91 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Clarity Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.07%2,630
$385.3K
0.07%
decreased 11.63 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%157,781
$11.50M
2%
increased 1.2 percentadded