SEC 13F Intelligence

Managers / Q1 2026

Clarity Wealth Advisors, LLC

CIK 0001767384 · 2160 THE ALAMEDA, SUITE A, SAN JOSE, CA, 95126 · 408-560-3220

Reported Value
$486M
Q1 2026
Positions
108
Filings on Record
26
2019–present window
Filed
Apr 24, 2026
original filing

Summary

Clarity Wealth Advisors, LLC reported $486M in U.S.-listed holdings across 108 positions for Q1 2026.

Its largest position, AAPL, represents 7.1% of the portfolio.

Compared with Q4 2025, the fund opened 5 new positions and exited 8.

Portfolio Metrics

Turnover
+4.3%
vs prior filed quarter
Top-10 Concentration
+50.2%
share of reported value
Largest Position
+7.1%
Apple
New / Exited
5 / 8
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $119MQ4 ’19Q1 ’20: $96MQ2 ’20: $127MQ3 ’20: $139MQ4 ’20: $165MQ4 ’20Q1 ’21: $175MQ2 ’21: $193MQ3 ’21: $203MQ4 ’21: $215MQ4 ’21Q1 ’22: $211MQ2 ’22: $175MQ3 ’22: $166MQ4 ’22: $174MQ4 ’22Q1 ’23: $196MQ2 ’23: $223MQ3 ’23: $220MQ4 ’23: $265MQ4 ’23Q1 ’24: $296MQ2 ’24: $309MQ3 ’24: $344MQ4 ’24: $367MQ4 ’24Q1 ’25: $361MQ2 ’25: $405MQ3 ’25: $454MQ4 ’25: $490MQ4 ’25Q1 ’26: $486Mfilingsflow.com

Portfolio Composition

By security type
ETP: 63.3%Common Stock: 36.7%ADR: 0.0%
  • ETP · 63.3% · $308M
  • Common Stock · 36.7% · $178M
  • ADR · 0.0% · $69,345

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BLACKROCK ETF TRUSTNEW+17.0K17.0K+$523,770$523,770
SMCISUPER MICRO COMPUTER INCNEW+22.1K22.1K+$503,445$503,445
GOLDMAN SACHS ETF TRNEW+6.5K6.5K+$327,762$327,762
GOLDMAN SACHS ETF TRNEW+4.8K4.8K+$237,552$237,552
DYHTARGET CORPNEW+1.7K1.7K+$208,464$208,464
WDAYWORKDAY INCSOLD OUT−1.5K0−$331,191$0
NTNXNUTANIX INCSOLD OUT−5.2K0−$269,873$0
SNOWSNOWFLAKE INCSOLD OUT−1.1K0−$234,715$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

39 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VANGUARD INDEX FDSTOTAL STK MKT · SMALL CP ETF · S&P 500 ETF SHS10.14%$49M160.1K
2ISHARES TRCORE S&P MCP ETF · MSCI EMG MKT ETF · CORE S&P500 ETF · GLOB HLTHCRE ETF · EXPND TEC SC ETF · ISHARES BIOTECH8.01%$39M547.4K
3AAPLAPPLE INChistory →COM7.07%$34M135.4K
4STATE STR SPDR S&P 500 ETF TTR UNIT6.91%$34M51.7K
5NDQINVESCO QQQ TRhistory →UNIT SER 16.47%$31M54.6K
6GOOGLALPHABET INCCAP STK CL A · CAP STK CL C4.79%$23M81.1K
7VANGUARD SPECIALIZED FUNDSDIV APP ETF4.60%$22M104.1K
8STATE STR SPDR DOW JONES INDUT SER 14.16%$20M43.7K
9VANGUARD STAR FDSVG TL INTL STK F4.09%$20M258.2K
10J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF · EQUITY PREMIUM · NASDAQ EQT PREM · ULTRA SHRT ETF3.93%$19M382.6K
11VANGUARD WHITEHALL FDSINTL HIGH ETF3.14%$15M162.1K
12COSTCOSTCO WHOLESALE CORPORATIONhistory →COM2.40%$12M11.7K
13CGGOUSDCAPITAL GROUP GBL GROWTH EQThistory →SHS CREATION UNI2.33%$11M340.2K
14VANGUARD BD INDEX FDSINTERMED TERM2.33%$11M146.8K
15FIDELITY MERRIMACK STR TRTOTAL BD ETF2.21%$11M235.8K
16METAMETA PLATFORMS INChistory →CL A2.13%$10M18.1K
17CGBLCAPITAL GROUP CORE BALANCEDhistory →SHS2.07%$10M292.3K
18JPMJPMORGAN CHASE & COhistory →COM2.03%$10M33.6K
19BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.97%$10M20.0K
20TRVCCITIGROUP INChistory →COM NEW1.87%$9M80.2K
21NVDANVIDIA CORPORATIONhistory →COM1.86%$9M51.9K
22JNJJOHNSON & JOHNSONhistory →COM1.52%$7M30.2K
23ABBVABBVIE INChistory →COM1.51%$7M33.8K
24VVISA INChistory →COM CL A1.48%$7M23.9K
25TSLATESLA INChistory →COM1.29%$6M16.9K
26AMGNAMGEN INCCOM0.86%$4M11.9K
27MSFTMICROSOFT CORPCOM0.86%$4M11.2K
28AMZNAMAZON COM INCCOM0.76%$4M17.8K
29VANGUARD WORLD FDCONSUM DIS ETF0.47%$2M6.3K
30PROSHARES TRULTRAPRO QQQ0.31%$1M35.7K
31AVGOBROADCOM INCCOM0.25%$1M4.0K
32CSCOCISCO SYS INCCOM0.24%$1M15.0K
33SCHWAB STRATEGIC TRUS LRG CAP ETF0.23%$1M43.2K
34NFLXNETFLIX INC.COM0.21%$1M10.6K
35SNPSSYNOPSYS INCCOM0.17%$848,4672.1K
36XLFSELECT SECTOR SPDR TRSTATE STREET FIN0.17%$842,66317.1K
37INTCINTEL CORPCOM0.17%$826,99018.7K
38PEGPUBLIC SVC ENTERPRISE GROUPCOM0.16%$799,9799.9K
39PLTRPALANTIR TECHNOLOGIES INCCL A0.16%$792,1065.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$486M108Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$490M111Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$454M99Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$405M98Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$361M95Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$367M94Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$344M94Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$309M87Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$296M86Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$265M85Jan 10, 202413F-HRchanges · EDGAR ↗
Q3 2023$220M74Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$223M77Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$196M73May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$174M67Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$166M62Nov 1, 202213F-HRchanges · EDGAR ↗
Q2 2022$175M71Jul 19, 202213F-HRchanges · EDGAR ↗
Q1 2022$211M67May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$215M70Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$203M64Oct 20, 202113F-HRchanges · EDGAR ↗
Q2 2021$193M58Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$175M57Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$165M58Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$139M58Oct 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$127M61Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$96M56Apr 29, 202013F-HRchanges · EDGAR ↗
Q4 2019$119M64Feb 10, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.