Clarity Wealth Advisors

SAN JOSE, CAfiles as Clarity Wealth Advisors, LLC

$567m in 116 US stocks at the end of 30 June 2026. The top 10 are 50.2% of the money. It changed about 4.0% of the portfolio this quarter.

Value

$567m

Stocks

116

Top 10 share

50.2%

Turnover

4.0%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Scottsdale FDSVGLT
0.2% of the fund
FiservFISV
0.1% of the fund
Logitech InternationalLOGI
<0.1% of the fund
SnowflakeSNOW
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
Goldman Sachs GroupGS
<0.1% of the fund
Vanguard Index FDSVXF
<0.1% of the fund
NutanixNTNX
<0.1% of the fund
Amplify ETF TRHACK
<0.1% of the fund
Joby AviationJOBY
<0.1% of the fund

Added

Bought more of a stock they already held.

State STR Spdr DOW Jones INDDIA
4.2% of the fund
+4%
Ishares TRIJH
4.1% of the fund
+5%
Vanguard Star FDSVXUS
4.1% of the fund
+5%
Vanguard Index FDSVB
3.1% of the fund
+6%
Vanguard Whitehall FDSVYMI
3.1% of the fund
+10%
Capital Group GBL Growth EQTCGGO
2.7% of the fund
+8%
Ishares TREEM
2.7% of the fund
+6%
Capital Group Core BalancedCGBL
2.5% of the fund
+26%
J P Morgan Exchange Traded FJCPB
2.2% of the fund
+7%
Vanguard BD Index FDSBIV
2.1% of the fund
+6%
Fidelity Merrimack STR TRFBND
2.1% of the fund
+8%
NvidiaNVDA
2.0% of the fund
+12%
AbbVieABBV
1.5% of the fund
+2%
VisaV
1.5% of the fund
+2%
Johnson & JohnsonJNJ
1.4% of the fund
+2%
J P Morgan Exchange Traded FJEPQ
0.6% of the fund
+4%
Vanguard Index FDSVOO
0.5% of the fund
+3%
IntelINTC
0.5% of the fund
+5%
Arista NetworksANET
0.2% of the fund
+33%
NetflixNFLX
0.1% of the fund
+3%
Ishares TRIJR
0.1% of the fund
+7%
ChevronCVX
<0.1% of the fund
+4%
Goldman Sachs ETF TRGPIX
<0.1% of the fund
+3%
General ElectricGE
<0.1% of the fund
+12%
Goldman Sachs ETF TRGPIQ
<0.1% of the fund
+4%

Cut

Sold some of their stake.

Invesco QQQ TRQQQ
6.9% of the fund
-2%
AlphabetGOOGL
3.2% of the fund
-4%
CitigroupC
1.9% of the fund
-3%
AlphabetGOOG
1.7% of the fund
-2%
Ishares TRIVV
0.5% of the fund
-2%
Proshares TRTQQQ
0.5% of the fund
-7%
Ishares TRIGM
0.4% of the fund
-13%
Ishares TRIXJ
0.3% of the fund
-24%
Vanguard World FDVCR
0.3% of the fund
-27%
Advanced Micro DevicesAMD
0.2% of the fund
-18%
CaterpillarCAT
0.1% of the fund
-27%
Ishares TRIBB
0.1% of the fund
-17%
Ishares TRIWF
0.1% of the fund
-13%
MastercardMA
0.1% of the fund
-4%
Vanguard Index FDSVUG
0.1% of the fund
-15%
Select Sector Spdr TRXLF
0.1% of the fund
-32%
Schwab Strategic TRSCHB
<0.1% of the fund
-5%
Spdr Series TrustSDY
<0.1% of the fund
-4%
Walt DisneyDIS
<0.1% of the fund
-7%
Vanguard Intl Equity Index FVWO
<0.1% of the fund
-7%
QualcommQCOM
<0.1% of the fund
-11%
ShopifySHOP
<0.1% of the fund
-4%
Ishares TRIXN
<0.1% of the fund
-7%
Wisdomtree TRDLN
<0.1% of the fund
-3%
Vanguard Tax-Managed FDSVEA
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%

Holdings

Invesco QQQ TRQQQ
Share
6.9%
Value
$39m
Shares
53,200
-2%
AppleAAPL
Share
6.8%
Value
$39m
Shares
133,752
Held
State STR Spdr S&P 500 ETF TSPY
Share
6.7%
Value
$38m
Shares
51,157
Held
Vanguard Index FDSVTI
Share
6.5%
Value
$37m
Shares
100,173
Held
Vanguard Specialized FundsVIG
Share
4.4%
Value
$25m
Shares
105,705
Held
State STR Spdr DOW Jones INDDIA
Share
4.2%
Value
$24m
Shares
45,279
+4%
Ishares TRIJH
Share
4.1%
Value
$23m
Shares
302,394
+5%
Vanguard Star FDSVXUS
Share
4.1%
Value
$23m
Shares
272,333
+5%
AlphabetGOOGL
Share
3.2%
Value
$18m
Shares
50,981
-4%
Vanguard Index FDSVB
Share
3.1%
Value
$18m
Shares
58,679
+6%
Vanguard Whitehall FDSVYMI
Share
3.1%
Value
$18m
Shares
178,258
+10%
Capital Group GBL Growth EQTCGGO
Share
2.7%
Value
$15m
Shares
366,115
+8%
Ishares TREEM
Share
2.7%
Value
$15m
Shares
220,974
+6%
Capital Group Core BalancedCGBL
Share
2.5%
Value
$14m
Shares
369,648
+26%
J P Morgan Exchange Traded FJCPB
Share
2.2%
Value
$12m
Shares
262,601
+7%
Vanguard BD Index FDSBIV
Share
2.1%
Value
$12m
Shares
155,914
+6%
Fidelity Merrimack STR TRFBND
Share
2.1%
Value
$12m
Shares
255,355
+8%
NvidiaNVDA
Share
2.0%
Value
$12m
Shares
57,903
+12%
Costco WholesaleCOST
Share
2.0%
Value
$11m
Shares
11,832
Held
JPMorgan ChaseJPM
Share
1.9%
Value
$11m
Shares
33,494
Held
CitigroupC
Share
1.9%
Value
$11m
Shares
78,076
-3%
Meta PlatformsMETA
Share
1.8%
Value
$10m
Shares
18,356
Held
Berkshire HathawayBRK-B
Share
1.8%
Value
$10m
Shares
20,379
Held
AlphabetGOOG
Share
1.7%
Value
$10m
Shares
27,459
-2%
AbbVieABBV
Share
1.5%
Value
$9m
Shares
34,503
+2%
VisaV
Share
1.5%
Value
$8m
Shares
24,401
+2%
Johnson & JohnsonJNJ
Share
1.4%
Value
$8m
Shares
30,927
+2%
TeslaTSLA
Share
1.3%
Value
$7m
Shares
17,081
Held
AmgenAMGN
Share
0.8%
Value
$4m
Shares
11,883
Held
MicrosoftMSFT
Share
0.7%
Value
$4m
Shares
11,209
Held
Amazon.comAMZN
Share
0.7%
Value
$4m
Shares
17,481
Held
J P Morgan Exchange Traded FJEPI
Share
0.6%
Value
$4m
Shares
62,799
Held
J P Morgan Exchange Traded FJEPQ
Share
0.6%
Value
$3m
Shares
51,418
+4%
Vanguard Index FDSVOO
Share
0.5%
Value
$3m
Shares
4,491
+3%
Ishares TRIVV
Share
0.5%
Value
$3m
Shares
3,723
-2%
IntelINTC
Share
0.5%
Value
$3m
Shares
19,584
+5%
Proshares TRTQQQ
Share
0.5%
Value
$3m
Shares
33,140
-7%
Ishares TRIGM
Share
0.4%
Value
$2m
Shares
14,587
-13%
Ishares TRIXJ
Share
0.3%
Value
$2m
Shares
19,029
-24%
Vanguard World FDVCR
Share
0.3%
Value
$2m
Shares
4,639
-27%
Cisco SystemsCSCO
Share
0.3%
Value
$2m
Shares
15,005
Held
BroadcomAVGO
Share
0.3%
Value
$1m
Shares
3,949
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$1m
Shares
2,371
-18%
Arista NetworksANET
Share
0.2%
Value
$1m
Shares
7,930
+33%
J P Morgan Exchange Traded FJPST
Share
0.2%
Value
$1m
Shares
26,347
Held
Vanguard Scottsdale FDSVGLT
Share
0.2%
Value
$1m
Shares
24,029
New
Applied MaterialsAMAT
Share
0.2%
Value
$1m
Shares
1,790
Held
Schwab Strategic TRSCHX
Share
0.2%
Value
$1m
Shares
42,293
Held
SynopsysSNPS
Share
0.2%
Value
$954,590
Shares
2,140
Held
CrowdStrike HoldingsCRWD
Share
0.2%
Value
$915,005
Shares
1,199
Held
FiservFISV
Share
0.1%
Value
$833,850
Shares
17,000
New
Cadence Design SystemsCDNS
Share
0.1%
Value
$814,069
Shares
2,169
Held
Public Service Enterprise GroupPEG
Share
0.1%
Value
$808,592
Shares
9,963
Held
OracleORCL
Share
0.1%
Value
$784,618
Shares
5,354
Held
NetflixNFLX
Share
0.1%
Value
$778,260
Shares
10,900
+3%
CaterpillarCAT
Share
0.1%
Value
$775,276
Shares
728
-27%
Palo Alto NetworksPANW
Share
0.1%
Value
$773,092
Shares
2,267
Held
Ishares TRIBB
Share
0.1%
Value
$759,619
Shares
3,994
-17%
Ishares TRIWF
Share
0.1%
Value
$685,791
Shares
5,523
-13%
MastercardMA
Share
0.1%
Value
$658,632
Shares
1,282
-4%
Vanguard Index FDSVUG
Share
0.1%
Value
$649,357
Shares
7,538
-15%
Super Micro ComputerSMCI
Share
0.1%
Value
$648,486
Shares
22,110
Held
Palantir TechnologiesPLTR
Share
0.1%
Value
$635,268
Shares
5,445
Held
Ishares TRIJR
Share
0.1%
Value
$630,873
Shares
4,254
+7%
Select Sector Spdr TRXLF
Share
0.1%
Value
$626,768
Shares
11,691
-32%
Fair IsaacFICO
Share
0.1%
Value
$615,312
Shares
515
Held
Blackrock ETF TrustBALI
Share
0.1%
Value
$581,876
Shares
17,200
Held
ChevronCVX
Share
<0.1%
Value
$559,013
Shares
3,372
+4%
Schwab Strategic TRSCHB
Share
<0.1%
Value
$508,221
Shares
17,549
-5%
Spdr Series TrustSDY
Share
<0.1%
Value
$452,901
Shares
2,976
-4%
Walt DisneyDIS
Share
<0.1%
Value
$451,724
Shares
4,693
-7%
IsharesIEMG
Share
<0.1%
Value
$451,349
Shares
5,448
Held
Vanguard Whitehall FDSVYM
Share
<0.1%
Value
$446,593
Shares
2,826
Held
Home DepotHD
Share
<0.1%
Value
$437,534
Shares
1,241
Held
CarvanaCVNA
Share
<0.1%
Value
$432,306
Shares
6,568
Held
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$427,248
Shares
7,158
-7%
International Business MachinesIBM
Share
<0.1%
Value
$421,253
Shares
1,498
Held
Schwab Strategic TRSCHM
Share
<0.1%
Value
$418,394
Shares
11,348
Held
Logitech InternationalLOGI
Share
<0.1%
Value
$413,494
Shares
4,397
New
QualcommQCOM
Share
<0.1%
Value
$412,844
Shares
2,234
-11%
ShopifySHOP
Share
<0.1%
Value
$386,499
Shares
3,385
-4%
Eli LillyLLY
Share
<0.1%
Value
$376,215
Shares
314
Held
Goldman Sachs ETF TRGPIX
Share
<0.1%
Value
$375,098
Shares
6,750
+3%
Bank of AmericaBAC
Share
<0.1%
Value
$362,720
Shares
6,366
Held
Invesco Exchange Traded FD TPRF
Share
<0.1%
Value
$360,724
Shares
6,676
Held
Ishares TRIYY
Share
<0.1%
Value
$349,431
Shares
1,917
Held
Ishares TRIXN
Share
<0.1%
Value
$344,085
Shares
2,382
-7%
Wisdomtree TRDLN
Share
<0.1%
Value
$330,287
Shares
3,429
-3%
General ElectricGE
Share
<0.1%
Value
$318,145
Shares
851
+12%
Vanguard Tax-Managed FDSVEA
Share
<0.1%
Value
$315,780
Shares
4,432
-3%
Vanguard Admiral FDSVOOG
Share
<0.1%
Value
$313,759
Shares
3,798
Held
CoreWeaveCRWV
Share
<0.1%
Value
$298,620
Shares
3,000
Held
Goldman Sachs ETF TRGPIQ
Share
<0.1%
Value
$296,550
Shares
5,000
+4%
AutodeskADSK
Share
<0.1%
Value
$296,491
Shares
1,525
Held
Schwab Strategic TRSCHF
Share
<0.1%
Value
$294,588
Shares
10,635
Held
Rivian AutomotiveRIVN
Share
<0.1%
Value
$290,942
Shares
16,769
Held
SnowflakeSNOW
Share
<0.1%
Value
$285,040
Shares
1,120
New
Procter & GamblePG
Share
<0.1%
Value
$275,830
Shares
1,881
-8%
SalesforceCRM
Share
<0.1%
Value
$272,902
Shares
1,742
-3%
Schwab Strategic TRSCHA
Share
<0.1%
Value
$267,758
Shares
7,411
Held

Company	Share of fund	Value	Shares	Change
Invesco QQQ TRQQQ	6.9%	$39m	53,200	-2%
AppleAAPL	6.8%	$39m	133,752	Held
State STR Spdr S&P 500 ETF TSPY	6.7%	$38m	51,157	Held
Vanguard Index FDSVTI	6.5%	$37m	100,173	Held
Vanguard Specialized FundsVIG	4.4%	$25m	105,705	Held
State STR Spdr DOW Jones INDDIA	4.2%	$24m	45,279	+4%
Ishares TRIJH	4.1%	$23m	302,394	+5%
Vanguard Star FDSVXUS	4.1%	$23m	272,333	+5%
AlphabetGOOGL	3.2%	$18m	50,981	-4%
Vanguard Index FDSVB	3.1%	$18m	58,679	+6%
Vanguard Whitehall FDSVYMI	3.1%	$18m	178,258	+10%
Capital Group GBL Growth EQTCGGO	2.7%	$15m	366,115	+8%
Ishares TREEM	2.7%	$15m	220,974	+6%
Capital Group Core BalancedCGBL	2.5%	$14m	369,648	+26%
J P Morgan Exchange Traded FJCPB	2.2%	$12m	262,601	+7%
Vanguard BD Index FDSBIV	2.1%	$12m	155,914	+6%
Fidelity Merrimack STR TRFBND	2.1%	$12m	255,355	+8%
NvidiaNVDA	2.0%	$12m	57,903	+12%
Costco WholesaleCOST	2.0%	$11m	11,832	Held
JPMorgan ChaseJPM	1.9%	$11m	33,494	Held
CitigroupC	1.9%	$11m	78,076	-3%
Meta PlatformsMETA	1.8%	$10m	18,356	Held
Berkshire HathawayBRK-B	1.8%	$10m	20,379	Held
AlphabetGOOG	1.7%	$10m	27,459	-2%
AbbVieABBV	1.5%	$9m	34,503	+2%
VisaV	1.5%	$8m	24,401	+2%
Johnson & JohnsonJNJ	1.4%	$8m	30,927	+2%
TeslaTSLA	1.3%	$7m	17,081	Held
AmgenAMGN	0.8%	$4m	11,883	Held
MicrosoftMSFT	0.7%	$4m	11,209	Held
Amazon.comAMZN	0.7%	$4m	17,481	Held
J P Morgan Exchange Traded FJEPI	0.6%	$4m	62,799	Held
J P Morgan Exchange Traded FJEPQ	0.6%	$3m	51,418	+4%
Vanguard Index FDSVOO	0.5%	$3m	4,491	+3%
Ishares TRIVV	0.5%	$3m	3,723	-2%
IntelINTC	0.5%	$3m	19,584	+5%
Proshares TRTQQQ	0.5%	$3m	33,140	-7%
Ishares TRIGM	0.4%	$2m	14,587	-13%
Ishares TRIXJ	0.3%	$2m	19,029	-24%
Vanguard World FDVCR	0.3%	$2m	4,639	-27%
Cisco SystemsCSCO	0.3%	$2m	15,005	Held
BroadcomAVGO	0.3%	$1m	3,949	Held
Advanced Micro DevicesAMD	0.2%	$1m	2,371	-18%
Arista NetworksANET	0.2%	$1m	7,930	+33%
J P Morgan Exchange Traded FJPST	0.2%	$1m	26,347	Held
Vanguard Scottsdale FDSVGLT	0.2%	$1m	24,029	New
Applied MaterialsAMAT	0.2%	$1m	1,790	Held
Schwab Strategic TRSCHX	0.2%	$1m	42,293	Held
SynopsysSNPS	0.2%	$954,590	2,140	Held
CrowdStrike HoldingsCRWD	0.2%	$915,005	1,199	Held
FiservFISV	0.1%	$833,850	17,000	New
Cadence Design SystemsCDNS	0.1%	$814,069	2,169	Held
Public Service Enterprise GroupPEG	0.1%	$808,592	9,963	Held
OracleORCL	0.1%	$784,618	5,354	Held
NetflixNFLX	0.1%	$778,260	10,900	+3%
CaterpillarCAT	0.1%	$775,276	728	-27%
Palo Alto NetworksPANW	0.1%	$773,092	2,267	Held
Ishares TRIBB	0.1%	$759,619	3,994	-17%
Ishares TRIWF	0.1%	$685,791	5,523	-13%
MastercardMA	0.1%	$658,632	1,282	-4%
Vanguard Index FDSVUG	0.1%	$649,357	7,538	-15%
Super Micro ComputerSMCI	0.1%	$648,486	22,110	Held
Palantir TechnologiesPLTR	0.1%	$635,268	5,445	Held
Ishares TRIJR	0.1%	$630,873	4,254	+7%
Select Sector Spdr TRXLF	0.1%	$626,768	11,691	-32%
Fair IsaacFICO	0.1%	$615,312	515	Held
Blackrock ETF TrustBALI	0.1%	$581,876	17,200	Held
ChevronCVX	<0.1%	$559,013	3,372	+4%
Schwab Strategic TRSCHB	<0.1%	$508,221	17,549	-5%
Spdr Series TrustSDY	<0.1%	$452,901	2,976	-4%
Walt DisneyDIS	<0.1%	$451,724	4,693	-7%
IsharesIEMG	<0.1%	$451,349	5,448	Held
Vanguard Whitehall FDSVYM	<0.1%	$446,593	2,826	Held
Home DepotHD	<0.1%	$437,534	1,241	Held
CarvanaCVNA	<0.1%	$432,306	6,568	Held
Vanguard Intl Equity Index FVWO	<0.1%	$427,248	7,158	-7%
International Business MachinesIBM	<0.1%	$421,253	1,498	Held
Schwab Strategic TRSCHM	<0.1%	$418,394	11,348	Held
Logitech InternationalLOGI	<0.1%	$413,494	4,397	New
QualcommQCOM	<0.1%	$412,844	2,234	-11%
ShopifySHOP	<0.1%	$386,499	3,385	-4%
Eli LillyLLY	<0.1%	$376,215	314	Held
Goldman Sachs ETF TRGPIX	<0.1%	$375,098	6,750	+3%
Bank of AmericaBAC	<0.1%	$362,720	6,366	Held
Invesco Exchange Traded FD TPRF	<0.1%	$360,724	6,676	Held
Ishares TRIYY	<0.1%	$349,431	1,917	Held
Ishares TRIXN	<0.1%	$344,085	2,382	-7%
Wisdomtree TRDLN	<0.1%	$330,287	3,429	-3%
General ElectricGE	<0.1%	$318,145	851	+12%
Vanguard Tax-Managed FDSVEA	<0.1%	$315,780	4,432	-3%
Vanguard Admiral FDSVOOG	<0.1%	$313,759	3,798	Held
CoreWeaveCRWV	<0.1%	$298,620	3,000	Held
Goldman Sachs ETF TRGPIQ	<0.1%	$296,550	5,000	+4%
AutodeskADSK	<0.1%	$296,491	1,525	Held
Schwab Strategic TRSCHF	<0.1%	$294,588	10,635	Held
Rivian AutomotiveRIVN	<0.1%	$290,942	16,769	Held
SnowflakeSNOW	<0.1%	$285,040	1,120	New
Procter & GamblePG	<0.1%	$275,830	1,881	-8%
SalesforceCRM	<0.1%	$272,902	1,742	-3%
Schwab Strategic TRSCHA	<0.1%	$267,758	7,411	Held

Showing the largest 100 of 116.

Options (1)

NvidiaNVDA
Type
Call
Value
$100,045
Contracts
500

Company	Type	Value	Contracts
NvidiaNVDA	Call	$100,045	500

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 39.8% since 30 June 2025.

Where the money is

Technology13.0%

Financial services7.6%

Media & telecom7.0%

Health care3.7%

Retail & consumer2.2%

Everyday goods2.1%

Industrials0.2%

Utilities0.1%

Energy0.1%

Other63.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.