2026 Q1 Portfolio Activity
In 2026 Q1, Clarity Wealth Advisors, LLC maintained a portfolio of 117 distinct positions. The most significant new addition was BLACKROCK ETF TRUST, now representing 0.11% of the total fund value. They heavily accumulated shares in CAPITAL GROUP CORE BALANCED, increasing the position by 41.4%. The fund also reduced its exposure to APPLE INC by 98.5%.
Position History
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Total Positions
117
Quarter
2026 Q1
Top Holding
AAPL (7.1%)
Top 10 Concentration
50.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 117
Clarity Wealth Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 7.07% | 7.59% |
#1
Prev: #1
|
5.3 |
—
|
-1,322 | -1.0% |
P
S
|
135,434 | $34,371,826 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 6.91% | 7.16% |
#2
Prev: #2
|
4.8 |
—
|
205 | 0.4% |
P
S
|
51,690 | $33,616,011 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 6.64% | 6.83% |
#3
Prev: #3
|
4.2 |
—
|
792 | 0.8% |
P
S
|
100,696 | $32,304,288 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 6.47% | 6.82% |
#4
Prev: #4
|
3.6 |
—
|
170 | 0.3% |
P
S
|
54,558 | $31,489,862 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 4.60% | 4.56% |
#5
Prev: #5
|
2.8 |
—
|
2,368 | 2.3% |
P
S
|
104,132 | $22,394,596 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 4.16% | 4.03% |
#6
Prev: #6
|
3.7 |
—
|
2,605 | 6.3% |
P
S
|
43,712 | $20,246,873 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 4.09% | 3.65% |
#7
1
Prev: #8
|
3.6 |
—
|
21,144 | 8.9% |
P
S
|
258,238 | $19,912,758 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IJH
ISHARES TR
|
ETF | 4.00% | 3.65% |
#8
1
Prev: #7
|
3.6 |
—
|
16,574 | 6.1% |
P
S
|
287,868 | $19,439,704 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 3.14% | 2.63% |
#9
2
Prev: #11
|
3.3 |
—
|
18,647 | 13.0% |
P
S
|
162,067 | $15,273,210 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.14% | 3.50% |
#10
1
Prev: #9
|
1.8 |
—
|
-1,648 | -3.0% |
P
S
|
53,091 | $15,266,951 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.97% | 2.71% |
#11
1
Prev: #10
|
3.2 |
—
|
3,673 | 7.1% |
P
S
|
55,103 | $14,432,655 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EEM
ISHARES TR
|
ETF | 2.44% | 2.13% |
#12
5
Prev: #17
|
3.0 |
—
|
18,637 | 9.8% |
P
S
|
209,326 | $11,887,618 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 2.40% | 2.06% |
#13
5
Prev: #18
|
1.5 |
—
|
10 | 0.1% |
P
S
|
11,732 | $11,689,901 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 2.37% | 2.16% |
#14
1
Prev: #15
|
2.9 |
—
|
20,817 | 9.3% |
P
S
|
244,810 | $11,525,655 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CGGO
CAPITAL GROUP G...
|
Unknown | 2.33% | 2.25% |
#15
2
Prev: #13
|
2.9 |
—
|
22,240 | 7.0% |
P
S
|
340,231 | $11,353,508 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 2.33% | 2.15% |
#16
Prev: #16
|
2.9 |
—
|
11,823 | 8.8% |
P
S
|
146,847 | $11,333,651 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 2.21% | 2.01% |
#17
3
Prev: #20
|
2.9 |
—
|
21,963 | 10.3% |
P
S
|
235,822 | $10,758,188 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.13% | 2.44% |
#18
6
Prev: #12
|
1.4 |
—
|
-30 | -0.2% |
P
S
|
18,092 | $10,350,770 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CGBL
CAPITAL GROUP C...
|
Unknown | 2.07% | 1.49% |
#19
8
Prev: #27
|
3.3 |
—
|
85,648 | 41.4% |
P
S
|
292,341 | $10,059,454 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.03% | 2.20% |
#20
6
Prev: #14
|
1.3 |
—
|
152 | 0.5% |
P
S
|
33,647 | $9,897,458 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.97% | 2.04% |
#21
2
Prev: #19
|
1.3 |
—
|
98 | 0.5% |
P
S
|
19,990 | $9,578,973 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.87% | 1.93% |
#22
Prev: #22
|
1.2 |
—
|
-897 | -1.1% |
P
S
|
80,155 | $9,090,386 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.86% | 2.00% |
#23
2
Prev: #21
|
1.2 |
—
|
-618 | -1.2% |
P
S
|
51,900 | $9,051,416 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.65% | 1.80% |
#24
1
Prev: #23
|
1.2 |
—
|
-30 | -0.1% |
P
S
|
28,020 | $8,037,923 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.52% | 1.25% |
#25
3
Prev: #28
|
1.1 |
—
|
592 | 2.0% |
P
S
|
30,246 | $7,393,418 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.51% | 1.56% |
#26
Prev: #26
|
1.1 |
—
|
357 | 1.1% |
P
S
|
33,818 | $7,355,090 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
V
VISA INC
|
Financial Services | 1.48% | 1.67% |
#27
3
Prev: #24
|
1.1 |
—
|
470 | 2.0% |
P
S
|
23,866 | $7,213,193 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.29% | 1.59% |
#28
3
Prev: #25
|
1.0 |
—
|
-355 | -2.1% |
P
S
|
16,921 | $6,290,382 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.86% | 0.80% |
#29
2
Prev: #31
|
0.8 |
—
|
5 | 0.0% |
P
S
|
11,942 | $4,201,793 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.86% | 1.05% |
#30
1
Prev: #29
|
2.3 |
—
|
596 | 5.6% |
P
S
|
11,242 | $4,161,457 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.76% | 0.83% |
#31
1
Prev: #30
|
0.8 |
—
|
284 | 1.6% |
P
S
|
17,814 | $3,710,078 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.72% | 0.77% |
#32
Prev: #32
|
0.8 |
—
|
-4,274 | -6.5% |
P
S
|
61,722 | $3,498,398 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.57% | 0.50% |
#33
3
Prev: #36
|
2.2 |
—
|
6,985 | 16.4% |
P
S
|
49,523 | $2,749,543 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.53% | 0.48% |
#34
4
Prev: #38
|
2.2 |
—
|
574 | 15.2% |
P
S
|
4,350 | $2,599,366 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IVV
ISHARES TR
|
ETF | 0.51% | 0.54% |
#35
Prev: #35
|
0.7 |
—
|
-42 | -1.1% |
P
S
|
3,805 | $2,485,593 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IXJ
ISHARES TR
|
ETF | 0.48% | 0.55% |
#36
2
Prev: #34
|
0.7 |
—
|
-2,558 | -9.3% |
P
S
|
24,892 | $2,328,375 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 0.47% | 0.59% |
#37
4
Prev: #33
|
0.7 |
—
|
-970 | -13.3% |
P
S
|
6,325 | $2,270,997 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IGM
ISHARES TR
|
ETF | 0.41% | 0.49% |
#38
1
Prev: #37
|
0.7 |
—
|
-1,709 | -9.3% |
P
S
|
16,700 | $1,979,110 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TQQQ
PROSHARES TR
|
ETF | 0.31% | 0.36% |
#39
Prev: #39
|
2.1 |
—
|
1,900 | 5.6% |
P
S
|
35,740 | $1,489,643 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.28% | 0.27% |
#40
1
Prev: #41
|
0.6 |
—
|
4 | 0.0% |
P
S
|
26,588 | $1,345,626 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.25% | 0.29% |
#41
1
Prev: #40
|
0.6 |
—
|
-46 | -1.1% |
P
S
|
3,993 | $1,235,905 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.24% | 0.24% |
#42
1
Prev: #43
|
0.6 |
—
|
-8 | -0.1% |
P
S
|
15,034 | $1,166,451 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.23% | 0.24% |
#43
1
Prev: #42
|
0.6 |
—
|
-1,459 | -3.3% |
P
S
|
43,152 | $1,106,421 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.21% | 0.20% |
#44
2
Prev: #46
|
0.6 |
—
|
255 | 2.5% |
P
S
|
10,604 | $1,019,575 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.17% | 0.21% |
#45
Prev: #45
|
0.6 |
—
|
-2 | -0.1% |
P
S
|
2,140 | $848,467 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.17% | 0.23% |
#46
2
Prev: #44
|
0.6 |
—
|
-3,778 | -18.1% |
P
S
|
17,068 | $842,663 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
INTC
INTEL CORP
|
Technology | 0.17% | 0.15% |
#47
8
Prev: #55
|
0.6 |
—
|
-1,091 | -5.5% |
P
S
|
18,740 | $826,990 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IBB
ISHARES TR
|
ETF | 0.17% | 0.18% |
#48
1
Prev: #47
|
0.6 |
—
|
-380 | -7.3% |
P
S
|
4,831 | $815,790 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PEG
PUBLIC SVC ENTE...
|
Utilities | 0.16% | 0.16% |
#49
3
Prev: #52
|
0.6 |
—
|
86 | 0.9% |
P
S
|
9,882 | $799,979 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.16% | 0.16% |
#50
Prev: #50
|
2.6 |
—
|
946 | 21.2% |
P
S
|
5,415 | $792,106 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 117 holdings