2026 Q3 Portfolio Activity
In 2026 Q3, Clarity Wealth Advisors, LLC maintained a portfolio of 120 distinct positions. The most significant new addition was MARVELL TECHNOLOGY INC, now representing 0.06% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 10935.4%. Conversely, Clarity Wealth Advisors, LLC completely exited their position in NVIDIA CORPORATION.
Position History
hover any row below to update
Loading…
Total Positions
120
Quarter
2026 Q3
Top Holding
AAPL (7.6%)
Top 10 Concentration
50.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 120
Clarity Wealth Advisors, LLC Full Holdings List — 2026 Q3
| 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 | 7.63% | 6.83% |
#1
1
Prev: #2
|
5.6 |
—
|
-2,100 | -1.6% |
P
S
|
131,652 | $43,842,742 |
$182.77
+88.1%
|
2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | ||
|
SPY
STATE STR SPDR ...
|
ETF | 6.57% | 6.74% |
#2
1
Prev: #3
|
4.6 |
—
|
-1,618 | -3.2% |
P
S
|
49,539 | $37,779,665 |
$383.91
+100.5%
|
2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | ||
|
QQQ
INVESCO QQQ TR
|
ETF | 6.57% | 6.91% |
#3
2
Prev: #1
|
4.1 |
—
|
-2,147 | -4.0% |
P
S
|
51,053 | $37,767,288 |
$255.82
+179.6%
|
2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | ||
|
VTI
VANGUARD INDEX ...
|
ETF | 6.39% | 6.54% |
#4
Prev: #4
|
3.6 |
—
|
-2,013 | -2.0% |
P
S
|
98,160 | $36,735,296 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 4.34% | 4.41% |
#5
Prev: #5
|
2.7 |
—
|
1,347 | 1.3% |
P
S
|
107,052 | $24,976,221 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 4.14% | 4.11% |
#6
2
Prev: #8
|
2.2 |
—
|
7,680 | 2.8% |
P
S
|
280,013 | $23,789,920 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 4.08% | 4.17% |
#7
1
Prev: #6
|
2.1 |
—
|
888 | 2.0% |
P
S
|
46,167 | $23,478,440 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IJH
ISHARES TR
|
ETF | 3.91% | 4.11% |
#8
1
Prev: #7
|
2.1 |
—
|
10,232 | 3.4% |
P
S
|
312,626 | $22,493,434 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 3.28% | 3.09% |
#9
2
Prev: #11
|
1.8 |
—
|
7,908 | 4.4% |
P
S
|
186,166 | $18,826,985 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 3.04% | 3.14% |
#10
Prev: #10
|
1.7 |
—
|
2,805 | 4.8% |
P
S
|
61,484 | $17,491,502 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.00% | 3.21% |
#11
2
Prev: #9
|
1.7 |
—
|
-900 | -1.8% |
P
S
|
50,081 | $17,232,012 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
CGBL
CAPITAL GROUP C...
|
Unknown | 2.75% | 2.48% |
#12
2
Prev: #14
|
3.1 |
—
|
59,769 | 16.2% |
P
S
|
429,417 | $15,781,075 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
EEM
ISHARES TR
|
ETF | 2.68% | 2.67% |
#13
Prev: #13
|
1.6 |
—
|
9,682 | 4.4% |
P
S
|
230,656 | $15,405,509 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
CGGO
CAPITAL GROUP G...
|
Unknown | 2.65% | 2.73% |
#14
2
Prev: #12
|
1.6 |
—
|
17,000 | 4.6% |
P
S
|
383,115 | $15,240,315 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.34% | 1.82% |
#15
7
Prev: #22
|
1.4 |
—
|
158 | 0.9% |
P
S
|
18,514 | $13,425,776 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.19% | 2.04% |
#16
2
Prev: #18
|
1.4 |
—
|
-2,726 | -4.7% |
P
S
|
55,177 | $12,601,278 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 2.08% | 2.18% |
#17
2
Prev: #15
|
1.3 |
—
|
4,623 | 1.8% |
P
S
|
267,224 | $11,966,291 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 2.00% | 2.11% |
#18
2
Prev: #16
|
1.3 |
—
|
1,867 | 1.2% |
P
S
|
157,781 | $11,495,924 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 1.97% | 2.05% |
#19
2
Prev: #17
|
1.3 |
—
|
5,528 | 2.2% |
P
S
|
260,883 | $11,296,223 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.93% | 1.93% |
#20
Prev: #20
|
1.3 |
—
|
28 | 0.1% |
P
S
|
33,522 | $11,089,945 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.92% | 1.95% |
#21
2
Prev: #19
|
1.3 |
—
|
286 | 2.4% |
P
S
|
12,118 | $11,031,234 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.79% | 1.80% |
#22
1
Prev: #23
|
1.2 |
—
|
340 | 1.7% |
P
S
|
20,719 | $10,316,782 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.75% | 1.93% |
#23
2
Prev: #21
|
1.2 |
—
|
-453 | -0.6% |
P
S
|
77,623 | $10,050,657 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.62% | 1.71% |
#24
Prev: #24
|
1.1 |
—
|
-85 | -0.3% |
P
S
|
27,374 | $9,327,555 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.59% | 1.53% |
#25
Prev: #25
|
1.1 |
—
|
522 | 1.5% |
P
S
|
35,025 | $9,162,215 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
V
VISA INC
|
Financial Services | 1.55% | 1.48% |
#26
Prev: #26
|
1.1 |
—
|
407 | 1.7% |
P
S
|
24,808 | $8,914,125 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.45% | 1.39% |
#27
Prev: #27
|
1.1 |
—
|
486 | 1.6% |
P
S
|
31,413 | $8,316,279 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.05% | 1.27% |
#28
Prev: #28
|
0.9 |
—
|
-58 | -0.3% |
P
S
|
17,023 | $6,039,931 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.00% | 0.74% |
#29
1
Prev: #30
|
0.9 |
—
|
49 | 0.4% |
P
S
|
11,258 | $5,774,368 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.87% | 0.76% |
#30
1
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
11,883 | $5,008,803 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.74% | 0.74% |
#31
Prev: #31
|
0.8 |
—
|
-305 | -1.7% |
P
S
|
17,176 | $4,279,348 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.61% | 0.63% |
#32
Prev: #32
|
0.7 |
—
|
-459 | -0.7% |
P
S
|
62,340 | $3,504,751 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.58% | 0.56% |
#33
Prev: #33
|
0.7 |
—
|
2,542 | 4.9% |
P
S
|
53,960 | $3,305,595 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.55% | 0.54% |
#34
Prev: #34
|
0.7 |
—
|
3 | 0.1% |
P
S
|
4,494 | $3,149,629 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IVV
ISHARES TR
|
ETF | 0.47% | 0.49% |
#35
Prev: #35
|
0.7 |
—
|
-167 | -4.5% |
P
S
|
3,556 | $2,723,347 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
TQQQ
PROSHARES TR
|
ETF | 0.45% | 0.47% |
#36
1
Prev: #37
|
0.7 |
—
|
280 | 0.8% |
P
S
|
33,420 | $2,607,784 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
INTC
INTEL CORP
|
Technology | 0.40% | 0.48% |
#37
1
Prev: #36
|
0.7 |
—
|
-368 | -1.9% |
P
S
|
19,216 | $2,310,391 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IGM
ISHARES TR
|
ETF | 0.38% | 0.42% |
#38
Prev: #38
|
0.7 |
—
|
-1,629 | -11.2% |
P
S
|
12,958 | $2,190,418 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IXJ
ISHARES TR
|
ETF | 0.30% | 0.33% |
#39
Prev: #39
|
0.6 |
—
|
-1,888 | -9.9% |
P
S
|
17,141 | $1,750,471 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.28% | 0.31% |
#40
1
Prev: #41
|
0.6 |
—
|
-33 | -0.2% |
P
S
|
14,972 | $1,611,385 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.27% | 0.24% |
#41
3
Prev: #44
|
0.6 |
—
|
-385 | -4.9% |
P
S
|
7,545 | $1,536,087 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 0.26% | 0.32% |
#42
2
Prev: #40
|
0.6 |
—
|
-556 | -12.0% |
P
S
|
4,083 | $1,489,154 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.24% | 0.24% |
#43
Prev: #43
|
0.6 |
—
|
-85 | -3.6% |
P
S
|
2,286 | $1,398,483 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.24% | 0.26% |
#44
2
Prev: #42
|
0.6 |
—
|
-73 | -1.8% |
P
S
|
3,876 | $1,361,212 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.22% | 0.16% |
#45
5
Prev: #50
|
3.1 |
—
|
3,597 | 300.0% |
P
S
|
4,796 | $1,269,741 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.21% | 0.22% |
#46
2
Prev: #48
|
0.6 |
—
|
-1,228 | -2.9% |
P
S
|
41,065 | $1,231,961 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.21% | 0.24% |
#47
2
Prev: #45
|
0.6 |
—
|
-1,995 | -7.6% |
P
S
|
24,352 | $1,226,587 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 0.21% | 0.23% |
#48
2
Prev: #46
|
0.6 |
—
|
146 | 0.6% |
P
S
|
24,175 | $1,212,116 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.18% | 0.11% |
#49
14
Prev: #63
|
0.6 |
—
|
181 | 3.3% |
P
S
|
5,626 | $1,052,343 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SMCI
SUPER MICRO COM...
|
Technology | 0.17% | 0.11% |
#50
12
Prev: #62
|
0.6 |
—
|
1,010 | 4.6% |
P
S
|
23,120 | $949,538 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 |
Showing 1-50 of 120 holdings