2026 Q2 Portfolio Activity
In 2026 Q2, Clarity Wealth Advisors, LLC maintained a portfolio of 119 distinct positions. The most significant new addition was VANGUARD SCOTTSDALE FDS, now representing 0.23% of the total fund value. They heavily accumulated shares in APPLE INC, increasing the position by 6587.6%. Conversely, Clarity Wealth Advisors, LLC completely exited their position in NVIDIA CORPORATION.
Position History
hover any row below to update
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Total Positions
119
Quarter
2026 Q2
Top Holding
QQQ (6.9%)
Top 10 Concentration
50.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 119
Clarity Wealth Advisors, LLC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
QQQ
INVESCO QQQ TR
|
ETF | 6.91% | 6.47% |
#1
3
Prev: #4
|
5.3 |
—
|
-1,358 | -2.5% |
P
S
|
53,200 | $39,176,576 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AAPL
APPLE INC
|
Technology | 6.83% | 7.07% |
#2
1
Prev: #1
|
4.7 |
—
|
-1,682 | -1.2% |
P
S
|
133,752 | $38,702,448 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 6.74% | 6.91% |
#3
1
Prev: #2
|
4.2 |
—
|
-533 | -1.0% |
P
S
|
51,157 | $38,202,310 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 6.54% | 6.64% |
#4
1
Prev: #3
|
3.6 |
—
|
-523 | -0.5% |
P
S
|
100,173 | $37,068,113 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 4.41% | 4.60% |
#5
Prev: #5
|
2.8 |
—
|
1,573 | 1.5% |
P
S
|
105,705 | $25,011,887 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 4.17% | 4.16% |
#6
Prev: #6
|
2.2 |
—
|
1,567 | 3.6% |
P
S
|
45,279 | $23,653,509 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IJH
ISHARES TR
|
ETF | 4.11% | 4.00% |
#7
1
Prev: #8
|
3.6 |
—
|
14,526 | 5.0% |
P
S
|
302,394 | $23,317,585 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 4.11% | 4.09% |
#8
1
Prev: #7
|
3.6 |
—
|
14,095 | 5.5% |
P
S
|
272,333 | $23,281,778 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.21% | 3.14% |
#9
1
Prev: #10
|
1.8 |
—
|
-2,110 | -4.0% |
P
S
|
50,981 | $18,219,076 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 3.14% | 2.97% |
#10
1
Prev: #11
|
3.3 |
—
|
3,576 | 6.5% |
P
S
|
58,679 | $17,786,628 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 3.09% | 3.14% |
#11
2
Prev: #9
|
3.2 |
—
|
16,191 | 10.0% |
P
S
|
178,258 | $17,504,953 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CGGO
CAPITAL GROUP G...
|
Unknown | 2.73% | 2.33% |
#12
3
Prev: #15
|
3.1 |
—
|
25,884 | 7.6% |
P
S
|
366,115 | $15,497,648 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
EEM
ISHARES TR
|
ETF | 2.67% | 2.44% |
#13
1
Prev: #12
|
3.1 |
—
|
11,648 | 5.6% |
P
S
|
220,974 | $15,116,825 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CGBL
CAPITAL GROUP C...
|
Unknown | 2.48% | 2.07% |
#14
5
Prev: #19
|
3.5 |
—
|
77,307 | 26.4% |
P
S
|
369,648 | $14,031,838 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 2.18% | 2.37% |
#15
1
Prev: #14
|
2.9 |
—
|
17,791 | 7.3% |
P
S
|
262,601 | $12,326,491 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 2.11% | 2.33% |
#16
Prev: #16
|
2.8 |
—
|
9,067 | 6.2% |
P
S
|
155,914 | $11,958,604 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 2.05% | 2.21% |
#17
Prev: #17
|
2.8 |
—
|
19,533 | 8.3% |
P
S
|
255,355 | $11,616,088 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.04% | 1.86% |
#18
5
Prev: #23
|
2.8 |
—
|
6,003 | 11.6% |
P
S
|
57,903 | $11,585,772 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.95% | 2.40% |
#19
6
Prev: #13
|
1.3 |
—
|
100 | 0.9% |
P
S
|
11,832 | $11,068,690 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.93% | 2.03% |
#20
Prev: #20
|
1.3 |
—
|
-153 | -0.5% |
P
S
|
33,494 | $10,963,636 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
C
CITIGROUP INC
|
Financial Services | 1.93% | 1.87% |
#21
1
Prev: #22
|
1.3 |
—
|
-2,079 | -2.6% |
P
S
|
78,076 | $10,927,565 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.82% | 2.13% |
#22
4
Prev: #18
|
1.2 |
—
|
264 | 1.5% |
P
S
|
18,356 | $10,339,867 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.80% | 1.97% |
#23
2
Prev: #21
|
1.2 |
—
|
389 | 1.9% |
P
S
|
20,379 | $10,197,203 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.71% | 1.65% |
#24
Prev: #24
|
1.2 |
—
|
-561 | -2.0% |
P
S
|
27,459 | $9,702,232 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.53% | 1.51% |
#25
1
Prev: #26
|
1.1 |
—
|
685 | 2.0% |
P
S
|
34,503 | $8,682,438 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
V
VISA INC
|
Financial Services | 1.48% | 1.48% |
#26
1
Prev: #27
|
1.1 |
—
|
535 | 2.2% |
P
S
|
24,401 | $8,371,819 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.39% | 1.52% |
#27
2
Prev: #25
|
1.1 |
—
|
681 | 2.3% |
P
S
|
30,927 | $7,854,442 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.27% | 1.29% |
#28
Prev: #28
|
1.0 |
—
|
160 | 0.9% |
P
S
|
17,081 | $7,184,269 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.76% | 0.86% |
#29
Prev: #29
|
0.8 |
—
|
-59 | -0.5% |
P
S
|
11,883 | $4,303,072 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.74% | 0.86% |
#30
Prev: #30
|
0.8 |
—
|
-33 | -0.3% |
P
S
|
11,209 | $4,181,116 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.74% | 0.76% |
#31
Prev: #31
|
0.8 |
—
|
-333 | -1.9% |
P
S
|
17,481 | $4,166,372 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.63% | 0.72% |
#32
Prev: #32
|
0.8 |
—
|
1,077 | 1.7% |
P
S
|
62,799 | $3,546,897 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.56% | 0.57% |
#33
Prev: #33
|
0.7 |
—
|
1,895 | 3.8% |
P
S
|
51,418 | $3,160,121 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.54% | 0.53% |
#34
Prev: #34
|
0.7 |
—
|
141 | 3.2% |
P
S
|
4,491 | $3,084,446 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IVV
ISHARES TR
|
ETF | 0.49% | 0.51% |
#35
Prev: #35
|
0.7 |
—
|
-82 | -2.2% |
P
S
|
3,723 | $2,787,797 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
INTC
INTEL CORP
|
Technology | 0.48% | 0.17% |
#36
11
Prev: #47
|
0.7 |
—
|
844 | 4.5% |
P
S
|
19,584 | $2,734,455 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
TQQQ
PROSHARES TR
|
ETF | 0.47% | 0.31% |
#37
2
Prev: #39
|
0.7 |
—
|
-2,600 | -7.3% |
P
S
|
33,140 | $2,684,340 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IGM
ISHARES TR
|
ETF | 0.42% | 0.41% |
#38
Prev: #38
|
0.7 |
—
|
-2,113 | -12.7% |
P
S
|
14,587 | $2,386,136 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
IXJ
ISHARES TR
|
ETF | 0.33% | 0.48% |
#39
3
Prev: #36
|
0.1 |
—
|
-5,863 | -23.6% |
P
S
|
19,029 | $1,872,104 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 0.32% | 0.47% |
#40
3
Prev: #37
|
0.1 |
—
|
-1,686 | -26.7% |
P
S
|
4,639 | $1,840,036 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.31% | 0.24% |
#41
1
Prev: #42
|
0.6 |
—
|
-29 | -0.2% |
P
S
|
15,005 | $1,762,432 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.26% | 0.25% |
#42
1
Prev: #41
|
0.6 |
—
|
-44 | -1.1% |
P
S
|
3,949 | $1,491,735 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.24% | 0.12% |
#43
17
Prev: #60
|
0.6 |
—
|
-527 | -18.2% |
P
S
|
2,371 | $1,377,338 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.24% | 0.15% |
#44
8
Prev: #52
|
2.6 |
—
|
1,952 | 32.7% |
P
S
|
7,930 | $1,347,148 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.24% | 0.28% |
#45
5
Prev: #40
|
0.6 |
—
|
-241 | -0.9% |
P
S
|
26,347 | $1,332,385 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 0.23% | — |
#46
Prev: #—
|
3.6 |
—
|
24,029 | — |
NEW
|
24,029 | $1,325,942 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.23% | 0.13% |
#47
11
Prev: #58
|
1.1 |
—
|
no change | no change |
P
S
|
1,790 | $1,294,170 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.22% | 0.23% |
#48
5
Prev: #43
|
0.6 |
—
|
-859 | -2.0% |
P
S
|
42,293 | $1,244,691 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.17% | 0.17% |
#49
4
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
2,140 | $954,590 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.16% | 0.10% |
#50
17
Prev: #67
|
0.6 |
—
|
-2 | -0.2% |
P
S
|
1,199 | $915,005 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 |
Showing 1-50 of 119 holdings