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Clarity Wealth Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $574,838,308
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $43,842,742
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $37,779,665
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $37,767,288
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $36,735,296
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $24,976,221
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $23,789,920
- STATE STR SPDR DOW JONES IND · UT SER 1 · 78467X109 · shares: $23,478,440
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $22,493,434
- VANGUARD WHITEHALL FDS · INTL HIGH ETF · 921946794 · shares: $18,826,985
- VANGUARD INDEX FDS · MRNGSTR SML CAP · 922908751 · shares: $17,491,502
Reported holdings
117 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 131,652 shares | $43,842,742 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 49,539 shares | $37,779,665 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 51,053 shares | $37,767,288 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 98,160 shares | $36,735,296 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 107,052 shares | $24,976,221 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 280,013 shares | $23,789,920 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 46,167 shares | $23,478,440 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 312,626 shares | $22,493,434 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 186,166 shares | $18,826,985 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 61,484 shares | $17,491,502 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 50,081 shares | $17,232,012 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | — | 429,417 shares | $15,781,075 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 230,656 shares | $15,405,509 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | 14020X104 | — | 383,115 shares | $15,240,315 |
| META PLATFORMS INC | CL A | 30303M102 | — | 18,514 shares | $13,425,776 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 55,177 shares | $12,601,278 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 267,224 shares | $11,966,291 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 157,781 shares | $11,495,924 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 260,883 shares | $11,296,223 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 33,522 shares | $11,089,945 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 12,118 shares | $11,031,234 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 20,719 shares | $10,316,782 |
| CITIGROUP INC | COM NEW | 172967424 | — | 77,623 shares | $10,050,657 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 27,374 shares | $9,327,555 |
| ABBVIE INC | COM | 00287Y109 | — | 35,025 shares | $9,162,215 |
| VISA INC | COM CL A | 92826C839 | — | 24,808 shares | $8,914,125 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 31,413 shares | $8,316,279 |
| TESLA INC | COM | 88160R101 | — | 17,023 shares | $6,039,931 |
| MICROSOFT CORP | COM | 594918104 | — | 11,258 shares | $5,774,368 |
| AMGEN INC | COM | 031162100 | — | 11,883 shares | $5,008,803 |
| AMAZON COM INC | COM | 023135106 | — | 17,176 shares | $4,279,348 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 62,340 shares | $3,504,751 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 53,960 shares | $3,305,595 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 4,494 shares | $3,149,629 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 3,556 shares | $2,723,347 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 | — | 33,420 shares | $2,607,784 |
| INTEL CORP | COM | 458140100 | — | 19,216 shares | $2,310,391 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 | — | 12,958 shares | $2,190,418 |
| ISHARES TR | GLOB HLTHCRE ETF | 464287325 | — | 17,141 shares | $1,750,471 |
| CISCO SYS INC | COM | 17275R102 | — | 14,972 shares | $1,611,385 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 7,545 shares | $1,536,087 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | — | 4,083 shares | $1,489,154 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,286 shares | $1,398,483 |
| BROADCOM INC | COM | 11135F101 | — | 3,876 shares | $1,361,212 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 4,796 shares | $1,269,741 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 41,065 shares | $1,231,961 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 24,352 shares | $1,226,587 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | — | 24,175 shares | $1,212,116 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 5,626 shares | $1,052,343 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 | — | 23,120 shares | $949,538 |
| SYNOPSYS INC | COM | 871607107 | — | 2,135 shares | $928,597 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,790 shares | $915,370 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 2,267 shares | $900,702 |
| ORACLE CORP | COM | 68389X105 | — | 6,283 shares | $862,720 |
| NETFLIX INC. | COM | 64110L106 | — | 11,711 shares | $814,851 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 3,666 shares | $771,803 |
| FISERV INC | COM | 337738108 | — | 17,000 shares | $768,060 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 2,169 shares | $716,171 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 10,061 shares | $677,533 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,217 shares | $671,403 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 5,340 shares | $668,888 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 3,888 shares | $646,451 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 7,100 shares | $639,817 |
| BLACKROCK ETF TRUST | ISHARES US LARG | 09290C863 | — | 17,700 shares | $609,942 |
| CHEVRON CORPORATION | COM | 166764100 | — | 2,920 shares | $596,380 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 4,334 shares | $589,608 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 10,325 shares | $551,355 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 2,474 shares | $544,107 |
| CATERPILLAR INC | COM | 149123101 | — | 627 shares | $508,506 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 3,329 shares | $493,691 |
| DISNEY WALT CO | COM | 254687106 | — | 4,356 shares | $456,946 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 15,324 shares | $449,154 |
| SALESFORCE INC | COM | 79466L302 | — | 1,911 shares | $438,708 |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | 38149W622 | — | 7,700 shares | $429,891 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 7,125 shares | $422,571 |
| LOGITECH INTL S A | SHS | H50430232 | — | 4,145 shares | $418,604 |
| CARVANA CO | CL A | 146869102 | — | 6,568 shares | $410,763 |
| QUALCOMM INC | COM | 747525103 | — | 2,195 shares | $403,921 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 4,972 shares | $403,563 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 11,348 shares | $386,053 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 2,630 shares | $385,250 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 1,100 shares | $373,516 |
| BANK OF AMER CORP | COM | 060505104 | — | 6,804 shares | $370,325 |
| GOLDMAN SACHS ETF TR | NASDA 100 ETF | 38149W630 | — | 6,315 shares | $366,144 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 1,344 shares | $355,098 |
| ELI LILLY & CO | COM | 532457108 | — | 305 shares | $352,601 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | — | 6,366 shares | $346,522 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | — | 2,322 shares | $344,098 |
| ISHARES TR | DOW JONES US ETF | 464287846 | — | 1,835 shares | $340,209 |
| HOME DEPOT INC | COM | 437076102 | — | 1,180 shares | $335,627 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 2,142 shares | $332,438 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | — | 3,799 shares | $324,765 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 3,240 shares | $314,933 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 4,449 shares | $314,144 |
| AUTODESK INC | COM | 052769106 | — | 1,485 shares | $310,365 |
| FAIR ISAAC CORP | COM | 303250104 | — | 515 shares | $305,122 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 10,635 shares | $292,142 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | — | 18,689 shares | $279,214 |
| TARGET CORP | COM | 87612E106 | — | 1,720 shares | $269,507 |
| NUTANIX INC | CL A | 67059N108 | — | 3,721 shares | $261,996 |