Clarity Wealth Advisors, LLC

CIK 0001767384 • 7 13F filings • Apr 30, 2025 – Oct 21, 2026

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Filer information

Filed by: Clarity Wealth Advisors, LLC, Managing Member
Address: 2160 THE ALAMEDA, SUITE A, SAN JOSE, CA, 95126
Phone: 408-560-3220
AUM: $490.1M

AUM over time

$574.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $486.4M107 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$7.4M	1.5%Prev: 1.9%	33,818 SH	Increased+1,861 SH
ADVANCED MICRO DEVICES INC	COM	$590K	0.1%Prev: 0.1%	2,898 SH	Increased+279 SH
ALPHABET INC	CAP STK CL A	$15.3M	3.1%Prev: 2.3%	53,091 SH	Increased+552 SH
ALPHABET INC	CAP STK CL C	$8.0M	1.7%Prev: 1.4%	28,020 SH	Increased-4,088 SH
AMAZON COM INC	COM	$3.7M	0.8%Prev: 1.0%	17,814 SH	Increased-255 SH
AMERICAN EXPRESS CO	COM	$238K	0.0%	787 SH	New
AMGEN INC	COM	$4.2M	0.9%	11,942 SH	New
APPLE INC	COM	$34.9M	7.2%Prev: 8.4%	137,434 SH	Increased+1,124 SH
APPLIED MATLS INC	COM	$612K	0.1%Prev: 0.1%	1,790 SH	Increased
ARISTA NETWORKS INC	COM SHS	$734K	0.2%Prev: 0.1%	5,978 SH	Increased+570 SH
AUTODESK INC	COM	$365K	0.1%Prev: 0.1%	1,525 SH	Decreased+25 SH
BANK AMERICA CORP	COM	$316K	0.1%Prev: 0.1%	6,474 SH	Increased-1,027 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.6M	2.0%Prev: 2.8%	19,990 SH	Decreased+883 SH
BIGBEAR AI HLDGS INC	COM	$42K	0.0%	12,000 SH	New
BLACKROCK ETF TRUST	ISHARES US LARG	$524K	0.1%	17,000 SH	New
BROADCOM INC	COM	$1.2M	0.3%Prev: 0.2%	3,993 SH	Increased-34 SH
CADENCE DESIGN SYSTEM INC	COM	$603K	0.1%	2,169 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$10.1M	2.1%Prev: 0.8%	292,341 SH	Increased+203,289 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$11.4M	2.3%Prev: 2.2%	340,231 SH	Increased+62,292 SH
CARVANA CO	CL A	$414K	0.1%Prev: 0.1%	1,318 SH	Increased-73 SH
CATERPILLAR INC	COM	$704K	0.1%Prev: 0.1%	994 SH	Increased-89 SH
CHEVRON CORPORATION	COM	$669K	0.1%	3,232 SH	New
CISCO SYS INC	COM	$1.2M	0.2%Prev: 0.3%	15,034 SH	Increased-70 SH
CITIGROUP INC	COM NEW	$9.1M	1.9%Prev: 1.6%	80,155 SH	Increased-662 SH
COREWEAVE INC	COM CL A	$232K	0.0%	3,000 SH	New
COSTCO WHOLESALE CORPORATION	COM	$11.7M	2.4%	11,732 SH	New
CROWDSTRIKE HLDGS INC	CL A	$469K	0.1%Prev: 0.1%	1,201 SH	Increased+4 SH
DISNEY WALT CO	COM	$488K	0.1%Prev: 0.2%	5,064 SH	Decreased-716 SH
ELI LILLY & CO	COM	$287K	0.1%Prev: 0.1%	312 SH	Increased+35 SH
FAIR ISAAC CORP	COM	$549K	0.1%Prev: 0.2%	514 SH	Decreased+92 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$10.8M	2.2%Prev: 1.8%	235,822 SH	Increased+90,726 SH
GE AEROSPACE	COM NEW	$215K	0.0%	757 SH	New
GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$238K	0.0%	4,800 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$328K	0.1%	6,550 SH	New
HOME DEPOT INC	COM	$415K	0.1%Prev: 0.1%	1,263 SH	Decreased-5 SH
HONEYWELL INTL INC	COM	$443K	0.1%Prev: 0.1%	1,961 SH	Decreased-357 SH
INTEL CORP	COM	$827K	0.2%Prev: 0.1%	18,740 SH	Increased+2,547 SH
INTERNATIONAL BUSINESS MACHS	COM	$366K	0.1%Prev: 0.1%	1,510 SH	Decreased-591 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$320K	0.1%	6,734 SH	New
INVESCO QQQ TR	UNIT SER 1	$31.5M	6.5%Prev: 7.0%	54,558 SH	Increased+1,101 SH
ISHARES INC	CORE MSCI EMKT	$376K	0.1%Prev: 0.1%	5,389 SH	Increased+319 SH
ISHARES TR	CORE S&P MCP ETF	$19.4M	4.0%Prev: 4.0%	287,868 SH	Increased+38,198 SH
ISHARES TR	CORE S&P SCP ETF	$492K	0.1%Prev: 0.1%	3,960 SH	Increased+900 SH
ISHARES TR	CORE S&P TTL STK	$218K	0.0%	1,534 SH	New
ISHARES TR	CORE S&P500 ETF	$2.5M	0.5%Prev: 0.5%	3,805 SH	Increased+601 SH
ISHARES TR	DOW JONES US ETF	$304K	0.1%Prev: 0.1%	1,917 SH	Increased-282 SH
ISHARES TR	EXPND TEC SC ETF	$2.0M	0.4%Prev: 0.6%	16,700 SH	Decreased-5,899 SH
ISHARES TR	GLOB HLTHCRE ETF	$2.3M	0.5%Prev: 1.0%	24,892 SH	Decreased-14,018 SH
ISHARES TR	GLOBAL TECH ETF	$256K	0.1%Prev: 0.1%	2,557 SH	Increased-250 SH
ISHARES TR	ISHARES BIOTECH	$816K	0.2%Prev: 0.4%	4,831 SH	Decreased-5,658 SH
ISHARES TR	MSCI EMG MKT ETF	$11.9M	2.4%Prev: 1.7%	209,326 SH	Increased+65,744 SH
ISHARES TR	RUS 1000 GRW ETF	$678K	0.1%Prev: 0.2%	1,589 SH	Increased-27 SH
ISHARES TR	RUS 1000 VAL ETF	$220K	0.0%	1,028 SH	New
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$11.5M	2.4%Prev: 2.0%	244,810 SH	Increased+88,689 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.5M	0.7%Prev: 0.9%	61,722 SH	Increased+4,852 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.7M	0.6%Prev: 0.5%	49,523 SH	Increased+14,338 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.3M	0.3%Prev: 0.4%	26,588 SH	Decreased-1,039 SH
JOHNSON & JOHNSON	COM	$7.4M	1.5%Prev: 1.2%	30,246 SH	Increased+4,354 SH
JPMORGAN CHASE & CO	COM	$9.9M	2.0%	33,647 SH	New
MASTERCARD INCORPORATED	CL A	$666K	0.1%Prev: 0.2%	1,332 SH	Decreased-142 SH
MCDONALDS CORP	COM	$263K	0.1%Prev: 0.1%	847 SH	Increased+117 SH
META PLATFORMS INC	CL A	$10.4M	2.1%Prev: 2.2%	18,092 SH	Increased+4,039 SH
MICROSOFT CORP	COM	$4.2M	0.9%Prev: 1.0%	11,242 SH	Increased+1,162 SH
NETFLIX INC.	COM	$1.0M	0.2%	10,604 SH	New
NIO INC	SPON ADS	$69K	0.0%	11,500 SH	New
NVIDIA CORPORATION	COM	$9.1M	1.9%Prev: 1.6%	51,900 SH	Increased-27 SH
ORACLE CORP	COM	$786K	0.2%Prev: 0.2%	5,345 SH	Increased+712 SH
PALANTIR TECHNOLOGIES INC	CL A	$792K	0.2%Prev: 0.1%	5,415 SH	Increased+1,095 SH
PALO ALTO NETWORKS INC	COM	$364K	0.1%Prev: 0.1%	2,270 SH	Decreased-32 SH
PAYPAL HLDGS INC	COM	$226K	0.0%Prev: 0.1%	4,995 SH	Decreased-2,694 SH
PROCTER & GAMBLE CO	COM	$294K	0.1%	2,036 SH	New
PROSHARES TR	ULTRAPRO QQQ	$1.5M	0.3%Prev: 0.2%	35,740 SH	Increased+22,320 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$800K	0.2%	9,882 SH	New
QUALCOMM INC	COM	$323K	0.1%Prev: 0.1%	2,506 SH	Decreased-191 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$252K	0.1%Prev: 0.0%	16,769 SH	Increased+2,675 SH
SALESFORCE INC	COM	$335K	0.1%Prev: 0.1%	1,796 SH	Decreased+36 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$264K	0.1%	10,662 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$466K	0.1%Prev: 0.1%	18,556 SH	Decreased-4,646 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.1M	0.2%Prev: 0.1%	43,152 SH	Increased+31,317 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$351K	0.1%	11,348 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$216K	0.0%	7,411 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$843K	0.2%	17,068 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$419K	0.1%	3,535 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$452K	0.1%	3,098 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$20.2M	4.2%	43,712 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$33.6M	6.9%	51,690 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$503K	0.1%	22,110 SH	New
SYNOPSYS INC	COM	$848K	0.2%Prev: 0.1%	2,140 SH	Increased+1,105 SH
TARGET CORP	COM	$208K	0.0%	1,720 SH	New
TESLA INC	COM	$6.3M	1.3%Prev: 1.1%	16,921 SH	Increased+2,303 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$258K	0.1%Prev: 0.1%	633 SH	Increased-89 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$11.3M	2.3%Prev: 1.9%	146,847 SH	Increased+55,028 SH
VANGUARD INDEX FDS	GROWTH ETF	$643K	0.1%Prev: 0.2%	1,471 SH	Decreased-410 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	0.5%Prev: 0.4%	4,350 SH	Increased+1,553 SH
VANGUARD INDEX FDS	SMALL CP ETF	$14.4M	3.0%Prev: 2.9%	55,103 SH	Increased+7,890 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$32.3M	6.6%Prev: 7.2%	100,696 SH	Increased+5,670 SH
VANGUARD INDEX FDS	VALUE ETF	$219K	0.0%Prev: 0.1%	1,115 SH	Decreased-282 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$418K	0.1%Prev: 0.1%	7,737 SH	Increased+1,449 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$22.4M	4.6%Prev: 5.2%	104,132 SH	Increased+8,401 SH
VANGUARD STAR FDS	VG TL INTL STK F	$19.9M	4.1%Prev: 3.4%	258,238 SH	Increased+60,222 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$294K	0.1%Prev: 0.1%	4,581 SH	Increased-1,170 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$419K	0.1%Prev: 0.1%	2,826 SH	Increased-22 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$15.3M	3.1%Prev: 1.9%	162,067 SH	Increased+70,004 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$2.3M	0.5%Prev: 1.0%	6,325 SH	Decreased-4,412 SH
VISA INC	COM CL A	$7.2M	1.5%Prev: 2.2%	23,866 SH	Decreased+1,420 SH
WALMART INC	COM	$246K	0.1%	1,979 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$315K	0.1%	3,523 SH	New

Sold (vs prior filing)

CHEVRON CORP NEW — $686K
COSTCO WHSL CORP NEW — $10.7M
DUOLINGO INC — $295K
JPMORGAN CHASE & CO. — $8.2M
NETFLIX INC — $870K
NUTANIX INC — $295K
NUVEEN S&P 500 BUY-WRITE INC — $160K
PINTEREST INC — $250K
PROCTER AND GAMBLE CO — $487K
PUBLIC SVC ENTERPRISE GRP IN — $788K
SELECT SECTOR SPDR TR — $1.4M
SHOPIFY INC — $414K
SPDR DOW JONES INDL AVERAGE — $14.5M
SPDR S&P 500 ETF TR — $27.5M
SPDR SER TR — $422K
UNITEDHEALTH GROUP INC — $281K
VANGUARD INDEX FDS — $208K
VERINT SYS INC — $211K
WORKDAY INC — $414K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001767384-26-000001	$490.1M	View
Oct 21, 2026	Q3 2026	13F-HR	0001767384-26-000005	$574.8M	View
Oct 24, 2025	Q3 2025