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: $566.7M116 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$8.7M	1.5%Prev: 1.5%	34,503 SH	Increased+2,017 SH
ADVANCED MICRO DEVICES INC	COM	$1.4M	0.2%Prev: 0.1%	2,371 SH	Increased-394 SH
ALPHABET INC	CAP STK CL A	$18.2M	3.2%Prev: 2.3%	50,981 SH	Increased-1,895 SH
ALPHABET INC	CAP STK CL C	$9.7M	1.7%Prev: 1.4%	27,459 SH	Increased-5,200 SH
AMAZON COM INC	COM	$4.2M	0.7%Prev: 1.0%	17,481 SH	Increased-894 SH
AMERICAN EXPRESS CO	COM	$258K	0.0%	763 SH	New
AMGEN INC	COM	$4.3M	0.8%	11,883 SH	New
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$213K	0.0%	2,028 SH	New
APPLE INC	COM	$38.7M	6.8%Prev: 6.9%	133,752 SH	Increased-2,989 SH
APPLIED MATLS INC	COM	$1.3M	0.2%Prev: 0.1%	1,790 SH	Increased
ARISTA NETWORKS INC	COM SHS	$1.3M	0.2%Prev: 0.1%	7,930 SH	Increased+2,172 SH
AUTODESK INC	COM	$296K	0.1%Prev: 0.1%	1,525 SH	Decreased-10 SH
BANK OF AMER CORP	COM	$363K	0.1%	6,366 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.2M	1.8%Prev: 2.3%	20,379 SH	Increased+1,139 SH
BIGBEAR AI HLDGS INC	COM	$43K	0.0%	11,803 SH	New
BLACKROCK ETF TRUST	ISHARES US LARG	$582K	0.1%	17,200 SH	New
BROADCOM INC	COM	$1.5M	0.3%Prev: 0.3%	3,949 SH	Increased-218 SH
CADENCE DESIGN SYSTEM INC	COM	$814K	0.1%Prev: 0.2%	2,169 SH	Increased
CAPITAL GROUP CORE BALANCED	SHS	$14.0M	2.5%Prev: 0.9%	369,648 SH	Increased+263,080 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$15.5M	2.7%	366,115 SH	New
CARVANA CO	CL A	$432K	0.1%Prev: 0.1%	6,568 SH	Decreased+5,177 SH
CATERPILLAR INC	COM	$775K	0.1%Prev: 0.1%	728 SH	Increased-350 SH
CHEVRON CORPORATION	COM	$559K	0.1%	3,372 SH	New
CISCO SYS INC	COM	$1.8M	0.3%Prev: 0.3%	15,005 SH	Increased-75 SH
CITIGROUP INC	COM NEW	$10.9M	1.9%Prev: 1.7%	78,076 SH	Increased-4,029 SH
COREWEAVE INC	COM CL A	$299K	0.1%	3,000 SH	New
COSTCO WHOLESALE CORPORATION	COM	$11.1M	2.0%	11,832 SH	New
CROWDSTRIKE HLDGS INC	CL A	$915K	0.2%Prev: 0.2%	1,199 SH	Increased
DISNEY WALT CO	COM	$452K	0.1%Prev: 0.2%	4,693 SH	Decreased-1,189 SH
ELI LILLY & CO	COM	$376K	0.1%Prev: 0.1%	314 SH	Increased+6 SH
FAIR ISAAC CORP	COM	$615K	0.1%Prev: 0.2%	515 SH	Decreased+93 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$11.6M	2.0%Prev: 1.7%	255,355 SH	Increased+103,474 SH
FISERV INC	COM	$834K	0.1%	17,000 SH	New
GE AEROSPACE	COM NEW	$318K	0.1%	851 SH	New
GOLDMAN SACHS ETF TR	NASDA 100 ETF	$297K	0.1%	5,000 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$375K	0.1%	6,750 SH	New
GOLDMAN SACHS GROUP INC	COM	$220K	0.0%	218 SH	New
HOME DEPOT INC	COM	$438K	0.1%Prev: 0.1%	1,241 SH	Increased+111 SH
INTEL CORP	COM	$2.7M	0.5%Prev: 0.1%	19,584 SH	Increased-2,811 SH
INTERNATIONAL BUSINESS MACHS	COM	$421K	0.1%Prev: 0.1%	1,498 SH	Decreased-439 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$361K	0.1%	6,676 SH	New
INVESCO QQQ TR	UNIT SER 1	$39.2M	6.9%Prev: 7.4%	53,200 SH	Increased-1,177 SH
ISHARES INC	CORE MSCI EMKT	$451K	0.1%Prev: 0.1%	5,448 SH	Increased+267 SH
ISHARES TR	CORE S&P MCP ETF	$23.3M	4.1%Prev: 3.9%	302,394 SH	Increased+48,799 SH
ISHARES TR	CORE S&P SCP ETF	$631K	0.1%Prev: 0.1%	4,254 SH	Increased+1,164 SH
ISHARES TR	CORE S&P TTL STK	$242K	0.0%	1,474 SH	New
ISHARES TR	CORE S&P500 ETF	$2.8M	0.5%Prev: 0.5%	3,723 SH	Increased+470 SH
ISHARES TR	DOW JONES US ETF	$349K	0.1%Prev: 0.1%	1,917 SH	Increased-202 SH
ISHARES TR	EXPND TEC SC ETF	$2.4M	0.4%Prev: 0.6%	14,587 SH	Decreased-7,373 SH
ISHARES TR	GLOB HLTHCRE ETF	$1.9M	0.3%Prev: 0.8%	19,029 SH	Decreased-17,682 SH
ISHARES TR	GLOBAL TECH ETF	$344K	0.1%Prev: 0.1%	2,382 SH	Increased-425 SH
ISHARES TR	ISHARES BIOTECH	$760K	0.1%Prev: 0.3%	3,994 SH	Decreased-4,476 SH
ISHARES TR	MSCI EMG MKT ETF	$15.1M	2.7%Prev: 1.9%	220,974 SH	Increased+64,884 SH
ISHARES TR	RUS 1000 GRW ETF	$686K	0.1%Prev: 0.2%	5,523 SH	Increased+3,927 SH
ISHARES TR	RUS 1000 VAL ETF	$249K	0.0%	1,028 SH	New
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$12.3M	2.2%Prev: 1.9%	262,601 SH	Increased+99,180 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.5M	0.6%Prev: 0.8%	62,799 SH	Increased+2,657 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.2M	0.6%Prev: 0.5%	51,418 SH	Increased+12,506 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.3M	0.2%Prev: 0.4%	26,347 SH	Decreased-1,781 SH
JOBY AVIATION INC	COMMON STOCK	$105K	0.0%	11,810 SH	New
JOHNSON & JOHNSON	COM	$7.9M	1.4%Prev: 1.0%	30,927 SH	Increased+4,141 SH
JPMORGAN CHASE & CO	COM	$11.0M	1.9%	33,494 SH	New
LOGITECH INTL S A	SHS	$413K	0.1%	4,397 SH	New
MASTERCARD INCORPORATED	CL A	$659K	0.1%Prev: 0.2%	1,282 SH	Decreased-145 SH
MCDONALDS CORP	COM	$205K	0.0%Prev: 0.1%	757 SH	Decreased-1 SH
META PLATFORMS INC	CL A	$10.3M	1.8%Prev: 3.0%	18,356 SH	Decreased+1,638 SH
MICROSOFT CORP	COM	$4.2M	0.7%Prev: 1.3%	11,209 SH	Decreased+966 SH
NETFLIX INC.	COM	$778K	0.1%	10,900 SH	New
NIO INC	SPON ADS	$58K	0.0%	11,500 SH	New
NUTANIX INC	CL A	$215K	0.0%Prev: 0.1%	4,221 SH	Decreased
NVIDIA CORPORATION	COM	$11.7M	2.1%Prev: 2.0%	58,403 SH	Increased+6,182 SH
ORACLE CORP	COM	$785K	0.1%Prev: 0.2%	5,354 SH	Decreased+774 SH
PALANTIR TECHNOLOGIES INC	CL A	$635K	0.1%Prev: 0.2%	5,445 SH	Decreased-933 SH
PALO ALTO NETWORKS INC	COM	$773K	0.1%Prev: 0.1%	2,267 SH	Increased-6 SH
PAYPAL HLDGS INC	COM	$204K	0.0%Prev: 0.1%	4,728 SH	Decreased-2,756 SH
PROCTER & GAMBLE CO	COM	$276K	0.0%	1,881 SH	New
PROSHARES TR	ULTRAPRO QQQ	$2.7M	0.5%Prev: 0.4%	33,140 SH	Increased+14,920 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$809K	0.1%	9,963 SH	New
QUALCOMM INC	COM	$413K	0.1%Prev: 0.1%	2,234 SH	Decreased-432 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$291K	0.1%Prev: 0.0%	16,769 SH	Increased+2,175 SH
SALESFORCE INC	COM	$273K	0.0%Prev: 0.1%	1,742 SH	Decreased-178 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$295K	0.1%	10,635 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$508K	0.1%Prev: 0.1%	17,549 SH	Decreased-4,367 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.2M	0.2%Prev: 0.1%	42,293 SH	Increased+30,458 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$418K	0.1%	11,348 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$268K	0.0%	7,411 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$627K	0.1%	11,691 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$386K	0.1%Prev: 0.1%	3,385 SH	Decreased-950 SH
SNOWFLAKE INC	COM SHS	$285K	0.1%	1,120 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$453K	0.1%	2,976 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$23.7M	4.2%	45,279 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$38.2M	6.7%	51,157 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$648K	0.1%	22,110 SH	New
SYNOPSYS INC	COM	$955K	0.2%Prev: 0.3%	2,140 SH	Decreased-205 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$245K	0.0%	514 SH	New
TARGET CORP	COM	$225K	0.0%	1,720 SH	New
TESLA INC	COM	$7.2M	1.3%Prev: 1.4%	17,081 SH	Increased-164 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$314K	0.1%Prev: 0.1%	3,798 SH	Increased+3,076 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$12.0M	2.1%Prev: 1.8%	155,914 SH	Increased+59,465 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$217K	0.0%	881 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$649K	0.1%Prev: 0.2%	7,538 SH	Decreased+5,679 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	0.5%Prev: 0.5%	4,491 SH	Increased+953 SH
VANGUARD INDEX FDS	SMALL CP ETF	$17.8M	3.1%Prev: 2.8%	58,679 SH	Increased+10,750 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$37.1M	6.5%Prev: 7.3%	100,173 SH	Increased+3,118 SH
VANGUARD INDEX FDS	VALUE ETF	$257K	0.0%Prev: 0.1%	1,181 SH	Increased-205 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$427K	0.1%Prev: 0.1%	7,158 SH	Increased+785 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$1.3M	0.2%	24,029 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$25.0M	4.4%Prev: 5.0%	105,705 SH	Increased+7,488 SH
VANGUARD STAR FDS	VG TL INTL STK F	$23.3M	4.1%Prev: 3.5%	272,333 SH	Increased+64,570 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$316K	0.1%Prev: 0.1%	4,432 SH	Decreased-1,419 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$447K	0.1%Prev: 0.1%	2,826 SH	Increased-22 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$17.5M	3.1%Prev: 2.0%	178,258 SH	Increased+75,070 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$1.8M	0.3%Prev: 0.9%	4,639 SH	Decreased-5,349 SH
VISA INC	COM CL A	$8.4M	1.5%Prev: 2.0%	24,401 SH	Increased+1,763 SH
WALMART INC	COM	$227K	0.0%	2,000 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$330K	0.1%	3,429 SH	New

Sold (vs prior filing)

BANK AMERICA CORP — $315K
BROADRIDGE FINL SOLUTIONS IN — $200K
CAPITAL GROUP GBL GROWTH EQT — $9.1M
CHEVRON CORP NEW — $597K
CLOVER HEALTH INVESTMENTS CO — $28K
COSTCO WHSL CORP NEW — $11.2M
HONEYWELL INTL INC — $539K
JPMORGAN CHASE & CO. — $9.8M
NETFLIX INC — $1.3M
NUVEEN S&P 500 BUY-WRITE INC — $140K
PINTEREST INC — $289K
PROCTER AND GAMBLE CO — $394K
PUBLIC SVC ENTERPRISE GRP IN — $812K
SELECT SECTOR SPDR TR — $1.4M
SNOWFLAKE INC — $239K
SPDR DOW JONES INDL AVERAGE — $16.3M
SPDR S&P 500 ETF TR — $31.3M
SPDR SERIES TRUST — $423K
UBER TECHNOLOGIES INC — $211K
VANGUARD INDEX FDS — $231K
… and 2 more

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