Clarity Wealth Advisors, LLC

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

Import this data to Google Sheets with:

=jivedata("clarity-wealth-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $574.8M116 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$9.2M	1.6%Prev: 1.7%	35,025 SH	Increased+2,243 SH
ADVANCED MICRO DEVICES INC	COM	$1.4M	0.2%Prev: 0.1%	2,286 SH	Increased-356 SH
ALPHABET INC	CAP STK CL A	$17.2M	3.0%Prev: 3.0%	50,081 SH	Increased-5,496 SH
ALPHABET INC	CAP STK CL C	$9.3M	1.6%Prev: 1.5%	27,374 SH	Increased-521 SH
AMAZON COM INC	COM	$4.3M	0.7%Prev: 0.9%	17,176 SH	Increased-1,101 SH
AMERICAN EXPRESS CO	COM	$228K	0.0%	748 SH	New
AMGEN INC	COM	$5.0M	0.9%	11,883 SH	New
AMPLIFY ETF TR	AMPLIFY CYBERSEC	$246K	0.0%	2,028 SH	New
APPLE INC	COM	$43.8M	7.6%Prev: 7.6%	131,652 SH	Increased-3,735 SH
APPLIED MATLS INC	COM	$915K	0.2%Prev: 0.1%	1,790 SH	Increased
ARISTA NETWORKS INC	COM SHS	$1.5M	0.3%Prev: 0.2%	7,545 SH	Increased+1,887 SH
AUTODESK INC	COM	$310K	0.1%Prev: 0.1%	1,485 SH	Decreased-40 SH
BANK OF AMER CORP	COM	$370K	0.1%	6,804 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.3M	1.8%Prev: 2.1%	20,719 SH	Increased+1,384 SH
BIGBEAR AI HLDGS INC	COM	$34K	0.0%	12,803 SH	New
BLACKROCK ETF TRUST	ISHARES US LARG	$610K	0.1%	17,700 SH	New
BROADCOM INC	COM	$1.4M	0.2%Prev: 0.3%	3,876 SH	Increased-236 SH
CADENCE DESIGN SYSTEM INC	COM	$716K	0.1%Prev: 0.2%	2,169 SH	Decreased
CAPITAL GROUP CORE BALANCED	SHS	$15.8M	2.7%Prev: 1.1%	429,417 SH	Increased+280,728 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$15.2M	2.7%	383,115 SH	New
CARVANA CO	CL A	$411K	0.1%Prev: 0.1%	6,568 SH	Decreased+5,232 SH
CATERPILLAR INC	COM	$509K	0.1%Prev: 0.1%	627 SH	Increased-425 SH
CHEVRON CORPORATION	COM	$596K	0.1%	2,920 SH	New
CISCO SYS INC	COM	$1.6M	0.3%Prev: 0.2%	14,972 SH	Increased-108 SH
CITIGROUP INC	COM NEW	$10.1M	1.7%Prev: 1.8%	77,623 SH	Increased-3,524 SH
CLOUDFLARE INC	CL A COM	$204K	0.0%	587 SH	New
COREWEAVE INC	COM CL A	$261K	0.0%	3,000 SH	New
COSTCO WHOLESALE CORPORATION	COM	$11.0M	1.9%	12,118 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.3M	0.2%Prev: 0.1%	4,796 SH	Increased+3,597 SH
DISNEY WALT CO	COM	$457K	0.1%Prev: 0.1%	4,356 SH	Decreased-1,386 SH
ELI LILLY & CO	COM	$353K	0.1%Prev: 0.1%	305 SH	Increased-1 SH
FAIR ISAAC CORP	COM	$305K	0.1%Prev: 0.1%	515 SH	Decreased+93 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$11.3M	2.0%Prev: 1.8%	260,883 SH	Increased+81,906 SH
FISERV INC	COM	$768K	0.1%	17,000 SH	New
GE AEROSPACE	COM NEW	$257K	0.0%	822 SH	New
GOLDMAN SACHS ETF TR	NASDA 100 ETF	$366K	0.1%	6,315 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$430K	0.1%	7,700 SH	New
HOME DEPOT INC	COM	$336K	0.1%Prev: 0.1%	1,180 SH	Decreased+55 SH
INTEL CORP	COM	$2.3M	0.4%Prev: 0.1%	19,216 SH	Increased+385 SH
INTERNATIONAL BUSINESS MACHS	COM	$544K	0.1%Prev: 0.1%	2,474 SH	Increased+737 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$347K	0.1%	6,366 SH	New
INVESCO QQQ TR	UNIT SER 1	$37.8M	6.6%Prev: 7.2%	51,053 SH	Increased-3,553 SH
ISHARES INC	CORE MSCI EMKT	$404K	0.1%Prev: 0.1%	4,972 SH	Increased-321 SH
ISHARES TR	CORE S&P MCP ETF	$22.5M	3.9%Prev: 3.8%	312,626 SH	Increased+51,561 SH
ISHARES TR	CORE S&P SCP ETF	$590K	0.1%Prev: 0.1%	4,334 SH	Increased+1,272 SH
ISHARES TR	CORE S&P TTL STK	$646K	0.1%	3,888 SH	New
ISHARES TR	CORE S&P500 ETF	$2.7M	0.5%Prev: 0.5%	3,556 SH	Increased+311 SH
ISHARES TR	DOW JONES US ETF	$340K	0.1%Prev: 0.1%	1,835 SH	Decreased-284 SH
ISHARES TR	EXPND TEC SC ETF	$2.2M	0.4%Prev: 0.6%	12,958 SH	Decreased-7,176 SH
ISHARES TR	GLOB HLTHCRE ETF	$1.8M	0.3%Prev: 0.6%	17,141 SH	Decreased-13,541 SH
ISHARES TR	GLOBAL TECH ETF	$344K	0.1%Prev: 0.1%	2,322 SH	Increased-485 SH
ISHARES TR	ISHARES BIOTECH	$772K	0.1%Prev: 0.2%	3,666 SH	Decreased-2,202 SH
ISHARES TR	MSCI EMG MKT ETF	$15.4M	2.7%Prev: 2.1%	230,656 SH	Increased+55,908 SH
ISHARES TR	RUS 1000 GRW ETF	$669K	0.1%Prev: 0.2%	5,340 SH	Decreased+3,751 SH
ISHARES TR	RUS 1000 VAL ETF	$255K	0.0%Prev: 0.0%	1,028 SH	Increased
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$12.0M	2.1%Prev: 2.0%	267,224 SH	Increased+75,981 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.5M	0.6%Prev: 0.8%	62,340 SH	Decreased-3,770 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.3M	0.6%Prev: 0.5%	53,960 SH	Increased+12,132 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.2M	0.2%Prev: 0.3%	24,352 SH	Decreased-3,281 SH
JOBY AVIATION INC	COMMON STOCK	$74K	0.0%	12,210 SH	New
JOHNSON & JOHNSON	COM	$8.3M	1.4%Prev: 1.1%	31,413 SH	Increased+3,321 SH
JPMORGAN CHASE & CO	COM	$11.1M	1.9%	33,522 SH	New
LOGITECH INTL S A	SHS	$419K	0.1%	4,145 SH	New
MARVELL TECHNOLOGY INC	COM	$355K	0.1%	1,344 SH	New
MASTERCARD INCORPORATED	CL A	$671K	0.1%Prev: 0.2%	1,217 SH	Decreased-173 SH
META PLATFORMS INC	CL A	$13.4M	2.3%Prev: 2.8%	18,514 SH	Increased+1,495 SH
MICROSOFT CORP	COM	$5.8M	1.0%Prev: 1.1%	11,258 SH	Increased+1,293 SH
NETFLIX INC.	COM	$815K	0.1%	11,711 SH	New
NIO INC	SPON ADS	$39K	0.0%Prev: 0.0%	11,500 SH	Decreased
NUTANIX INC	CL A	$262K	0.0%Prev: 0.1%	3,721 SH	Decreased-500 SH
NVIDIA CORPORATION	COM	$12.7M	2.2%Prev: 2.2%	55,677 SH	Increased+3,260 SH
ORACLE CORP	COM	$863K	0.2%Prev: 0.3%	6,283 SH	Decreased+1,906 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.1M	0.2%Prev: 0.3%	5,626 SH	Decreased-1,152 SH
PALO ALTO NETWORKS INC	COM	$901K	0.2%Prev: 0.1%	2,267 SH	Increased-8 SH
PAYPAL HLDGS INC	COM	$249K	0.0%Prev: 0.1%	4,739 SH	Decreased-2,745 SH
PROCTER & GAMBLE CO	COM	$256K	0.0%	1,760 SH	New
PROSHARES TR	ULTRAPRO QQQ	$2.6M	0.5%Prev: 0.4%	33,420 SH	Increased+17,500 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$678K	0.1%	10,061 SH	New
QUALCOMM INC	COM	$404K	0.1%Prev: 0.1%	2,195 SH	Decreased-472 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$279K	0.0%Prev: 0.0%	18,689 SH	Increased+3,720 SH
SALESFORCE INC	COM	$439K	0.1%Prev: 0.1%	1,911 SH	Decreased+7 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$292K	0.1%Prev: 0.1%	10,635 SH	Increased-760 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$449K	0.1%Prev: 0.1%	15,324 SH	Decreased-6,444 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.2M	0.2%Prev: 0.1%	41,065 SH	Increased+29,587 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$386K	0.1%	11,348 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$242K	0.0%	7,411 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$551K	0.1%	10,325 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$494K	0.1%Prev: 0.1%	3,329 SH	Decreased-143 SH
SNOWFLAKE INC	COM SHS	$374K	0.1%Prev: 0.1%	1,100 SH	Increased+30 SH
SPDR SERIES TRUST	ST STR SP DIV	$385K	0.1%	2,630 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$23.5M	4.1%	46,167 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$37.8M	6.6%	49,539 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$950K	0.2%	23,120 SH	New
SYNOPSYS INC	COM	$929K	0.2%Prev: 0.2%	2,135 SH	Decreased-7 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$229K	0.0%	502 SH	New
TARGET CORP	COM	$270K	0.0%	1,720 SH	New
TESLA INC	COM	$6.0M	1.1%Prev: 1.7%	17,023 SH	Decreased-281 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$325K	0.1%Prev: 0.1%	3,799 SH	Increased+3,133 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$11.5M	2.0%Prev: 2.0%	157,781 SH	Increased+43,770 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$205K	0.0%	883 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$640K	0.1%	7,100 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$17.5M	3.0%	61,484 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$36.7M	6.4%	98,160 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$253K	0.0%	1,172 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	0.5%Prev: 0.5%	4,494 SH	Increased+872 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$423K	0.1%Prev: 0.1%	7,125 SH	Increased+638 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$1.2M	0.2%	24,175 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$25.0M	4.3%Prev: 4.8%	107,052 SH	Increased+6,939 SH
VANGUARD STAR FDS	VG TL INTL STK F	$23.8M	4.1%Prev: 3.6%	280,013 SH	Increased+56,351 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$314K	0.1%Prev: 0.1%	4,449 SH	Increased+166 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$332K	0.1%Prev: 0.1%	2,142 SH	Decreased-706 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$18.8M	3.3%Prev: 2.4%	186,166 SH	Increased+58,414 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$1.5M	0.3%Prev: 0.7%	4,083 SH	Decreased-4,255 SH
VISA INC	COM CL A	$8.9M	1.6%Prev: 1.7%	24,808 SH	Increased+1,940 SH
WAYFAIR INC	CL A	$205K	0.0%	2,000 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$315K	0.1%	3,240 SH	New

Sold (vs prior filing)

BANK AMERICA CORP — $344K
BLACKSTONE INC — $222K
CAPITAL GROUP GBL GROWTH EQT — $10.3M
CHEVRON CORP NEW — $639K
CLOVER HEALTH INVESTMENTS CO — $31K
COSTCO WHSL CORP NEW — $10.3M
HONEYWELL INTL INC — $472K
JPMORGAN CHASE & CO. — $10.6M
MCDONALDS CORP — $235K
NETFLIX INC — $1.2M
PINTEREST INC — $259K
PROCTER AND GAMBLE CO — $351K
PUBLIC SVC ENTERPRISE GRP IN — $811K
SELECT SECTOR SPDR TR — $1.3M
SPDR DOW JONES INDL AVERAGE — $18.2M
SPDR S&P 500 ETF TR — $34.1M
SPDR SERIES TRUST — $437K
VANGUARD INDEX FDS — $822K
VANGUARD INDEX FDS — $207K
VANGUARD INDEX FDS — $12.5M
… and 4 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