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13F holdings · Q3 2026

Clarity Wealth Advisors

San Jose, CA · files as Clarity Wealth Advisors, LLC
Holdings as of Sep 30, 2026Filed Oct 21, 2026Next filing due Feb 15, 2027CIK 1767384

Clarity Wealth Advisors reported 116 stocks worth $575M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (7.6%), SPY (6.6%) and QQQ (6.6%). Compared with Q2 2026, the fund opened new positions in MRVL, added to VIG, VXUS and DIA, trimmed AAPL, SPY and QQQ and sold out of WMT, GS and MCD.

Reported value$575M+1.4% vs last quarter
Stocks held1163 new · 3 sold out
Top 5 weight31.5%spread out
Turnover3%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
AAPL
Apple Inc
$43.8M7.6%132K−2,100 (−2%)8 of 8
2
SPY
Spdr S&P 500 ETF TR
$37.8M6.6%50K−1,618 (−3%)8 of 8
3
QQQ
Invesco Qqq TR
$37.8M6.6%51K−2,147 (−4%)8 of 8
4
VTI
Vanguard Total Stock Market ETF
$36.7M6.4%98K−2,013 (−2%)8 of 8
5
VIG
Vanguard Dividend Appreciation ETF
$25M4.3%107K+1,347 (+1%)8 of 8
6
VXUS
Vanguard Star Fds
$23.8M4.1%280K+7,680 (+3%)8 of 8
7
DIA
Spdr Dow Jones Indl Average
$23.5M4.1%46K+888 (+2%)8 of 8
8
IJH
Ishares TR
$22.5M3.9%313K+10K (+3%)8 of 8
9
VYMI
Vanguard Whitehall Fds
$18.8M3.3%186K+7,908 (+4%)8 of 8
10
VB
Vanguard Index Fds
$17.5M3.0%61K+2,805 (+5%)8 of 8
🔒 106 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
WMT
Walmart Inc
$227K2,000
GS
Goldman Sachs Group Inc
$220K218
MCD
Mcdonalds Corp
$205K757

Options

valued at the underlying shares
StockTypeValueSharesChange
NVDA
Nvidia Corporation
Call$114K5000

Reported value

last 8 quarters
$367MQ4 '24
$361MQ1 '25
$405MQ2 '25
$454MQ3 '25
$490MQ4 '25
$486MQ1 '26
$567MQ2 '26
$575MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 21, 202613F-HRQ3 2026SEC filing ↗

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Clarity Wealth Advisors 13F FAQ

What does Clarity Wealth Advisors own?

Clarity Wealth Advisors reported 116 stocks worth $575M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (7.6%), SPY (6.6%) and QQQ (6.6%). The table above lists every position in the filing (the top 10 without an account).

What did Clarity Wealth Advisors buy and sell in Q3 2026?

Compared with Q2 2026: 3 new positions, 42 added to, 53 trimmed and 3 sold out. New positions include MRVL. It sold all of WMT, GS and MCD.

When will Clarity Wealth Advisors file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Clarity Wealth Advisors's portfolio worth?

The Q3 2026 filing reports $575M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.