Clarity Wealth Advisors, LLC 13F Portfolio

CIK 1767384 Filing since Q4 2019 Q3 2026 filed Oct 21, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 21, 2026.

Portfolio Snapshot

63 positions · Q3 2026

Clarity Wealth Advisors, LLC reported 63 positions worth $214.68M for the quarter ended Sep 30, 2026, up 4.8% on the prior quarter. It opened 3 new positions, added to 20, trimmed 29 and exited 3. Its largest holding is Apple Inc. at 20.4% of the portfolio.

Portfolio Value
$214.68M
+4.8% QoQ · +22.1% YoY
Positions
63
3 new · 3 sold out
Top 10 Concentration
69%
of portfolio value
Largest Position
AAPL 20.4%
Apple Inc.
Net Buying
-$742.87K
$2.33M bought · $3.07M sold
Turnover
1.1%
of the portfolio traded
Top Sector
Technology
58% of value
Track Record
28
quarters on file since Q4 2019

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

10 sectors
57.99%
Technology
Technology57.99%
Financial Services14.72%
Healthcare10.64%
Consumer Discretionary5.52%
Consumer Staples5.26%
Other4.68%
Industrials0.391%
Utilities0.316%
Energy0.278%
Communication Services0.213%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesHealthcareConsumer DiscretionaryConsumer StaplesOtherIndustrialsUtilitiesEnergyCommunication Services

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
MRVL Marvell Technology, Inc. +1,344 – $355.10K 0.165%
COST Costco Wholesale Corp +286 +2.4% $260.35K 5.14%
IBM International Business Machines Corp +976 +65.2% $214.65K 0.253%
W Wayfair Inc. +2,000 – $205.12K 0.096%
NET Cloudflare, Inc. +587 – $203.85K 0.095%
BRK-B Berkshire Hathaway Inc +340 +1.7% $169.30K 4.81%
V Visa Inc. +407 +1.7% $146.25K 4.15%
ABBV AbbVie Inc. +522 +1.5% $136.55K 4.27%
JNJ Johnson & Johnson +486 +1.6% $128.66K 3.87%
ORCL Oracle Corp +929 +17.4% $127.56K 0.402%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
AAPL Apple Inc. -2,100 -1.6% $699.34K 20.42%
NVDA Nvidia Corp -2,726 -4.7% $622.56K 5.87%
GOOGL Alphabet Inc. -900 -1.8% $309.67K 8.03%
WMT Walmart Inc. -2,000 -100.0% $226.55K Exited
GS Goldman Sachs Group Inc -218 -100.0% $220.48K Exited
MCD Mcdonalds Corp -757 -100.0% $204.64K Exited
CVX Chevron Corp -452 -13.4% $92.32K 0.278%
CAT Caterpillar Inc -101 -13.9% $81.91K 0.237%
ANET Arista Networks, Inc. -385 -4.9% $78.38K 0.716%
AMZN Amazon Com Inc -305 -1.7% $75.99K 1.99%

New Positions

Q3 2026
Holding Shares Trade Value Weight
MRVL Marvell Technology, Inc. +1,344 $355.10K 0.165%
W Wayfair Inc. +2,000 $205.12K 0.096%
NET Cloudflare, Inc. +587 $203.85K 0.095%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
WMT Walmart Inc. -2,000 $226.55K 0.111%
GS Goldman Sachs Group Inc -218 $220.48K 0.108%
MCD Mcdonalds Corp -757 $204.64K 0.1%
Holdings · Q3 2026

63 Positions

As ofSep 30, 2026
Value$214.68M
Top 1069%
Avg position$3.41M
# Activity
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Showing 1–15 of 63 positions 13F filings on SEC EDGAR

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About Clarity Wealth Advisors, LLC’s 13F Portfolio

What are Clarity Wealth Advisors, LLC’s largest holdings?

As of its Q3 2026 13F filing, Clarity Wealth Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 20.4%, Alphabet Inc. (GOOGL) at 8.0%, Meta Platforms, Inc. (META) at 6.3%, Nvidia Corp (NVDA) at 5.9%, Jpmorgan Chase & Co (JPM) at 5.2% of the reported portfolio.

How much is Clarity Wealth Advisors, LLC’s portfolio worth?

Clarity Wealth Advisors, LLC reported a 13F portfolio worth $214.68M across 63 positions for Q3 2026. That is up 4.8% from the previous quarter.

What did Clarity Wealth Advisors, LLC buy in Q3 2026?

Its largest purchases by value were Marvell Technology, Inc. ($355.10K), Costco Wholesale Corp ($260.35K), International Business Machines Corp ($214.65K). It opened 3 new positions.

What did Clarity Wealth Advisors, LLC sell in Q3 2026?

Its largest sales by value were Apple Inc. ($699.34K), Nvidia Corp ($622.56K), Alphabet Inc. ($309.67K). It exited 3 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Clarity Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.