Clarity Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
San Jose, CA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$486,369
Net value change ($000)
-3,779 (-0.8%)
New positions
5
Sold out positions
8
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CGBL 2,757 37.8%
VYMI 2,365 18.3%
VXUS 2,027 11.3%
COST 1,581 15.6%
IJH 1,535 8.6%
EEM 1,455 13.9%
JNJ 1,256 20.5%
VB 1,167 8.8%
JCPB 920 8.7%
FBND 912 9.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -2,807 -7.5%
QQQ -1,921 -5.7%
GOOGL -1,866 -10.9%
META -1,611 -13.5%
SPY -1,493 -4.3%
TSLA -1,479 -19.0%
VTI -1,191 -3.6%
V -992 -12.1%
MSFT -988 -19.2%
JPM -896 -8.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 508 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type