Clarity Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
San Jose, CA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$566,731
Net value change ($000)
+80,362 (16.5%)
New positions
10
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 7,687 24.4%
VTI 4,764 14.7%
SPY 4,586 13.6%
AAPL 4,330 12.6%
CGGO 4,144 36.5%
CGBL 3,973 39.5%
IJH 3,878 19.9%
DIA 3,407 16.8%
VXUS 3,369 16.9%
VB 3,354 23.2%
Top Reduces (Value $000, Stocks/ETFs)
COST -621 -5.3%
IXJ -456 -19.6%
HON -443 -100.0%
VCR -431 -19.0%
NFLX -242 -23.7%
XLF -216 -25.6%
PLTR -157 -19.8%
CVX -110 -16.4%
ADSK -69 -18.9%
CRM -62 -18.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 100 (0.0% 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