Clarity Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
San Jose, CA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$574,838
Net value change ($000)
+8,107 (1.4%)
New positions
3
Sold out positions
3
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 5,141 13.3%
META 3,086 29.8%
CGBL 1,749 12.5%
MSFT 1,593 38.1%
VYMI 1,322 7.6%
NVDA 1,015 8.8%
AMGN 706 16.4%
V 542 6.5%
VXUS 508 2.2%
ABBV 480 5.5%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -1,410 -3.6%
TSLA -1,144 -15.9%
GOOGL -987 -5.4%
C -877 -8.0%
IJH -825 -3.5%
BIV -463 -3.9%
INTC -424 -15.5%
SPY -422 -1.1%
AMAT -379 -29.3%
GOOGL -374 -3.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 114 (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