Clarity Wealth Advisors, LLC
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 574,838
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 117 | 574,838 | 13F-HR | Clarity Wealth Advisors, LLC |
| Q2 2026 | 7/24/2026 | 117 | 566,731 | 13F-HR | Clarity Wealth Advisors, LLC |
| Q1 2026 | 4/24/2026 | 108 | 486,369 | 13F-HR | Clarity Wealth Advisors, LLC |
| Q4 2025 | 1/23/2026 | 111 | 490,148 | 13F-HR | Clarity Wealth Advisors, LLC |
| Q3 2025 | 10/24/2025 | 99 | 453,774 | 13F-HR | Clarity Wealth Advisors, LLC |
| Q2 2025 | 8/7/2025 | 98 | 405,245 | 13F-HR | Clarity Wealth Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
114
(0.0% of total reported value)
· QoQ Δ:
+14
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 246 K | 42.8% | 11.41 K | 0 | 11.41 K |
| ETFs | 328.7 K | 57.2% | 0 | 3.313 K | -3.313 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
574,838
Holdings
117
QoQ value change ($000)
8,107
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.