Clarity Wealth Advisors, LLC
Long book
$485.9M
Q1 2026
Positions
107
Top-10 weight
50%
concentration
Last quarter
+14.4%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsClarity Wealth Advisors, LLC is a wealth-management firm allocating client money, running a $485.9M US long book across 107 positions.
The portfolio is concentrated: the top 10 names carry 50% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, SS SPDR S&P 500 ETF TRUST-US, VANGUARD TOTAL STOCK MKT ETF, INVESCO QQQ TRUST SERIES 1, VANGUARD DIVIDEND APPREC ETF.
Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 7 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.8%
Q2 2024
+5.9%
Q3 2024
+3.2%
Q4 2024
-3.7%
Q1 2025
+9.0%
Q2 2025
+9.7%
Q3 2025
+3.6%
Q4 2025
-3.6%
Q1 2026
+14.4%
Sector allocation
Technology 52%
Financials 16%
Healthcare 11%
Consumer discretionary 10%
Services media 6%
Industrials 4%
Utilities 0%
Energy 0%
Long book by quarter
What does Clarity Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 135.4K | $34.4M | 7.1% | -1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 53.1K | $15.3M | 3.1% | -3.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 11.7K | $11.7M | 2.4% | +0.1% |
| META META PLATFORMS INC-CLASS A | Technology | 18.1K | $10.4M | 2.1% | -0.2% |
| JPM JPMORGAN CHASE & CO | Financials | 33.6K | $9.9M | 2.0% | +0.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 20.0K | $9.6M | 2.0% | +0.5% |
| C CITIGROUP INC | Financials | 80.2K | $9.1M | 1.9% | -1.1% |
| NVDA NVIDIA CORP | Technology | 51.9K | $9.1M | 1.9% | -1.2% |
| GOOG ALPHABET INC-CL C | Technology | 28.0K | $8.0M | 1.7% | -0.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 30.2K | $7.4M | 1.5% | +2.0% |
| ABBV ABBVIE INC | Healthcare | 33.8K | $7.4M | 1.5% | +1.1% |
| V VISA INC-CLASS A SHARES | Services media | 23.9K | $7.2M | 1.5% | +2.0% |
| TSLA TESLA INC | Industrials | 16.9K | $6.3M | 1.3% | -2.1% |
| AMGN AMGEN INC | Healthcare | 11.9K | $4.2M | 0.9% | 0.0% |
| MSFT MICROSOFT CORP | Technology | 11.2K | $4.2M | 0.9% | +5.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 17.8K | $3.7M | 0.8% | +1.6% |
| AVGO BROADCOM INC | Technology | 4.0K | $1.2M | 0.3% | -1.1% |
| CSCO CISCO SYSTEMS INC | Technology | 15.0K | $1.2M | 0.2% | -0.1% |
| NFLX NETFLIX INC | Services media | 10.6K | $1.0M | 0.2% | +2.5% |
| SNPS SYNOPSYS INC | Technology | 2.1K | $848K | 0.2% | -0.1% |
| INTC INTEL CORP | Technology | 18.7K | $827K | 0.2% | -5.5% |
| PEG PUBLIC SERVICE ENTERPRISE GP | Utilities | 9.9K | $800K | 0.2% | +0.9% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 5.4K | $792K | 0.2% | +21.2% |
| ORCL ORACLE CORP | Technology | 5.3K | $786K | 0.2% | +22.4% |
| ANET ARISTA NETWORKS INC | Technology | 6.0K | $734K | 0.2% | +5.7% |
| CAT CATERPILLAR INC | Industrials | 994 | $704K | 0.1% | -5.5% |
| CVX CHEVRON CORP | Energy | 3.2K | $669K | 0.1% | -20.9% |
| MA MASTERCARD INC - A | Services media | 1.3K | $666K | 0.1% | -3.7% |
| AMAT APPLIED MATERIALS INC | Technology | 1.8K | $612K | 0.1% | Held |
| CDNS CADENCE DESIGN SYS INC | Technology | 2.2K | $603K | 0.1% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 2.9K | $590K | 0.1% | -0.1% |
| FICO FAIR ISAAC CORP | Services media | 514 | $549K | 0.1% | +21.8% |
| SMCI SUPER MICRO COMPUTER INC | Technology | 22.1K | $503K | 0.1% | New |
| DIS WALT DISNEY CO/THE | Services media | 5.1K | $488K | 0.1% | -10.2% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 1.2K | $469K | 0.1% | +0.2% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.0K | $443K | 0.1% | -10.8% |
| SHOP SHOPIFY INC - CLASS A | Technology | 3.5K | $419K | 0.1% | +1.8% |
| HD HOME DEPOT INC | Consumer discretionary | 1.3K | $415K | 0.1% | -2.1% |
| CVNA CARVANA CO | Consumer discretionary | 1.3K | $414K | 0.1% | -1.3% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.5K | $366K | 0.1% | -5.9% |
| ADSK AUTODESK INC | Technology | 1.5K | $365K | 0.1% | Held |
| PANW PALO ALTO NETWORKS INC | Technology | 2.3K | $364K | 0.1% | +0.8% |
| CRM SALESFORCE INC | Technology | 1.8K | $335K | 0.1% | -1.9% |
| QCOM QUALCOMM INC | Technology | 2.5K | $323K | 0.1% | -3.3% |
| BAC BANK OF AMERICA CORP | Financials | 6.5K | $316K | 0.1% | +1.4% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.0K | $294K | 0.1% | -6.3% |
| LLY ELI LILLY & CO | Healthcare | 312 | $287K | 0.1% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 847 | $263K | 0.1% | -4.1% |
| RIVN RIVIAN AUTOMOTIVE INC-A | Industrials | 16.8K | $252K | 0.1% | +11.3% |
| WMT WALMART INC | Consumer discretionary | 2.0K | $246K | 0.1% | -2.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 108 | $486.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 111 | $490.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 99 | $453.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 98 | $405.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 95 | $360.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 94 | $366.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 18, 2024 | 94 | $344.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 18, 2024 | 87 | $309.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 18, 2024 | 86 | $295.7M | canonical | SEC ↗ |