Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clarity Wealth Advisors, LLC (CIK 1767384) reported $486.4M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($34.9M, 7.17%), SPY ($33.6M, 6.91%), VTI ($32.3M, 6.64%), QQQ ($31.5M, 6.47%), VIG ($22.4M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $34.9M | 7.17% | 137,434 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $33.6M | 6.91% | 51,690 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $32.3M | 6.64% | 100,696 | Added |
| 4 | QQQ | INVESCO QQQ TR | $31.5M | 6.47% | 54,558 | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $22.4M | 4.60% | 104,132 | Added |
| 6 | DIA | STATE STR SPDR DOW JONES IND | $20.2M | 4.16% | 43,712 | Added |
| 7 | VXUS | VANGUARD STAR FDS | $19.9M | 4.09% | 258,238 | Added |
| 8 | IJH | ISHARES TR | $19.4M | 4.00% | 287,868 | Added |
| 9 | GOOGL | ALPHABET INC | $15.3M | 3.14% | 53,091 | Trimmed |
| 10 | VYMI | VANGUARD WHITEHALL FDS | $15.3M | 3.14% | 162,067 | Added |
| 11 | VB | VANGUARD INDEX FDS | $14.4M | 2.97% | 55,103 | Added |
| 12 | EEM | ISHARES TR | $11.9M | 2.44% | 209,326 | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $11.7M | 2.40% | 11,732 | Added |
| 14 | JCPB | J P MORGAN EXCHANGE TRADED F | $11.5M | 2.37% | 244,810 | Added |
| 15 | BIV | VANGUARD BD INDEX FDS | $11.3M | 2.33% | 146,847 | Added |
| 16 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $11.4M | 2.33% | 340,231 | Added |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $10.8M | 2.21% | 235,822 | Added |
| 18 | META | META PLATFORMS INC | $10.4M | 2.13% | 18,092 | Trimmed |
| 19 | CGBL | CAPITAL GROUP CORE BALANCED | $10.1M | 2.07% | 292,341 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $9.9M | 2.03% | 33,647 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.6M | 1.97% | 19,990 | Added |
| 22 | C | CITIGROUP INC | $9.1M | 1.87% | 80,155 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $9.1M | 1.86% | 51,900 | Trimmed |
| 24 | GOOG | ALPHABET INC | $8.0M | 1.65% | 28,020 | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON | $7.4M | 1.52% | 30,246 | Added |
Source: SEC Form 13F filings · as of 2026-03-31