Clarity Wealth Advisors, LLC
CIK 0001767384 · SAN JOSE, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$566.7M
2026 Q2
Positions
117
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
QQQ
INVESCO QQQ TR
6.9%
AAPL
APPLE INC
6.8%
SPY
STATE STR SPDR S&P 500 ETF T
6.7%
VTI
VANGUARD INDEX FDS
6.5%
VIG
VANGUARD SPECIALIZED FUNDS
4.4%
DIA
STATE STR SPDR DOW JONES IND
4.2%
IJH
ISHARES TR
4.1%
VXUS
VANGUARD STAR FDS
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.