Institutional Fund
Clarity Wealth Advisors, LLC
San Jose, CACIK 17673845 filings on record
Portfolio Value
$485.86M
Q1 2026
Holdings
107
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-0.9%
from $490.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.1%
- Spdr S&P 500 ETF Tr6.9%
- Vanguard Index Fds6.6%
- Invesco Qqq Tr6.5%
- Vanguard Specialized Funds4.6%
- Spdr Dow Jones Indl Average4.2%
- Other64.1%
Portfolio Holdings
107 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 135.4K | $34.37M | 7.1% | −1.3K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 51.7K | $33.62M | 6.9% | +205 | Added |
| 3 | Vanguard Index Fds | 100.7K | $32.30M | 6.6% | +792 | Added |
| 4 | Invesco Qqq Tr | 54.6K | $31.49M | 6.5% | +170 | Added |
| 5 | Vanguard Specialized Funds | 104.1K | $22.39M | 4.6% | +2.4K | Added |
| 6 | Spdr Dow Jones Indl Average | 43.7K | $20.25M | 4.2% | +2.6K | Added |
| 7 | Vanguard Star Fds | 258.2K | $19.91M | 4.1% | +21.1K | Added |
| 8 | Ishares Tr | 287.9K | $19.44M | 4.0% | +16.6K | Added |
| 9 | Vanguard Whitehall Fds | 162.1K | $15.27M | 3.1% | +18.6K | Added |
| 10 | Alphabet Inc | 53.1K | $15.27M | 3.1% | −1.6K | Reduced |
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