account_balance

Investment manager · 13F filer · SEC CIK 1767384

Clarity Wealth Advisors, LLC

Reported value$575Mas of Sep 30, 2026
Positions116 3 new, 3 sold out
Top 10 weight50.0%AAPL alone is 8%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 7.6% HeldSPY SPDR S&P 500 ETF Trust 6.6% Trimmed −3%
QQQ Invesco QQQ Tr 6.6% Trimmed −4%
VTI Vanguard Index FDS 6.4% Trimmed −2%
VIG Vanguard Specialized Funds 4.3% Held
VXUS Vanguard Star FDS 4.1% Added +3%
DIA SPDR Dow Jones Industrial Average ETF Trust 4.1% Held
IJH iShares Tr 3.9% Added +3%
VYMI Vanguard Whitehall FDS 3.3% Added +4%
VB Vanguard Index FDS 3.0% Added +5%
GOOGL Alphabet Inc. 3.0% Held
CGBL Capital Group Core Balanced 2.7% Added +16%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • CGBL +16%
  • JEPQ +5%
  • VB +5%
  • CGGO +5%
arrow_downwardTrimmed
  • VCR −12%
  • IGM −11%
  • IXJ −10%
  • JPST −8%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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