Clarity Wealth Advisors, LLC holds a focused book of 116 reported positions worth $566.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Vanguard Long-Term Treasury and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 7% of the reported non-option book. They also disclosed $100K in call options (bullish), shown separately below and excluded from the non-option book.
Clarity Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Clarity Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Swiss Re Ltd | 37 / 80 | $1.0B |
| Prospect Hill Management, LLC | 10 / 80 | $244.4M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Trans-Canada Capital Inc. | 9 / 80 | $1.6B |
| Conway Capital Management, Inc. | 15 / 80 | $198.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Clarity Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $39.2M | 53.2K | 6.9% | ▼−2.5% Reduced · −1K sh | |
| 2 | Apple Inc COM | $38.7M | 133.8K | 6.8% | ▼−1.2% Reduced · −2K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $38.2M | 51.2K | 6.7% | ▼−1.0% Reduced · −533 sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $37.1M | 100.2K | 6.5% | ▼−0.5% Reduced · −523 sh | |
| 5 | Vanguard Specialized Funds DIV APP ETF | $25.0M | 105.7K | 4.4% | ▲+1.5% Added · +2K sh | |
| 6 | State STR SPDR Dow Jones Ind UT SER 1 | $23.7M | 45.3K | 4.2% | ▲+3.6% Added · +2K sh | |
| 7 | Ishares TR CORE S&P MCP ETF | $23.3M | 302.4K | 4.1% | ▲+5.0% Added · +15K sh | |
| 8 | Vanguard Star FDS VG TL INTL STK F | $23.3M | 272.3K | 4.1% | ▲+5.5% Added · +14K sh | |
| 9 | Alphabet Inc CAP STK CL A | $18.2M | 51.0K | 3.2% | ▼−4.0% Reduced · −2K sh | |
| 10 | Vanguard Index FDS SMALL CP ETF | $17.8M | 58.7K | 3.1% | ▲+6.5% Added · +4K sh | |
| 11 | Vanguard Whitehall FDS INTL HIGH ETF | $17.5M | 178.3K | 3.1% | ▲+10.0% Added · +16K sh | |
| 12 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $15.5M | 366.1K | 2.7% | ▲+7.6% Added · +26K sh | |
| 13 | Ishares TR MSCI EMG MKT ETF | $15.1M | 221.0K | 2.7% | ▲+5.6% Added · +12K sh | |
| 14 | Capital Group Core Balanced SHS | $14.0M | 369.6K | 2.5% | ▲+26% Added · +77K sh | |
| 15 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $12.3M | 262.6K | 2.2% | ▲+7.3% Added · +18K sh | |
| 16 | Vanguard BD Index FDS INTERMED TERM | $12.0M | 155.9K | 2.1% | ▲+6.2% Added · +9K sh | |
| 17 | Fidelity Merrimack STR TR TOTAL BD ETF | $11.6M | 255.4K | 2.1% | ▲+8.3% Added · +20K sh | |
| 18 | Nvidia Corporation COM | $11.6M | 57.9K | 2.0% | ▲+12% Added · +6K sh | |
| 19 | Costco Wholesale Corporation COM | $11.1M | 11.8K | 2.0% | ▲+0.8% Added · +100 sh | |
| 20 | JPMorgan Chase & Co COM | $11.0M | 33.5K | 1.9% | ▼−0.5% Reduced · −153 sh | |
| 21 | Citigroup Inc COM NEW | $10.9M | 78.1K | 1.9% | ▼−2.6% Reduced · −2K sh | |
| 22 | Meta Platforms Inc CL A | $10.3M | 18.4K | 1.8% | ▲+1.4% Added · +264 sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $10.2M | 20.4K | 1.8% | ▲+1.9% Added · +389 sh | |
| 24 | Alphabet Inc CAP STK CL C | $9.7M | 27.5K | 1.7% | ▼−2.0% Reduced · −561 sh | |
| 25 | Abbvie Inc COM | $8.7M | 34.5K | 1.5% | ▲+2.0% Added · +685 sh | |
| 26 | Visa Inc COM CL A | $8.4M | 24.4K | 1.5% | ▲+2.2% Added · +535 sh | |
| 27 | Johnson & Johnson COM | $7.9M | 30.9K | 1.4% | ▲+2.3% Added · +681 sh | |
| 28 | Tesla Inc COM | $7.2M | 17.1K | 1.3% | ▲+0.9% Added · +160 sh | |
| 29 | Amgen Inc COM | $4.3M | 11.9K | 0.8% | ▼−0.5% Reduced · −59 sh | |
| 30 | Microsoft Corp COM | $4.2M | 11.2K | 0.7% | ▼−0.3% Reduced · −33 sh | |
| 31 | Amazon Com Inc COM | $4.2M | 17.5K | 0.7% | ▼−1.9% Reduced · −333 sh | |
| 32 | J P Morgan Exchange Traded F EQUITY PREMIUM | $3.5M | 62.8K | 0.6% | ▲+1.7% Added · +1K sh | |
| 33 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $3.2M | 51.4K | 0.6% | ▲+3.8% Added · +2K sh | |
| 34 | Vanguard Index FDS S&P 500 ETF SHS | $3.1M | 4.5K | 0.5% | ▲+3.2% Added · +141 sh | |
| 35 | Ishares TR CORE S&P500 ETF | $2.8M | 3.7K | 0.5% | ▼−2.1% Reduced · −82 sh | |
| 36 | Intel Corp COM | $2.7M | 19.6K | 0.5% | ▲+4.5% Added · +844 sh | |
| 37 | Proshares TR ULTRAPRO QQQ | $2.7M | 33.1K | 0.5% | ▼−7.3% Reduced · −3K sh | |
| 38 | Ishares TR EXPND TEC SC ETF | $2.4M | 14.6K | 0.4% | ▼−13% Reduced · −2K sh | |
| 39 | Ishares TR GLOB HLTHCRE ETF | $1.9M | 19.0K | 0.3% | ▼−24% Reduced · −6K sh | |
| 40 | Vanguard World FD CONSUM DIS ETF | $1.8M | 4.6K | 0.3% | ▼−27% Reduced · −2K sh | |
| 41 | Cisco Sys Inc COM | $1.8M | 15.0K | 0.3% | ▼−0.2% Reduced · −29 sh | |
| 42 | Broadcom Inc COM | $1.5M | 3.9K | 0.3% | ▼−1.1% Reduced · −44 sh | |
| 43 | Advanced Micro Devices Inc COM | $1.4M | 2.4K | 0.2% | ▼−18% Reduced · −527 sh | |
| 44 | Arista Networks Inc COM SHS | $1.3M | 7.9K | 0.2% | ▲+33% Added · +2K sh | |
| 45 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $1.3M | 26.3K | 0.2% | ▼−0.9% Reduced · −241 sh | |
| 46 | Vanguard Scottsdale FDS LONG TERM TREAS | $1.3M | 24.0K | 0.2% | ▲New New position | |
| 47 | Applied Matls Inc COM | $1.3M | 1.8K | 0.2% | —Held | |
| 48 | Schwab Strategic TR US LRG CAP ETF | $1.2M | 42.3K | 0.2% | ▼−2.0% Reduced · −859 sh | |
| 49 | Synopsys Inc COM | $955K | 2.1K | 0.2% | —Held | |
| 50 | Crowdstrike Hldgs Inc CL A | $915K | 1.2K | 0.2% | ▼−0.2% Reduced · −2 sh |
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Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | NVIDIA CORPNVDA | $100K | 500 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.