Clarity Wealth Advisors, LLC holds a focused book of 116 stocks worth $566.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-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 equity book. They also disclosed $100K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +11% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Clarity Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Clarity Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Bars show each stock'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 |
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 equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.