Sponsored

The Analysis of Clarity Wealth Advisors, LLC's Holdings & P&L

Currently, Clarity Wealth Advisors, LLC holds 107 types of securities in its portfolio with a total value $485.9M. In the most recent quarter, they have increased their positions in CGBL (+85.6K shares, valued at $2.9M), VYMI (+18.6K shares, valued at $1.8M), VXUS (+21.1K shares, valued at $1.6M); decreased their positions in N/A (-1.6K shares, valued at $473.9K), VCR (-970 shares, valued at $348.3K), AAPL (-1.3K shares, valued at $335.5K); initiated new positions in BALI (+17.0K shares, valued at $523.8K), N/A (+22.1K shares, valued at $503.4K), GPIX (+6.5K shares, valued at $327.8K).

1M P&L

+14.7M+3.34%

3M P&L

+13.7M+3.12%

HY P&L

+32.3M+7.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A273.4M

67.2%

2Consumer Electronics34.4M

8.4%

3Drug Manufacturers - General19.2M

4.7%

Top Industries by Stock Count

1N/A47 stocks

49.0%

2Software - Infrastructure7 stocks

7.3%

3Software - Application5 stocks

5.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC135.4K shares-0.97%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T51.7K shares0.40%2026-03-312026-04-24

VTI VANGUARD INDEX FDS100.7K shares0.79%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR54.6K shares0.31%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS104.1K shares2.33%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND43.7K shares6.34%2026-03-312026-04-24

VXUS VANGUARD STAR FDS258.2K shares8.92%2026-03-312026-04-24

IJH ISHARES TR287.9K shares6.11%2026-03-312026-04-24

Sponsored

VYMI VANGUARD WHITEHALL FDS162.1K shares13.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC53.1K shares-3.01%2026-03-312026-04-24

VB VANGUARD INDEX FDS55.1K shares7.14%2026-03-312026-04-24

EEM ISHARES TR209.3K shares9.77%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION11.7K shares0.09%2026-03-312026-04-24

JCPB J P MORGAN EXCHANGE TRADED F244.8K shares9.29%2026-03-312026-04-24

CGGO CAPITAL GROUP GBL GROWTH EQT340.2K shares6.99%2026-03-312026-04-24

BIV VANGUARD BD INDEX FDS146.8K shares8.76%2026-03-312026-04-24

Sponsored

FBND FIDELITY MERRIMACK STR TR235.8K shares10.27%2026-03-312026-04-24

META META PLATFORMS INC18.1K shares-0.17%2026-03-312026-04-24

CGBL CAPITAL GROUP CORE BALANCED292.3K shares41.44%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO33.6K shares0.45%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.0K shares0.49%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC80.2K shares-1.11%2026-03-312026-04-24

NVDA NVIDIA CORPORATION51.9K shares-1.18%2026-03-312026-04-24

ALPHABET INC ALPHABET INC28.0K shares-0.11%2026-03-312026-04-24

Sponsored

JNJ JOHNSON & JOHNSON30.2K shares2.00%2026-03-312026-04-24

ABBV ABBVIE INC33.8K shares1.07%2026-03-312026-04-24

V VISA INC23.9K shares2.01%2026-03-312026-04-24

TSLA TESLA INC16.9K shares-2.05%2026-03-312026-04-24

AMGN AMGEN INC11.9K shares0.04%2026-03-312026-04-24

MSFT MICROSOFT CORP11.2K shares5.60%2026-03-312026-04-24

AMZN AMAZON COM INC17.8K shares1.62%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F61.7K shares-6.48%2026-03-312026-04-24

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F49.5K shares16.42%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares15.20%2026-03-312026-04-24

IVV ISHARES TR3.8K shares-1.09%2026-03-312026-04-24

IXJ ISHARES TR24.9K shares-9.32%2026-03-312026-04-24

VCR VANGUARD WORLD FD6.3K shares-13.30%2026-03-312026-04-24

IGM ISHARES TR16.7K shares-9.28%2026-03-312026-04-24

TQQQ PROSHARES TR35.7K shares5.61%2026-03-312026-04-24

JPST J P MORGAN EXCHANGE TRADED F26.6K shares0.02%2026-03-312026-04-24

Sponsored

BROADCOM INC BROADCOM INC4.0K shares-1.14%2026-03-312026-04-24

CSCO CISCO SYS INC15.0K shares-0.05%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR43.2K shares-3.27%2026-03-312026-04-24

NFLX NETFLIX INC.10.6K shares2.46%2026-03-312026-04-24

SNPS SYNOPSYS INC2.1K shares-0.09%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR17.1K shares-18.12%2026-03-312026-04-24

INTC INTEL CORP18.7K shares-5.50%2026-03-312026-04-24

IBB ISHARES TR4.8K shares-7.29%2026-03-312026-04-24

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP9.9K shares0.88%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC5.4K shares21.17%2026-03-312026-04-24

ORCL ORACLE CORP5.3K shares22.37%2026-03-312026-04-24

ARISTA NETWORKS INC ARISTA NETWORKS INC6.0K shares5.66%2026-03-312026-04-24

CAT CATERPILLAR INC994 shares-5.51%2026-03-312026-04-24

IWF ISHARES TR1.6K shares0.00%2026-03-312026-04-24

CVX CHEVRON CORPORATION3.2K shares-20.88%2026-03-312026-04-24

MA MASTERCARD INCORPORATED1.3K shares-3.69%2026-03-312026-04-24

Sponsored

VUG VANGUARD INDEX FDS1.5K shares-10.25%2026-03-312026-04-24

AMAT APPLIED MATLS INC1.8K shares0.00%2026-03-312026-04-24

CDNS CADENCE DESIGN SYSTEM INC2.2K shares0.00%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC2.9K shares-0.10%2026-03-312026-04-24

FICO FAIR ISAAC CORP514 shares21.80%2026-03-312026-04-24

BALI BLACKROCK ETF TRUST17.0K sharesnew addition2026-03-312026-04-24

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC22.1K sharesnew addition2026-03-312026-04-24

IJR ISHARES TR4.0K shares2.43%2026-03-312026-04-24

Sponsored

DIS DISNEY WALT CO5.1K shares-10.24%2026-03-312026-04-24

CRWD CROWDSTRIKE HLDGS INC1.2K shares0.17%2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR18.6K shares-4.56%2026-03-312026-04-24

SDY SPDR SERIES TRUST3.1K shares-0.77%2026-03-312026-04-24

HON HONEYWELL INTL INC2.0K shares-10.82%2026-03-312026-04-24

SHOP SHOPIFY INC3.5K shares1.81%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS2.8K shares-0.77%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F7.7K shares5.01%2026-03-312026-04-24

Sponsored

HD HOME DEPOT INC1.3K shares-2.09%2026-03-312026-04-24

CVNA CARVANA CO1.3K shares-1.35%2026-03-312026-04-24

IEMG ISHARES INC5.4K shares1.81%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-5.92%2026-03-312026-04-24

ADSK AUTODESK INC1.5K shares0.00%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC2.3K shares0.75%2026-03-312026-04-24

SCHM SCHWAB STRATEGIC TR11.3K shares0.00%2026-03-312026-04-24

CRM SALESFORCE INC1.8K shares-1.91%2026-03-312026-04-24

Sponsored

GPIX GOLDMAN SACHS ETF TR6.5K sharesnew addition2026-03-312026-04-24

QCOM QUALCOMM INC2.5K shares-3.32%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.7K shares-3.58%2026-03-312026-04-24

BAC BANK AMERICA CORP6.5K shares1.44%2026-03-312026-04-24

DLN WISDOMTREE TR3.5K shares-12.78%2026-03-312026-04-24

IYY ISHARES TR1.9K shares-9.53%2026-03-312026-04-24

PG PROCTER & GAMBLE CO2.0K shares-6.35%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS4.6K shares3.78%2026-03-312026-04-24

Sponsored

LLY ELI LILLY & CO312 shares0.00%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR10.7K shares0.99%2026-03-312026-04-24

MCD MCDONALDS CORP847 shares-4.08%2026-03-312026-04-24

VOOG VANGUARD ADMIRAL FDS INC633 shares0.16%2026-03-312026-04-24

IXN ISHARES TR2.6K shares-6.98%2026-03-312026-04-24

RIVN RIVIAN AUTOMOTIVE INC16.8K shares11.28%2026-03-312026-04-24

WMT WALMART INC2.0K shares-2.32%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO787 shares-2.24%2026-03-312026-04-24

Sponsored

GPIQ GOLDMAN SACHS ETF TR4.8K sharesnew addition2026-03-312026-04-24

CRWV COREWEAVE INC3.0K shares0.00%2026-03-312026-04-24

PYPL PAYPAL HLDGS INC5.0K shares-1.36%2026-03-312026-04-24

IWD ISHARES TR1.0K shares0.00%2026-03-312026-04-24

VTV VANGUARD INDEX FDS1.1K shares-1.93%2026-03-312026-04-24

ITOT ISHARES TR1.5K shares-5.13%2026-03-312026-04-24

SCHA SCHWAB STRATEGIC TR7.4K shares0.00%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE757 shares0.66%2026-03-312026-04-24

Sponsored

TGT TARGET CORP1.7K sharesnew addition2026-03-312026-04-24

NIO NIO INC11.5K shares0.00%2026-03-312026-04-24

BBAI BIGBEAR AI HLDGS INC12.0K shares0.00%2026-03-312026-04-24

AAPL

APPLE INC

-0.97%

Shares135.4K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

0.40%

Shares51.7K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

0.79%

Shares100.7K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

0.31%

Shares54.6K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

2.33%

Shares104.1K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND

6.34%

Shares43.7K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

8.92%

Shares258.2K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

6.11%

Shares287.9K

Event2026-03-31

Filed2026-04-24

VYMI

VANGUARD WHITEHALL FDS

13.00%

Shares162.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-3.01%

Shares53.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

7.14%

Shares55.1K

Event2026-03-31

Filed2026-04-24

EEM

ISHARES TR

9.77%

Shares209.3K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

0.09%

Shares11.7K

Event2026-03-31

Filed2026-04-24

JCPB

J P MORGAN EXCHANGE TRADED F

9.29%

Shares244.8K

Event2026-03-31

Filed2026-04-24

CGGO

CAPITAL GROUP GBL GROWTH EQT

6.99%

Shares340.2K

Event2026-03-31

Filed2026-04-24

BIV

VANGUARD BD INDEX FDS

8.76%

Shares146.8K

Event2026-03-31

Filed2026-04-24

FBND

FIDELITY MERRIMACK STR TR

10.27%

Shares235.8K

Event2026-03-31

Filed2026-04-24

META

META PLATFORMS INC

-0.17%

Shares18.1K

Event2026-03-31

Filed2026-04-24

CGBL

CAPITAL GROUP CORE BALANCED

41.44%

Shares292.3K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

0.45%

Shares33.6K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

0.49%

Shares20.0K

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

-1.11%

Shares80.2K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-1.18%

Shares51.9K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-0.11%

Shares28.0K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

2.00%

Shares30.2K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

1.07%

Shares33.8K

Event2026-03-31

Filed2026-04-24

VISA INC

2.01%

Shares23.9K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-2.05%

Shares16.9K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

0.04%

Shares11.9K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

5.60%

Shares11.2K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

1.62%

Shares17.8K

Event2026-03-31

Filed2026-04-24

JEPI

J P MORGAN EXCHANGE TRADED F

-6.48%

Shares61.7K

Event2026-03-31

Filed2026-04-24

JEPQ

J P MORGAN EXCHANGE TRADED F

16.42%

Shares49.5K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

15.20%

Shares4.3K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-1.09%

Shares3.8K

Event2026-03-31

Filed2026-04-24

IXJ

ISHARES TR

-9.32%

Shares24.9K

Event2026-03-31

Filed2026-04-24

VCR

VANGUARD WORLD FD

-13.30%

Shares6.3K

Event2026-03-31

Filed2026-04-24

IGM

ISHARES TR

-9.28%

Shares16.7K

Event2026-03-31

Filed2026-04-24

TQQQ

PROSHARES TR

5.61%

Shares35.7K

Event2026-03-31

Filed2026-04-24

JPST

J P MORGAN EXCHANGE TRADED F

0.02%

Shares26.6K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-1.14%

Shares4.0K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

-0.05%

Shares15.0K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

-3.27%

Shares43.2K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

2.46%

Shares10.6K

Event2026-03-31

Filed2026-04-24

SNPS

SYNOPSYS INC

-0.09%

Shares2.1K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

-18.12%

Shares17.1K

Event2026-03-31

Filed2026-04-24

INTC

INTEL CORP

-5.50%

Shares18.7K

Event2026-03-31

Filed2026-04-24

IBB

ISHARES TR

-7.29%

Shares4.8K

Event2026-03-31

Filed2026-04-24

PEG

PUBLIC SVC ENTERPRISE GROUP

0.88%

Shares9.9K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

21.17%

Shares5.4K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

22.37%

Shares5.3K

Event2026-03-31

Filed2026-04-24

ARISTA NETWORKS INC

5.66%

Shares6.0K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-5.51%

Shares994

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-20.88%

Shares3.2K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

-3.69%

Shares1.3K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-10.25%

Shares1.5K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

-0.10%

Shares2.9K

Event2026-03-31

Filed2026-04-24

FICO

FAIR ISAAC CORP

21.80%

Shares514

Event2026-03-31

Filed2026-04-24

BALI

BLACKROCK ETF TRUST

New

Shares17.0K

Event2026-03-31

Filed2026-04-24

SUPER MICRO COMPUTER INC

New

Shares22.1K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

2.43%

Shares4.0K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

-10.24%

Shares5.1K

Event2026-03-31

Filed2026-04-24

CRWD

CROWDSTRIKE HLDGS INC

0.17%

Shares1.2K

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

-4.56%

Shares18.6K

Event2026-03-31

Filed2026-04-24

SDY

SPDR SERIES TRUST

-0.77%

Shares3.1K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

-10.82%

Shares2.0K

Event2026-03-31

Filed2026-04-24

SHOP

SHOPIFY INC

1.81%

Shares3.5K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

-0.77%

Shares2.8K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

5.01%

Shares7.7K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-2.09%

Shares1.3K

Event2026-03-31

Filed2026-04-24

CVNA

CARVANA CO

-1.35%

Shares1.3K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

1.81%

Shares5.4K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

-5.92%

Shares1.5K

Event2026-03-31

Filed2026-04-24

ADSK

AUTODESK INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

0.75%

Shares2.3K

Event2026-03-31

Filed2026-04-24

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

-1.91%

Shares1.8K

Event2026-03-31

Filed2026-04-24

GPIX

GOLDMAN SACHS ETF TR

New

Shares6.5K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

-3.32%

Shares2.5K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

-3.58%

Shares6.7K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

1.44%

Shares6.5K

Event2026-03-31

Filed2026-04-24

DLN

WISDOMTREE TR

-12.78%

Shares3.5K

Event2026-03-31

Filed2026-04-24

IYY

ISHARES TR

-9.53%

Shares1.9K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-6.35%

Shares2.0K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

3.78%

Shares4.6K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

0.00%

Shares312

Event2026-03-31

Filed2026-04-24

SCHF

SCHWAB STRATEGIC TR

0.99%

Shares10.7K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-4.08%

Shares847

Event2026-03-31

Filed2026-04-24

VOOG

VANGUARD ADMIRAL FDS INC

0.16%

Shares633

Event2026-03-31

Filed2026-04-24

IXN

ISHARES TR

-6.98%

Shares2.6K

Event2026-03-31

Filed2026-04-24

RIVN

RIVIAN AUTOMOTIVE INC

11.28%

Shares16.8K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-2.32%

Shares2.0K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-2.24%

Shares787

Event2026-03-31

Filed2026-04-24

GPIQ

GOLDMAN SACHS ETF TR

New

Shares4.8K

Event2026-03-31

Filed2026-04-24

CRWV

COREWEAVE INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-24

PYPL

PAYPAL HLDGS INC

-1.36%

Shares5.0K

Event2026-03-31

Filed2026-04-24

IWD

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

-1.93%

Shares1.1K

Event2026-03-31

Filed2026-04-24

ITOT

ISHARES TR

-5.13%

Shares1.5K

Event2026-03-31

Filed2026-04-24

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

0.66%

Shares757

Event2026-03-31

Filed2026-04-24

TGT

TARGET CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-24

NIO

NIO INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-24

BBAI

BIGBEAR AI HLDGS INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

AAPL Call CallAPPLE INC2.0K sharesnew addition2026-03-312026-04-24

AAPL Call

APPLE INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-24

Put Option Holdings

No put option holdings data available