Clarity Wealth Advisors, LLC
CIK 1767384
13F filing for Q2 2026・No. 3,615
- Holdings
- US$566.73M
- Quarter change
- +US$80.36M
- Entries
- 117
- Net bought (estimate)
- +US$13.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 1
- Cut 50
- Added 41
- Corporate actions 0
- Unchanged 15
Largest holdings
116 stocks worth US$566.63M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| QQQInvesco QQQUNIT SER 1 | Cut | 53,200 | US$39.18M | 6.91% |
| AAPLAppleCOM | Cut | 133,752 | US$38.7M | 6.83% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 51,157 | US$38.2M | 6.74% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 100,173 | US$37.07M | 6.54% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 105,705 | US$25.01M | 4.41% |
| STATE STR SPDR DOW JONES INDUT SER 1 | Added | 45,279 | US$23.65M | 4.17% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 302,394 | US$23.32M | 4.12% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 272,333 | US$23.28M | 4.11% |
| GOOGLAlphabetCAP STK CL A | Cut | 50,981 | US$18.22M | 3.22% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 58,679 | US$17.79M | 3.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.