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Portfolio (Quarterly) Guide ↗

Clarity Wealth Advisors, LLC

· CIK 0001767384
13F Portfolio $486.4B AUM 108 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 37 Added 40 Reduced 9 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TQQQ PROSHARES TR 35,740.0 $1.5M 0.31% +2K +5.6% $41.68 +78.2%
22 NFLX NETFLIX INC. Communication Services 10,604.0 $1.0M 0.21% +255.0 +2.5% $96.15 -9.5%
23 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 9,882.0 $800K 0.16% +86.0 +0.9% $80.95 -5.6%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 5,415.0 $792K 0.16% +946.0 +21.2% $146.28 -8.4%
25 ORCL ORACLE CORP Technology 5,345.0 $786K 0.16% +977.0 +22.4% $147.12 +31.1%
26 ANET ARISTA NETWORKS INC Technology 5,978.0 $734K 0.15% +320.0 +5.7% $122.78 +15.4%
27 FICO FAIR ISAAC CORP Technology 514.0 $549K 0.11% +92.0 +21.8% $1067.54 +2.9%
28 IJR ISHARES TR 3,960.0 $492K 0.10% +94.0 +2.4% $124.30 +8.1%
29 SHOP SHOPIFY INC Technology 3,535.0 $419K 0.09% +63.0 +1.8% $118.62 -15.5%
30 VWO VANGUARD INTL EQUITY INDEX F 7,737.0 $418K 0.09% +369.0 +5.0% $54.05 +8.2%
31 IEMG ISHARES INC 5,389.0 $376K 0.08% +96.0 +1.8% $69.76 +13.8%
32 PANW PALO ALTO NETWORKS INC Technology 2,270.0 $364K 0.07% +17.0 +0.8% $160.32 +51.5%
33 BAC BANK AMERICA CORP Financial Services 6,474.0 $316K 0.07% +92.0 +1.4% $48.75 +2.1%
34 VEA VANGUARD TAX-MANAGED FDS 4,581.0 $294K 0.06% +167.0 +3.8% $64.08 +8.5%
35 SCHF SCHWAB STRATEGIC TR 10,662.0 $264K 0.05% +104.0 +1.0% $24.75 +8.6%
36 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 16,769.0 $252K 0.05% +2K +11.3% $15.05 -8.4%
37 GE GE AEROSPACE Industrials 757.0 $215K 0.04% +5.0 +0.7% $283.74 -0.8%
Page 2 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.5%
Technology 23.5%
Communication Services 13.9%
Healthcare 7.6%
Consumer Defensive 4.9%
Consumer Cyclical 4.5%
Industrials 0.5%
Energy 0.3%
Utilities 0.3%