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Portfolio (Quarterly) Guide ↗

Clarity Wealth Advisors, LLC

· CIK 0001767384
13F Portfolio $490M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New
Page 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 J P MORGAN EXCHANGE TRADED F 26,584.0 $1.3M 0.27% NEW $50.59
42 SCHX SCHWAB STRATEGIC TR 44,611.0 $1.2M 0.24% NEW $26.91 +7.5%
43 CSCO CISCO SYS INC Technology 15,042.0 $1.2M 0.24% NEW $77.03 +51.3%
44 XLF SELECT SECTOR SPDR TR 20,846.0 $1.1M 0.23% NEW $54.77 -6.0%
45 SNPS SYNOPSYS INC Technology 2,142.0 $1.0M 0.20% NEW $469.72 +5.6%
46 NFLX NETFLIX INC Communication Services 10,349.0 $970K 0.20% NEW $93.76 -4.9%
47 IBB ISHARES TR 5,211.0 $880K 0.18% NEW $168.78 -2.4%
48 ORCL ORACLE CORP Technology 4,368.0 $851K 0.17% NEW $194.91 -6.0%
49 VUG VANGUARD INDEX FDS 1,639.0 $800K 0.16% NEW $487.98 -82.3%
50 PLTR PALANTIR TECHNOLOGIES INC Technology 4,469.0 $794K 0.16% NEW $177.75 -24.3%
51 MA MASTERCARD INCORPORATED Financial Services 1,383.0 $790K 0.16% NEW $570.95 -12.2%
52 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 9,796.0 $787K 0.16% NEW $80.30 -3.3%
53 IWF ISHARES TR 1,589.0 $752K 0.15% NEW $473.30 -73.9%
54 ANET ARISTA NETWORKS INC Technology 5,658.0 $741K 0.15% NEW $131.03 +7.3%
55 INTC INTEL CORP Technology 19,831.0 $732K 0.15% NEW $36.90 +198.6%
56 FICO FAIR ISAAC CORP Technology 422.0 $713K 0.15% NEW $1690.62 -30.0%
57 CDNS CADENCE DESIGN SYSTEM INC Technology 2,169.0 $678K 0.14% NEW $312.58 +9.7%
58 DIS DISNEY WALT CO Communication Services 5,642.0 $642K 0.13% NEW $113.77 -10.0%
59 CVX CHEVRON CORP NEW Energy 4,085.0 $623K 0.13% NEW $152.42 +28.7%
60 AMD ADVANCED MICRO DEVICES INC Technology 2,901.0 $621K 0.13% NEW $214.16 +95.9%
Page 3 of 6  ·  111 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 44.0%
Technology 24.5%
Communication Services 14.8%
Healthcare 6.7%
Consumer Cyclical 5.1%
Consumer Defensive 4.0%
Industrials 0.5%
Utilities 0.3%
Energy 0.2%