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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVGO BROADCOM INC Technology 3,993.0 $1.2M 0.25% -46.0 -1.1% $309.52 +35.9%
42 CSCO CISCO SYS INC Technology 15,034.0 $1.2M 0.24% $77.59 +52.4%
43 SCHX SCHWAB STRATEGIC TR 43,152.0 $1.1M 0.23% -1K -3.3% $25.64 +13.2%
44 NFLX NETFLIX INC. Communication Services 10,604.0 $1.0M 0.21% +255.0 +2.5% $96.15 -9.5%
45 SNPS SYNOPSYS INC Technology 2,140.0 $848K 0.17% $396.48 +26.7%
46 XLF SELECT SECTOR SPDR TR 17,068.0 $843K 0.17% -4K -18.1% $49.37 +4.8%
47 INTC INTEL CORP Technology 18,740.0 $827K 0.17% -1K -5.5% $44.13 +146.5%
48 IBB ISHARES TR 4,831.0 $816K 0.17% -380.0 -7.3% $168.87 -2.9%
49 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 9,882.0 $800K 0.16% +86.0 +0.9% $80.95 -5.6%
50 PLTR PALANTIR TECHNOLOGIES INC Technology 5,415.0 $792K 0.16% +946.0 +21.2% $146.28 -8.4%
51 ORCL ORACLE CORP Technology 5,345.0 $786K 0.16% +977.0 +22.4% $147.12 +31.1%
52 ANET ARISTA NETWORKS INC Technology 5,978.0 $734K 0.15% +320.0 +5.7% $122.78 +15.4%
53 CAT CATERPILLAR INC Industrials 994.0 $704K 0.14% -58.0 -5.5% $708.31 +22.0%
54 IWF ISHARES TR 1,589.0 $678K 0.14% $426.40 -70.9%
55 CVX CHEVRON CORPORATION Energy 3,232.0 $669K 0.14% -853.0 -20.9% $206.92 -7.6%
56 MA MASTERCARD INCORPORATED Financial Services 1,332.0 $666K 0.14% -51.0 -3.7% $499.76 -1.1%
57 VUG VANGUARD INDEX FDS 1,471.0 $643K 0.13% -168.0 -10.2% $436.91 -80.1%
58 AMAT APPLIED MATLS INC Technology 1,790.0 $612K 0.13% $341.79 +21.0%
59 CDNS CADENCE DESIGN SYSTEM INC Technology 2,169.0 $603K 0.12% $277.87 +24.5%
60 AMD ADVANCED MICRO DEVICES INC Technology 2,898.0 $590K 0.12% $203.43 +106.9%
Page 3 of 6  ·  108 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%