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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FICO FAIR ISAAC CORP Technology 514.0 $549K 0.11% +92.0 +21.8% $1067.54 +2.9%
62 BALI BLACKROCK ETF TRUST 17,000.0 $524K 0.11% NEW $30.81 +9.1%
63 AAPL CALL APPLE INC Technology 2,000.0 $508K 0.10% NEW $253.79 +17.4%
64 SMCI SUPER MICRO COMPUTER INC Technology 22,110.0 $503K 0.10% NEW $22.77 +36.3%
65 IJR ISHARES TR 3,960.0 $492K 0.10% +94.0 +2.4% $124.30 +8.1%
66 DIS DISNEY WALT CO Communication Services 5,064.0 $488K 0.10% -578.0 -10.2% $96.37 +6.6%
67 CRWD CROWDSTRIKE HLDGS INC Technology 1,201.0 $469K 0.10% $390.41 +52.2%
68 SCHB SCHWAB STRATEGIC TR 18,556.0 $466K 0.10% -887.0 -4.6% $25.10 +13.1%
69 SDY SPDR SERIES TRUST 3,098.0 $452K 0.09% -24.0 -0.8% $145.93 +1.3%
70 HON HONEYWELL INTL INC Industrials 1,961.0 $443K 0.09% -238.0 -10.8% $226.04 -5.7%
71 SHOP SHOPIFY INC Technology 3,535.0 $419K 0.09% +63.0 +1.8% $118.62 -15.5%
72 VYM VANGUARD WHITEHALL FDS 2,826.0 $419K 0.09% -22.0 -0.8% $148.10 +5.8%
73 VWO VANGUARD INTL EQUITY INDEX F 7,737.0 $418K 0.09% +369.0 +5.0% $54.05 +8.2%
74 HD HOME DEPOT INC Consumer Cyclical 1,263.0 $415K 0.09% -27.0 -2.1% $328.77 -9.5%
75 CVNA CARVANA CO Consumer Cyclical 1,318.0 $414K 0.09% -18.0 -1.4% $314.38 -78.6%
76 IEMG ISHARES INC 5,389.0 $376K 0.08% +96.0 +1.8% $69.76 +13.8%
77 IBM INTERNATIONAL BUSINESS MACHS Technology 1,510.0 $366K 0.07% -95.0 -5.9% $242.39 -9.5%
78 ADSK AUTODESK INC Technology 1,525.0 $365K 0.07% $239.40 +1.7%
79 PANW PALO ALTO NETWORKS INC Technology 2,270.0 $364K 0.07% +17.0 +0.8% $160.32 +51.5%
80 SCHM SCHWAB STRATEGIC TR 11,348.0 $351K 0.07% $30.96 +9.1%
Page 4 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%