Clarity Wealth Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CAPITAL GROUP GBL GROWTH EQT | 0 | 366,115 | +366,115 | 0 | 15,497,648 | 2.74% | +15,497,648 |
| INVESCO QQQ TR | 54,558 | 53,200 | -1,358 | 31,489,862 | 39,176,576 | 6.91% | +7,686,714 |
| VANGUARD INDEX FDS | 100,696 | 100,173 | -523 | 32,304,288 | 37,068,113 | 6.54% | +4,763,825 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 51,690 | 51,157 | -533 | 33,616,011 | 38,202,310 | 6.74% | +4,586,299 |
| APPLE INC(AAPL) | 135,434 | 133,752 | -1,682 | 34,371,826 | 38,702,448 | 6.83% | +4,330,622 |
| CAPITAL GROUP CORE BALANCED | 292,341 | 369,648 | +77,307 | 10,059,454 | 14,031,838 | 2.48% | +3,972,384 |
| ISHARES TR | 287,868 | 302,394 | +14,526 | 19,439,704 | 23,317,585 | 4.12% | +3,877,881 |
| STATE STR SPDR DOW JONES IND(DIA) | 43,712 | 45,279 | +1,567 | 20,246,873 | 23,653,509 | 4.17% | +3,406,636 |
| VANGUARD STAR FDS | 258,238 | 272,333 | +14,095 | 19,912,758 | 23,281,778 | 4.11% | +3,369,020 |
| VANGUARD INDEX FDS | 55,103 | 58,679 | +3,576 | 14,432,655 | 17,786,628 | 3.14% | +3,353,973 |
| ISHARES TR | 209,326 | 220,974 | +11,648 | 11,887,618 | 15,116,825 | 2.67% | +3,229,207 |
| ALPHABET INC(GOOG) | 53,091 | 50,981 | -2,110 | 15,266,951 | 18,219,076 | 3.22% | +2,952,125 |
| VANGUARD SPECIALIZED FUNDS | 104,132 | 105,705 | +1,573 | 22,394,596 | 25,011,887 | 4.41% | +2,617,291 |
| NVIDIA CORPORATION(NVDA) | 51,900 | 57,903 | +6,003 | 9,051,416 | 11,585,772 | 2.04% | +2,534,356 |
| VANGUARD WHITEHALL FDS | 162,067 | 178,258 | +16,191 | 15,273,210 | 17,504,953 | 3.09% | +2,231,743 |
| INTEL CORP(INTC) | 18,740 | 19,584 | +844 | 826,990 | 2,734,455 | 0.48% | +1,907,465 |
| CITIGROUP INC(C) | 80,155 | 78,076 | -2,079 | 9,090,386 | 10,927,565 | 1.93% | +1,837,179 |
| ALPHABET INC(GOOG) | 28,020 | 27,459 | -561 | 8,037,923 | 9,702,232 | 1.71% | +1,664,309 |
| ABBVIE INC(ABBV) | 33,818 | 34,503 | +685 | 7,355,090 | 8,682,438 | 1.53% | +1,327,348 |
| VANGUARD SCOTTSDALE FDS | 0 | 24,029 | +24,029 | 0 | 1,325,942 | 0.23% | +1,325,942 |
| PROSHARES TR | 35,740 | 33,140 | -2,600 | 1,489,643 | 2,684,340 | 0.47% | +1,194,697 |
| VISA INC(V) | 23,866 | 24,401 | +535 | 7,213,193 | 8,371,819 | 1.48% | +1,158,626 |
| JPMORGAN CHASE & CO(JPM) | 33,647 | 33,494 | -153 | 9,897,458 | 10,963,636 | 1.93% | +1,066,178 |
| TESLA INC(TSLA) | 16,921 | 17,081 | +160 | 6,290,382 | 7,184,269 | 1.27% | +893,887 |
| FIDELITY MERRIMACK STR TR | 235,822 | 255,355 | +19,533 | 10,758,188 | 11,616,088 | 2.05% | +857,900 |
| FISERV INC(FISV) | 0 | 17,000 | +17,000 | 0 | 833,850 | 0.15% | +833,850 |
| J P MORGAN EXCHANGE TRADED F | 244,810 | 262,601 | +17,791 | 11,525,655 | 12,326,491 | 2.18% | +800,836 |
| ADVANCED MICRO DEVICES INC(AMD) | 2,898 | 2,371 | -527 | 589,540 | 1,377,338 | 0.24% | +787,798 |
| APPLIED MATLS INC | 1,790 | 1,790 | 0 | 611,804 | 1,294,170 | 0.23% | +682,366 |
| SELECT SECTOR SPDR TR | 0 | 11,691 | +11,691 | 0 | 626,768 | 0.11% | +626,768 |
| VANGUARD BD INDEX FDS | 146,847 | 155,914 | +9,067 | 11,333,651 | 11,958,604 | 2.11% | +624,953 |
| BERKSHIRE HATHAWAY INC DEL | 19,990 | 20,379 | +389 | 9,578,973 | 10,197,203 | 1.80% | +618,230 |
| ARISTA NETWORKS INC(ANET) | 5,978 | 7,930 | +1,952 | 733,979 | 1,347,148 | 0.24% | +613,169 |
| CISCO SYS INC(CSCO) | 15,034 | 15,005 | -29 | 1,166,451 | 1,762,432 | 0.31% | +595,981 |
| VANGUARD INDEX FDS | 4,350 | 4,491 | +141 | 2,599,366 | 3,084,446 | 0.54% | +485,080 |
| JOHNSON & JOHNSON(JNJ) | 30,246 | 30,927 | +681 | 7,393,418 | 7,854,442 | 1.39% | +461,024 |
| AMAZON COM INC(AMZN) | 17,814 | 17,481 | -333 | 3,710,078 | 4,166,372 | 0.74% | +456,294 |
| SPDR SERIES TRUST | 0 | 2,976 | +2,976 | 0 | 452,901 | 0.08% | +452,901 |
| CROWDSTRIKE HLDGS INC(CRWD) | 1,201 | 1,199 | -2 | 468,882 | 915,005 | 0.16% | +446,123 |
| LOGITECH INTL S A | 0 | 4,397 | +4,397 | 0 | 413,494 | 0.07% | +413,494 |
| J P MORGAN EXCHANGE TRADED F | 49,523 | 51,418 | +1,895 | 2,749,543 | 3,160,121 | 0.56% | +410,578 |
| PALO ALTO NETWORKS INC(PANW) | 2,270 | 2,267 | -3 | 363,926 | 773,092 | 0.14% | +409,166 |
| ISHARES TR | 16,700 | 14,587 | -2,113 | 1,979,110 | 2,386,136 | 0.42% | +407,026 |
| ISHARES TR | 3,805 | 3,723 | -82 | 2,485,593 | 2,787,797 | 0.49% | +302,204 |
| GOLDMAN SACHS ETF TR | 0 | 5,000 | +5,000 | 0 | 296,550 | 0.05% | +296,550 |
| SNOWFLAKE INC(SNOW) | 0 | 1,120 | +1,120 | 0 | 285,040 | 0.05% | +285,040 |
| BROADCOM INC(AVGO) | 3,993 | 3,949 | -44 | 1,235,905 | 1,491,735 | 0.26% | +255,830 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 0 | 514 | +514 | 0 | 245,471 | 0.04% | +245,471 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 218 | +218 | 0 | 220,479 | 0.04% | +220,479 |
| VANGUARD INDEX FDS | 0 | 881 | +881 | 0 | 216,937 | 0.04% | +216,937 |
| NUTANIX INC(NTNX) | 0 | 4,221 | +4,221 | 0 | 215,102 | 0.04% | +215,102 |
| AMPLIFY ETF TR | 0 | 2,028 | +2,028 | 0 | 212,798 | 0.04% | +212,798 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 2,169 | 2,169 | 0 | 602,700 | 814,069 | 0.14% | +211,369 |
| SUPER MICRO COMPUTER INC(SMCI) | 22,110 | 22,110 | 0 | 503,445 | 648,486 | 0.11% | +145,041 |
| ISHARES TR | 3,960 | 4,254 | +294 | 492,240 | 630,873 | 0.11% | +138,633 |
| SCHWAB STRATEGIC TR | 43,152 | 42,293 | -859 | 1,106,421 | 1,244,691 | 0.22% | +138,270 |
| SYNOPSYS INC(SNPS) | 2,140 | 2,140 | 0 | 848,467 | 954,590 | 0.17% | +106,123 |
| JOBY AVIATION INC(JOBY) | 0 | 11,810 | +11,810 | 0 | 105,345 | 0.02% | +105,345 |
| GE AEROSPACE(GE) | 757 | 851 | +94 | 214,790 | 318,145 | 0.06% | +103,355 |
| AMGEN INC(AMGN) | 11,942 | 11,883 | -59 | 4,201,793 | 4,303,072 | 0.76% | +101,279 |
| NVIDIA CORPORATION(NVDA)(Call) | 0 | 500 | +500 | 0 | 100,045 | — | +100,045 |
| QUALCOMM INC(QCOM) | 2,506 | 2,234 | -272 | 322,665 | 412,844 | 0.07% | +90,179 |
| ELI LILLY & CO(LLY) | 312 | 314 | +2 | 286,586 | 376,215 | 0.07% | +89,629 |
| ISHARES TR | 2,557 | 2,382 | -175 | 255,577 | 344,085 | 0.06% | +88,508 |
| ISHARES INC | 5,389 | 5,448 | +59 | 375,914 | 451,349 | 0.08% | +75,435 |
| CATERPILLAR INC(CAT) | 994 | 728 | -266 | 704,059 | 775,276 | 0.14% | +71,217 |
| SCHWAB STRATEGIC TR | 11,348 | 11,348 | 0 | 351,329 | 418,394 | 0.07% | +67,065 |
| FAIR ISAAC CORP(FICO) | 514 | 515 | +1 | 548,716 | 615,312 | 0.11% | +66,596 |
| COREWEAVE INC(CRWV) | 3,000 | 3,000 | 0 | 232,410 | 298,620 | 0.05% | +66,210 |
| BLACKROCK ETF TRUST | 17,000 | 17,200 | +200 | 523,770 | 581,876 | 0.10% | +58,106 |
| VANGUARD ADMIRAL FDS INC | 633 | 3,798 | +3,165 | 257,955 | 313,759 | 0.06% | +55,804 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 1,510 | 1,498 | -12 | 366,009 | 421,253 | 0.07% | +55,244 |
| SCHWAB STRATEGIC TR | 7,411 | 7,411 | 0 | 215,511 | 267,758 | 0.05% | +52,247 |
| J P MORGAN EXCHANGE TRADED F | 61,722 | 62,799 | +1,077 | 3,498,398 | 3,546,897 | 0.63% | +48,499 |
| GOLDMAN SACHS ETF TR | 6,550 | 6,750 | +200 | 327,762 | 375,098 | 0.07% | +47,336 |
| BANK OF AMER CORP | 6,474 | 6,366 | -108 | 315,613 | 362,720 | 0.06% | +47,107 |
| ISHARES TR | 1,917 | 1,917 | 0 | 303,749 | 349,431 | 0.06% | +45,682 |
| SCHWAB STRATEGIC TR | 18,556 | 17,549 | -1,007 | 465,766 | 508,221 | 0.09% | +42,455 |
| INVESCO EXCHANGE TRADED FD T | 6,734 | 6,676 | -58 | 320,085 | 360,724 | 0.06% | +40,639 |
| VANGUARD INDEX FDS | 1,115 | 1,181 | +66 | 218,839 | 257,471 | 0.05% | +38,632 |
| RIVIAN AUTOMOTIVE INC(RIVN) | 16,769 | 16,769 | 0 | 252,373 | 290,942 | 0.05% | +38,569 |
| SCHWAB STRATEGIC TR | 10,662 | 10,635 | -27 | 263,876 | 294,588 | 0.05% | +30,712 |
| ISHARES TR | 1,028 | 1,028 | 0 | 219,653 | 249,218 | 0.04% | +29,565 |
| VANGUARD WHITEHALL FDS | 2,826 | 2,826 | 0 | 418,531 | 446,593 | 0.08% | +28,062 |
| ISHARES TR | 1,534 | 1,474 | -60 | 218,449 | 242,089 | 0.04% | +23,640 |
| HOME DEPOT INC(HD) | 1,263 | 1,241 | -22 | 415,242 | 437,534 | 0.08% | +22,292 |
| VANGUARD TAX-MANAGED FDS | 4,581 | 4,432 | -149 | 293,550 | 315,780 | 0.06% | +22,230 |
| AMERICAN EXPRESS CO(AXP) | 787 | 763 | -24 | 238,166 | 258,213 | 0.05% | +20,047 |
| MICROSOFT CORP(MSFT) | 11,242 | 11,209 | -33 | 4,161,457 | 4,181,116 | 0.74% | +19,659 |
| CARVANA CO(CVNA) | 1,318 | 6,568 | +5,250 | 414,353 | 432,306 | 0.08% | +17,953 |
| TARGET CORP(TGT) | 1,720 | 1,720 | 0 | 208,464 | 224,649 | 0.04% | +16,185 |
| WISDOMTREE TR(WT) | 3,523 | 3,429 | -94 | 314,715 | 330,287 | 0.06% | +15,572 |
| VANGUARD INTL EQUITY INDEX F | 7,737 | 7,158 | -579 | 418,183 | 427,248 | 0.08% | +9,065 |
| PUBLIC SVC ENTERPRISE GROUP(PEG) | 9,882 | 9,963 | +81 | 799,979 | 808,592 | 0.14% | +8,613 |
| ISHARES TR | 1,589 | 5,523 | +3,934 | 677,550 | 685,791 | 0.12% | +8,241 |
| VANGUARD INDEX FDS | 1,471 | 7,538 | +6,067 | 642,693 | 649,357 | 0.11% | +6,664 |
| BIGBEAR AI HLDGS INC(BBAI) | 12,000 | 11,803 | -197 | 42,240 | 43,317 | 0.01% | +1,077 |
| ORACLE CORP(ORCL) | 5,345 | 5,354 | +9 | 786,375 | 784,618 | 0.14% | -1,757 |
| MASTERCARD INCORPORATED(MA) | 1,332 | 1,282 | -50 | 665,683 | 658,632 | 0.12% | -7,051 |
| META PLATFORMS INC(META) | 18,092 | 18,356 | +264 | 10,350,770 | 10,339,867 | 1.82% | -10,903 |