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Livermore
Livermore
ZHEN

Clarity Wealth Advisors, LLC

SEC CIK
0001767384
Latest filing
Jul 24, 2026

The latest 13F from Clarity Wealth Advisors, LLC covers Q2 2026 (filed Jul 24, 2026): 116 long positions worth $566.6M. The top 10 holdings make up 50.2% of the portfolio, and the largest is Invesco QQQ Trust Series I at 6.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
10
Est. +$4.07M
Added
40
Est. +$16.6M
Reduced
50
Est. −$7.02M
Sold out
1
Est. −$443.3K

Top 5 holdings

Share of this quarter's portfolio value

  1. Invesco QQQ Trust Series I46090E103
    6.9%$39.2M
  2. AAPLApple Inc.
    6.8%$38.7MHistory
  3. SPYSPDR S&P 500 ETF Trust
    6.7%$38.2MHistory
  4. Vanguard Morningstar Total Stock Market ETF922908769
    6.5%$37.1M
  5. Vanguard Dividend Appreciation ETF921908844
    4.4%$25.0M

Share of portfolio

Top 5 holdings and the other 111 positions, by share of portfolio value

  1. Invesco QQQ Trust Series I6.9%
  2. AAPL6.8%
  3. SPY6.7%
  4. Vanguard Morningstar Total Stock Market ETF6.5%
  5. Vanguard Dividend Appreciation ETF4.4%
  6. Other 111 positions68.6%

Biggest buys

New and added positions, by estimated amount bought

  1. Capital Group Core Balanced14021D107
    +$2.93MAdded
  2. Vanguard Whitehall FDS921946794
    +$1.59MAdded
  3. Vanguard Long-Term Treasury ETF92206C847
    +$1.33MNew
  4. Vanguard Star FDS921909768
    +$1.20MAdded
  5. NVDANVIDIA Corp
    +$1.20MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Capital Group Core Balanced14021D107
    +0.41 pp2.1% → 2.5%
  2. Capital Group GBL Growth EQT14020X104
    +0.40 pp2.3% → 2.7%
  3. INTCIntel Corp
    +0.31 pp0.2% → 0.5%History
  4. Vanguard Long-Term Treasury ETF92206C847
    +0.23 pp0.0% → 0.2%
  5. iShares Tr464287234
    +0.22 pp2.4% → 2.7%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Invesco QQQ Trust Series I46090E103
    −$1.00MReduced
  2. GOOGLAlphabet Inc.
    −$754.1KReducedHistory
  3. Vanguard Consumer Discretionary ETF92204A108
    −$668.7KReduced
  4. iShares Tr464287325
    −$576.8KReduced
  5. AAPLApple Inc.
    −$486.7KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AAPLApple Inc.
    −0.24 pp7.1% → 6.8%History
  2. SPYSPDR S&P 500 ETF Trust
    −0.18 pp6.9% → 6.7%History
  3. iShares Tr464287325
    −0.15 pp0.5% → 0.3%
  4. Vanguard Consumer Discretionary ETF92204A108
    −0.14 pp0.5% → 0.3%
  5. MSFTMicrosoft Corp
    −0.12 pp0.9% → 0.7%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$566.6M
+$80.8M (+16.6%) vs. prior quarter
Positions
116
+9 vs. prior quarter
Top 10 concentration
50.2%
Top 10 as share of value
Turnover
1.4%
Q2 2026, one quarter
Average holding period
19.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $566.6M (Q2 2026)

Q1 2021: $175.4MQ2 2021: $192.6MQ3 2021: $203.1MQ4 2021: $215.2MQ1 2022: $210.6MQ2 2022: $174.8MQ3 2022: $166.0MQ4 2022: $172.4MQ1 2023: $195.7MQ2 2023: $222.5MQ3 2023: $220.4MQ4 2023: $264.6MQ1 2024: $295.7MQ2 2024: $309.2MQ3 2024: $344.1MQ4 2024: $366.8MQ1 2025: $360.5MQ2 2025: $405.2MQ3 2025: $453.8MQ4 2025: $490.1MQ1 2026: $485.9MQ2 2026: $566.6M
Q1 2021Q2 2026
13F filings of Clarity Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 2026116$566.6MInvesco QQQ Trust Series IAAPLSPYvs. Q1 2026SEC
Q1 2026Apr 24, 2026107$485.9MAAPLSPYVanguard Morningstar Total Stock Market ETFvs. Q4 2025SEC
Q4 2025Jan 23, 2026110$490.1MAAPLSPYVanguard Morningstar Total Stock Market ETFvs. Q3 2025SEC
Q3 2025Oct 24, 202599$453.8MAAPLSPYInvesco QQQ Trust Series Ivs. Q2 2025SEC
Q2 2025Aug 7, 202598$405.2MSPYInvesco QQQ Trust Series IVanguard Morningstar Total Stock Market ETFvs. Q1 2025SEC
Q1 2025Apr 30, 202595$360.5MAAPLSPYVanguard Morningstar Total Stock Market ETFvs. Q4 2024SEC
Q4 2024Jan 28, 202594$366.8MAAPLSPYVanguard Morningstar Total Stock Market ETFvs. Q3 2024SEC
Q3 2024Oct 18, 202494$344.1MAAPLSPYVanguard Morningstar Total Stock Market ETFvs. Q2 2024SEC
Q2 2024Jul 18, 202487$309.2MAAPLInvesco QQQ Trust Series ISPYvs. Q1 2024SEC
Q1 2024Apr 18, 202486$295.7MSPYVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series Ivs. Q4 2023SEC
Q4 2023Jan 10, 202483$264.6MAAPLVanguard Morningstar Total Stock Market ETFSPYvs. Q3 2023SEC
Q3 2023Nov 7, 202372$220.4MAAPLVanguard Morningstar Total Stock Market ETFSPYvs. Q2 2023SEC
Q2 2023Jul 28, 202374$222.5MAAPLVanguard Morningstar Total Stock Market ETFSPYvs. Q1 2023SEC
Q1 2023May 10, 202369$195.7MAAPLVanguard Morningstar Total Stock Market ETFSPYvs. Q4 2022SEC
Q4 2022Feb 6, 202361$172.4MAAPLVanguard Morningstar Total Stock Market ETFSPYvs. Q3 2022SEC
Q3 2022Nov 1, 202262$166.0MAAPLVanguard Morningstar Total Stock Market ETFSPYvs. Q2 2022SEC
Q2 2022Jul 19, 202271$174.8MAAPLVanguard Morningstar Total Stock Market ETFSPYvs. Q1 2022SEC
Q1 2022May 2, 202267$210.6MAAPLVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series Ivs. Q4 2021SEC
Q4 2021Jan 25, 202270$215.2MAAPLVanguard Morningstar Total Stock Market ETFInvesco QQQ Trust Series Ivs. Q3 2021SEC
Q3 2021Oct 20, 202164$203.1MVanguard Morningstar Total Stock Market ETFAAPLInvesco QQQ Trust Series Ivs. Q2 2021SEC
Q2 2021Aug 12, 202158$192.6MVanguard Morningstar Total Stock Market ETFAAPLInvesco QQQ Trust Series Ivs. Q1 2021SEC
Q1 2021Apr 28, 202157$175.4MVanguard Morningstar Total Stock Market ETFAAPLInvesco QQQ Trust Series I–SEC