Clarity Wealth Development LLC

CIK

2048774

Location

Corvallis, OR

Portfolio Value

Micro $13,898,660

Diversification

Diversified

Filing Date

Global Rank

#7,962 / 8,517 ▲ 35

Top Industry

Consumer Electronics 27.9%

3Y Alpha vs SPY

-0.2%

Period ended 46 days ago

Filed Jul 27, 2026 · 19d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+27.1%

SPY

+27.3%

Annualised alpha

-0.2%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

27.1%

−29.0 pts

Top 5

49.4%

−29.8 pts

Top 10

67.5%

−23.1 pts

HHI

1,015

Diversified−2,348

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.8%	$6,080,826	5
Consumer Defensive	16.0%	$2,220,249	5
Financial Services	11.4%	$1,590,976	4
Industrials	9.9%	$1,381,392	5
Consumer Cyclical	5.4%	$757,222	2
Utilities	5.4%	$756,940	2
Communication Services	3.4%	$465,653	1
Unclassified	3.0%	$412,384	1
Healthcare	1.7%	$233,018	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+1,553	13,005	$3,763,126
NKE	NIKE, Inc.	+206	12,768	$524,126
BRK-B	Berkshire Hathaway Inc	+85	612	$306,238
COST	Costco Wholesale Corp /New	+59	734	$686,634
BA	Boeing Co	+20	1,033	$223,613
V	Visa Inc.	+5	1,450	$497,480
PG	PROCTER & GAMBLE Co	+2	2,755	$403,993
LMT	Lockheed Martin Corp	+1	404	$205,821
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,964	1,303	$465,653
QQQ	Invesco Qqq Trust, Series 1	−100	560	$412,384
NEE	Nextera Energy Inc	−60	2,740	$240,489
SO	Southern Co	−34	5,396	$516,451
MA	Mastercard Inc	−7	986	$506,409
MSFT	Microsoft Corp	−3	3,527	$1,315,641
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	4,030	$562,708
EPC	EDGEWELL PERSONAL CARE Co	20,000	$537,200
ENR	Energizer Holdings, Inc.	21,190	$454,313
GIS	General Mills Inc	9,415	$327,642
CAT	Caterpillar Inc	264	$281,133
JPM	Jpmorgan Chase & Co	858	$280,849
POST	Post Holdings, Inc.	3,000	$264,780
AMZN	Amazon Com Inc	978	$233,096
ABBV	AbbVie Inc.	926	$233,018
NVDA	Nvidia Corp	1,106	$221,299
QCOM	Qualcomm Inc/De	1,180	$218,052
UNP	Union Pacific Corp	796	$216,512
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	220,754	$14,145,916
VIG	Vanguard Dividend Appreciation ETF	3,017	$648,836
HON	Honeywell International Inc	2,383	$538,629
XOM	ExxonMobil Holdings Corp	1,262	$214,110
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $13,898,660 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	13,005	+1,553	$3,763,126	+29.5%	27.08%
MSFT	Microsoft Corp Technology	Reduced	3,527	-3	$1,315,641	+0.7%	9.47%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	734	+59	$686,634	+2.1%	4.94%
INTC	Intel Corp Technology	NEW	4,030	NEW	$562,708	NEW	4.05%
EPC	EDGEWELL PERSONAL CARE Co Consumer Defensive	NEW	20,000	NEW	$537,200	NEW	3.87%
NKE	NIKE, Inc. Consumer Cyclical	Added	12,768	+206	$524,126	−21.0%	3.77%
SO	Southern Co Utilities	Reduced	5,396	-34	$516,451	−1.5%	3.72%
MA	Mastercard Inc Financial Services	Reduced	986	-7	$506,409	+2.1%	3.64%
V	Visa Inc. Financial Services	Added	1,450	+5	$497,480	+13.9%	3.58%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,303	-1,964	$465,653	−50.4%	3.35%
ENR	Energizer Holdings, Inc. Industrials	NEW	21,190	NEW	$454,313	NEW	3.27%
QQQ	Invesco Qqq Trust, Series 1	Reduced	560	-100	$412,384	+8.3%	2.97%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,755	+2	$403,993	+1.6%	2.91%
GIS	General Mills Inc Consumer Defensive	NEW	9,415	NEW	$327,642	NEW	2.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	612	+85	$306,238	+21.3%	2.20%
CAT	Caterpillar Inc Industrials	NEW	264	NEW	$281,133	NEW	2.02%
JPM	Jpmorgan Chase & Co Financial Services	NEW	858	NEW	$280,849	NEW	2.02%
POST	Post Holdings, Inc. Consumer Defensive	NEW	3,000	NEW	$264,780	NEW	1.91%
NEE	Nextera Energy Inc Utilities	Reduced	2,740	-60	$240,489	−7.5%	1.73%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	978	NEW	$233,096	NEW	1.68%
ABBV	AbbVie Inc. Healthcare	NEW	926	NEW	$233,018	NEW	1.68%
BA	Boeing Co Industrials	Added	1,033	+20	$223,613	+10.9%	1.61%
NVDA	Nvidia Corp Technology	NEW	1,106	NEW	$221,299	NEW	1.59%
QCOM	Qualcomm Inc/De Technology	NEW	1,180	NEW	$218,052	NEW	1.57%
UNP	Union Pacific Corp Industrials	NEW	796	NEW	$216,512	NEW	1.56%
LMT	Lockheed Martin Corp Industrials	Added	404	+1	$205,821	−15.5%	1.48%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.