Clarity Wealth Development LLC

CIK

2048774

Location

Corvallis, OR

Portfolio Value

Small $180,159,295

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,825 / 8,794 ▲ 430 · as of Jun 2026

Top Industry

Consumer Electronics 26.5%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

40.0%

+8.7 pts

Top 5

82.8%

+1.1 pts

Top 10

93.4%

+1.1 pts

HHI

2,126

Moderately concentrated+392

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.1%	$165,967,773	13
Technology	3.4%	$6,080,826	5
Consumer Defensive	1.2%	$2,220,249	5
Financial Services	0.9%	$1,590,976	4
Industrials	0.8%	$1,381,392	5
Communication Services	0.6%	$1,170,899	1
Consumer Cyclical	0.4%	$757,222	2
Utilities	0.4%	$756,940	2
Healthcare	0.1%	$233,018	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+640,288	1,707,438	$72,049,753
FNDA	Schwab Fundamental U.S. Small Company ETF	+395,434	839,606	$20,529,322
BNDW	Vanguard Total World Bond ETF	+121,338	165,474	$13,351,516
BILZ	PIMCO Ultra Short Government Active ETF	+14,169	53,358	$2,806,630
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+2,527	135,212	$4,074,319
AAPL	Apple Inc.	+1,553	13,005	$3,763,126
VB	Vanguard Morningstar Small-Cap ETF	+1,357	77,385	$27,774,192
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
GOOGL	Alphabet Inc.	+32	3,299	$1,170,899
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

11 positions

Ticker	Company	Δ Shares	Shares	Value
NCLO	Nuveen AA-BBB CLO ETF	−99,170	154,946	$7,141,521
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−44,550	18,735	$680,976
ACSG	American Century Small Cap Growth Insights ETF	−17,242	3,168	$305,680
VEA	Vanguard FTSE Developed Markets ETF	−2,652	218,102	$15,539,767
VIG	Vanguard Dividend Appreciation ETF	−1,194	1,823	$431,358
EDV	Vanguard World Funds Extended Duration ETF	−871	13,868	$870,355
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

2 positions

Ticker	Company	Shares	Value
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

38 tracked positions · $180,159,295 total · filing declares 59 positions · $180,158,938 · 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
DCOR	Dimensional US Core Equity 1 ETF	Added	1,707,438	+640,288	$72,049,753	+94.4%	39.99%
VB	Vanguard Morningstar Small-Cap ETF	Added	77,385	+1,357	$27,774,192	+14.5%	15.42%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	839,606	+395,434	$20,529,322	+85.5%	11.40%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	218,102	-2,652	$15,539,767	+9.9%	8.63%
BNDW	Vanguard Total World Bond ETF	Added	165,474	+121,338	$13,351,516	+272.0%	7.41%
NCLO	Nuveen AA-BBB CLO ETF	Reduced	154,946	-99,170	$7,141,521	−29.9%	3.96%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	135,212	+2,527	$4,074,319	—	2.26%
AAPL	Apple Inc. Technology	Added	13,005	+1,553	$3,763,126	+29.5%	2.09%
BILZ	PIMCO Ultra Short Government Active ETF	Added	53,358	+14,169	$2,806,630	+37.2%	1.56%
MSFT	Microsoft Corp Technology	Reduced	3,527	-3	$1,315,641	+0.7%	0.73%
GOOGL	Alphabet Inc. Communication Services	Added	3,299	+32	$1,170,899	+24.8%	0.65%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	13,868	-871	$870,355	−6.0%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	734	+59	$686,634	+2.1%	0.38%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	18,735	-44,550	$680,976	−69.1%	0.38%
INTC	Intel Corp Technology	NEW	4,030	NEW	$562,708	NEW	0.31%
EPC	EDGEWELL PERSONAL CARE Co Consumer Defensive	NEW	20,000	NEW	$537,200	NEW	0.30%
NKE	NIKE, Inc. Consumer Cyclical	Added	12,768	+206	$524,126	−21.0%	0.29%
SO	Southern Co Utilities	Reduced	5,396	-34	$516,451	−1.5%	0.29%
MA	Mastercard Inc Financial Services	Reduced	986	-7	$506,409	+2.1%	0.28%
V	Visa Inc. Financial Services	Added	1,450	+5	$497,480	+13.9%	0.28%
ENR	Energizer Holdings, Inc. Industrials	NEW	21,190	NEW	$454,313	NEW	0.25%
VIG	Vanguard Dividend Appreciation ETF	Reduced	1,823	-1,194	$431,358	−33.5%	0.24%
QQQ	Invesco Qqq Trust, Series 1	Reduced	560	-100	$412,384	+8.3%	0.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,755	+2	$403,993	+1.6%	0.22%
GIS	General Mills Inc Consumer Defensive	NEW	9,415	NEW	$327,642	NEW	0.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	612	+85	$306,238	+21.3%	0.17%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	3,168	-17,242	$305,680	−82.8%	0.17%
CAT	Caterpillar Inc Industrials	NEW	264	NEW	$281,133	NEW	0.16%
JPM	Jpmorgan Chase & Co Financial Services	NEW	858	NEW	$280,849	NEW	0.16%
POST	Post Holdings, Inc. Consumer Defensive	NEW	3,000	NEW	$264,780	NEW	0.15%
NEE	Nextera Energy Inc Utilities	Reduced	2,740	-60	$240,489	−7.5%	0.13%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	978	NEW	$233,096	NEW	0.13%
ABBV	AbbVie Inc. Healthcare	NEW	926	NEW	$233,018	NEW	0.13%
BA	Boeing Co Industrials	Added	1,033	+20	$223,613	+10.9%	0.12%
NVDA	Nvidia Corp Technology	NEW	1,106	NEW	$221,299	NEW	0.12%
QCOM	Qualcomm Inc/De Technology	NEW	1,180	NEW	$218,052	NEW	0.12%
UNP	Union Pacific Corp Industrials	NEW	796	NEW	$216,512	NEW	0.12%
LMT	Lockheed Martin Corp Industrials	Added	404	+1	$205,821	−15.5%	0.11%

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.