Clarity Wealth Development LLC

CIK

2048774

Location

Corvallis, OR

Portfolio Value

Micro $9,675,560

Diversification

Diversified

Filing Date

Global Rank

#8,135 / 8,603 ▲ 40 · as of Mar 2026

Top Industry

Consumer Electronics 31.3%

3Y Alpha vs SPY

-10.8%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.7%

SPY

+24.0%

Annualised alpha

-11.2%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.0%

+0.7 pts

Top 5

63.2%

−1.0 pts

Top 10

86.3%

+0.8 pts

HHI

1,362

Diversified−16

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.5%	$4,213,103	2
Financial Services	12.3%	$1,185,436	3
Consumer Defensive	11.1%	$1,070,233	2
Industrials	10.4%	$1,010,083	3
Utilities	8.1%	$784,167	2
Consumer Cyclical	6.9%	$663,524	1
Unclassified	3.9%	$380,938	1
Communication Services	3.8%	$368,076	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−100	3,530	$1,306,700
AAPL	Apple Inc.	−40	11,452	$2,906,403
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
LMT	Lockheed Martin Corp	403	$243,569
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ABBV	AbbVie Inc.	997	$227,804
QCOM	Qualcomm Inc/De	1,209	$206,799
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $9,675,560 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	11,452	-40	$2,906,403	−7.0%	30.04%
MSFT	Microsoft Corp Technology	Reduced	3,530	-100	$1,306,700	−25.6%	13.51%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	675	0	$672,590	+15.5%	6.95%
NKE	NIKE, Inc. Consumer Cyclical	Held	12,562	0	$663,524	−17.1%	6.86%
HON	Honeywell International Inc Industrials	Held	2,383	0	$564,897	+15.9%	5.84%
SO	Southern Co Utilities	Held	5,430	0	$524,103	+10.7%	5.42%
MA	Mastercard Inc Financial Services	Held	993	0	$496,162	−12.5%	5.13%
V	Visa Inc. Financial Services	Held	1,445	0	$436,736	−13.8%	4.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,753	0	$397,643	+0.8%	4.11%
QQQ	Invesco Qqq Trust, Series 1	Held	660	0	$380,938	−6.0%	3.94%
GOOGL	Alphabet Inc. Communication Services	Held	1,280	0	$368,076	−8.1%	3.80%
NEE	Nextera Energy Inc Utilities	Held	2,800	0	$260,064	+15.7%	2.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	527	0	$252,538	−4.7%	2.61%
LMT	Lockheed Martin Corp Industrials	NEW	403	NEW	$243,569	NEW	2.52%
BA	Boeing Co Industrials	Held	1,013	0	$201,617	−8.3%	2.08%