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Clarity Wealth Development - Q1 2026 13F Filings

CL

Clarity Wealth Development LLC

CIK: 0002048774
Address: Oregon Corvallis P.O Box 60
$122.51 M
Portfolio Value
44
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SCHR Schwab Intermediate-Term Us Treasury Etf
+$1.43 M
2. VTI Vanguard Total Stock Market Etf
+$1.33 M
3. DFSV Dimensional Us Small Cap Value Etf
+$946,640.62
4. VEA Vanguard Ftse Developed Markets Etf
+$502,643.19
5. DFEM Dimensional Emerging Markets Core Equity 2 Etf
+$460,447.84

Top Sells

Q1 2026
1. REET Ishares Global Reit Etf
−$511,625
2. ABBV Abbvie
−$227,818
3. QCOM Qualcomm Incorporated
−$206,799
4. SPTI Spdr Portfolio Intermediate Term Treasury Etf
−$102,516.62
5. VIG Vanguard Dividend Appreciation Etf
−$64,734.45

Asset Allocation

Stocks/ETFs
+3.64%
$122.51 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Clarity Wealth Development Q1 2026 Filing Summary

Clarity Wealth Development LLC filed its 13F report for Q1 2026 on April 22, 2026. The portfolio totaled 122.51 M reflecting a +3.64% change from the prior quarter, spanning 44 assets. The top 10 holdings comprised 78.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Clarity Wealth Development’s Q1 2026 Filing

Clarity Wealth Development submitted their Form 13F-HR for the Q1 2026 period on 04/22/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Clarity Wealth Development reported a managed portfolio value of 122.51 M, consisting of 44 individual positions.

This page displays the raw filing documents. To see which stocks Clarity Wealth Development bought or sold during Q1 2026, please visit Clarity Wealth Development's Portfolio Analysis page.