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Clarity Wealth Development - Q2 2026 13F Filings

CL

Clarity Wealth Development LLC

CIK: 0002048774
Address: Oregon Corvallis P.O Box 60
$180.16 M
Portfolio Value
59
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFGX Dimensional Global Ex Us Core Fixed Income Etf
+$11.78 M
2. SCHO Schwab Short-Term Us Treasury Etf
+$8.14 M
3. DFSU Dimensional Us Sustainability Core 1 Etf
+$7.28 M
4. VCSH Vanguard Short-Term Corporate Bond Etf
+$5.66 M
5. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$4.11 M

Top Sells

Q2 2026
1. NUDM Nuveen Esg Intl Devel Mrk Eq
−$1.79 M
2. NUSC Nuveen Esg Small-Cap Etf
−$1.62 M
3. SPTI Spdr Portfolio Intermediate Term Treasury Etf
−$1.15 M
4. AVEM Avantis Emerging Markets Equity Etf
−$997,898.54
5. NUEM Nuveen Esg Emerging Markets Equity Etf
−$892,303.92

Asset Allocation

Stocks/ETFs
+47.05%
$180.16 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Clarity Wealth Development Q2 2026 Filing Summary

Clarity Wealth Development LLC filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 180.16 M reflecting a +47.05% change from the prior quarter, spanning 59 assets. The top 10 holdings comprised 70.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 18 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 Q2 2026 Filing

Clarity Wealth Development submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Clarity Wealth Development reported a managed portfolio value of 180.16 M, consisting of 59 individual positions.

This page displays the raw filing documents. To see which stocks Clarity Wealth Development bought or sold during Q2 2026, please visit Clarity Wealth Development's Portfolio Analysis page.