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Clarity Wealth Development - Q4 2025 13F Filings

CL

Clarity Wealth Development LLC

CIK: 0002048774
Address: Oregon Corvallis P.O Box 60
$118.21 M
Portfolio Value
45
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. NUDM Nuveen Esg Intl Devel Mrk Eq
+$4.04 M
2. MUNI Pimco Intermediate Municipal
+$2.02 M
3. DFSV Dimensional Us Small Cap Value Etf
+$1.63 M
4. VTI Vanguard Total Stock Market Etf
+$1.35 M
5. SCHR Schwab Intermediate-Term Us Treasury Etf
+$1 M
6. VEA Vanguard Ftse Developed Markets Etf
+$978,217.09
7. DFEM Dimensional Emerging Markets Core Equity 2 Etf
+$836,130.1

Top Sells

Q4 2025
1. SPTI Spdr Portfolio Intermediate Term Treasury Etf
−$140,133.29
2. AAPL Apple
−$39,963.5
3. AVEM Avantis Emerging Markets Equity Etf
−$19,177.98
4. MSFT Microsoft Corporation
−$15,476.4
5. AVDV Avantis International Small Cap Value Etf
−$14,659.32

Asset Allocation

Stocks/ETFs
+12.86%
$118.21 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Clarity Wealth Development Q4 2025 Filing Summary

Clarity Wealth Development LLC filed its 13F report for Q4 2025 on February 11, 2026. The portfolio totaled 118.21 M reflecting a +6.70% change from the prior quarter, spanning 45 assets. The top 10 holdings comprised 75.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 0 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Clarity Wealth Development’s Q4 2025 Filing

Clarity Wealth Development submitted their Form 13F-HR for the Q4 2025 period on 02/11/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Clarity Wealth Development reported a managed portfolio value of 118.21 M, consisting of 45 individual positions.

This page displays the raw filing documents. To see which stocks Clarity Wealth Development bought or sold during Q4 2025, please visit Clarity Wealth Development's Portfolio Analysis page.