Clarity Wealth Development LLC

Q3 2025 13F-HR Holdings

Location
Corvallis, OR
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
45
Total value ($000)
$110,781
Net value change ($000)
+10,342 (10.3%)
New positions
3
Sold out positions
2
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 2,900 14.6%
DFSV 1,671 14.9%
VEA 1,254 11.5%
DFEM 1,043 18.7%
DISV 616 15.0%
SCHR 445 5.3%
AAPL 415 15.3%
DFGR 301 8.1%
NUSC 263 9.0%
NUDM 241 6.0%
Top Reduces (Value $000, Stocks/ETFs)
COST -271 -30.3%
UNP -235 -100.0%
HD -200 -100.0%
SPTI -73 -3.7%
HON -62 -10.8%
V -52 -9.3%
VIG -50 -6.6%
NKE -47 -5.3%
BA -43 -16.0%
PG -31 -7.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type