Clarity Wealth Development LLC

Q1 2026 13F-HR Holdings

Location
Corvallis, OR
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
44
Total value ($000)
$122,512
Net value change ($000)
+4,306 (3.6%)
New positions
2
Sold out positions
3
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFSV 1,922 12.9%
SCHR 1,364 14.1%
VEA 846 6.4%
DFEM 789 10.6%
DISV 412 7.4%
VTI 302 1.3%
LMT 244 NEW
DFGR 214 4.7%
XOM 214 NEW
COST 91 15.6%
Top Reduces (Value $000, Stocks/ETFs)
REET -512 -100.0%
MSFT -449 -25.6%
ABBV -228 -100.0%
AAPL -218 -7.0%
QCOM -207 -100.0%
NKE -136 -17.0%
SPTI -113 -6.4%
GOOGL -96 -14.4%
VIG -80 -11.0%
DFUS -78 -6.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type