Clarity Wealth Development LLC

Q2 2026 13F-HR Holdings

Location
Corvallis, OR
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$180,159
Net value change ($000)
+57,647 (47.1%)
New positions
18
Sold out positions
3
Turnover %
22.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFGX 11,785 NEW
SCHO 8,141 NEW
DFSU 7,284 NEW
VCSH 5,654 392.9%
VCIT 4,108 191.1%
DFSB 3,756 NEW
DFSI 3,346 NEW
VTI 3,301 13.6%
DFSV 3,013 17.9%
DFEM 2,471 30.1%
Top Reduces (Value $000, Stocks/ETFs)
NUDM -1,352 -33.7%
SPTI -1,164 -70.8%
NUSC -1,114 -34.7%
AVEM -783 -71.9%
AVDV -689 -100.0%
NUEM -562 -26.4%
HON -539 -100.0%
SLYV -363 -64.2%
VIG -218 -33.6%
XOM -214 -100.0%
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