Clarity Wealth Development LLC

Q3 2026 13F-HR Holdings

Location
Corvallis, OR
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$177,059
Net value change ($000)
-3,100 (-1.7%)
New positions
1
Sold out positions
10
Turnover %
13.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFSU 4,433 60.9%
DFSB 4,164 110.9%
SCHO 3,513 43.2%
DFGX 3,348 28.4%
DFSI 1,693 50.6%
VCSH 1,669 23.5%
MUNI 1,380 49.2%
SCHR 1,322 10.7%
VCIT 1,153 18.4%
DFSE 1,017 61.9%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -19,846 -100.0%
NUSC -1,319 -62.9%
NUDM -1,185 -44.6%
VCEB -870 -100.0%
NUEM -645 -41.1%
AAPL -564 -15.0%
SPTI -479 -100.0%
NULV -378 -100.0%
NEE -240 -100.0%
AMZN -233 -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