Clarity Wealth Development LLC
All 13F Filings
- Location
- Corvallis, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 180,159
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 59 | 180,159 | 13F-HR | Clarity Wealth Development LLC |
| Q1 2026 | 4/22/2026 | 44 | 122,512 | 13F-HR | Clarity Wealth Development LLC |
| Q4 2025 | 2/11/2026 | 45 | 118,206 | 13F-HR | Clarity Wealth Development LLC |
| Q3 2025 | 11/12/2025 | 45 | 110,781 | 13F-HR | Clarity Wealth Development LLC |
| Q2 2025 | 8/5/2025 | 44 | 100,439 | 13F-HR | Clarity Wealth Development LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.19 K | 7.9% | 4.136 K | 0 | 4.136 K |
| ETFs | 166 K | 92.1% | 53.51 K | 0 | 53.51 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
180,159
Holdings
59
QoQ value change ($000)
57,647
(47.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.