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Portfolio (Quarterly) Guide ↗

Clarity Wealth Development LLC

· CIK 0002048774
13F Portfolio $123M AUM 44 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 13 Added 13 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 REET ISHARES TR 20,506 $512K 0.43% SOLD
2 ABBV ABBVIE INC Healthcare 997 $228K 0.19% SOLD
3 QCOM QUALCOMM INC Technology 1,209 $207K 0.17% SOLD
Sector Allocation
Technology 41.4%
Financial Services 12.9%
Consumer Defensive 10.5%
Industrials 9.7%
Communication Services 9.2%
Utilities 7.7%
Consumer Cyclical 6.5%
Energy 2.1%