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Portfolio (Quarterly) Guide ↗

Clarity Wealth Development LLC

· CIK 0002048774
13F Portfolio $180M AUM 59 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 16 Added 19 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 AVDV AMERICAN CENTY ETF TR 6,900 $689K 0.56% SOLD
2 HON HONEYWELL INTL INC Industrials 2,383 $539K 0.44% SOLD
3 XOM EXXON MOBIL CORP Energy 1,262 $214K 0.17% SOLD
Sector Allocation
Technology 44.7%
Consumer Defensive 16.3%
Financial Services 12.5%
Industrials 10.2%
Consumer Cyclical 5.6%
Utilities 5.6%
Communication Services 3.4%
Healthcare 1.7%