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	Chg Shares	Chg %	Period Price ①	Since Period ①
1	NUEM	NUSHARES ETF TR	—	58,000.0	$2.1M	1.74%	-618.0	-1.1%	$36.74	+10.5%
2	SPTI	SPDR SERIES TRUST	—	57,314.0	$1.6M	1.34%	-4K	-5.9%	$28.66	-1.4%
3	MSFT	MICROSOFT CORP	Technology	3,530.0	$1.3M	1.07%	-100.0	-2.8%	$370.18	+13.2%
4	DFUS	DIMENSIONAL ETF TRUST	—	15,489.0	$1.1M	0.90%	-372.0	-2.4%	$70.91	+13.9%
5	AVEM	AMERICAN CENTY ETF TR	—	13,510.0	$1.1M	0.89%	-549.0	-3.9%	$80.58	+15.5%
6	AVDV	AMERICAN CENTY ETF TR	—	6,900.0	$689K	0.56%	-367.0	-5.0%	$99.86	+8.5%
7	VIG	VANGUARD SPECIALIZED FUNDS	—	3,017.0	$649K	0.53%	-301.0	-9.1%	$215.06	+7.4%
8	GOOG	ALPHABET INC	Communication Services	1,987.0	$570K	0.47%	-134.0	-6.3%	$286.86	+33.7%
9	SLYV	SPDR SERIES TRUST	—	5,971.0	$565K	0.46%	-584.0	-8.9%	$94.58	+8.3%
10	NULV	NUSHARES ETF TR	—	9,246.0	$421K	0.34%	-345.0	-3.6%	$45.50	+10.5%
11	NULG	NUSHARES ETF TR	—	4,527.0	$412K	0.34%	-37.0	-0.8%	$90.94	+21.1%
12	VUG	VANGUARD INDEX FDS	—	557.0	$243K	0.20%	-17.0	-3.0%	$436.69	-80.0%
13	MUB	ISHARES TR	—	2,143.0	$227K	0.19%	-27.0	-1.2%	$106.15	-0.1%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%