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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
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NUEM NUSHARES ETF TR 36,973.0 $1.6M 0.87% -21K -36.2% $42.44 +0.4%
22 MSFT MICROSOFT CORP Technology 3,527.0 $1.3M 0.73% $372.98 +37.7%
23 DFUS DIMENSIONAL ETF TRUST 15,082.0 $1.2M 0.69% -407.0 -2.6% $81.94 +2.4%
24 VCEB VANGUARD WORLD FD 13,868.0 $870K 0.48% -871.0 -5.9% $62.76 -1.9%
25 GOOG ALPHABET INC 1,996.0 $705K 0.39% $353.33
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 734.0 $687K 0.38% +59.0 +8.7% $935.81 +1.0%
27 INTC INTEL CORP Technology 4,030.0 $563K 0.31% NEW $139.64 -35.9%
28 IVV ISHARES TR 721.0 $540K 0.30% -19.0 -2.6% $748.46 +3.3%
29 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 20,000.0 $537K 0.30% NEW $26.86 +8.2%
30 NKE NIKE INC Consumer Cyclical 12,768.0 $524K 0.29% +206.0 +1.6% $41.05 -3.5%
31 SO SOUTHERN CO Utilities 5,396.0 $516K 0.29% -34.0 -0.6% $95.71 -7.8%
32 MA MASTERCARD INCORPORATED Financial Services 986.0 $506K 0.28% -7.0 -0.7% $513.44 +15.9%
33 V VISA INC Financial Services 1,450.0 $498K 0.28% $343.19 +11.2%
34 SPTI SPDR SERIES TRUST 16,888.0 $479K 0.27% -40K -70.5% $28.39 -1.2%
35 GOOGL ALPHABET INC Communication Services 1,303.0 $466K 0.26% +23.0 +1.8% $357.37 -3.0%
36 ENR ENERGIZER HLDGS INC Industrials 21,190.0 $454K 0.25% NEW $21.44 +3.9%
37 NULG NUSHARES ETF TR 3,749.0 $439K 0.24% -778.0 -17.2% $117.06 -2.4%
38 VIG VANGUARD SPECIALIZED FUNDS 1,823.0 $431K 0.24% -1K -39.6% $236.67 +2.7%
39 QQQ INVESCO QQQ TR Financial Services 560.0 $413K 0.23% -100.0 -15.2% $736.65 -2.7%
40 PG PROCTER & GAMBLE CO Consumer Defensive 2,755.0 $404K 0.22% $146.63 -2.0%
Page 2 of 3  ·  59 positions

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 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%