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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NULV NUSHARES ETF TR 7,554.0 $378K 0.21% -2K -18.3% $49.99 +7.8%
42 GIS GENERAL MILLS INC Consumer Defensive 9,415.0 $328K 0.18% NEW $34.80 +19.4%
43 BERKSHIRE HATHAWAY INC DEL 612.0 $306K 0.17% +85.0 +16.1% $500.39
44 AVEM AMERICAN CENTY ETF TR 3,168.0 $306K 0.17% -10K -76.5% $96.49 -1.8%
45 JPM JPMORGAN CHASE & CO Financial Services 858.0 $281K 0.16% NEW $327.44 +9.2%
46 CAT CATERPILLAR INC Industrials 264.0 $281K 0.16% NEW $1063.55 -24.8%
47 POST POST HLDGS INC Consumer Defensive 3,000.0 $265K 0.15% NEW $88.26 -3.3%
48 VUG VANGUARD INDEX FDS 3,034.0 $261K 0.14% +2K +444.7% $86.14 +2.8%
49 DFIV DIMENSIONAL ETF TRUST 4,507.0 $243K 0.14% $54.02 +7.3%
50 NEE NEXTERA ENERGY INC Utilities 2,740.0 $240K 0.13% -60.0 -2.1% $87.77 -6.8%
51 AMZN AMAZON COM INC Consumer Cyclical 978.0 $233K 0.13% NEW $238.34 +11.8%
52 ABBV ABBVIE INC Healthcare 926.0 $233K 0.13% NEW $251.66 +1.5%
53 MUB ISHARES TR 2,099.0 $226K 0.12% -44.0 -2.0% $107.62 -2.2%
54 BA BOEING CO Industrials 1,033.0 $224K 0.12% +20.0 +2.0% $216.47 -3.1%
55 NVDA NVIDIA CORPORATION Technology 1,106.0 $221K 0.12% NEW $200.10 +8.7%
56 QCOM QUALCOMM INC Technology 1,180.0 $218K 0.12% NEW $184.79 -11.1%
57 UNP UNION PAC CORP Industrials 796.0 $216K 0.12% NEW $271.86 +13.1%
58 LMT LOCKHEED MARTIN CORP Industrials 404.0 $206K 0.11% $509.46 +10.7%
59 SLYV SPDR SERIES TRUST 1,847.0 $202K 0.11% -4K -69.1% $109.11 +0.5%
Page 3 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%