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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
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVDV AMERICAN CENTY ETF TR 6,900.0 $689K 0.56% -367.0 -5.0% $99.86 +8.5%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 675.0 $673K 0.55% $996.68 +5.4%
23 NKE NIKE INC Consumer Cyclical 12,562.0 $664K 0.54% $52.82 -16.0%
24 VIG VANGUARD SPECIALIZED FUNDS 3,017.0 $649K 0.53% -301.0 -9.1% $215.06 +7.4%
25 GOOG ALPHABET INC Communication Services 1,987.0 $570K 0.47% -134.0 -6.3% $286.86 +33.7%
26 SLYV SPDR SERIES TRUST 5,971.0 $565K 0.46% -584.0 -8.9% $94.58 +8.3%
27 HON HONEYWELL INTL INC Industrials 2,383.0 $539K 0.44% $225.99 -1.0%
28 SO SOUTHERN CO Utilities 5,430.0 $524K 0.43% $96.52 -3.0%
29 MA MASTERCARD INCORPORATED Financial Services 993.0 $496K 0.41% $499.51 +0.0%
30 IVV ISHARES TR 740.0 $483K 0.39% $652.85 +14.3%
31 V VISA INC Financial Services 1,445.0 $437K 0.36% $302.33 +9.4%
32 NULV NUSHARES ETF TR 9,246.0 $421K 0.34% -345.0 -3.6% $45.50 +10.5%
33 NULG NUSHARES ETF TR 4,527.0 $412K 0.34% -37.0 -0.8% $90.94 +21.1%
34 PG PROCTER & GAMBLE CO Consumer Defensive 2,753.0 $398K 0.33% $144.43 -1.4%
35 QQQ INVESCO QQQ TR Financial Services 660.0 $381K 0.31% $577.35 +23.8%
36 GOOGL ALPHABET INC Communication Services 1,280.0 $368K 0.30% $287.56 +34.8%
37 NEE NEXTERA ENERGY INC Utilities 2,800.0 $260K 0.21% $92.88 -3.4%
38 BERKSHIRE HATHAWAY INC DEL 527.0 $253K 0.21% $479.20
39 LMT LOCKHEED MARTIN CORP Industrials 403.0 $244K 0.20% NEW $604.39 -13.5%
40 VUG VANGUARD INDEX FDS 557.0 $243K 0.20% -17.0 -3.0% $436.69 -80.0%
Page 2 of 3  ·  44 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 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%