Clarity Wealth Development LLC
Long book
$122.5M
Q1 2026
Positions
44
Top-10 weight
78%
concentration
Last quarter
+9.9%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsClarity Wealth Development LLC is a wealth-management firm allocating client money, running a $122.5M US long book across 44 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, DIMENSIONAL US SMALL CAP VAL, VANGUARD FTSE DEVELOPED ETF, SCHWAB INTERMEDIATE-TERM US, DIMENSIONAL EMRG MRKT CORE.
Over the last 6 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.0%
Q1 2025
+7.9%
Q2 2025
+6.6%
Q3 2025
+3.0%
Q4 2025
+0.2%
Q1 2026
+9.9%
Sector allocation
Technology 51%
Other 11%
Industrials 10%
Services media 9%
Utilities 8%
Consumer discretionary 7%
Financials 3%
Energy 2%
Long book by quarter
What does Clarity Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 11.5K | $2.9M | 2.4% | -0.3% |
| MSFT MICROSOFT CORP | Technology | 3.5K | $1.3M | 1.1% | -2.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 675 | $673K | 0.5% | Held |
| NKE NIKE INC -CL B | Other | 12.6K | $664K | 0.5% | Held |
| GOOG ALPHABET INC-CL C | Technology | 2.0K | $570K | 0.5% | -6.3% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.4K | $539K | 0.4% | Held |
| SO SOUTHERN CO/THE | Utilities | 5.4K | $524K | 0.4% | Held |
| MA MASTERCARD INC - A | Services media | 993 | $496K | 0.4% | Held |
| V VISA INC-CLASS A SHARES | Services media | 1.4K | $437K | 0.4% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 2.8K | $398K | 0.3% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.3K | $368K | 0.3% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 2.8K | $260K | 0.2% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 527 | $253K | 0.2% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 403 | $244K | 0.2% | New |
| XOM EXXON MOBIL CORP | Energy | 1.3K | $214K | 0.2% | New |
| BA BOEING CO/THE | Industrials | 1.0K | $202K | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 44 | $122.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 45 | $118.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 45 | $110.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 44 | $100.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 12, 2025 | 41 | $89.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 46 | $92.1M | canonical | SEC ↗ |