Clarity-Wealth-Development

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  null,
  "ABBV",
  null,
  null,
  "GOOGL",
  null,
  null,
  "AVEM",
  null,
  "HON",
  null,
  "UNP",
  "MUB",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IVV",
  "AAPL",
  null,
  null,
  null,
  null,
  "VCIT",
  "VIG",
  null,
  "VUG",
  "VEA",
  null,
  "V",
  "SO",
  "BRK-B",
  "BA",
  "COST",
  null,
  null,
  "QQQ",
  "GOOG",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 41
Total Value: 89620243
Accession Number: 0001941040-25-000280
Form Type: 13F-HR
CIK: clarity-wealth-development
Manager Name: Clarity-Wealth-Development

Data Enrichment

56% identified

23 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

41 positions • $89.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921910691

VCEB|921910691

Shares:12.5K

Value:$785.4K

% of Portfolio:0.9% ($785.4K/$89.6M)

921908844

VIG|921908844

Shares:4.1K

Value:$773.8K

% of Portfolio:0.9% ($773.8K/$89.6M)

025072802

Shares:7.7K

Value:$557.7K

% of Portfolio:0.6% ($557.7K/$89.6M)

Mastercard Inc

MA|57636Q104

Shares:1.0K

Value:$553.4K

% of Portfolio:0.6% ($553.4K/$89.6M)

VISA INC.

V|92826C839

Shares:1.6K

Value:$542.0K

% of Portfolio:0.6% ($542.0K/$89.6M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.5K

Value:$531.2K

% of Portfolio:0.6% ($531.2K/$89.6M)

78464A300

Shares:6.9K

Value:$510.7K

% of Portfolio:0.6% ($510.7K/$89.6M)

SOUTHERN CO

SO|842587107

Shares:5.4K

Value:$495.8K

% of Portfolio:0.6% ($495.8K/$89.6M)

464287200

IVV|464287200

Shares:740

Value:$412.7K

% of Portfolio:0.5% ($412.7K/$89.6M)

Alphabet Inc.

GOOG|02079K107

Shares:2.2K

Value:$361.2K

% of Portfolio:0.4% ($361.2K/$89.6M)

67092P300

Shares:8.9K

Value:$349.2K

% of Portfolio:0.4% ($349.2K/$89.6M)

67092P201

Shares:4.2K

Value:$340.1K

% of Portfolio:0.4% ($340.1K/$89.6M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:660

Value:$313.9K

% of Portfolio:0.4% ($313.9K/$89.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:577

Value:$307.7K

% of Portfolio:0.3% ($307.7K/$89.6M)

464288414

MUB|464288414

Shares:2.5K

Value:$261.0K

% of Portfolio:0.3% ($261.0K/$89.6M)

46434V647

Shares:10.5K

Value:$253.4K

% of Portfolio:0.3% ($253.4K/$89.6M)

BOEING CO

BA|097023105

Shares:1.3K

Value:$235.1K

% of Portfolio:0.3% ($235.1K/$89.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$229.8K

% of Portfolio:0.3% ($229.8K/$89.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.0K

Value:$220.7K

% of Portfolio:0.2% ($220.7K/$89.6M)

922908736

VUG|922908736

Shares:574

Value:$217.1K

% of Portfolio:0.2% ($217.1K/$89.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VCEBcusip921910691)	12.5K	QoQ +39.40% (+3.5K) YoY-	All Managers (Combined)	$785.4K	0.9% ($785.4K/$89.6M)	QoQ +40.08% (+$224.7K) YoY-
(VIGcusip921908844)	4.1K	QoQ -3.61% (-152) YoY-	All Managers (Combined)	$773.8K	0.9% ($773.8K/$89.6M)	QoQ -8.94% (-$76.1K) YoY-
(cusip025072802)✕	7.7K	QoQ -6.27% (-515) YoY-	All Managers (Combined)	$557.7K	0.6% ($557.7K/$89.6M)	QoQ +2.08% (-$11.4K) YoY-
Mastercard Inc(MAcusip57636Q104)	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$553.4K	0.6% ($553.4K/$89.6M)	QoQ -1.32% (-$7.4K) YoY-
VISA INC.(Vcusip92826C839)	1.6K	QoQ -4.50% (-74) YoY-	All Managers (Combined)	$542.0K	0.6% ($542.0K/$89.6M)	QoQ -3.47% (-$19.5K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$531.2K	0.6% ($531.2K/$89.6M)	QoQ -5.90% (-$33.4K) YoY-
(cusip78464A300)✕	6.9K	QoQ -5.55% (-408) YoY-	All Managers (Combined)	$510.7K	0.6% ($510.7K/$89.6M)	QoQ -21.73% (-$141.8K) YoY-
SOUTHERN CO(SOcusip842587107)	5.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$495.8K	0.6% ($495.8K/$89.6M)	QoQ +9.45% (+$42.8K) YoY-
(IVVcusip464287200)	740	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$412.7K	0.5% ($412.7K/$89.6M)	QoQ -7.72% (-$34.5K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	2.2K	QoQ -5.07% (-120) YoY-	All Managers (Combined)	$361.2K	0.4% ($361.2K/$89.6M)	QoQ -25.71% (-$125.0K) YoY-
(cusip67092P300)✕	8.9K	QoQ +6.90% (+575) YoY-	All Managers (Combined)	$349.2K	0.4% ($349.2K/$89.6M)	QoQ +2.36% (+$8.1K) YoY-
(cusip67092P201)✕	4.2K	QoQ +6.27% (-249) YoY-	All Managers (Combined)	$340.1K	0.4% ($340.1K/$89.6M)	QoQ -1.91% (-$6.6K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	660	QoQ -13.15% (-100) YoY-	All Managers (Combined)	$313.9K	0.4% ($313.9K/$89.6M)	QoQ -20.93% (-$83.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	577	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$307.7K	0.3% ($307.7K/$89.6M)	QoQ +13.77% (+$37.3K) YoY-
(MUBcusip464288414)	2.5K	QoQ -36.13% (-1.4K) YoY-	All Managers (Combined)	$261.0K	0.3% ($261.0K/$89.6M)	QoQ -37.22% (-$154.7K) YoY-
(cusip46434V647)✕	10.5K	QoQ NEW(+10.5K) YoY-	All Managers (Combined)	$253.4K	0.3% ($253.4K/$89.6M)	QoQ NEW(+$253.4K) YoY-
BOEING CO(BAcusip097023105)	1.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$235.1K	0.3% ($235.1K/$89.6M)	QoQ +3.80% (+$8.6K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ -0.67% (-8) YoY-	All Managers (Combined)	$229.8K	0.3% ($229.8K/$89.6M)	QoQ +5.37% (-$11.7K) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	1.0K	QoQ -12.48% (-146) YoY-	All Managers (Combined)	$220.7K	0.2% ($220.7K/$89.6M)	QoQ -23.83% (-$69.1K) YoY-
(VUGcusip922908736)	574	QoQ -4.49% (-27) YoY-	All Managers (Combined)	$217.1K	0.2% ($217.1K/$89.6M)	QoQ -13.62% (-$34.2K) YoY-