Clarity Wealth Development LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002048774

Type: FundHoldings: 41Value: $89.6MLatest: 2025Q1

Clarity Wealth Development LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 41 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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922908769

VTI|922908769

Shares:62.2K

Value:$17.0M

% of Portfolio:18.9% ($17.0M/$89.6M)

921943858

VEA|921943858

Shares:188.3K

Value:$10.0M

% of Portfolio:11.1% ($10.0M/$89.6M)

25434V815

Shares:363.8K

Value:$9.7M

% of Portfolio:10.8% ($9.7M/$89.6M)

808524854

Shares:309.6K

Value:$7.8M

% of Portfolio:8.7% ($7.8M/$89.6M)

25434V732

Shares:183.2K

Value:$4.9M

% of Portfolio:5.4% ($4.9M/$89.6M)

67092P805

Shares:114.9K

Value:$3.8M

% of Portfolio:4.2% ($3.8M/$89.6M)

25434V781

Shares:122.2K

Value:$3.7M

% of Portfolio:4.1% ($3.7M/$89.6M)

25434V658

Shares:136.7K

Value:$3.6M

% of Portfolio:4.0% ($3.6M/$89.6M)

46435G243

Shares:113.9K

Value:$2.9M

% of Portfolio:3.2% ($2.9M/$89.6M)

Apple Inc.

AAPL|037833100

Shares:13.2K

Value:$2.8M

% of Portfolio:3.1% ($2.8M/$89.6M)

67092P607

Shares:71.2K

Value:$2.7M

% of Portfolio:3.0% ($2.7M/$89.6M)

78464A672

Shares:74.4K

Value:$2.1M

% of Portfolio:2.4% ($2.1M/$89.6M)

67092P888

Shares:60.8K

Value:$1.8M

% of Portfolio:2.0% ($1.8M/$89.6M)

92206C870

VCIT|92206C870

Shares:20.6K

Value:$1.7M

% of Portfolio:1.9% ($1.7M/$89.6M)

72201R866

Shares:32.0K

Value:$1.6M

% of Portfolio:1.8% ($1.6M/$89.6M)

MICROSOFT CORP

MSFT|594918104

Shares:3.0K

Value:$1.2M

% of Portfolio:1.3% ($1.2M/$89.6M)

92206C409

Shares:15.0K

Value:$1.2M

% of Portfolio:1.3% ($1.2M/$89.6M)

25434V401

Shares:18.5K

Value:$1.1M

% of Portfolio:1.2% ($1.1M/$89.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:907

Value:$902.2K

% of Portfolio:1.0% ($902.2K/$89.6M)

025072604

AVEM|025072604

Shares:14.7K

Value:$890.7K

% of Portfolio:1.0% ($890.7K/$89.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	62.2K	QoQ +1.03% (-640) YoY-	All Managers (Combined)	$17.0M	18.9% ($17.0M/$89.6M)	QoQ -7.68% (-$1.4M) YoY-
(VEAcusip921943858)	188.3K	QoQ -0.61% (-1.2K) YoY-	All Managers (Combined)	$10.0M	11.1% ($10.0M/$89.6M)	QoQ +5.21% (-$493.4K) YoY-
(cusip25434V815)✕	363.8K	QoQ +9.47% (-31.5K) YoY-	All Managers (Combined)	$9.7M	10.8% ($9.7M/$89.6M)	QoQ -8.36% (-$882.1K) YoY-
(cusip808524854)✕	309.6K	QoQ +13.31% (+36.4K) YoY-	All Managers (Combined)	$7.8M	8.7% ($7.8M/$89.6M)	QoQ +16.52% (+$1.1M) YoY-
(cusip25434V732)✕	183.2K	QoQ +5.63% (+9.8K) YoY-	All Managers (Combined)	$4.9M	5.4% ($4.9M/$89.6M)	QoQ +7.08% (+$322.1K) YoY-
(cusip67092P805)✕	114.9K	QoQ -3.90% (-4.7K) YoY-	All Managers (Combined)	$3.8M	4.2% ($3.8M/$89.6M)	QoQ +0.98% (-$37.0K) YoY-
(cusip25434V781)✕	122.2K	QoQ +8.28% (+9.3K) YoY-	All Managers (Combined)	$3.7M	4.1% ($3.7M/$89.6M)	QoQ +19.09% (+$591.4K) YoY-
(cusip25434V658)✕	136.7K	QoQ +4.34% (+5.7K) YoY-	All Managers (Combined)	$3.6M	4.0% ($3.6M/$89.6M)	QoQ +5.95% (+$202.1K) YoY-
(cusip46435G243)✕	113.9K	QoQ +0.25% (+294) YoY-	All Managers (Combined)	$2.9M	3.2% ($2.9M/$89.6M)	QoQ +1.10% (+$31.2K) YoY-
Apple Inc.(AAPLcusip037833100)	13.2K	QoQ -1.84% (-249) YoY-	All Managers (Combined)	$2.8M	3.1% ($2.8M/$89.6M)	QoQ -11.62% (-$369.8K) YoY-
(cusip67092P607)✕	71.2K	QoQ -2.40% (-1.8K) YoY-	All Managers (Combined)	$2.7M	3.0% ($2.7M/$89.6M)	QoQ -16.11% (-$511.6K) YoY-
(cusip78464A672)✕	74.4K	QoQ -10.51% (-8.7K) YoY-	All Managers (Combined)	$2.1M	2.4% ($2.1M/$89.6M)	QoQ -7.99% (-$186.6K) YoY-
(cusip67092P888)✕	60.8K	QoQ -1.78% (-1.1K) YoY-	All Managers (Combined)	$1.8M	2.0% ($1.8M/$89.6M)	QoQ -1.11% (-$20.1K) YoY-
(VCITcusip92206C870)	20.6K	QoQ +0.76% (+157) YoY-	All Managers (Combined)	$1.7M	1.9% ($1.7M/$89.6M)	QoQ +1.99% (+$32.8K) YoY-
(cusip72201R866)✕	32.0K	QoQ -6.00% (-2.0K) YoY-	All Managers (Combined)	$1.6M	1.8% ($1.6M/$89.6M)	QoQ -7.13% (-$125.9K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	3.0K	QoQ +0.33% (-10) YoY-	All Managers (Combined)	$1.2M	1.3% ($1.2M/$89.6M)	QoQ -4.45% (-$55.9K) YoY-
(cusip92206C409)✕	15.0K	QoQ -0.72% (-109) YoY-	All Managers (Combined)	$1.2M	1.3% ($1.2M/$89.6M)	QoQ +0.17% (-$2.1K) YoY-
(cusip25434V401)✕	18.5K	QoQ -6.21% (-1.2K) YoY-	All Managers (Combined)	$1.1M	1.2% ($1.1M/$89.6M)	QoQ -14.41% (-$186.6K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	907	QoQ -0.98% (-9) YoY-	All Managers (Combined)	$902.2K	1.0% ($902.2K/$89.6M)	QoQ +0.49% (-$4.4K) YoY-
(AVEMcusip025072604)	14.7K	QoQ -6.00% (-940) YoY-	All Managers (Combined)	$890.7K	1.0% ($890.7K/$89.6M)	QoQ -3.93% (-$36.5K) YoY-