Clarity Wealth Development LLC reported 23 positions worth $11.94M for the quarter ended Sep 30, 2026, down 15.8% on the prior quarter. It opened 1 new position, added to 1, trimmed 12 and exited 4. Its largest holding is Apple Inc. at 26.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -3,400 | -26.1% | $1.13M | 26.78% |
| MSFT Microsoft Corp | -656 | -18.6% | $336.45K | 12.33% |
| V Visa Inc. | -693 | -47.8% | $249.16K | 2.28% |
| NEE Nextera Energy Inc | -2,740 | -100.0% | $240.48K | Exited |
| AMZN Amazon Com Inc | -978 | -100.0% | $233.10K | Exited |
| BA Boeing Co | -1,033 | -100.0% | $223.61K | Exited |
| UNP Union Pacific Corp | -796 | -100.0% | $216.40K | Exited |
| MA Mastercard Inc | -390 | -39.6% | $215.25K | 2.75% |
| COST Costco Wholesale Corp | -99 | -13.5% | $90.14K | 4.84% |
| SO Southern Co | -1,063 | -19.7% | $88.11K | 3.01% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HPE Hewlett Packard Enterprise Co | +3,464 | $221.32K | 1.85% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 9,605 | $3.20M | 26.78% | -3,400 | -26.1% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 2,871 | $1.47M | 12.33% | -656 | -18.6% | Reduced | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 1,759 | $599.36K | 5.02% | -237 | -11.9% | Reduced | 0% |
| 4 | COST Costco Wholesale Corp | Consumer Staples | 635 | $578.17K | 4.84% | -99 | -13.5% | Reduced | 0% |
| 5 | EPC EDGEWELL PERSONAL CARE Co | Consumer Staples | 20.0K | $539.60K | 4.52% | 0 | 0.0% | Unchanged | 0.04% |
| 6 | INTC Intel Corp | Technology | 4,030 | $484.57K | 4.06% | 0 | 0.0% | Unchanged | 0% |
| 7 | ENR Energizer Holdings, Inc. | Consumer Staples | 21.2K | $453.25K | 3.79% | 0 | 0.0% | Unchanged | 0.03% |
| 8 | GOOGL Alphabet Inc. | Technology | 1,303 | $448.34K | 3.75% | 0 | 0.0% | Unchanged | 0% |
| 9 | NKE NIKE, Inc. | Consumer Discretionary | 12.4K | $438.41K | 3.67% | -383 | -3.0% | Reduced | 0% |
| 10 | PG PROCTER & GAMBLE Co | Consumer Staples | 2,577 | $374.39K | 3.13% | -178 | -6.5% | Reduced | 0% |
| 11 | SO Southern Co | Utilities | 4,333 | $359.16K | 3.01% | -1,063 | -19.7% | Reduced | 0% |
| 12 | MA Mastercard Inc | Financial Services | 596 | $328.94K | 2.75% | -390 | -39.6% | Reduced | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 612 | $304.75K | 2.55% | 0 | 0.0% | Unchanged | 0% |
| 14 | GIS General Mills Inc | Consumer Staples | 9,415 | $302.79K | 2.54% | 0 | 0.0% | Unchanged | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 858 | $283.95K | 2.38% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Clarity Wealth Development.
As of its Q3 2026 13F filing, Clarity Wealth Development LLC’s five largest positions were Apple Inc. (AAPL) at 26.8%, Microsoft Corp (MSFT) at 12.3%, Alphabet Inc. (GOOG) at 5.0%, Costco Wholesale Corp (COST) at 4.8%, EDGEWELL PERSONAL CARE Co (EPC) at 4.5% of the reported portfolio.
Clarity Wealth Development LLC reported a 13F portfolio worth $11.94M across 23 positions for Q3 2026. That is down 15.8% from the previous quarter.
Its largest purchases by value were Hewlett Packard Enterprise Co ($221.32K), Qualcomm Inc ($29.26K). It opened 1 new positions.
Its largest sales by value were Apple Inc. ($1.13M), Microsoft Corp ($336.45K), Visa Inc. ($249.16K). It exited 4 positions entirely.
From the Form 13F-HR reports Clarity Wealth Development LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.