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CLARITY WEALTH DEVELOPMENT LLC 13F portfolio summary

CLARITY WEALTH DEVELOPMENT LLC of CLARITY WEALTH DEVELOPMENT LLC has 44 current stock holdings with a reported portfolio value of $122.5M. The portfolio 1 year return is +15.59%. Top holdings include QQQ (0.00%), VTI (19.82%), DFSV (13.78%), VEA (11.58%), SCHR (9.06%).

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CLARITY WEALTH DEVELOPMENT LLC

CLARITY WEALTH DEVELOPMENT LLC
Latest filing: 2026-03-31

CLARITY WEALTH DEVELOPMENT LLC runs CLARITY WEALTH DEVELOPMENT LLC and currently holds 44 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $122.51M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CLARITY WEALTH DEVELOPMENT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CLARITY WEALTH DEVELOPMENT LLC's portfolio at CLARITY WEALTH DEVELOPMENT LLC has delivered returns of +15.59%. Their 3-year annualized return is +14.14%. Looking at the 5-year horizon, CLARITY WEALTH DEVELOPMENT LLC has achieved +14.14% annualized returns at CLARITY WEALTH DEVELOPMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.59%
#0/1000
3 Year
+14.14%
#0/1000
5 Year
+14.14%
#0/1000

Portfolio Value

$122.51M

Alpha Score

13.0

#0 of 1000

Holdings

44

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change