Clarity Wealth Development LLC
Net buyer this quarter
$180M
27
+$3.88M
5.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $3.76M | 2.09% | 0.00% | +13.6% | Q4 2024 |
 MSFT | $1.32M | 0.73% | 0.00% | -0.1% | Q4 2024 |
 GOOG | $705K | 0.39% | Not reported | +0.5% | Q4 2024 |
 COST | $687K | 0.38% | 0.00% | +8.7% | Q4 2024 |
 INTC | $563K | 0.31% | 0.00% | New | Q2 2026 |
 EPC | $537K | 0.30% | 0.04% | New | Q2 2026 |
 NKE | $524K | 0.29% | 0.00% | +1.6% | Q2 2025 |
 SO | $516K | 0.29% | 0.00% | -0.6% | Q4 2024 |
 MA | $506K | 0.28% | 0.00% | -0.7% | Q4 2024 |
 V | $498K | 0.28% | 0.00% | +0.4% | Q4 2024 |
| GOOGL | $466K | 0.26% | 0.00% | +1.8% | Q4 2024 |
 ENR | $454K | 0.25% | 0.03% | New | Q2 2026 |
 QQQ | $413K | 0.23% | Not reported | -15.2% | Q4 2024 |
 PG | $404K | 0.22% | 0.00% | +0.1% | Q2 2025 |
 GIS | $328K | 0.18% | 0.00% | New | Q2 2026 |
 BRK.B | $306K | 0.17% | Not reported | +16.1% | Q4 2024 |
 JPM | $281K | 0.16% | 0.00% | New | Q2 2026 |
 CAT | $281K | 0.16% | 0.00% | New | Q2 2026 |
 POST | $265K | 0.15% | 0.01% | New | Q2 2026 |
 NEE | $240K | 0.13% | 0.00% | -2.1% | Q4 2024 |
 AMZN | $233K | 0.13% | 0.00% | Not reported | Q4 2024 |
 ABBV | $233K | 0.13% | 0.00% | Not reported | Q4 2024 |
 BA | $224K | 0.12% | 0.00% | +2.0% | Q4 2024 |
 NVDA | $221K | 0.12% | 0.00% | New | Q2 2026 |
 QCOM | $218K | 0.12% | 0.00% | Not reported | Q4 2024 |
 UNP | $216K | 0.12% | 0.00% | Not reported | Q4 2024 |
 LMT | $206K | 0.11% | 0.00% | +0.3% | Q1 2026 |
| Q1 2026 | |||||
| AAPL | $2.91M | 2.37% | 0.00% | -0.4% | Q4 2024 |
| MSFT | $1.31M | 1.07% | 0.00% | -2.8% | Q4 2024 |
| COST | $673K | 0.55% | 0.00% | Not reported | Q4 2024 |
| NKE | $664K | 0.54% | 0.00% | Not reported | Q2 2025 |
| GOOG | $570K | 0.47% | Not reported | -6.3% | Q4 2024 |
 HON | $539K | 0.44% | 0.00% | Not reported | Q4 2024 |
| SO | $524K | 0.43% | 0.00% | Not reported | Q4 2024 |
| MA | $496K | 0.40% | 0.00% | Not reported | Q4 2024 |
| V | $437K | 0.36% | 0.00% | Not reported | Q4 2024 |
| PG | $398K | 0.32% | 0.00% | Not reported | Q2 2025 |
| QQQ | $381K | 0.31% | Not reported | Not reported | Q4 2024 |
| GOOGL | $368K | 0.30% | 0.00% | Not reported | Q4 2024 |
| NEE | $260K | 0.21% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $253K | 0.21% | Not reported | Not reported | Q4 2024 |
| LMT | $244K | 0.20% | 0.00% | New | Q1 2026 |
 XOM | $214K | 0.17% | 0.00% | New | Q1 2026 |
| BA | $202K | 0.16% | 0.00% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| AAPL | $3.12M | 2.64% | 0.00% | -1.3% | Q4 2024 |
| MSFT | $1.76M | 1.49% | 0.00% | -0.9% | Q4 2024 |
| NKE | $800K | 0.68% | 0.00% | +0.3% | Q2 2025 |
| GOOG | $666K | 0.56% | Not reported | Not reported | Q4 2024 |
| COST | $582K | 0.49% | 0.00% | Not reported | Q4 2024 |
| MA | $567K | 0.48% | 0.00% | +0.8% | Q4 2024 |
| V | $507K | 0.43% | 0.00% | -0.7% | Q4 2024 |
| SO | $473K | 0.40% | 0.00% | +0.6% | Q4 2024 |
| HON | $465K | 0.39% | 0.00% | Not reported | Q4 2024 |
| QQQ | $406K | 0.34% | Not reported | Not reported | Q4 2024 |
| GOOGL | $401K | 0.34% | 0.00% | Not reported | Q4 2024 |
| PG | $395K | 0.33% | 0.00% | +0.6% | Q2 2025 |
| BRK.B | $265K | 0.22% | Not reported | Not reported | Q4 2024 |
| ABBV | $228K | 0.19% | 0.00% | Not reported | Q4 2024 |
| NEE | $225K | 0.19% | 0.00% | Not reported | Q4 2024 |
| BA | $220K | 0.19% | 0.00% | Not reported | Q4 2024 |
| QCOM | $207K | 0.17% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| AAPL | $3.13M | 2.83% | 0.00% | -12.1% | Q4 2024 |
| MSFT | $1.99M | 1.79% | 0.00% | -4.5% | Q4 2024 |
| NKE | $845K | 0.76% | 0.00% | -0.3% | Q2 2025 |
| COST | $624K | 0.56% | 0.00% | -25.3% | Q4 2024 |
| GOOG | $569K | 0.51% | Not reported | -2.3% | Q4 2024 |
| MA | $557K | 0.50% | 0.00% | -2.5% | Q4 2024 |
| HON | $511K | 0.46% | 0.00% | -3.2% | Q4 2024 |
| SO | $507K | 0.46% | 0.00% | Not reported | Q4 2024 |
| V | $505K | 0.46% | 0.00% | -7.3% | Q4 2024 |
| QQQ | $418K | 0.38% | Not reported | Not reported | Q4 2024 |
| PG | $414K | 0.37% | 0.00% | -2.2% | Q2 2025 |
| GOOGL | $342K | 0.31% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $254K | 0.23% | Not reported | Not reported | Q4 2024 |
| NEE | $234K | 0.21% | 0.00% | Not reported | Q4 2024 |
| ABBV | $227K | 0.20% | 0.00% | -10.3% | Q4 2024 |
| BA | $226K | 0.20% | 0.00% | -21.0% | Q4 2024 |
| QCOM | $219K | 0.20% | 0.00% | Not reported | Q4 2024 |