13F Filings History of Clarity Wealth Development LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$118,205,976
Signature - Title
Kay Dee Cole - CEO & CCO
Location
Corvallis, OR
Summary
This page shows a list of all the recent 13F filings made by Clarity Wealth Development LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clarity Wealth Development LLC reported 45 stock holdings with total value $118,205,976 as of Q4 2025. Top holdings included VTI, DFSV, VEA, SCHR, and DFEM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 45 $118,205,976 +$8,053,276 -$240,286 +$7,812,990 VTI, DFSV, VEA, SCHR, DFEM 13F-HR 11 Feb 2026, 16:04
Q3 2025 45 $110,780,839 +$4,114,279 -$2,089,796 +$2,024,483 VTI, DFSV, VEA, SCHR, DFEM 13F-HR 12 Nov 2025, 16:45
Q2 2025 44 $100,438,907 +$4,753,528 -$433,683 +$4,319,845 VTI, DFSV, VEA, SCHR, DFEM 13F-HR 05 Aug 2025, 15:17
Q1 2025 41 $89,620,243 +$3,157,421 -$2,546,439 +$610,982 VTI, VEA, DFSV, SCHR, DFEM 13F-HR 12 May 2025, 14:29
Q4 2024 46 $92,131,871 $0 $0 $0 VTI, DFSV, VEA, SCHR, DFEM 13F-HR 10 Feb 2025, 16:06