• 13F History

Clarity Wealth Development LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$92.1M
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 46 stock holdings with total value $92.1M as of Q4 2024. Top holdings included VTI, DFSV, VEA, SCHR, and DFEM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 46 $92.1M $0 $0 VTI, DFSV, VEA, SCHR, DFEM 13F-HR 2/10/2025, 04:06 PM