Clarity Wealth Development LLC
RIA/Wealth
Clarity Wealth Development LLC is a RIA/Wealth based in Corvallis, OR led by Kay Dee Cole, reporting $170.6M in AUM as of Q3 2025 with 89% ETF concentration, 74% concentrated in top 10 holdings, and 21% allocation to VTI.
CEOKay Dee Cole
- Portfolio Value
- $110.8M
- Positions
- 45
- Top Holding
- VTI at 20.52%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Clarity Wealth Development LLC's portfolio (74.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.7M | 20.52% | +$679.6K Bought | — 67.3K shares | |
ETF ETF | $12.9M | 11.62% | +$738.8K Bought | — 403.9K shares | |
ETF ETF | $12.2M | 10.98% | +$364.7K Bought | — 197.3K shares | |
ETF ETF | $8.8M | 7.92% | +$354.8K Bought | — 346.9K shares | |
ETF ETF | $6.6M | 5.98% | +$358.2K Bought | — 198.8K shares | |
ETF ETF | $4.7M | 4.26% | +$227.0K Bought | — 130.9K shares | |
ETF ETF | $4.3M | 3.84% | -$127.6K Sold | — 109.8K shares | |
ETF ETF | $4.0M | 3.64% | +$227.1K Bought | — 147.4K shares | |
ETF ETF | $3.2M | 2.88% | -$58.0K Sold | — 70.6K shares | |
Consumer Electronics Technology | $3.1M | 2.83% | -$429.9K Sold | 0.00% 11.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Clarity Wealth Development LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+28.13% | |
+10.43% | |
+10.08% | |
+6.09% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-25.33% | |
-21.04% | |
-13.24% |
Analytics
Portfolio insights and performance metrics for Clarity Wealth Development LLC
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