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Clarity Wealth Development

Latest statistics and disclosures from Clarity Wealth Development's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, DFSV, VEA, SCHR, DFEM, and represent 58.57% of Clarity Wealth Development's stock portfolio.
Added to shares of these 10 stocks: DFSV, VTI, SCHR, VEA, DFEM, DFGR, DISV, MUNI, VCIT, SUSB.
Reduced shares in these 7 stocks: SPTI, AAPL, AVEM, MSFT, AVDV, SLYV, V.
Clarity Wealth Development was a net buyer of stock by $7.8M.
Clarity Wealth Development has $118M in assets under management (AUM), dropping by 6.70%.
Central Index Key (CIK): 0002048774

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Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 45 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	20.2	$24M	+6%	71k	335.27	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	12.6	$15M	+12%	453k	32.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.3	$13M	+7%	213k	62.47	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	8.2	$9.7M	+11%	387k	25.08	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.3	$7.4M	+12%	224k	33.08	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.7	$5.5M	+11%	146k	38.00	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.8	$4.5M	+16%	171k	26.42	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	3.4	$4.0M		112k	36.21	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	2.7	$3.2M	+5%	127k	25.24	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	2.7	$3.2M		71k	44.65	View chart
Apple (AAPL)	2.6	$3.1M		12k	271.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$2.1M	+10%	25k	83.75	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	1.8	$2.1M		59k	35.58	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.7	$2.0M	+13%	39k	52.41	View chart
Spdr Series Trust State Street Spd (SPTI)	1.5	$1.8M	-7%	61k	28.84	View chart
Microsoft Corporation (MSFT)	1.5	$1.8M		3.6k	483.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$1.4M	+8%	18k	79.73	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.0	$1.2M		16k	74.17	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$1.1M		14k	77.02	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.8	$909k	+5%	14k	63.63	View chart
Nike CL B (NKE)	0.7	$800k		13k	63.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$729k	+2%	3.3k	219.78	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$683k	-2%	7.3k	93.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$666k		2.1k	313.80	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$596k		6.6k	90.97	View chart
Costco Wholesale Corporation (COST)	0.5	$582k		675.00	862.55	View chart
Mastercard Incorporated Cl A (MA)	0.5	$567k		993.00	570.71	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$512k	+45%	21k	24.95	View chart
Visa Com Cl A (V)	0.4	$507k		1.4k	350.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$507k		740.00	684.56	View chart
Southern Company (SO)	0.4	$474k		5.4k	87.20	View chart
Honeywell International (HON)	0.4	$465k		2.4k	195.06	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.4	$446k		4.6k	97.80	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.4	$432k		9.6k	45.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$406k		660.00	614.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$401k		1.3k	313.00	View chart
Procter & Gamble Company (PG)	0.3	$395k		2.8k	143.30	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$280k		574.00	487.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$265k		527.00	502.65	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$232k		2.2k	107.11	View chart
Abbvie (ABBV)	0.2	$228k		997.00	228.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$225k		4.5k	49.90	View chart
Nextera Energy (NEE)	0.2	$225k		2.8k	80.28	View chart
Boeing Company (BA)	0.2	$220k		1.0k	217.12	View chart
Qualcomm (QCOM)	0.2	$207k		1.2k	171.05	View chart

Past Filings by Clarity Wealth Development

SEC 13F filings are viewable for Clarity Wealth Development going back to 2024

Clarity Wealth Development 2025 Q4 filed Feb. 11, 2026
Clarity Wealth Development 2025 Q3 filed Nov. 12, 2025
Clarity Wealth Development 2025 Q2 filed Aug. 5, 2025
Clarity Wealth Development 2025 Q1 filed May 12, 2025
Clarity Wealth Development 2024 Q4 filed Feb. 10, 2025

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