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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 57.03% of Clarity Wealth Development's stock portfolio.
Added to shares of these 10 stocks: DFSV, VTI, VEA, DFEM, SCHR, NEE, DFGR, DISV, QCOM, DFIV.
Started 3 new stock positions in NEE, DFIV, QCOM.
Reduced shares in these 10 stocks: AAPL, UNP, COST, HD, DFUS, NUDM, VIG, SPTI, MSFT, NUEM.
Sold out of its positions in HD, UNP.
Clarity Wealth Development was a net buyer of stock by $2.0M.
Clarity Wealth Development has $111M in assets under management (AUM), dropping by 10.30%.
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 September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	20.5	$23M	+3%	67k	337.95	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	11.6	$13M	+6%	404k	31.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.0	$12M	+3%	197k	61.66	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	7.9	$8.8M	+4%	347k	25.30	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.0	$6.6M	+5%	199k	33.32	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.3	$4.7M	+5%	131k	36.03	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	3.8	$4.3M	-2%	110k	38.75	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.6	$4.0M	+5%	147k	27.36	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	2.9	$3.2M		71k	45.21	View chart
Apple (AAPL)	2.8	$3.1M	-12%	12k	269.00	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	2.8	$3.1M		120k	25.37	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	2.0	$2.2M	-2%	58k	37.54	View chart
Microsoft Corporation (MSFT)	1.8	$2.0M	-4%	3.7k	542.09	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$2.0M	+10%	23k	84.81	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	1.7	$1.9M	-4%	66k	29.10	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.6	$1.8M	+5%	34k	52.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$1.3M	+10%	16k	80.13	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.1	$1.2M	-11%	16k	74.64	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$1.1M	-2%	14k	78.00	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.8	$874k		14k	64.83	View chart
Nike CL B (NKE)	0.8	$845k		13k	67.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$713k	-12%	3.2k	219.55	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$668k	-3%	7.4k	89.98	View chart
Costco Wholesale Corporation (COST)	0.6	$624k	-25%	675.00	924.39	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.5	$599k	-4%	6.6k	90.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$569k	-2%	2.1k	268.43	View chart
Mastercard Incorporated Cl A (MA)	0.5	$557k	-2%	985.00	565.76	View chart
Honeywell International (HON)	0.5	$511k	-3%	2.4k	214.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$511k		740.00	689.96	View chart
Southern Company (SO)	0.5	$507k		5.4k	93.91	View chart
Visa Com Cl A (V)	0.5	$505k	-7%	1.5k	347.00	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.4	$464k	+4%	4.5k	102.52	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.4	$423k	+2%	9.5k	44.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$418k		660.00	633.10	View chart
Procter & Gamble Company (PG)	0.4	$414k	-2%	2.7k	151.36	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$360k	+28%	14k	25.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$342k		1.3k	267.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$288k		574.00	501.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$254k		527.00	481.44	View chart
Nextera Energy (NEE)	0.2	$234k	NEW	2.8k	83.57	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$233k	-13%	2.2k	107.55	View chart
Abbvie (ABBV)	0.2	$227k	-10%	997.00	227.55	View chart
Boeing Company (BA)	0.2	$226k	-21%	1.0k	223.33	View chart
Qualcomm (QCOM)	0.2	$219k	NEW	1.2k	181.03	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$211k	NEW	4.5k	46.81	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 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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