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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, VEA, DFGX, SCHR, DFSU, and represent 47.48% of Clarity Wealth Development's stock portfolio.
Added to shares of these 10 stocks: DFSB, DFSU, DFGX, SCHO, VCSH, SCHR, DFSI, MUNI, VCIT, DFSE.
Started 1 new stock position in HPE.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$20M), NUSC, NUDM, AAPL, VCEB, NUEM, , NULV, MSFT, V.
Sold out of its positions in AMZN, BA, Dimensional Etf Trust, MUB, NEE, NULV, SLYV, SPTI, UNP, VCEB.
Clarity Wealth Development was a net seller of stock by $-1.9M.
Clarity Wealth Development has $177M in assets under management (AUM), dropping by -1.72%.
Central Index Key (CIK): 0002048774

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Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 50 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds MRNGSTR TTL STK (VTI)	15.8	$28M		75k	374.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.7	$15M		219k	70.61	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	8.5	$15M	+34%	296k	51.14	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	7.7	$14M	+15%	579k	23.70	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	6.6	$12M	+59%	248k	47.17	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	6.6	$12M	+44%	488k	23.86	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.0	$11M		266k	39.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.9	$8.8M	+26%	113k	77.25	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	4.5	$7.9M	+121%	160k	49.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.2	$7.4M	+24%	95k	78.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.2	$7.3M		170k	43.29	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.0	$5.3M	+3%	195k	27.05	View chart
Dimensional Etf Trust International (DFSI)	2.8	$5.0M	+50%	112k	45.17	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.4	$4.2M	+57%	84k	49.69	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	2.0	$3.5M	+7%	142k	24.43	View chart
Apple (AAPL)	1.8	$3.2M	-26%	9.6k	333.02	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	1.5	$2.7M	+63%	55k	48.35	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.8	$1.5M	-44%	37k	39.71	View chart
Microsoft Corporation (MSFT)	0.8	$1.5M	-18%	2.9k	512.88	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.7	$1.2M		15k	83.03	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.5	$924k	-41%	22k	42.59	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$780k	-60%	16k	48.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$599k	-11%	1.8k	340.74	View chart
Costco Wholesale Corporation (COST)	0.3	$578k	-13%	635.00	910.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$552k		721.00	765.41	View chart
Edgewell Pers Care (EPC)	0.3	$540k		20k	26.98	View chart
Intel Corporation (INTC)	0.3	$485k		4.0k	120.24	View chart
Energizer Holdings (ENR)	0.3	$453k		21k	21.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$448k		1.3k	344.08	View chart
Nike CL B (NKE)	0.2	$438k	-2%	12k	35.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$419k		1.8k	233.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$381k	-8%	515.00	740.04	View chart
Procter & Gamble Company (PG)	0.2	$374k	-6%	2.6k	145.28	View chart
Southern Company (SO)	0.2	$359k	-19%	4.3k	82.89	View chart
Mastercard Incorporated Cl A (MA)	0.2	$329k	-39%	596.00	551.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$305k		612.00	497.95	View chart
General Mills (GIS)	0.2	$303k		9.4k	32.16	View chart
JPMorgan Chase & Co. (JPM)	0.2	$284k		858.00	330.95	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$273k		3.0k	90.11	View chart
Visa Com Cl A (V)	0.2	$272k	-47%	757.00	359.54	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$264k	-38%	2.3k	113.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$252k		4.5k	55.86	View chart
Qualcomm (QCOM)	0.1	$246k	+13%	1.3k	184.04	View chart
Hewlett Packard Enterprise (HPE)	0.1	$221k	NEW	3.5k	63.89	View chart
Post Holdings Inc Common (POST)	0.1	$219k		3.0k	72.85	View chart
Abbvie (ABBV)	0.1	$212k	-12%	810.00	261.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$212k	-28%	2.3k	94.02	View chart
Lockheed Martin Corporation (LMT)	0.1	$206k		404.00	509.25	View chart
NVIDIA Corporation (NVDA)	0.1	$201k	-20%	879.00	228.38	View chart
Caterpillar (CAT)	0.1	$200k	-6%	247.00	810.79	View chart

Past Filings by Clarity Wealth Development

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

Clarity Wealth Development 2026 Q3 filed Oct. 22, 2026
Clarity Wealth Development 2026 Q2 filed July 27, 2026
Clarity Wealth Development 2026 Q1 filed April 22, 2026
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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