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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 60.77% of Clarity Wealth Development's stock portfolio.
Added to shares of these 10 stocks: SCHR, VTI, DFSV, VEA, DFEM, LMT, XOM, DISV, DFGR, SUSB.
Started 2 new stock positions in LMT, XOM.
Reduced shares in these 10 stocks: REET, , QCOM, SPTI, VIG, SLYV, AVEM, GOOG, MSFT, AVDV.
Sold out of its positions in ABBV, REET, QCOM.
Clarity Wealth Development was a net buyer of stock by $4.3M.
Clarity Wealth Development has $123M in assets under management (AUM), dropping by 3.64%.
Central Index Key (CIK): 0002048774

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Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	19.8	$24M	+5%	76k	320.81	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	13.7	$17M	+5%	480k	35.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.5	$14M	+3%	221k	64.08	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	9.0	$11M	+14%	444k	24.91	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.7	$8.2M	+5%	237k	34.55	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.9	$6.0M	+3%	151k	39.44	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.9	$4.7M	+4%	178k	26.58	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	3.3	$4.0M		111k	36.11	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	2.7	$3.3M	+2%	130k	25.07	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	2.6	$3.2M		71k	45.06	View chart
Apple (AAPL)	2.4	$2.9M		12k	253.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.8	$2.2M	+2%	26k	82.75	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	1.7	$2.1M		58k	36.74	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.7	$2.0M		39k	52.19	View chart
Spdr Series Trust State Street Spd (SPTI)	1.3	$1.6M	-5%	57k	28.66	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$1.4M		18k	79.27	View chart
Microsoft Corporation (MSFT)	1.1	$1.3M	-2%	3.5k	370.18	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.9	$1.1M	-2%	16k	70.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$1.1M	-3%	14k	80.58	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.8	$926k	+3%	15k	62.83	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$689k	-5%	6.9k	99.86	View chart
Costco Wholesale Corporation (COST)	0.5	$673k		675.00	996.68	View chart
Nike CL B (NKE)	0.5	$664k		13k	52.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$649k	-9%	3.0k	215.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$570k	-6%	2.0k	286.86	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$565k	-8%	6.0k	94.58	View chart
Honeywell International (HON)	0.4	$539k		2.4k	225.99	View chart
Southern Company (SO)	0.4	$524k		5.4k	96.52	View chart
Mastercard Incorporated Cl A (MA)	0.4	$496k		993.00	499.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$483k		740.00	652.85	View chart
Visa Com Cl A (V)	0.4	$437k		1.4k	302.33	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$421k	-3%	9.2k	45.50	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$412k		4.5k	90.94	View chart
Procter & Gamble Company (PG)	0.3	$398k		2.8k	144.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$381k		660.00	577.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$368k		1.3k	287.56	View chart
Nextera Energy (NEE)	0.2	$260k		2.8k	92.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$253k		527.00	479.20	View chart
Lockheed Martin Corporation (LMT)	0.2	$244k	NEW	403.00	604.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$243k	-2%	557.00	436.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$238k		4.5k	52.78	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$228k		2.1k	106.15	View chart
Exxon Mobil Corporation (XOM)	0.2	$214k	NEW	1.3k	169.66	View chart
Boeing Company (BA)	0.2	$202k		1.0k	199.03	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 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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