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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, DFGX, and represent 48.33% of Clarity Wealth Development's stock portfolio.
Added to shares of these 10 stocks: DFGX (+$12M), SCHO (+$8.1M), DFSU (+$7.3M), VCSH (+$5.7M), VCIT, DFSB, DFSI, DFSE, SCHR, DFSV.
Started 18 new stock positions in SCHO, DFSE, DFGX, QCOM, CAT, EPC, DFSU, JPM, ENR, AMZN. DFSB, GIS, INTC, UNP, POST, DFSI, ABBV, NVDA.
Reduced shares in these 10 stocks: NUDM, NUSC, SPTI, AVEM, NUEM, AVDV, Honeywell International, SLYV, VTI, VIG.
Sold out of its positions in AVDV, XOM, Honeywell International.
Clarity Wealth Development was a net buyer of stock by $46M.
Clarity Wealth Development has $180M in assets under management (AUM), dropping by 47.05%.
Central Index Key (CIK): 0002048774

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Portfolio Holdings for Clarity Wealth Development

Clarity Wealth Development holds 59 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.3	$28M		74k	370.04	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	11.0	$20M	+6%	512k	38.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.6	$16M		218k	71.25	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	6.9	$12M	+13%	502k	24.66	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	6.5	$12M	NEW	220k	53.59	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.9	$11M	+10%	263k	40.64	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	4.5	$8.1M	NEW	337k	24.14	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	4.0	$7.3M	NEW	156k	46.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.9	$7.1M	+394%	90k	79.03	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.7	$6.8M	+11%	168k	40.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.5	$6.3M	+191%	76k	82.65	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.0	$5.5M	+6%	189k	28.97	View chart
Apple (AAPL)	2.1	$3.8M	+13%	13k	289.37	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	2.1	$3.8M	NEW	72k	52.11	View chart
Dimensional Etf Trust International (DFSI)	1.9	$3.3M	NEW	74k	45.10	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	1.8	$3.3M		132k	24.99	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.6	$2.8M	+36%	53k	52.60	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	1.5	$2.7M	-40%	66k	40.02	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	1.2	$2.1M	-43%	40k	52.12	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.9	$1.6M	NEW	34k	48.88	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.9	$1.6M	-36%	37k	42.44	View chart
Microsoft Corporation (MSFT)	0.7	$1.3M		3.5k	372.98	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.7	$1.2M	-2%	15k	81.94	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.5	$870k	-5%	14k	62.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$705k		2.0k	353.33	View chart
Costco Wholesale Corporation (COST)	0.4	$687k	+8%	734.00	935.81	View chart
Intel Corporation (INTC)	0.3	$563k	NEW	4.0k	139.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$540k	-2%	721.00	748.46	View chart
Edgewell Pers Care (EPC)	0.3	$537k	NEW	20k	26.86	View chart
Nike CL B (NKE)	0.3	$524k		13k	41.05	View chart
Southern Company (SO)	0.3	$517k		5.4k	95.71	View chart
Mastercard Incorporated Cl A (MA)	0.3	$506k		986.00	513.44	View chart
Visa Com Cl A (V)	0.3	$498k		1.5k	343.19	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.3	$480k	-70%	17k	28.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$466k		1.3k	357.37	View chart
Energizer Holdings (ENR)	0.3	$454k	NEW	21k	21.44	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$439k	-17%	3.7k	117.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$431k	-39%	1.8k	236.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$413k	-15%	560.00	736.65	View chart
Procter & Gamble Company (PG)	0.2	$404k		2.8k	146.63	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$378k	-18%	7.6k	49.99	View chart
General Mills (GIS)	0.2	$328k	NEW	9.4k	34.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$306k	+16%	612.00	500.39	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$306k	-76%	3.2k	96.49	View chart
JPMorgan Chase & Co. (JPM)	0.2	$281k	NEW	858.00	327.44	View chart
Caterpillar (CAT)	0.2	$281k	NEW	264.00	1063.55	View chart
Post Holdings Inc Common (POST)	0.1	$265k	NEW	3.0k	88.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$261k	+444%	3.0k	86.14	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$244k		4.5k	54.02	View chart
Nextera Energy (NEE)	0.1	$241k	-2%	2.7k	87.77	View chart
Amazon (AMZN)	0.1	$233k	NEW	978.00	238.34	View chart
Abbvie (ABBV)	0.1	$233k	NEW	926.00	251.66	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$226k	-2%	2.1k	107.62	View chart
Boeing Company (BA)	0.1	$224k		1.0k	216.47	View chart
NVIDIA Corporation (NVDA)	0.1	$221k	NEW	1.1k	200.10	View chart
Qualcomm (QCOM)	0.1	$218k	NEW	1.2k	184.79	View chart
Union Pacific Corporation (UNP)	0.1	$216k	NEW	796.00	271.86	View chart
Lockheed Martin Corporation (LMT)	0.1	$206k		404.00	509.46	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$202k	-69%	1.8k	109.11	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 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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