Clarity Wealth Development

Clarity Wealth Development as of Sept. 30, 2026

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