Clarity Wealth Development LLC
CIK: 0002048774Latest portfolio: $118.2M · Q4 2025
Holdings
45
Total Value
$118.2M
New Positions
0
Closed Positions
0
Top Holdings
View All 45 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 71,315 | $23.9M | 20.23% | +4K | |
| 2 | DFSVDIMENSIONAL ETF TRUST | 453,367 | $14.9M | 12.61% | +49K | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 212,910 | $13.3M | 11.25% | +16K | |
| 4 | SCHRSCHWAB STRATEGIC TR | 386,777 | $9.7M | 8.21% | +40K | |
| 5 | DFEMDIMENSIONAL ETF TRUST | 224,048 | $7.4M | 6.27% | +25K | |
| 6 | DISVDIMENSIONAL ETF TRUST | 146,020 | $5.5M | 4.69% | +15K | |
| 7 | DFGRDIMENSIONAL ETF TRUST | 171,241 | $4.5M | 3.83% | +24K | |
| 8 | NUDMNUSHARES ETF TR | 111,489 | $4.0M | 3.42% | +2K | |
| 9 | SUSBISHARES TR | 127,177 | $3.2M | 2.71% | +7K | |
| 10 | NUSCNUSHARES ETF TR | 70,724 | $3.2M | 2.67% | +131 | |
| 11 | AAPLAPPLE INC | 11,492 | $3.1M | 2.64% | -147 | |
| 12 | VCITVANGUARD SCOTTSDALE FDS | 25,319 | $2.1M | 1.79% | +2K | |
| 13 | NUEMNUSHARES ETF TR | 58,618 | $2.1M | 1.76% | +521 | |
| 14 | MUNIPIMCO ETF TR | 38,493 | $2.0M | 1.71% | +5K | |
| 15 | SPTISPDR SERIES TRUST | 60,891 | $1.8M | 1.49% | -4,859 | |
| 16 | MSFTMICROSOFT CORP | 3,630 | $1.8M | 1.48% | -32 | |
| 17 | VCSHVANGUARD SCOTTSDALE FDS | 17,810 | $1.4M | 1.20% | +1K | |
| 18 | DFUSDIMENSIONAL ETF TRUST | 15,861 | $1.2M | 0.99% | — | |
| 19 | AVEMAMERICAN CENTY ETF TR | 14,059 | $1.1M | 0.92% | -249 | |
| 20 | VCEBVANGUARD WORLD FD | 14,285 | $908K | 0.77% | +807 | |
| 21 | NKENIKE INC | 12,562 | $800K | 0.68% | +35 | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 3,318 | $729K | 0.62% | +71 | |
| 23 | AVDVAMERICAN CENTY ETF TR | 7,267 | $682K | 0.58% | -156 | |
| 24 | GOOGALPHABET INC | 2,121 | $665K | 0.56% | — | |
| 25 | SLYVSPDR SERIES TRUST | 6,555 | $596K | 0.50% | -81 |
Sector Breakdown
Financial Services0.0% ($2.3909149111330097e+100T)
Technology0.0% ($31.2T)
Communication Services0.0% ($665.4M)
Consumer Defensive0.0% ($582.4M)
Utilities0.0% ($473.2M)
Industrials0.0% ($464.2M)
Unknown0.0% ($405.3M)
Consumer Cyclical0.0% ($800K)
Healthcare0.0% ($227K)
Filing History
Fund Information
Clarity Wealth Development LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $118.2M across 45 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 20.2% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.