Clarity Wealth Development LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$100.4B
Holdings
44
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 65,266 | $19.8B | 19.75% | |
| 2 | DFSVDIMENSIONAL ETF TRUST | 380,726 | $11.2B | 11.16% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 191,336 | $10.9B | 10.86% | |
| 4 | SCHRSCHWAB STRATEGIC TR | 332,843 | $8.3B | 8.29% | |
| 5 | DFEMDIMENSIONAL ETF TRUST | 188,021 | $5.6B | 5.56% | |
| 6 | DISVDIMENSIONAL ETF TRUST | 124,646 | $4.1B | 4.08% | |
| 7 | NUDMNUSHARES ETF TR | 113,127 | $4.0B | 4.00% | |
| 8 | DFGRDIMENSIONAL ETF TRUST | 139,106 | $3.7B | 3.72% | |
| 9 | SUSBISHARES TR | 120,767 | $3.0B | 3.03% | |
| 10 | NUSCNUSHARES ETF TR | 71,876 | $2.9B | 2.92% | |
| 11 | AAPLAPPLE INC | 13,237 | $2.7B | 2.70% | |
| 12 | SPTISPDR SERIES TRUST | 69,030 | $2.0B | 1.98% | |
| 13 | NUEMNUSHARES ETF TR | 59,799 | $2.0B | 1.98% | |
| 14 | MSFTMICROSOFT CORP | 3,834 | $1.9B | 1.90% | |
| 15 | VCITVANGUARD SCOTTSDALE FDS | 20,901 | $1.7B | 1.73% | |
| 16 | MUNIPIMCO ETF TR | 32,186 | $1.7B | 1.65% | |
| 17 | DFUSDIMENSIONAL ETF TRUST | 17,869 | $1.2B | 1.19% | |
| 18 | VCSHVANGUARD SCOTTSDALE FDS | 14,851 | $1.2B | 1.18% | |
| 19 | AVEMAMERICAN CENTY ETF TR | 14,720 | $1.0B | 1.00% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 904 | $895.1M | 0.89% | |
| 21 | NKENIKE INC | 12,560 | $892.2M | 0.89% | |
| 22 | VCEBVANGUARD WORLD FD | 13,593 | $861.8M | 0.86% | |
| 23 | VIGVANGUARD SPECIALIZED FUNDS | 3,730 | $763.4M | 0.76% | |
| 24 | AVDVAMERICAN CENTY ETF TR | 7,690 | $609.7M | 0.61% | |
| 25 | HONHONEYWELL INTL INC | 2,462 | $573.4M | 0.57% | |
| 26 | MAMASTERCARD INCORPORATED | 1,010 | $567.4M | 0.56% | |
| 27 | VVISA INC | 1,569 | $557.0M | 0.55% | |
| 28 | SLYVSPDR SERIES TRUST | 6,937 | $553.3M | 0.55% | |
| 29 | SOSOUTHERN CO | 5,396 | $495.5M | 0.49% | |
| 30 | IVVISHARES TR | 740 | $459.2M | 0.46% | |
| 31 | PGPROCTER AND GAMBLE CO | 2,796 | $445.4M | 0.44% | |
| 32 | NULGNUSHARES ETF TR | 4,347 | $408.4M | 0.41% | |
| 33 | NULVNUSHARES ETF TR | 9,229 | $386.8M | 0.39% | |
| 34 | GOOGALPHABET INC | 2,171 | $385.1M | 0.38% | |
| 35 | NDQINVESCO QQQ TR | 660 | $364.2M | 0.36% | |
| 36 | REETISHARES TR | 10,965 | $270.8M | 0.27% | |
| 37 | BABOEING CO | 1,283 | $268.8M | 0.27% | |
| 38 | MUBISHARES TR | 2,492 | $260.4M | 0.26% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 527 | $256.0M | 0.25% | |
| 40 | VUGVANGUARD INDEX FDS | 574 | $251.6M | 0.25% | |
| 41 | UNPUNION PAC CORP | 1,023 | $235.4M | 0.23% | |
| 42 | GOOGLALPHABET INC | 1,280 | $225.6M | 0.22% | |
| 43 | ABBVABBVIE INC | 1,112 | $206.4M | 0.21% | |
| 44 | HDHOME DEPOT INC | 546 | $200.0M | 0.20% |