Clarity Wealth Development LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$110.8B
Holdings
45
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 67,277 | $22.7B | 20.52% | |
| 2 | DFSVDIMENSIONAL ETF TRUST | 403,900 | $12.9B | 11.62% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 197,251 | $12.2B | 10.98% | |
| 4 | SCHRSCHWAB STRATEGIC TR | 346,868 | $8.8B | 7.92% | |
| 5 | DFEMDIMENSIONAL ETF TRUST | 198,772 | $6.6B | 5.98% | |
| 6 | DISVDIMENSIONAL ETF TRUST | 130,946 | $4.7B | 4.26% | |
| 7 | NUDMNUSHARES ETF TR | 109,833 | $4.3B | 3.84% | |
| 8 | DFGRDIMENSIONAL ETF TRUST | 147,405 | $4.0B | 3.64% | |
| 9 | NUSCNUSHARES ETF TR | 70,593 | $3.2B | 2.88% | |
| 10 | AAPLAPPLE INC | 11,639 | $3.1B | 2.83% | |
| 11 | SUSBISHARES TR | 120,351 | $3.1B | 2.76% | |
| 12 | NUEMNUSHARES ETF TR | 58,097 | $2.2B | 1.97% | |
| 13 | MSFTMICROSOFT CORP | 3,662 | $2.0B | 1.79% | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 23,008 | $2.0B | 1.76% | |
| 15 | SPTISPDR SERIES TRUST | 65,750 | $1.9B | 1.73% | |
| 16 | MUNIPIMCO ETF TR | 33,879 | $1.8B | 1.61% | |
| 17 | VCSHVANGUARD SCOTTSDALE FDS | 16,400 | $1.3B | 1.19% | |
| 18 | DFUSDIMENSIONAL ETF TRUST | 15,861 | $1.2B | 1.07% | |
| 19 | AVEMAMERICAN CENTY ETF TR | 14,308 | $1.1B | 1.01% | |
| 20 | VCEBVANGUARD WORLD FD | 13,478 | $873.8M | 0.79% | |
| 21 | NKENIKE INC | 12,527 | $844.7M | 0.76% | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 3,247 | $712.9M | 0.64% | |
| 23 | AVDVAMERICAN CENTY ETF TR | 7,423 | $667.9M | 0.60% | |
| 24 | COSTCOSTCO WHSL CORP NEW | 675 | $624.0M | 0.56% | |
| 25 | SLYVSPDR SERIES TRUST | 6,636 | $598.5M | 0.54% | |
| 26 | GOOGALPHABET INC | 2,121 | $569.3M | 0.51% | |
| 27 | MAMASTERCARD INCORPORATED | 985 | $557.3M | 0.50% | |
| 28 | HONHONEYWELL INTL INC | 2,383 | $510.9M | 0.46% | |
| 29 | IVVISHARES TR | 740 | $510.6M | 0.46% | |
| 30 | SOSOUTHERN CO | 5,396 | $506.7M | 0.46% | |
| 31 | VVISA INC | 1,455 | $504.9M | 0.46% | |
| 32 | NULGNUSHARES ETF TR | 4,527 | $464.1M | 0.42% | |
| 33 | NULVNUSHARES ETF TR | 9,468 | $422.7M | 0.38% | |
| 34 | NDQINVESCO QQQ TR | 660 | $417.8M | 0.38% | |
| 35 | PGPROCTER AND GAMBLE CO | 2,736 | $414.1M | 0.37% | |
| 36 | REETISHARES TR | 14,050 | $360.0M | 0.32% | |
| 37 | GOOGLALPHABET INC | 1,280 | $342.4M | 0.31% | |
| 38 | VUGVANGUARD INDEX FDS | 574 | $288.1M | 0.26% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 527 | $253.7M | 0.23% | |
| 40 | NEENEXTERA ENERGY INC | 2,800 | $234.0M | 0.21% | |
| 41 | MUBISHARES TR | 2,162 | $232.5M | 0.21% | |
| 42 | ABBVABBVIE INC | 997 | $226.9M | 0.20% | |
| 43 | BABOEING CO | 1,013 | $226.2M | 0.20% | |
| 44 | QCOMQUALCOMM INC | 1,209 | $218.9M | 0.20% | |
| 45 | DFIVDIMENSIONAL ETF TRUST | 4,507 | $211.0M | 0.19% |