Clarity Wealth Development LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$118.2M
Holdings
45
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 71,315 | $23.9M | 20.23% | |
| 2 | DFSVDIMENSIONAL ETF TRUST | 453,367 | $14.9M | 12.61% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 212,910 | $13.3M | 11.25% | |
| 4 | SCHRSCHWAB STRATEGIC TR | 386,777 | $9.7M | 8.21% | |
| 5 | DFEMDIMENSIONAL ETF TRUST | 224,048 | $7.4M | 6.27% | |
| 6 | DISVDIMENSIONAL ETF TRUST | 146,020 | $5.5M | 4.69% | |
| 7 | DFGRDIMENSIONAL ETF TRUST | 171,241 | $4.5M | 3.83% | |
| 8 | NUDMNUSHARES ETF TR | 111,489 | $4.0M | 3.42% | |
| 9 | SUSBISHARES TR | 127,177 | $3.2M | 2.71% | |
| 10 | NUSCNUSHARES ETF TR | 70,724 | $3.2M | 2.67% | |
| 11 | AAPLAPPLE INC | 11,492 | $3.1M | 2.64% | |
| 12 | VCITVANGUARD SCOTTSDALE FDS | 25,319 | $2.1M | 1.79% | |
| 13 | NUEMNUSHARES ETF TR | 58,618 | $2.1M | 1.76% | |
| 14 | MUNIPIMCO ETF TR | 38,493 | $2.0M | 1.71% | |
| 15 | SPTISPDR SERIES TRUST | 60,891 | $1.8M | 1.49% | |
| 16 | MSFTMICROSOFT CORP | 3,630 | $1.8M | 1.48% | |
| 17 | VCSHVANGUARD SCOTTSDALE FDS | 17,810 | $1.4M | 1.20% | |
| 18 | DFUSDIMENSIONAL ETF TRUST | 15,861 | $1.2M | 0.99% | |
| 19 | AVEMAMERICAN CENTY ETF TR | 14,059 | $1.1M | 0.92% | |
| 20 | VCEBVANGUARD WORLD FD | 14,285 | $908K | 0.77% | |
| 21 | NKENIKE INC | 12,562 | $800K | 0.68% | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 3,318 | $729K | 0.62% | |
| 23 | AVDVAMERICAN CENTY ETF TR | 7,267 | $682K | 0.58% | |
| 24 | GOOGALPHABET INC | 2,121 | $665K | 0.56% | |
| 25 | SLYVSPDR SERIES TRUST | 6,555 | $596K | 0.50% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 675 | $582K | 0.49% | |
| 27 | MAMASTERCARD INCORPORATED | 993 | $566K | 0.48% | |
| 28 | REETISHARES TR | 20,506 | $511K | 0.43% | |
| 29 | VVISA INC | 1,445 | $506K | 0.43% | |
| 30 | IVVISHARES TR | 740 | $506K | 0.43% | |
| 31 | SOSOUTHERN CO | 5,430 | $473K | 0.40% | |
| 32 | HONHONEYWELL INTL INC | 2,383 | $464K | 0.39% | |
| 33 | NULGNUSHARES ETF TR | 4,564 | $446K | 0.38% | |
| 34 | NULVNUSHARES ETF TR | 9,591 | $432K | 0.37% | |
| 35 | NDQINVESCO QQQ TR | 660 | $405K | 0.34% | |
| 36 | GOOGLALPHABET INC | 1,280 | $400K | 0.34% | |
| 37 | PGPROCTER AND GAMBLE CO | 2,753 | $394K | 0.33% | |
| 38 | VUGVANGUARD INDEX FDS | 574 | $279K | 0.24% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 527 | $264K | 0.22% | |
| 40 | MUBISHARES TR | 2,170 | $232K | 0.20% | |
| 41 | ABBVABBVIE INC | 997 | $227K | 0.19% | |
| 42 | DFIVDIMENSIONAL ETF TRUST | 4,507 | $224K | 0.19% | |
| 43 | NEENEXTERA ENERGY INC | 2,800 | $224K | 0.19% | |
| 44 | BABOEING CO | 1,013 | $219K | 0.19% | |
| 45 | QCOMQUALCOMM INC | 1,209 | $206K | 0.17% |