Clarity Wealth Development Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Clarity Wealth Development Llc disclosed 50 stock positions valued at approximately $177.06M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 50
- Portfolio Value
- $177.06M
Holdings by Sector
Clarity Wealth Development Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 15.85% | 74,966 | +615 | +0.83% | $28,055,271 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 8.72% | 218,779 | +677 | +0.31% | $15,447,975 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 8.55% | 295,919 | +76,032 | +34.58% | $15,132,854 |
| SCHWAB STRATEGIC TR | SCHR | Other | 7.74% | 578,540 | +76,166 | +15.16% | $13,711,398 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 6.62% | 248,403 | +92,187 | +59.01% | $11,717,170 |
| SCHWAB STRATEGIC TR | SCHO | Other | 6.58% | 488,420 | +151,188 | +44.83% | $11,653,701 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.97% | 266,017 | +3,429 | +1.31% | $10,566,195 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 4.95% | 113,419 | +23,665 | +26.37% | $8,761,612 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 4.47% | 159,833 | +87,761 | +121.77% | $7,919,661 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 4.19% | 94,640 | +18,920 | +24.99% | $7,411,252 |
| DIMENSIONAL ETF TRUST | DISV | Other | 4.15% | 169,768 | +1,540 | +0.92% | $7,349,257 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 2.98% | 195,100 | +5,692 | +3.01% | $5,277,455 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 2.85% | 111,550 | +37,362 | +50.36% | $5,038,714 |
| PIMCO ETF TR | MUNI | Other | 2.36% | 84,263 | +30,905 | +57.92% | $4,187,028 |
| ISHARES TR | SUSB | Other | 1.96% | 141,718 | +9,326 | +7.04% | $3,462,171 |
| APPLE INC | AAPL | Technology | 1.81% | 9,605 | -3,400 | -26.14% | $3,198,695 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 1.50% | 55,039 | +21,412 | +63.68% | $2,661,136 |
| NUSHARES ETF TR | NUDM | Other | 0.83% | 37,093 | -29,319 | -44.15% | $1,472,963 |
| MICROSOFT CORP | MSFT | Technology | 0.83% | 2,871 | -656 | -18.60% | $1,472,489 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.70% | 14,855 | -227 | -1.51% | $1,233,411 |
| NUSHARES ETF TR | NUEM | Other | 0.52% | 21,696 | -15,277 | -41.32% | $924,028 |
| NUSHARES ETF TR | NUSC | Other | 0.44% | 16,063 | -24,195 | -60.10% | $779,457 |
| ALPHABET INC | GOOG | Communication Services | 0.34% | 1,759 | -237 | -11.87% | $599,362 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.33% | 635 | -99 | -13.49% | $578,173 |
| ISHARES TR | IVV | Other | 0.31% | 721 | - | - | $551,862 |
| EDGEWELL PERSONAL CARE CO | EPC | Consumer Defensive | 0.30% | 20,000 | - | - | $539,600 |
| INTEL CORP | INTC | Technology | 0.27% | 4,030 | - | - | $484,566 |
| ENERGIZER HLDGS INC | ENR | Industrials | 0.26% | 21,190 | - | - | $453,252 |
| ALPHABET INC | GOOGL | Communication Services | 0.25% | 1,303 | - | - | $448,336 |
| NIKE INC | NKE | Consumer Cyclical | 0.25% | 12,385 | -383 | -3.00% | $438,414 |
Showing 30 of 50 holdings in the latest reporting period.