Clarity Wealth Development Llc Portfolio Stock Holdings
Clarity Wealth Development Llc disclosed 59 stock positions valued at approximately $180.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $180.2M
Holdings by Sector
Clarity Wealth Development Llc Portfolio Holdings in Q2 2026
59 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 15.27% | 74,351 | -1,120 | -1.48% | $27,512,751 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 11.02% | 511,635 | +31,252 | +6.51% | $19,846,322 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 8.63% | 218,102 | -2,652 | -1.20% | $15,539,757 |
| SCHWAB STRATEGIC TR | SCHR | Other | 6.88% | 502,374 | +58,202 | +13.10% | $12,388,543 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 6.54% | 219,887 | +219,887 | +100.00% | $11,784,800 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.92% | 262,588 | +25,213 | +10.62% | $10,671,576 |
| SCHWAB STRATEGIC TR | SCHO | Other | 4.52% | 337,232 | +337,232 | +100.00% | $8,140,780 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 4.04% | 156,216 | +156,216 | +100.00% | $7,284,352 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.94% | 89,754 | +71,602 | +394.46% | $7,093,234 |
| DIMENSIONAL ETF TRUST | DISV | Other | 3.75% | 168,228 | +17,087 | +11.31% | $6,750,990 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.47% | 75,720 | +49,736 | +191.41% | $6,258,234 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 3.05% | 189,408 | +11,153 | +6.26% | $5,487,150 |
| APPLE INC | AAPL | Technology | 2.09% | 13,005 | +1,553 | +13.56% | $3,763,268 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 2.08% | 72,072 | +72,072 | +100.00% | $3,755,672 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 1.86% | 74,188 | +74,188 | +100.00% | $3,345,879 |
| ISHARES TR | SUSB | Other | 1.84% | 132,392 | +2,590 | +2.00% | $3,308,476 |
| PIMCO ETF TR | MUNI | Other | 1.56% | 53,358 | +14,169 | +36.16% | $2,806,631 |
| NUSHARES ETF TR | NUDM | Other | 1.48% | 66,412 | -44,650 | -40.20% | $2,657,808 |
| NUSHARES ETF TR | NUSC | Other | 1.16% | 40,258 | -31,023 | -43.52% | $2,098,247 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.91% | 33,627 | +33,627 | +100.00% | $1,643,671 |
| NUSHARES ETF TR | NUEM | Other | 0.87% | 36,973 | -21,027 | -36.25% | $1,568,990 |
| MICROSOFT CORP | MSFT | Technology | 0.73% | 3,527 | -3 | -0.08% | $1,315,508 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.69% | 15,082 | -407 | -2.63% | $1,235,819 |
| VANGUARD WORLD FD | VCEB | Other | 0.48% | 13,868 | -871 | -5.91% | $870,356 |
| ALPHABET INC | GOOG | Communication Services | 0.39% | 1,996 | +9 | +0.45% | $705,247 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.38% | 734 | +59 | +8.74% | $686,882 |
| INTEL CORP | INTC | Technology | 0.31% | 4,030 | +4,030 | +100.00% | $562,755 |
| ISHARES TR | IVV | Other | 0.30% | 721 | -19 | -2.57% | $539,641 |
| EDGEWELL PERSONAL CARE CO | EPC | Consumer Defensive | 0.30% | 20,000 | +20,000 | +100.00% | $537,200 |
| NIKE INC | NKE | Consumer Cyclical | 0.29% | 12,768 | +206 | +1.64% | $524,139 |
| SOUTHERN CO | SO | Utilities | 0.29% | 5,396 | -34 | -0.63% | $516,451 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.28% | 986 | -7 | -0.70% | $506,256 |
| VISA INC | V | Financial Services | 0.28% | 1,450 | +5 | +0.35% | $497,631 |
| SPDR SERIES TRUST | SPTI | Other | 0.27% | 16,888 | -40,426 | -70.53% | $479,450 |
| ALPHABET INC | GOOGL | Communication Services | 0.26% | 1,303 | +23 | +1.80% | $465,653 |
| ENERGIZER HLDGS INC | ENR | Industrials | 0.25% | 21,190 | +21,190 | +100.00% | $454,311 |
| NUSHARES ETF TR | NULG | Other | 0.24% | 3,749 | -778 | -17.19% | $438,858 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.24% | 1,823 | -1,194 | -39.58% | $431,450 |
| INVESCO QQQ TR | QQQ | Other | 0.23% | 560 | -100 | -15.15% | $412,524 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.22% | 2,755 | +2 | +0.07% | $403,953 |
| NUSHARES ETF TR | NULV | Other | 0.21% | 7,554 | -1,692 | -18.30% | $377,624 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.18% | 9,415 | +9,415 | +100.00% | $327,645 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 612 | +85 | +16.13% | $306,239 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.17% | 3,168 | -10,342 | -76.55% | $305,680 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.16% | 858 | +858 | +100.00% | $280,947 |
| CATERPILLAR INC | CAT | Industrials | 0.16% | 264 | +264 | +100.00% | $280,777 |
| POST HLDGS INC | POST | Consumer Defensive | 0.15% | 3,000 | +3,000 | +100.00% | $264,780 |
| VANGUARD INDEX FDS | VUG | Other | 0.15% | 3,034 | +2,477 | +444.70% | $261,338 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.14% | 4,507 | - | - | $243,468 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.13% | 2,740 | -60 | -2.14% | $240,480 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.13% | 978 | +978 | +100.00% | $233,097 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 926 | -71 | -7.12% | $233,033 |
| ISHARES TR | MUB | Other | 0.13% | 2,099 | -44 | -2.05% | $225,894 |
| BOEING CO | BA | Industrials | 0.12% | 1,033 | +20 | +1.97% | $223,614 |
| NVIDIA CORPORATION | NVDA | Technology | 0.12% | 1,106 | +1,106 | +100.00% | $221,309 |
| QUALCOMM INC | QCOM | Technology | 0.12% | 1,180 | -29 | -2.40% | $218,052 |
| UNION PAC CORP | UNP | Industrials | 0.12% | 796 | +796 | +100.00% | $216,398 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.11% | 404 | +1 | +0.25% | $205,822 |
| SPDR SERIES TRUST | SLYV | Other | 0.11% | 1,847 | -4,124 | -69.07% | $201,526 |