Clarity Wealth Development Llc Portfolio Stock Holdings
Clarity Wealth Development Llc disclosed 44 stock positions valued at approximately $122.5 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 March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 44
- Portfolio Value
- $122.5M
Holdings by Sector
Clarity Wealth Development Llc Portfolio Holdings in Q1 2026
44 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 19.76% | 75,471 | +4,156 | +5.83% | $24,211,771 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 13.74% | 480,383 | +27,016 | +5.96% | $16,832,620 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 11.55% | 220,754 | +7,844 | +3.68% | $14,145,907 |
| SCHWAB STRATEGIC TR | SCHR | Other | 9.03% | 444,172 | +57,395 | +14.84% | $11,064,325 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 6.69% | 237,375 | +13,327 | +5.95% | $8,201,306 |
| DIMENSIONAL ETF TRUST | DISV | Other | 4.87% | 151,141 | +5,121 | +3.51% | $5,961,001 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 3.87% | 178,255 | +7,014 | +4.10% | $4,738,018 |
| NUSHARES ETF TR | NUDM | Other | 3.27% | 111,062 | -427 | -0.38% | $4,010,449 |
| ISHARES TR | SUSB | Other | 2.66% | 129,802 | +2,625 | +2.06% | $3,253,488 |
| NUSHARES ETF TR | NUSC | Other | 2.62% | 71,281 | +557 | +0.79% | $3,211,922 |
| APPLE INC | AAPL | Technology | 2.37% | 11,452 | -40 | -0.35% | $2,906,409 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.76% | 25,984 | +665 | +2.63% | $2,150,151 |
| NUSHARES ETF TR | NUEM | Other | 1.74% | 58,000 | -618 | -1.05% | $2,130,845 |
| PIMCO ETF TR | MUNI | Other | 1.67% | 39,189 | +696 | +1.81% | $2,045,274 |
| SPDR SERIES TRUST | SPTI | Other | 1.34% | 57,314 | -3,577 | -5.87% | $1,642,616 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.17% | 18,152 | +342 | +1.92% | $1,438,909 |
| MICROSOFT CORP | MSFT | Technology | 1.07% | 3,530 | -100 | -2.75% | $1,306,749 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.90% | 15,489 | -372 | -2.35% | $1,098,325 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.89% | 13,510 | -549 | -3.90% | $1,088,636 |
| VANGUARD WORLD FD | VCEB | Other | 0.76% | 14,739 | +454 | +3.18% | $926,051 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.56% | 6,900 | -367 | -5.05% | $689,034 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.55% | 675 | - | - | $672,756 |
| NIKE INC | NKE | Consumer Cyclical | 0.54% | 12,562 | - | - | $663,503 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.53% | 3,017 | -301 | -9.07% | $648,850 |
| ALPHABET INC | GOOG | Communication Services | 0.47% | 1,987 | -134 | -6.32% | $569,991 |
| SPDR SERIES TRUST | SLYV | Other | 0.46% | 5,971 | -584 | -8.91% | $564,737 |
| HONEYWELL INTL INC | HON | Industrials | 0.44% | 2,383 | - | - | $538,541 |
| SOUTHERN CO | SO | Utilities | 0.43% | 5,430 | - | - | $524,104 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.40% | 993 | - | - | $496,013 |
| ISHARES TR | IVV | Other | 0.39% | 740 | - | - | $483,106 |
| VISA INC | V | Financial Services | 0.36% | 1,445 | - | - | $436,869 |
| NUSHARES ETF TR | NULV | Other | 0.34% | 9,246 | -345 | -3.60% | $420,693 |
| NUSHARES ETF TR | NULG | Other | 0.34% | 4,527 | -37 | -0.81% | $411,685 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.32% | 2,753 | - | - | $397,624 |
| INVESCO QQQ TR | QQQ | Other | 0.31% | 660 | - | - | $381,048 |
| ALPHABET INC | GOOGL | Communication Services | 0.30% | 1,280 | - | - | $368,077 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.21% | 2,800 | - | - | $260,053 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.21% | 527 | - | - | $252,538 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.20% | 403 | +403 | +100.00% | $243,569 |
| VANGUARD INDEX FDS | VUG | Other | 0.20% | 557 | -17 | -2.96% | $243,237 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.19% | 4,507 | - | - | $237,879 |
| ISHARES TR | MUB | Other | 0.19% | 2,143 | -27 | -1.24% | $227,479 |
| EXXON MOBIL CORP | XOM | Energy | 0.17% | 1,262 | +1,262 | +100.00% | $214,111 |
| BOEING CO | BA | Industrials | 0.16% | 1,013 | - | - | $201,617 |