Clarity Wealth Development LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Clarity Wealth Development LLC held in its portfolio 44 assets valued at $118,205,976 (i.e. $118.21M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($23.91M), DIMENSIONAL ETF TRUST ($14.91M), and VANGUARD TAX-MANAGED FDS ($13.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 44 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clarity Wealth Development LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 71315 | 23909696 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 453367 | 14911241 | US SMALL CAP VAL |
| VANGUARD TAX-MANAGED FDS | 212910 | 13300479 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 386777 | 9700367 | INT-TRM U.S TRES |
| DIMENSIONAL ETF TRUST | 224048 | 7411508 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 146020 | 5548760 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 171241 | 4524187 | GLOBAL REAL EST |
| NUSHARES ETF TR | 111489 | 4037017 | NUVEEN ESG INTL |
| ISHARES TR | 127177 | 3209947 | ESG AWRE 1 5 YR |
| NUSHARES ETF TR | 70724 | 3157827 | NUVEEN ESG SMLCP |
| APPLE INC | 11492 | 3124221 | COM |
| SPDR SERIES TRUST | 67446 | 2352401 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 25319 | 2120440 | INT-TERM CORP |
| NUSHARES ETF TR | 58618 | 2085628 | NUVEEN ESG EMRGN |
| PIMCO ETF TR | 38493 | 2017418 | INTER MUN BD ACT |
| MICROSOFT CORP | 3630 | 1755604 | COM |
| VANGUARD SCOTTSDALE FDS | 17810 | 1419991 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 15861 | 1176410 | US EQUITY MARKET |
| AMERICAN CENTY ETF TR | 14059 | 1082824 | AVANTIS EMGMKT |
| VANGUARD WORLD FD | 14285 | 908955 | ESG US CORP BD |
| NIKE INC | 12562 | 800298 | CL B |
| VANGUARD SPECIALIZED FUNDS | 3318 | 729244 | DIV APP ETF |
| AMERICAN CENTY ETF TR | 7267 | 682880 | INTL SMCP VLU |
| ALPHABET INC | 2121 | 665570 | CAP STK CL C |
| COSTCO WHSL CORP NEW | 675 | 582223 | COM |
| MASTERCARD INCORPORATED | 993 | 566713 | CL A |
| ISHARES TR | 20506 | 511625 | GLOBAL REIT ETF |
| VISA INC | 1445 | 506930 | COM CL A |
| ISHARES TR | 740 | 506573 | CORE S&P500 ETF |
| SOUTHERN CO | 5430 | 473496 | COM |
| HONEYWELL INTL INC | 2383 | 464823 | COM |
| NUSHARES ETF TR | 4564 | 446359 | NUVEEN ESG LRGCP |
| NUSHARES ETF TR | 9591 | 432075 | NUVEEN ESG LRGVL |
| INVESCO QQQ TR | 660 | 405561 | UNIT SER 1 |
| ALPHABET INC | 1280 | 400640 | CAP STK CL A |
| PROCTER AND GAMBLE CO | 2753 | 394514 | COM |
| VANGUARD INDEX FDS | 574 | 279971 | GROWTH ETF |
| BERKSHIRE HATHAWAY INC DEL | 527 | 264897 | CL B NEW |
| ISHARES TR | 2170 | 232429 | NATIONAL MUN ETF |
| ABBVIE INC | 997 | 227818 | COM |
| DIMENSIONAL ETF TRUST | 4507 | 224899 | INTERNATNAL VAL |
| NEXTERA ENERGY INC | 2800 | 224775 | COM |
| BOEING CO | 1013 | 219943 | COM |
| QUALCOMM INC | 1209 | 206799 | COM |
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