Clarity Wealth Development LLC

Portfolio Overview

Clarity Wealth Development LLC disclosed 44 positions worth $122.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $LMT and a full exit from $ABBV. The portfolio is most concentrated in Other (89.2% of disclosed assets). All figures are sourced directly from Clarity Wealth Development LLC’s Form 13F-HR filing with the SEC under CIK 2048774.

• VANGUARD INDEX FDS

  —

  Quality

  $24.2M75,471 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $16.8M480,383 sh

• VANGUARD TAX-MANAGED FDS

  —

  Quality

  $14.1M220,754 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $11.1M444,172 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $8.2M237,375 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $6.0M151,141 sh

• DIMENSIONAL ETF TRUST

  —

  Quality

  $4.7M178,255 sh

• NUSHARES ETF TR

  —

  Quality

  $4.0M111,062 sh

• ISHARES TR

  —

  Quality

  $3.3M129,802 sh
• 

  Nu Holdings Ltd.

  $NU

  —

  Quality

  $3.2M71,281 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS	—	$24.2M	75,471
DIMENSIONAL ETF TRUST	—	$16.8M	480,383
VANGUARD TAX-MANAGED FDS	—	$14.1M	220,754
SCHWAB STRATEGIC TR	—	$11.1M	444,172
DIMENSIONAL ETF TRUST	—	$8.2M	237,375
DIMENSIONAL ETF TRUST	—	$6.0M	151,141
DIMENSIONAL ETF TRUST	—	$4.7M	178,255
NUSHARES ETF TR	—	$4.0M	111,062
ISHARES TR	—	$3.3M	129,802
Nu Holdings Ltd.$NU	—	$3.2M	71,281

Showing top 10 of 44 holdings.

Full Holdings — Clarity Wealth Development LLC (Q1 2026)

All 44 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS	$24.2M	19.8%	+6%	—
2	—	DIMENSIONAL ETF TRUST	$16.8M	13.7%	+6%	—
3	—	VANGUARD TAX-MANAGED FDS	$14.1M	11.6%	+4%	—
4	—	SCHWAB STRATEGIC TR	$11.1M	9.0%	+15%	—
5	—	DIMENSIONAL ETF TRUST	$8.2M	6.7%	+6%	—
6	—	DIMENSIONAL ETF TRUST	$6.0M	4.9%	+4%	—
7	—	DIMENSIONAL ETF TRUST	$4.7M	3.9%	+4%	—
8	—	NUSHARES ETF TR	$4.0M	3.3%	-0%	—
9	—	ISHARES TR	$3.3M	2.7%	+2%	—
10	$NU	Nu Holdings Ltd.	$3.2M	2.6%	+1%	—
11	$AAPL	Apple Inc.	$2.9M	2.4%	-0%	76.1
12	—	VANGUARD SCOTTSDALE FDS	$2.2M	1.8%	+3%	—
13	—	NUSHARES ETF TR	$2.1M	1.7%	-1%	—
14	—	PIMCO ETF TR	$2.0M	1.7%	+2%	—
15	—	SPDR SERIES TRUST	$1.6M	1.3%	-6%	—
16	—	VANGUARD SCOTTSDALE FDS	$1.4M	1.2%	+2%	—
17	$MSFT	MICROSOFT CORP	$1.3M	1.1%	-3%	83.7
18	—	DIMENSIONAL ETF TRUST	$1.1M	0.9%	-2%	—
19	—	AMERICAN CENTY ETF TR	$1.1M	0.9%	-4%	—
20	—	VANGUARD WORLD FD	$926,051	0.8%	+3%	—
21	—	AMERICAN CENTY ETF TR	$689,034	0.6%	-5%	—
22	$COST	COSTCO WHOLESALE CORP /NEW	$672,756	0.6%	+0%	67
23	$NKE	NIKE, Inc.	$663,503	0.5%	+0%	53.4
24	—	VANGUARD SPECIALIZED FUNDS	$648,850	0.5%	-9%	—
25	$GOOGL	Alphabet Inc.	$569,991	0.5%	-6%	80.2
26	—	SPDR SERIES TRUST	$564,737	0.5%	-9%	—
27	$HON	HONEYWELL INTERNATIONAL INC	$538,541	0.4%	+0%	65.7
28	$SO	SOUTHERN CO	$524,104	0.4%	+0%	65.1
29	$MA	Mastercard Inc	$496,013	0.4%	+0%	81.7
30	—	ISHARES TR	$483,106	0.4%	+0%	—
31	$V	VISA INC.	$436,869	0.4%	+0%	83.5
32	—	NUSHARES ETF TR	$420,693	0.3%	-4%	—
33	—	NUSHARES ETF TR	$411,685	0.3%	-1%	—
34	$PG	PROCTER & GAMBLE Co	$397,624	0.3%	+0%	72.9
35	$QQQ	INVESCO QQQ TRUST, SERIES 1	$381,048	0.3%	+0%	—
36	$GOOG	Alphabet Inc.	$368,077	0.3%	+0%	80.2
37	$NEE	NEXTERA ENERGY INC	$260,053	0.2%	+0%	71.7
38	$BRK.B	BERKSHIRE HATHAWAY INC	$252,538	0.2%	+0%	64.5
39	$LMT	LOCKHEED MARTIN CORP	$243,569	0.2%	NEW	65
40	—	VANGUARD INDEX FDS	$243,237	0.2%	-3%	—
41	—	DIMENSIONAL ETF TRUST	$237,879	0.2%	+0%	—
42	—	ISHARES TR	$227,479	0.2%	-1%	—
43	$XOM	EXXON MOBIL CORP	$214,111	0.2%	NEW	61.8
44	$BA	BOEING CO	$201,617	0.2%	+0%	51.8