Clarity Wealth Development LLC
Sector Allocation
- Other92.8%$164.3M
- Technology4.1%$7.3M
- Consumer Staples1.1%$2.0M
- Financials1.1%$2.0M
- Consumer Discretionary0.3%$438,414
- Industrials0.2%$406,002
- Utilities0.2%$359,162
- Healthcare0.1%$211,842
AUM History
13fpro.ai/research/fund/clarity-wealth-development-llc-2048774
Conviction and streaks
Concentrating · top 10 = 73.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$28.1M
- VANGUARD$15.4M
- DIMENSIONAL$15.1M
- SCHWAB$13.7M
- DIMENSIONAL$11.7M
- SCHWAB$11.7M
- DIMENSIONAL$10.6M
- VANGUARD$8.8M
- DIMENSIONAL$7.9M
- VANGUARD$7.4M
- DIMENSIONAL$7.3M
- DIMENSIONAL$5.3M
- DIMENSIONAL$5.0M
- PIMCO$4.2M
- ISHARES$3.5M
AAPL
$3.2M- DIMENSIONAL$2.7M
- NUSHARES$1.5M
MSFT
$1.5M- DIMENSIONAL$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/clarity-wealth-development-llc-2048774
Clarity Wealth Development LLC 13F holdings — Q3 2026
$177.1M portfolio (-1.7% QoQ) · 50 holdings · Q3 2026 13F · top 10 are 74% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR TTL STK
$28.1M
15.8% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$15.4M
8.7% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
DIMENSIONAL ETF TRUST - INTL COR FIX ETF
$15.1M
8.6% of stocks
+35%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SCHWAB STRATEGIC TR - INT-TRM U.S TRES
$13.7M
7.7% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - US SUSTAINABILTY
$11.7M
6.6% of stocks
+59%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - SHT TM US TRES
$11.7M
6.6% of stocks
+45%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$10.6M
6.0% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$8.8M
5.0% of stocks
+26%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA
$7.9M
4.5% of stocks
+122%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$7.4M
4.2% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $28.1M | 15.8% | +0.8% | — | — | — | — | |
| 2 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $15.4M | 8.7% | +0.3% | — | — | — | — | |
| 3 | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | $15.1M | 8.6% | +35% | — | — | — | — | |
| 4 | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $13.7M | 7.7% | +15% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $11.7M | 6.6% | +59% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - SHT TM US TRES | $11.7M | 6.6% | +45% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $10.6M | 6.0% | +1% | — | — | — | — | |
| 8 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $8.8M | 5.0% | +26% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA | $7.9M | 4.5% | +122% | — | — | — | — | |
| 10 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $7.4M | 4.2% | +25% | — | — | — | — |
All holdings — Clarity Wealth Development LLC (Q3 2026)
50 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP Vetf/fund | — | $7.3M | 4.2% | 170K | +0.9% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL ESTetf/fund | — | $5.3M | 3.0% | 195K | +3% | — | — | 13F |
| 13 | — | DIMENSIONAL ETF TRUST - INTERNATIONALetf/fund | — | $5.0M | 2.9% | 112K | +50% | — | — | 13F |
| 14 | — | PIMCO ETF TR - INTER MUN BD ACTetf/fund | — | $4.2M | 2.4% | 84K | +58% | — | — | 13F |
| 15 | — | ISHARES TR - ESG AWRE 1 5 YRetf/fund | — | $3.5M | 2.0% | 142K | +7% | — | — | 13F |
| 16 | Apple Inc. | Technology | $3.2M | 1.8% | 9,605 | -26% | 8+ qtrs | 75.7 | 13F | |
| 17 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETFetf/fund | — | $2.7M | 1.5% | 55K | +64% | — | — | 13F |
| 18 | — | NUSHARES ETF TR - NUVEEN ESG INTLetf/fund | — | $1.5M | 0.8% | 37K | -44% | — | — | 13F |
| 19 | MICROSOFT CORP | Technology | $1.5M | 0.8% | 2,871 | -19% | 8+ qtrs | 79.8 | 13F | |
| 20 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETFetf/fund | — | $1.2M | 0.7% | 15K | -2% | — | — | 13F |
| 21 | — | NUSHARES ETF TR - NUVEEN ESG EMRGNetf/fund | — | $924K | 0.5% | 22K | -41% | — | — | 13F |
| 22 | Nu Holdings Ltd.etf/fund | Financials | $779K | 0.4% | 16K | -60% | 8+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 23 | Alphabet Inc. | Technology | $599K | 0.3% | 1,759 | -12% | 8+ qtrs | 77.7 | 13F | |
| 24 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $578K | 0.3% | 635 | -13% | 8+ qtrs | 63.8 | 13F | |
| 25 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $552K | 0.3% | 721 | — | — | — | 13F |
| 26 | $EPC | EDGEWELL PERSONAL CARE Co | Consumer Staples | $540K | 0.3% | 20K | — | |||
| 27 | $INTC | INTEL CORP | Technology | $485K | 0.3% | 4,030 | — | |||
| 28 | $ENR | ENERGIZER HOLDINGS, INC. | Technology | $453K | 0.3% | 21K | — | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $448K | 0.3% | 1,303 | — | |||
| 30 | $NKE | NIKE, Inc. | Consumer Discretionary | $438K | 0.3% | 12K | -3% | |||
| 31 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $419K | 0.2% | 1,794 | -2% | |||
| 32 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $381K | 0.2% | 515 | -8% | |||
| 33 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $374K | 0.2% | 2,577 | -6% | |||
| 34 | $SO | SOUTHERN CO | Utilities | $359K | 0.2% | 4,333 | -20% | |||
| 35 | $MA | Mastercard Inc | Financials | $329K | 0.2% | 596 | -40% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $305K | 0.2% | 612 | — | |||
| 37 | $GIS | GENERAL MILLS INC | Consumer Staples | $303K | 0.2% | 9,415 | — | |||
| 38 | $JPM | JPMORGAN CHASE & CO | Financials | $284K | 0.2% | 858 | — | |||
| 39 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $273K | 0.1% | 3,034 | — | |||
| 40 | $V | VISA INC. | Financials | $272K | 0.1% | 757 | -48% | |||
| 41 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $264K | 0.1% | 2,322 | -38% | |||
| 42 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $252K | 0.1% | 4,507 | — | |||
| 43 | $QCOM | QUALCOMM INC/DE | Technology | $246K | 0.1% | 1,339 | +13% | |||
| 44 | $HPE | Hewlett Packard Enterprise Co | Technology | $221K | 0.1% | 3,464 | New | |||
| 45 | $POST | Post Holdings, Inc. | Consumer Staples | $219K | 0.1% | 3,000 | — | |||
| 46 | $ABBV | AbbVie Inc. | Healthcare | $212K | 0.1% | 810 | -13% | |||
| 47 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $212K | 0.1% | 2,251 | -29% | |||
| 48 | $LMT | LOCKHEED MARTIN CORP | Industrials | $206K | 0.1% | 404 | — | |||
| 49 | $NVDA | NVIDIA CORP | Technology | $201K | 0.1% | 879 | -21% | |||
| 50 | $CAT | CATERPILLAR INC | Industrials | $200K | 0.1% | 247 | -6% |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 17 added to, 20 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$HPEHewlett Packard Enterprise Co$221K
first bought this quarter
Added to (17)
- DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA+122%
now $7.9M
- DIMENSIONAL ETF TRUST - US SUSTAINABILTY+59%
now $11.7M
- DIMENSIONAL ETF TRUST - INTL COR FIX ETF+35%
now $15.1M
- SCHWAB STRATEGIC TR - SHT TM US TRES+45%
now $11.7M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+26%
now $8.8M
- SCHWAB STRATEGIC TR - INT-TRM U.S TRES+15%
now $13.7M
+11 more in the Excel export
Trimmed (20)
$NUNu Holdings Ltd.-60%
now $779K · held 8+ qtrs, 2 trims in a row
- NUSHARES ETF TR - NUVEEN ESG INTL-44%
now $1.5M
now $3.2M · held 8+ qtrs
- NUSHARES ETF TR - NUVEEN ESG EMRGN-41%
now $924K
now $1.5M · held 8+ qtrs
$VVISA INC.-48%
now $272K · held 8+ qtrs
+14 more in the Excel export
Holdings by quarter
Every 13F Clarity Wealth Development LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Clarity Wealth Development?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Clarity Wealth Development's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.8%
Value-weighted move of the 10 largest stock positions
Turnover
15%
Last quarter; 23% over the last 4
Top 10 weight
74%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
73%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Clarity Wealth Development LLC disclosed 50 positions worth $177.1M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 1 new position and exited 10 — including a new stake in $HPE. The portfolio is most concentrated in Other (92.8% of disclosed assets). All figures are sourced directly from Clarity Wealth Development LLC’s Form 13F-HR filing with the SEC under CIK 2048774.
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AI-Powered Hedge Fund Analysis: Clarity Wealth Development LLC
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