Clarity Wealth Development LLC

Portfolio Overview

Clarity Wealth Development LLC disclosed 59 positions worth $180.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 18 new positions and exited 3. The portfolio is most concentrated in Other (91.0% 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 - TOTAL STK MKT

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  Quality

  $27.5M74,351 sh

• DIMENSIONAL ETF TRUST - US SMALL CAP ETF

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  Quality

  $19.8M511,635 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

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  Quality

  $15.5M218,102 sh

• SCHWAB STRATEGIC TR - INT-TRM U.S TRES

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  Quality

  $12.4M502,374 sh

• DIMENSIONAL ETF TRUST - INTL COR FIX ETF

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  Quality

  $11.8M219,887 sh

• DIMENSIONAL ETF TRUST - EMERGING MKTS CO

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  Quality

  $10.7M262,588 sh

• SCHWAB STRATEGIC TR - SHT TM US TRES

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  Quality

  $8.1M337,232 sh

• DIMENSIONAL ETF TRUST - US SUSTAINABILTY

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  Quality

  $7.3M156,216 sh

• VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD

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  Quality

  $7.1M89,754 sh

• DIMENSIONAL ETF TRUST - INTL SMALL CAP V

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  Quality

  $6.8M168,228 sh

Showing top 10 of 59 holdings.

Full Holdings — Clarity Wealth Development LLC (Q2 2026)

All 59 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 - TOTAL STK MKT	$27.5M	15.3%	-1%	—
2	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$19.8M	11.0%	+7%	—
3	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$15.5M	8.6%	-1%	—
4	—	SCHWAB STRATEGIC TR - INT-TRM U.S TRES	$12.4M	6.9%	+13%	—
5	—	DIMENSIONAL ETF TRUST - INTL COR FIX ETF	$11.8M	6.5%	NEW	—
6	—	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	$10.7M	5.9%	+11%	—
7	—	SCHWAB STRATEGIC TR - SHT TM US TRES	$8.1M	4.5%	NEW	—
8	—	DIMENSIONAL ETF TRUST - US SUSTAINABILTY	$7.3M	4.0%	NEW	—
9	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$7.1M	3.9%	+394%	—
10	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP V	$6.8M	3.8%	+11%	—
11	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$6.3M	3.5%	+191%	—
12	—	DIMENSIONAL ETF TRUST - GLOBAL REAL EST	$5.5M	3.0%	+6%	—
13	$AAPL	Apple Inc.	$3.8M	2.1%	+14%	76.4
14	—	DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA	$3.8M	2.1%	NEW	—
15	—	DIMENSIONAL ETF TRUST - INTERNATIONAL	$3.3M	1.9%	NEW	—
16	—	ISHARES TR - ESG AWRE 1 5 YR	$3.3M	1.8%	+2%	—
17	—	PIMCO ETF TR - INTER MUN BD ACT	$2.8M	1.6%	+36%	—
18	—	NUSHARES ETF TR - NUVEEN ESG INTL	$2.7M	1.5%	-40%	—
19	$NU	Nu Holdings Ltd.	$2.1M	1.2%	-44%	—
20	—	DIMENSIONAL ETF TRUST - EMER MARK SU ETF	$1.6M	0.9%	NEW	—
21	—	NUSHARES ETF TR - NUVEEN ESG EMRGN	$1.6M	0.9%	-36%	—
22	$MSFT	MICROSOFT CORP	$1.3M	0.7%	-0%	79.8
23	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$1.2M	0.7%	-3%	—
24	—	VANGUARD WORLD FD - ESG US CORP BD	$870,356	0.5%	-6%	—
25	$GOOGL	Alphabet Inc.	$705,247	0.4%	+0%	78.2
26	$COST	COSTCO WHOLESALE CORP /NEW	$686,882	0.4%	+9%	66.2
27	$INTC	INTEL CORP	$562,755	0.3%	NEW	45.6
28	—	ISHARES TR - CORE S&P500 ETF	$539,641	0.3%	-3%	—
29	$EPC	EDGEWELL PERSONAL CARE Co	$537,200	0.3%	NEW	35.1
30	$NKE	NIKE, Inc.	$524,139	0.3%	+2%	49.3
31	$SO	SOUTHERN CO	$516,451	0.3%	-1%	62
32	$MA	Mastercard Inc	$506,256	0.3%	-1%	85.1
33	$V	VISA INC.	$497,631	0.3%	+0%	82.9
34	—	SPDR SERIES TRUST - ST INTER ETF	$479,450	0.3%	-71%	—
35	$GOOG	Alphabet Inc.	$465,653	0.3%	+2%	78.2
36	$ENR	ENERGIZER HOLDINGS, INC.	$454,311	0.3%	NEW	52
37	—	NUSHARES ETF TR - NUVEEN ESG LRGCP	$438,858	0.2%	-17%	—
38	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$431,450	0.2%	-40%	—
39	$QQQ	INVESCO QQQ TRUST, SERIES 1	$412,524	0.2%	-15%	—
40	$PG	PROCTER & GAMBLE Co	$403,953	0.2%	+0%	64.6
41	—	NUSHARES ETF TR - NUVEEN ESG LRGVL	$377,624	0.2%	-18%	—
42	$GIS	GENERAL MILLS INC	$327,645	0.2%	NEW	50.7
43	$BRK.B	BERKSHIRE HATHAWAY INC	$306,239	0.2%	+16%	73.8
44	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$305,680	0.2%	-77%	—
45	$JPM	JPMORGAN CHASE & CO	$280,947	0.2%	NEW	70.7
46	$CAT	CATERPILLAR INC	$280,777	0.2%	NEW	66.5
47	$POST	Post Holdings, Inc.	$264,780	0.1%	NEW	52.5
48	—	VANGUARD INDEX FDS - GROWTH ETF	$261,338	0.1%	+445%	—
49	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$243,468	0.1%	+0%	—
50	$NEE	NEXTERA ENERGY INC	$240,480	0.1%	-2%	64.6
51	$AMZN	AMAZON COM INC	$233,097	0.1%	NEW	68.7
52	$ABBV	AbbVie Inc.	$233,033	0.1%	NEW	72.6
53	—	ISHARES TR - NATIONAL MUN ETF	$225,894	0.1%	-2%	—
54	$BA	BOEING CO	$223,614	0.1%	+2%	61.6
55	$NVDA	NVIDIA CORP	$221,309	0.1%	NEW	85.9
56	$QCOM	QUALCOMM INC/DE	$218,052	0.1%	NEW	70.5
57	$UNP	UNION PACIFIC CORP	$216,398	0.1%	NEW	69.7
58	$LMT	LOCKHEED MARTIN CORP	$205,822	0.1%	+0%	65.6
59	—	SPDR SERIES TRUST - ST STR SP600SM C	$201,526	0.1%	-69%	—