Clarity Wealth Development LLC — 13F Holdings & Portfolio
CIK 2048774 · latest 13F-HR filed 2026-04-22
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$122.5M
Long-equity book
44
Distinct positions
2026-03-31
Filed 2026-04-22
+2 / −3 / ↑10 / ↓15
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$1.9M +12.9%
- SCHWAB STRATEGIC TR$1.4M +14.1%
- VANGUARD TAX-MANAGED FDS$845.4K +6.4%
- DIMENSIONAL ETF TRUST$789.8K +10.7%
- DIMENSIONAL ETF TRUST$412.2K +7.4%
Top Trims
- MICROSOFT CORP-$448.9K -25.6%
- APPLE INC-$217.8K -7.0%
- NIKE INC-$136.8K -17.1%
- SPDR SERIES TRUST-$113.5K -6.5%
- ALPHABET INC-$95.6K -14.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $24.2M | 19.76% | 75,471 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $16.8M | 13.74% | 480,383 | SH |
| 3 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $14.1M | 11.55% | 220,754 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $11.1M | 9.03% | 444,172 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $8.2M | 6.69% | 237,375 | SH |
| 6 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $6.0M | 4.87% | 151,141 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $4.7M | 3.87% | 178,255 | SH |
| 8 | NUSHARES ETF TR | NUDM | 67092P805 | $4.0M | 3.27% | 111,062 | SH |
| 9 | ISHARES TR | SUSB | 46435G243 | $3.3M | 2.66% | 129,802 | SH |
| 10 | NUSHARES ETF TR | NUSC | 67092P607 | $3.2M | 2.62% | 71,281 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $2.9M | 2.37% | 11,452 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $2.2M | 1.76% | 25,984 | SH |
| 13 | NUSHARES ETF TR | NUEM | 67092P888 | $2.1M | 1.74% | 58,000 | SH |
| 14 | PIMCO ETF TR | MUNI | 72201R866 | $2.0M | 1.67% | 39,189 | SH |
| 15 | SPDR SERIES TRUST | SPTI | 78464A672 | $1.6M | 1.34% | 57,314 | SH |
| 16 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $1.4M | 1.17% | 18,152 | SH |
| 17 | MICROSOFT CORP | MSFT | 594918104 | $1.3M | 1.07% | 3,530 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $1.1M | 0.90% | 15,489 | SH |
| 19 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $1.1M | 0.89% | 13,510 | SH |
| 20 | VANGUARD WORLD FD | VCEB | 921910691 | $926.1K | 0.76% | 14,739 | SH |
| 21 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $689.0K | 0.56% | 6,900 | SH |
| 22 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $672.8K | 0.55% | 675 | SH |
| 23 | NIKE INC | NKE | 654106103 | $663.5K | 0.54% | 12,562 | SH |
| 24 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $648.9K | 0.53% | 3,017 | SH |
| 25 | ALPHABET INC | GOOG | 02079K107 | $570.0K | 0.47% | 1,987 | SH |
| 26 | SPDR SERIES TRUST | SLYV | 78464A300 | $564.7K | 0.46% | 5,971 | SH |
| 27 | HONEYWELL INTL INC | HON | 438516106 | $538.5K | 0.44% | 2,383 | SH |
| 28 | SOUTHERN CO | SO | 842587107 | $524.1K | 0.43% | 5,430 | SH |
| 29 | MASTERCARD INCORPORATED | MA | 57636Q104 | $496.0K | 0.40% | 993 | SH |
| 30 | ISHARES TR | IVV | 464287200 | $483.1K | 0.39% | 740 | SH |
| 31 | VISA INC | V | 92826C839 | $436.9K | 0.36% | 1,445 | SH |
| 32 | NUSHARES ETF TR | NULV | 67092P300 | $420.7K | 0.34% | 9,246 | SH |
| 33 | NUSHARES ETF TR | NULG | 67092P201 | $411.7K | 0.34% | 4,527 | SH |
| 34 | PROCTER & GAMBLE CO | PG | 742718109 | $397.6K | 0.32% | 2,753 | SH |
| 35 | INVESCO QQQ TR | QQQ | 46090E103 | $381.0K | 0.31% | 660 | SH |
| 36 | ALPHABET INC | GOOGL | 02079K305 | $368.1K | 0.30% | 1,280 | SH |
| 37 | NEXTERA ENERGY INC | NEE | 65339F101 | $260.1K | 0.21% | 2,800 | SH |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $252.5K | 0.21% | 527 | SH |
| 39 | LOCKHEED MARTIN CORP | LMT | 539830109 | $243.6K | 0.20% | 403 | SH |
| 40 | VANGUARD INDEX FDS | VUG | 922908736 | $243.2K | 0.20% | 557 | SH |
| 41 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $237.9K | 0.19% | 4,507 | SH |
| 42 | ISHARES TR | MUB | 464288414 | $227.5K | 0.19% | 2,143 | SH |
| 43 | EXXON MOBIL CORP | XOM | 30231G102 | $214.1K | 0.17% | 1,262 | SH |
| 44 | BOEING CO | BA | 097023105 | $201.6K | 0.16% | 1,013 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-22 | $122.5M | 44 | 0001941040-26-000245 |
| 2025-12-31 | 2026-02-11 | $118.2M | 45 | 0001941040-26-000098 |