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Clarity Wealth Development LLC — 13F Holdings & Portfolio

CIK 2048774 · latest 13F-HR filed 2026-07-27

Backtest portfolio

Clarity Wealth Development LLC manages $180.2M in 13F-reported U.S. long-equity assets across 59 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (15.27%), DFSV (11.02%), VEA (8.63%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 3, added to 21, and trimmed 12.

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.

Filer Information
Address
P.O BOX 60
CORVALLIS, OR 97339-0060
Phone
(541) 753-1898
Filing Manager
Clarity Wealth Development LLC
Corvallis, OR
Signatory
Kay Dee Cole
CEO & CCO
Loading holdings…
AUM

$180.2M

Long-equity book

Holdings

59

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+18 / −3 / ↑21 / ↓12

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD SCOTTSDALE FDS$5.7M +393.0%
  • VANGUARD SCOTTSDALE FDS$4.1M +191.1%
  • VANGUARD INDEX FDS$3.3M +13.6%
  • DIMENSIONAL ETF TRUST$3.0M +17.9%
  • DIMENSIONAL ETF TRUST$2.5M +30.1%
Show all 21 →

Top Trims

  • NUSHARES ETF TR-$1.4M -33.7%
  • SPDR SERIES TRUST-$1.2M -70.8%
  • NUSHARES ETF TR-$1.1M -34.7%
  • AMERICAN CENTY ETF TR-$783.0K -71.9%
  • NUSHARES ETF TR-$561.9K -26.4%
Show all 12 →

New Positions

  • DIMENSIONAL ETF TRUST$11.8M
  • SCHWAB STRATEGIC TR$8.1M
  • DIMENSIONAL ETF TRUST$7.3M
  • DIMENSIONAL ETF TRUST$3.8M
  • DIMENSIONAL ETF TRUST$3.3M
Show all 18 →

Exited Positions

  • AMERICAN CENTY ETF TR$689.0K
  • HONEYWELL INTL INC$538.5K
  • EXXON MOBIL CORP$214.1K
Show all 3 →
All Holdings

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 $27.5M 15.27% 74,351 SH
2 DIMENSIONAL ETF TRUST DFSV 25434V815 $19.8M 11.02% 511,635 SH
3 VANGUARD TAX-MANAGED FDS VEA 921943858 $15.5M 8.63% 218,102 SH
4 SCHWAB STRATEGIC TR SCHR 808524854 $12.4M 6.88% 502,374 SH
5 DIMENSIONAL ETF TRUST DFGX 25434V575 $11.8M 6.54% 219,887 SH
6 DIMENSIONAL ETF TRUST DFEM 25434V732 $10.7M 5.92% 262,588 SH
7 SCHWAB STRATEGIC TR SCHO 808524862 $8.1M 4.52% 337,232 SH
8 DIMENSIONAL ETF TRUST DFSU 25434V716 $7.3M 4.04% 156,216 SH
9 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $7.1M 3.94% 89,754 SH
10 DIMENSIONAL ETF TRUST DISV 25434V781 $6.8M 3.75% 168,228 SH
11 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $6.3M 3.47% 75,720 SH
12 DIMENSIONAL ETF TRUST DFGR 25434V658 $5.5M 3.05% 189,408 SH
13 APPLE INC AAPL 037833100 $3.8M 2.09% 13,005 SH
14 DIMENSIONAL ETF TRUST DFSB 25434V674 $3.8M 2.08% 72,072 SH
15 DIMENSIONAL ETF TRUST DFSI 25434V690 $3.3M 1.86% 74,188 SH
16 ISHARES TR SUSB 46435G243 $3.3M 1.84% 132,392 SH
17 PIMCO ETF TR MUNI 72201R866 $2.8M 1.56% 53,358 SH
18 NUSHARES ETF TR NUDM 67092P805 $2.7M 1.48% 66,412 SH
19 NUSHARES ETF TR NUSC 67092P607 $2.1M 1.16% 40,258 SH
20 DIMENSIONAL ETF TRUST DFSE 25434V682 $1.6M 0.91% 33,627 SH
21 NUSHARES ETF TR NUEM 67092P888 $1.6M 0.87% 36,973 SH
22 MICROSOFT CORP MSFT 594918104 $1.3M 0.73% 3,527 SH
23 DIMENSIONAL ETF TRUST DFUS 25434V401 $1.2M 0.69% 15,082 SH
24 VANGUARD WORLD FD VCEB 921910691 $870.4K 0.48% 13,868 SH
25 ALPHABET INC GOOG 02079K107 $705.2K 0.39% 1,996 SH
26 COSTCO WHOLESALE CORPORATION COST 22160K105 $686.9K 0.38% 734 SH
27 INTEL CORP INTC 458140100 $562.8K 0.31% 4,030 SH
28 ISHARES TR IVV 464287200 $539.6K 0.30% 721 SH
29 EDGEWELL PERSONAL CARE CO EPC 28035Q102 $537.2K 0.30% 20,000 SH
30 NIKE INC NKE 654106103 $524.1K 0.29% 12,768 SH
31 SOUTHERN CO SO 842587107 $516.5K 0.29% 5,396 SH
32 MASTERCARD INCORPORATED MA 57636Q104 $506.3K 0.28% 986 SH
33 VISA INC V 92826C839 $497.6K 0.28% 1,450 SH
34 SPDR SERIES TRUST SPTI 78464A672 $479.4K 0.27% 16,888 SH
35 ALPHABET INC GOOGL 02079K305 $465.7K 0.26% 1,303 SH
36 ENERGIZER HLDGS INC ENR 29272W109 $454.3K 0.25% 21,190 SH
37 NUSHARES ETF TR NULG 67092P201 $438.9K 0.24% 3,749 SH
38 VANGUARD SPECIALIZED FUNDS VIG 921908844 $431.4K 0.24% 1,823 SH
39 INVESCO QQQ TR QQQ 46090E103 $412.5K 0.23% 560 SH
40 PROCTER & GAMBLE CO PG 742718109 $404.0K 0.22% 2,755 SH
41 NUSHARES ETF TR NULV 67092P300 $377.6K 0.21% 7,554 SH
42 GENERAL MILLS INC GIS 370334104 $327.6K 0.18% 9,415 SH
43 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $306.2K 0.17% 612 SH
44 AMERICAN CENTY ETF TR AVEM 025072604 $305.7K 0.17% 3,168 SH
45 JPMORGAN CHASE & CO JPM 46625H100 $280.9K 0.16% 858 SH
46 CATERPILLAR INC CAT 149123101 $280.8K 0.16% 264 SH
47 POST HLDGS INC POST 737446104 $264.8K 0.15% 3,000 SH
48 VANGUARD INDEX FDS VUG 922908736 $261.3K 0.15% 3,034 SH
49 DIMENSIONAL ETF TRUST DFIV 25434V807 $243.5K 0.14% 4,507 SH
50 NEXTERA ENERGY INC NEE 65339F101 $240.5K 0.13% 2,740 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $180.2M 59 0001941040-26-000460
2026-03-31 2026-04-22 $122.5M 44 0001941040-26-000245
2025-12-31 2026-02-11 $118.2M 45 0001941040-26-000098