Clarity Wealth Development LLC
- SEC CIK
- 0002048774
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 27, 2026.SEC
- Positions
- 59
- +15 vs. Q1 2026
- Total value
- $180.16M
- +$57.65M (+47.1%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 74,351 | $27.51M | 15.27% | −1,120−1.5% | Reduced | – |
| DIMENSIONAL ETF TRUST25434V815 | US SMALL CAP ETF | 511,635 | $19.85M | 11.02% | +31,252+6.5% | Added | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 218,102 | $15.54M | 8.63% | −2,652−1.2% | Reduced | – |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854 | ETF | 502,374 | $12.39M | 6.88% | +58,202+13.1% | Added | – |
| DIMENSIONAL ETF TRUST25434V575 | INTL COR FIX ETF | 219,887 | $11.78M | 6.54% | +219,887 | New | – |
| DIMENSIONAL ETF TRUST25434V732 | EMERGING MKTS CO | 262,588 | $10.67M | 5.92% | +25,213+10.6% | Added | – |
| SCHWAB STRATEGIC TR808524862 | SHT TM US TRES | 337,232 | $8.14M | 4.52% | +337,232 | New | – |
| DIMENSIONAL ETF TRUST25434V716 | US SUSTAINABILTY | 156,216 | $7.28M | 4.04% | +156,216 | New | – |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 89,754 | $7.09M | 3.94% | +71,602+394.5% | Added | – |
| DIMENSIONAL ETF TRUST25434V781 | INTL SMALL CAP V | 168,228 | $6.75M | 3.75% | +17,087+11.3% | Added | – |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 75,720 | $6.26M | 3.47% | +49,736+191.4% | Added | – |
| DIMENSIONAL ETF TRUST25434V658 | GLOBAL REAL EST | 189,408 | $5.49M | 3.05% | +11,153+6.3% | Added | – |
| AAPLAPPLE INC COM | Stock | 13,005 | $3.76M | 2.09% | +1,553+13.6% | Added | View |
| DIMENSIONAL ETF TRUST25434V674 | GLOBAL SUSTAINA | 72,072 | $3.76M | 2.08% | +72,072 | New | – |
| DIMENSIONAL ETF TRUST25434V690 | INTERNATIONAL | 74,188 | $3.35M | 1.86% | +74,188 | New | – |
| ISHARES TR46435G243 | ESG AWRE 1 5 YR | 132,392 | $3.31M | 1.84% | +2,590+2.0% | Added | – |
| PIMCO ETF TR72201R866 | INTER MUN BD ACT | 53,358 | $2.81M | 1.56% | +14,169+36.2% | Added | – |
| NUSHARES ETF TR67092P805 | NUVEEN ESG INTL | 66,412 | $2.66M | 1.48% | −44,650−40.2% | Reduced | – |
| NUSHARES ETF TR67092P607 | NUVEEN ESG SMLCP | 40,258 | $2.1M | 1.16% | −31,023−43.5% | Reduced | – |
| DIMENSIONAL ETF TRUST25434V682 | EMER MARK SU ETF | 33,627 | $1.64M | 0.91% | +33,627 | New | – |
| NUSHARES ETF TR67092P888 | NUVEEN ESG EMRGN | 36,973 | $1.57M | 0.87% | −21,027−36.3% | Reduced | – |
| MSFTMICROSOFT CORP COM | Stock | 3,527 | $1.32M | 0.73% | −3−0.1% | Reduced | View |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 15,082 | $1.24M | 0.69% | −407−2.6% | Reduced | – |
| VANGUARD WORLD FD921910691 | ESG US CORP BD | 13,868 | $870.36K | 0.48% | −871−5.9% | Reduced | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 1,996 | $705.25K | 0.39% | +9+0.5% | Added | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 734 | $686.88K | 0.38% | +59+8.7% | Added | View |
| INTCINTEL CORP COM | Stock | 4,030 | $562.76K | 0.31% | +4,030 | New | View |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 721 | $539.64K | 0.30% | −19−2.6% | Reduced | – |
| EPCEDGEWELL PERSONAL CARE CO | COM | 20,000 | $537.2K | 0.30% | +20,000 | New | View |
| NKENIKE INC CL B | Stock | 12,768 | $524.14K | 0.29% | +206+1.6% | Added | View |
| SOSOUTHERN CO COM | Stock | 5,396 | $516.45K | 0.29% | −34−0.6% | Reduced | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 986 | $506.26K | 0.28% | −7−0.7% | Reduced | View |
| VVISA INC COM CL A | Stock | 1,450 | $497.63K | 0.28% | +5+0.3% | Added | View |
| SPDR SERIES TRUST78464A672 | ST INTER ETF | 16,888 | $479.45K | 0.27% | −40,426−70.5% | Reduced | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,303 | $465.65K | 0.26% | +23+1.8% | Added | View |
| ENRENERGIZER HLDGS INC | COM | 21,190 | $454.31K | 0.25% | +21,190 | New | View |
| NUSHARES ETF TR67092P201 | NUVEEN ESG LRGCP | 3,749 | $438.86K | 0.24% | −778−17.2% | Reduced | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 1,823 | $431.45K | 0.24% | −1,194−39.6% | Reduced | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 560 | $412.52K | 0.23% | −100−15.2% | Reduced | – |
| PGPROCTER & GAMBLE CO COM | Stock | 2,755 | $403.95K | 0.22% | +2+0.1% | Added | View |
| NUSHARES ETF TR67092P300 | NUVEEN ESG LRGVL | 7,554 | $377.62K | 0.21% | −1,692−18.3% | Reduced | – |
| GISGENERAL MILLS INC COM | Stock | 9,415 | $327.65K | 0.18% | +9,415 | New | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 612 | $306.24K | 0.17% | +85+16.1% | Added | View |
| AMERICAN CENTY ETF TR025072604 | AVANTIS EMGMKT | 3,168 | $305.68K | 0.17% | −10,342−76.6% | Reduced | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 858 | $280.95K | 0.16% | +858 | New | View |
| CATCATERPILLAR INC COM | Stock | 264 | $280.78K | 0.16% | +264 | New | View |
| POSTPOST HLDGS INC | COM | 3,000 | $264.78K | 0.15% | +3,000 | New | View |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 3,034 | $261.34K | 0.15% | +2,477+444.7% | Added | – |
| DIMENSIONAL ETF TRUST25434V807 | INTERNATNAL VAL | 4,507 | $243.47K | 0.14% | 00.0% | Unchanged | – |
| NEENEXTERA ENERGY INC COM | Stock | 2,740 | $240.48K | 0.13% | −60−2.1% | Reduced | View |
| AMZNAMAZON COM INC COM | Stock | 978 | $233.1K | 0.13% | +978 | New | View |
| ABBVABBVIE INC COM | Stock | 926 | $233.03K | 0.13% | +926 | New | View |
| ISHARES TR464288414 | NATIONAL MUN ETF | 2,099 | $225.89K | 0.13% | −44−2.1% | Reduced | – |
| BABOEING CO COM | Stock | 1,033 | $223.61K | 0.12% | +20+2.0% | Added | View |
| NVDANVIDIA CORPORATION COM | Stock | 1,106 | $221.31K | 0.12% | +1,106 | New | View |
| QCOMQUALCOMM INC COM | Stock | 1,180 | $218.05K | 0.12% | +1,180 | New | View |
| UNPUNION PAC CORP COM | Stock | 796 | $216.4K | 0.12% | +796 | New | View |
| LMTLOCKHEED MARTIN CORP COM | Stock | 404 | $205.82K | 0.11% | +1+0.2% | Added | View |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF78464A300 | ETF | 1,847 | $201.53K | 0.11% | −4,124−69.1% | Reduced | – |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are no longer in this filing.
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 27, 2026 | 59 | $180.16M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 22, 2026 | 44 | $122.51M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 11, 2026 | 45 | $118.21M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 12, 2025 | 45 | $110.78M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 5, 2025 | 44 | $100.44M | vs. Q1 2025 | SEC |
| Q1 2025 | May 12, 2025 | 41 | $89.62M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 10, 2025 | 46 | $92.13M | – | SEC |