Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- Latest filing
- Jul 27, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only.
- Positions
- 46
- No filing for Q3 2024
- Portfolio value
- $92.1M
- No filing for Q3 2024
Clarity Wealth Development LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 61,548 | $18.4M | 19.9% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 332,281 | $10.5M | 11.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 189,452 | $9.46M | 10.3% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 273,259 | $6.67M | 7.2% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 173,439 | $4.55M | 4.9% | – | – | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 119,566 | $3.76M | 4.1% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 131,025 | $3.39M | 3.7% | – | – | – |
| AAPLApple Inc. | Stock | 13,484 | $3.18M | 3.5% | – | – | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 72,995 | $3.17M | 3.4% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 112,885 | $3.10M | 3.4% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 113,644 | $2.82M | 3.1% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 83,170 | $2.33M | 2.5% | – | – | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 61,944 | $1.81M | 2.0% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 33,998 | $1.77M | 1.9% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,413 | $1.65M | 1.8% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 19,692 | $1.29M | 1.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,024 | $1.26M | 1.4% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,069 | $1.18M | 1.3% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 15,660 | $927.2K | 1.0% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 916 | $897.7K | 1.0% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,203 | $849.9K | 0.9% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 7,345 | $652.5K | 0.7% | – | – | – |
| HONHoneywell International Inc | COM | 2,523 | $564.5K | 0.6% | – | – | History |
| VVisa Inc. | Stock | 1,643 | $561.5K | 0.6% | – | – | History |
| MAMastercard Inc | Stock | 1,010 | $560.8K | 0.6% | – | – | History |
| Vanguard World FD921910691 | ESG US CORP BD | 8,991 | $560.6K | 0.6% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 8,205 | $546.3K | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,365 | $486.2K | 0.5% | – | – | History |
| SOSouthern Co | Stock | 5,396 | $453.0K | 0.5% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 740 | $447.2K | 0.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,902 | $415.7K | 0.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 760 | $397.0K | 0.4% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,968 | $346.7K | 0.4% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 8,330 | $341.1K | 0.4% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,169 | $289.7K | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,340 | $273.4K | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 577 | $270.4K | 0.3% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 601 | $251.3K | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 562 | $231.4K | 0.3% | – | – | History |
| BABoeing Co | Stock | 1,283 | $226.5K | 0.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 369 | $222.2K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,186 | $218.1K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 900 | $213.9K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,209 | $209.1K | 0.2% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 1,918 | $207.2K | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 2,816 | $201.5K | 0.2% | – | – | History |