Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- Latest filing
- Jul 27, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 5, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 44
- +3 vs. Q1 2025
- Portfolio value
- $100.4M
- +$10.8M (+12.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 65,266 | $19.8M | 19.7% | +3,078+4.9% | Added | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 380,726 | $11.2M | 11.2% | +16,964+4.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 191,336 | $10.9M | 10.9% | +3,050+1.6% | Added | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 332,843 | $8.33M | 8.3% | +23,194+7.5% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 188,021 | $5.58M | 5.6% | +4,814+2.6% | Added | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 124,646 | $4.10M | 4.1% | +2,414+2.0% | Added | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 113,127 | $4.01M | 4.0% | −1,764−1.5% | Reduced | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 139,106 | $3.73M | 3.7% | +2,387+1.7% | Added | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 120,767 | $3.04M | 3.0% | +6,829+6.0% | Added | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 71,876 | $2.93M | 2.9% | +636+0.9% | Added | – |
| AAPLApple Inc. | Stock | 13,237 | $2.72M | 2.7% | +20.0% | Added | History |
| SPDR Series Trust78464A672 | ST INTER ETF | 69,030 | $1.99M | 2.0% | −5,394−7.2% | Reduced | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 59,799 | $1.99M | 2.0% | −1,038−1.7% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 3,834 | $1.91M | 1.9% | +800+26.4% | Added | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,901 | $1.73M | 1.7% | +331+1.6% | Added | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 32,186 | $1.65M | 1.6% | +231+0.7% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 17,869 | $1.20M | 1.2% | −600−3.2% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,851 | $1.18M | 1.2% | −109−0.7% | Reduced | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,720 | $1.01M | 1.0% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 904 | $895.1K | 0.9% | −3−0.3% | Reduced | History |
| NKENIKE, Inc. | Stock | 12,560 | $892.2K | 0.9% | +12,560 | New | History |
| Vanguard World FD921910691 | ESG US CORP BD | 13,593 | $861.8K | 0.9% | +1,059+8.4% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,730 | $763.4K | 0.8% | −321−7.9% | Reduced | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 7,690 | $609.7K | 0.6% | 00.0% | Unchanged | – |
| HONHoneywell International Inc | COM | 2,462 | $573.4K | 0.6% | −61−2.4% | Reduced | History |
| MAMastercard Inc | Stock | 1,010 | $567.4K | 0.6% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,569 | $557.0K | 0.6% | 00.0% | Unchanged | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 6,937 | $553.3K | 0.6% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 5,396 | $495.5K | 0.5% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 740 | $459.2K | 0.5% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 2,796 | $445.4K | 0.4% | +2,796 | New | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 4,347 | $408.4K | 0.4% | +130+3.1% | Added | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 9,229 | $386.8K | 0.4% | +324+3.6% | Added | – |
| GOOGAlphabet Inc. | Stock | 2,171 | $385.1K | 0.4% | −74−3.3% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 660 | $364.2K | 0.4% | 00.0% | Unchanged | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 10,965 | $270.8K | 0.3% | +481+4.6% | Added | – |
| BABoeing Co | Stock | 1,283 | $268.8K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,492 | $260.4K | 0.3% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 527 | $256.0K | 0.3% | −50−8.7% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 574 | $251.6K | 0.3% | 00.0% | Unchanged | – |
| UNPUnion Pacific Corp | Stock | 1,023 | $235.4K | 0.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,280 | $225.6K | 0.2% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 1,112 | $206.4K | 0.2% | −66−5.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 546 | $200.0K | 0.2% | +546 | New | History |