Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- Latest filing
- Jul 27, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 45
- 0 vs. Q3 2025
- Portfolio value
- $118.2M
- +$7.43M (+6.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 71,315 | $23.9M | 20.2% | +4,038+6.0% | Added | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 453,367 | $14.9M | 12.6% | +49,467+12.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 212,910 | $13.3M | 11.3% | +15,659+7.9% | Added | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 386,777 | $9.70M | 8.2% | +39,909+11.5% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 224,048 | $7.41M | 6.3% | +25,276+12.7% | Added | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 146,020 | $5.55M | 4.7% | +15,074+11.5% | Added | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 171,241 | $4.52M | 3.8% | +23,836+16.2% | Added | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 111,489 | $4.04M | 3.4% | +1,656+1.5% | Added | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 127,177 | $3.21M | 2.7% | +6,826+5.7% | Added | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 70,724 | $3.16M | 2.7% | +131+0.2% | Added | – |
| AAPLApple Inc. | Stock | 11,492 | $3.12M | 2.6% | −147−1.3% | Reduced | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 25,319 | $2.12M | 1.8% | +2,311+10.0% | Added | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 58,618 | $2.09M | 1.8% | +521+0.9% | Added | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 38,493 | $2.02M | 1.7% | +4,614+13.6% | Added | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 60,891 | $1.76M | 1.5% | −4,859−7.4% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 3,630 | $1.76M | 1.5% | −32−0.9% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,810 | $1.42M | 1.2% | +1,410+8.6% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 15,861 | $1.18M | 1.0% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,059 | $1.08M | 0.9% | −249−1.7% | Reduced | – |
| Vanguard World FD921910691 | ESG US CORP BD | 14,285 | $909.0K | 0.8% | +807+6.0% | Added | – |
| NKENIKE, Inc. | Stock | 12,562 | $800.3K | 0.7% | +35+0.3% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,318 | $729.2K | 0.6% | +71+2.2% | Added | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 7,267 | $682.9K | 0.6% | −156−2.1% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 2,121 | $665.6K | 0.6% | 00.0% | Unchanged | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 6,555 | $596.3K | 0.5% | −81−1.2% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 675 | $582.2K | 0.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 993 | $566.7K | 0.5% | +8+0.8% | Added | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 20,506 | $511.6K | 0.4% | +6,456+46.0% | Added | – |
| VVisa Inc. | Stock | 1,445 | $506.9K | 0.4% | −10−0.7% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 740 | $506.6K | 0.4% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 5,430 | $473.5K | 0.4% | +34+0.6% | Added | History |
| HONHoneywell International Inc | COM | 2,383 | $464.8K | 0.4% | 00.0% | Unchanged | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 4,564 | $446.4K | 0.4% | +37+0.8% | Added | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 9,591 | $432.1K | 0.4% | +123+1.3% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 660 | $405.6K | 0.3% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 1,280 | $400.6K | 0.3% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 2,753 | $394.5K | 0.3% | +17+0.6% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 574 | $280.0K | 0.2% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 527 | $264.9K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,170 | $232.4K | 0.2% | +8+0.4% | Added | – |
| ABBVAbbVie Inc. | Stock | 997 | $227.8K | 0.2% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 4,507 | $224.9K | 0.2% | 00.0% | Unchanged | – |
| NEENextera Energy Inc | Stock | 2,800 | $224.8K | 0.2% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 1,013 | $219.9K | 0.2% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 1,209 | $206.8K | 0.2% | 00.0% | Unchanged | History |