Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- Latest filing
- Jul 27, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 27, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 59
- +15 vs. Q1 2026
- Portfolio value
- $180.2M
- +$57.6M (+47.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 74,351 | $27.5M | 15.3% | −1,120−1.5% | Reduced | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 511,635 | $19.8M | 11.0% | +31,252+6.5% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 218,102 | $15.5M | 8.6% | −2,652−1.2% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 502,374 | $12.4M | 6.9% | +58,202+13.1% | Added | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 219,887 | $11.8M | 6.5% | +219,887 | New | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 262,588 | $10.7M | 5.9% | +25,213+10.6% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 337,232 | $8.14M | 4.5% | +337,232 | New | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 156,216 | $7.28M | 4.0% | +156,216 | New | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 89,754 | $7.09M | 3.9% | +71,602+394.5% | Added | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 168,228 | $6.75M | 3.7% | +17,087+11.3% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 75,720 | $6.26M | 3.5% | +49,736+191.4% | Added | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 189,408 | $5.49M | 3.0% | +11,153+6.3% | Added | – |
| AAPLApple Inc. | Stock | 13,005 | $3.76M | 2.1% | +1,553+13.6% | Added | History |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 72,072 | $3.76M | 2.1% | +72,072 | New | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 74,188 | $3.35M | 1.9% | +74,188 | New | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 132,392 | $3.31M | 1.8% | +2,590+2.0% | Added | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 53,358 | $2.81M | 1.6% | +14,169+36.2% | Added | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 66,412 | $2.66M | 1.5% | −44,650−40.2% | Reduced | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 40,258 | $2.10M | 1.2% | −31,023−43.5% | Reduced | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 33,627 | $1.64M | 0.9% | +33,627 | New | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 36,973 | $1.57M | 0.9% | −21,027−36.3% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 3,527 | $1.32M | 0.7% | −3−0.1% | Reduced | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 15,082 | $1.24M | 0.7% | −407−2.6% | Reduced | – |
| Vanguard World FD921910691 | ESG US CORP BD | 13,868 | $870.4K | 0.5% | −871−5.9% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,996 | $705.2K | 0.4% | +9+0.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 734 | $686.9K | 0.4% | +59+8.7% | Added | History |
| INTCIntel Corp | Stock | 4,030 | $562.8K | 0.3% | +4,030 | New | History |
| iShares Core S&P 500 ETF464287200 | ETF | 721 | $539.6K | 0.3% | −19−2.6% | Reduced | – |
| EPCEdgewell Personal Care Co | COM | 20,000 | $537.2K | 0.3% | +20,000 | New | History |
| NKENIKE, Inc. | Stock | 12,768 | $524.1K | 0.3% | +206+1.6% | Added | History |
| SOSouthern Co | Stock | 5,396 | $516.5K | 0.3% | −34−0.6% | Reduced | History |
| MAMastercard Inc | Stock | 986 | $506.3K | 0.3% | −7−0.7% | Reduced | History |
| VVisa Inc. | Stock | 1,450 | $497.6K | 0.3% | +5+0.3% | Added | History |
| SPDR Series Trust78464A672 | ST INTER ETF | 16,888 | $479.4K | 0.3% | −40,426−70.5% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 1,303 | $465.7K | 0.3% | +23+1.8% | Added | History |
| ENREnergizer Holdings, Inc. | COM | 21,190 | $454.3K | 0.3% | +21,190 | New | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,749 | $438.9K | 0.2% | −778−17.2% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,823 | $431.4K | 0.2% | −1,194−39.6% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 560 | $412.5K | 0.2% | −100−15.2% | Reduced | – |
| PGProcter & Gamble Co | Stock | 2,755 | $404.0K | 0.2% | +2+0.1% | Added | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,554 | $377.6K | 0.2% | −1,692−18.3% | Reduced | – |
| GISGeneral Mills Inc | Stock | 9,415 | $327.6K | 0.2% | +9,415 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 612 | $306.2K | 0.2% | +85+16.1% | Added | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 3,168 | $305.7K | 0.2% | −10,342−76.6% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 858 | $280.9K | 0.2% | +858 | New | History |
| CATCaterpillar Inc | Stock | 264 | $280.8K | 0.2% | +264 | New | History |
| POSTPost Holdings, Inc. | COM | 3,000 | $264.8K | 0.1% | +3,000 | New | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,034 | $261.3K | 0.1% | −308−9.2% | ReducedConverted for a 6-for-1 split | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 4,507 | $243.5K | 0.1% | 00.0% | Unchanged | – |
| NEENextera Energy Inc | Stock | 2,740 | $240.5K | 0.1% | −60−2.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 978 | $233.1K | 0.1% | +978 | New | History |
| ABBVAbbVie Inc. | Stock | 926 | $233.0K | 0.1% | +926 | New | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,099 | $225.9K | 0.1% | −44−2.1% | Reduced | – |
| BABoeing Co | Stock | 1,033 | $223.6K | 0.1% | +20+2.0% | Added | History |
| NVDANVIDIA Corp | Stock | 1,106 | $221.3K | 0.1% | +1,106 | New | History |
| QCOMQualcomm Inc | Stock | 1,180 | $218.1K | 0.1% | +1,180 | New | History |
| UNPUnion Pacific Corp | Stock | 796 | $216.4K | 0.1% | +796 | New | History |
| LMTLockheed Martin Corp | Stock | 404 | $205.8K | 0.1% | +1+0.2% | Added | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 1,847 | $201.5K | 0.1% | −4,124−69.1% | Reduced | – |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| American Centy ETF Tr025072802 | INTL SMCP VLU | 6,900 | $689.0K | 0.6% | – |
| HONHoneywell International Inc | COM | 2,383 | $538.5K | 0.4% | History |
| XOMExxonMobil Holdings Corp | COM | 1,262 | $214.1K | 0.2% | History |