Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- Latest filing
- Jul 27, 2026
The latest 13F from Clarity Wealth Development LLC covers Q2 2026 (filed Jul 27, 2026): 59 long positions worth $180.2M. The top 10 holdings make up 70.5% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 15.3%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 18
- Est. +$39.8M
- Added
- 19
- Est. +$15.8M
- Reduced
- 21
- Est. −$8.17M
- Sold out
- 3
- Est. −$1.44M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Total Stock Market ETF92290876915.3%$27.5M
- Dimensional ETF Trust25434V81511.0%$19.8M
- Vanguard Ftse Developed Markets ETF9219438588.6%$15.5M
- Schwab Intermediate-Term US Treasury ETF8085248546.9%$12.4M
- Dimensional ETF Trust25434V5756.5%$11.8M
Share of portfolio
Top 5 holdings and the other 54 positions, by share of portfolio value
- Vanguard Morningstar Total Stock Market ETF15.3%
- Dimensional ETF Trust11.0%
- Vanguard Ftse Developed Markets ETF8.6%
- Schwab Intermediate-Term US Treasury ETF6.9%
- Dimensional ETF Trust6.5%
- Other 54 positions51.7%
Biggest buys
New and added positions, by estimated amount bought
- Dimensional ETF Trust25434V575+$11.8MNew
- Schwab Strategic Tr808524862+$8.14MNew
- Dimensional ETF Trust25434V716+$7.28MNew
- Vanguard Scottsdale FDS92206C409+$5.66MAdded
- Vanguard Intermediate-Term Corporate Bond ETF92206C870+$4.11MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Dimensional ETF Trust25434V575+6.54 pp0.0% → 6.5%
- Schwab Strategic Tr808524862+4.52 pp0.0% → 4.5%
- Dimensional ETF Trust25434V716+4.04 pp0.0% → 4.0%
- Vanguard Scottsdale FDS92206C409+2.76 pp1.2% → 3.9%
- Dimensional ETF Trust25434V674+2.08 pp0.0% → 2.1%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Nushares ETF Tr67092P805−$1.79MReduced
- Nushares ETF Tr67092P607−$1.62MReduced
- SPDR Series Trust78464A672−$1.15MReduced
- American Centy ETF Tr025072604−$997.9KReduced
- Nushares ETF Tr67092P888−$892.3KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Morningstar Total Stock Market ETF922908769−4.49 pp19.8% → 15.3%
- Vanguard Ftse Developed Markets ETF921943858−2.92 pp11.5% → 8.6%
- Nushares ETF Tr67092P805−1.80 pp3.3% → 1.5%
- Nushares ETF Tr67092P607−1.46 pp2.6% → 1.2%
- SPDR Series Trust78464A672−1.07 pp1.3% → 0.3%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $180.2M
- +$57.6M (+47.1%) vs. prior quarter
- Positions
- 59
- +15 vs. prior quarter
- Top 10 concentration
- 70.5%
- Top 10 as share of value
- Turnover
- 6.4%
- Q2 2026, one quarter
- Average holding period
- 5.7 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $180.2M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 27, 2026 | 59 | $180.2M | Vanguard Morningstar Total Stock Market ETFDimensional ETF TrustVanguard Ftse Developed Markets ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 22, 2026 | 44 | $122.5M | Vanguard Morningstar Total Stock Market ETFDimensional ETF TrustVanguard Ftse Developed Markets ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 11, 2026 | 45 | $118.2M | Vanguard Morningstar Total Stock Market ETFDimensional ETF TrustVanguard Ftse Developed Markets ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 12, 2025 | 45 | $110.8M | Vanguard Morningstar Total Stock Market ETFDimensional ETF TrustVanguard Ftse Developed Markets ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 5, 2025 | 44 | $100.4M | Vanguard Morningstar Total Stock Market ETFDimensional ETF TrustVanguard Ftse Developed Markets ETF | vs. Q1 2025 | SEC |
| Q1 2025 | May 12, 2025 | 41 | $89.6M | Vanguard Morningstar Total Stock Market ETFVanguard Ftse Developed Markets ETFDimensional ETF Trust | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 10, 2025 | 46 | $92.1M | Vanguard Morningstar Total Stock Market ETFDimensional ETF TrustVanguard Ftse Developed Markets ETF | – | SEC |