Clarity Wealth Development Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$122.5M
Q ending 2026-03-31
Prior quarter
$118.2M
Q ending 2025-12-31
Change
+3.6% QoQ · +36.7% YoY
Positions
44
reported holdings
Largest positions
All 44 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $24.2M | 75K |
| Dimensional Etf Trust | DFSV | Shares | $16.8M | 480K |
| Vanguard Tax-Managed Fds | VEA | Shares | $14.1M | 221K |
| Schwab Strategic Tr | SCHR | Shares | $11.1M | 444K |
| Dimensional Etf Trust | DFEM | Shares | $8.2M | 237K |
| Dimensional Etf Trust | DISV | Shares | $6.0M | 151K |
| Dimensional Etf Trust | DFGR | Shares | $4.7M | 178K |
| Nushares Etf Tr | NUDM | Shares | $4.0M | 111K |
| Ishares Tr | SUSB | Shares | $3.3M | 130K |
| Nushares Etf Tr | NUSC | Shares | $3.2M | 71K |
| Apple Inc | AAPL | Shares | $2.9M | 11K |
| Vanguard Scottsdale Fds | VCIT | Shares | $2.2M | 26K |
| Nushares Etf Tr | NUEM | Shares | $2.1M | 58K |
| Pimco Etf Tr | MUNI | Shares | $2.0M | 39K |
| Spdr Series Trust | SPTI | Shares | $1.6M | 57K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.4M | 18K |
| Microsoft Corp | MSFT | Shares | $1.3M | 4K |
| Dimensional Etf Trust | DFUS | Shares | $1.1M | 15K |
| American Centy Etf Tr | AVEM | Shares | $1.1M | 14K |
| Vanguard World Fd | VCEB | Shares | $926K | 15K |
| American Centy Etf Tr | AVDV | Shares | $689K | 7K |
| Costco Wholesale Corporation | COST | Shares | $673K | 675 |
| Nike Inc | NKE | Shares | $664K | 13K |
| Vanguard Specialized Funds | VIG | Shares | $649K | 3K |
| Alphabet Inc | GOOG | Shares | $570K | 2K |
| Spdr Series Trust | SLYV | Shares | $565K | 6K |
| Honeywell Intl Inc | HONGBP | Shares | $539K | 2K |
| Southern Co | SO | Shares | $524K | 5K |
| Mastercard Incorporated | MA | Shares | $496K | 993 |
| Ishares Tr | IVV | Shares | $483K | 740 |
| Visa Inc | V | Shares | $437K | 1K |
| Nushares Etf Tr | NULV | Shares | $421K | 9K |
| Nushares Etf Tr | NULG | Shares | $412K | 5K |
| Procter & Gamble Co | PG | Shares | $398K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $381K | 660 |
| Alphabet Inc | GOOGL | Shares | $368K | 1K |
| Nextera Energy Inc | NEE | Shares | $260K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $253K | 527 |
| Lockheed Martin Corp | LMT | Shares | $244K | 403 |
| Vanguard Index Fds | VUG | Shares | $243K | 557 |
| Dimensional Etf Trust | DFIV | Shares | $238K | 5K |
| Ishares Tr | MUB | Shares | $227K | 2K |
| Exxon Mobil Corp | XOM | Shares | $214K | 1K |
| Boeing Co | BA | Shares | $202K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.