Q1 2026 · 13F-HR
Clarity Wealth Development LLCholdings as filed
Filed 2026-04-22 · accession 0001941040-26-000245
$122.5M
Reported value
44
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | VANGUARD INDEX FDS | $24.2M | 19.8% | 75,471 | Common | NONE |
| 25434V815 | DFSV | DIMENSIONAL ETF TRUST | $16.8M | 13.7% | 480,383 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $14.1M | 11.5% | 220,754 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $11.1M | 9.03% | 444,172 | Common | NONE |
| 25434V732 | DFEM | DIMENSIONAL ETF TRUST | $8.2M | 6.69% | 237,375 | Common | NONE |
| 25434V781 | DISV | DIMENSIONAL ETF TRUST | $6.0M | 4.87% | 151,141 | Common | NONE |
| 25434V658 | DFGR | DIMENSIONAL ETF TRUST | $4.7M | 3.87% | 178,255 | Common | NONE |
| 67092P805 | NUDM | NUSHARES ETF TR | $4.0M | 3.27% | 111,062 | Common | NONE |
| 46435G243 | SUSB | ISHARES TR | $3.3M | 2.66% | 129,802 | Common | NONE |
| 67092P607 | NUSC | NUSHARES ETF TR | $3.2M | 2.62% | 71,281 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $2.9M | 2.37% | 11,452 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $2.2M | 1.76% | 25,984 | Common | NONE |
| 67092P888 | NUEM | NUSHARES ETF TR | $2.1M | 1.74% | 58,000 | Common | NONE |
| 72201R866 | MUNI | PIMCO ETF TR | $2.0M | 1.67% | 39,189 | Common | NONE |
| 78464A672 | SPTI | SPDR SERIES TRUST | $1.6M | 1.34% | 57,314 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $1.4M | 1.17% | 18,152 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.3M | 1.07% | 3,530 | Common | NONE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $1.1M | 0.90% | 15,489 | Common | NONE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $1.1M | 0.89% | 13,510 | Common | NONE |
| 921910691 | VCEB | VANGUARD WORLD FD | $926,051 | 0.76% | 14,739 | Common | NONE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $689,034 | 0.56% | 6,900 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $672,756 | 0.55% | 675 | Common | NONE |
| 654106103 | NKE | NIKE INC | $663,503 | 0.54% | 12,562 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $648,850 | 0.53% | 3,017 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $569,991 | 0.47% | 1,987 | Common | NONE |
| 78464A300 | SLYV | SPDR SERIES TRUST | $564,737 | 0.46% | 5,971 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $538,541 | 0.44% | 2,383 | Common | NONE |
| 842587107 | SO | SOUTHERN CO | $524,104 | 0.43% | 5,430 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $496,013 | 0.40% | 993 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $483,106 | 0.39% | 740 | Common | NONE |
| 92826C839 | V | VISA INC | $436,869 | 0.36% | 1,445 | Common | NONE |
| 67092P300 | NULV | NUSHARES ETF TR | $420,693 | 0.34% | 9,246 | Common | NONE |
| 67092P201 | NULG | NUSHARES ETF TR | $411,685 | 0.34% | 4,527 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $397,624 | 0.32% | 2,753 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $381,048 | 0.31% | 660 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $368,077 | 0.30% | 1,280 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $260,053 | 0.21% | 2,800 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $252,538 | 0.21% | 527 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $243,569 | 0.20% | 403 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $243,237 | 0.20% | 557 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $237,879 | 0.19% | 4,507 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $227,479 | 0.19% | 2,143 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $214,111 | 0.17% | 1,262 | Common | NONE |
| 097023105 | BA | BOEING CO | $201,617 | 0.16% | 1,013 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.