Q2 2026 · 13F-HR
Clarity Wealth Development LLCholdings as filed
Filed 2026-07-27 · accession 0001941040-26-000460
$180.2M
Reported value
59
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | VANGUARD INDEX FDS | $27.5M | 15.3% | 74,351 | Common | NONE |
| 25434V815 | DFSV | DIMENSIONAL ETF TRUST | $19.8M | 11.0% | 511,635 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $15.5M | 8.63% | 218,102 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $12.4M | 6.88% | 502,374 | Common | NONE |
| 25434V575 | DFGX | DIMENSIONAL ETF TRUST | $11.8M | 6.54% | 219,887 | Common | NONE |
| 25434V732 | DFEM | DIMENSIONAL ETF TRUST | $10.7M | 5.92% | 262,588 | Common | NONE |
| 808524862 | SCHO | SCHWAB STRATEGIC TR | $8.1M | 4.52% | 337,232 | Common | NONE |
| 25434V716 | DFSU | DIMENSIONAL ETF TRUST | $7.3M | 4.04% | 156,216 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $7.1M | 3.94% | 89,754 | Common | NONE |
| 25434V781 | DISV | DIMENSIONAL ETF TRUST | $6.8M | 3.75% | 168,228 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $6.3M | 3.47% | 75,720 | Common | NONE |
| 25434V658 | DFGR | DIMENSIONAL ETF TRUST | $5.5M | 3.05% | 189,408 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $3.8M | 2.09% | 13,005 | Common | NONE |
| 25434V674 | DFSB | DIMENSIONAL ETF TRUST | $3.8M | 2.08% | 72,072 | Common | NONE |
| 25434V690 | DFSI | DIMENSIONAL ETF TRUST | $3.3M | 1.86% | 74,188 | Common | NONE |
| 46435G243 | SUSB | ISHARES TR | $3.3M | 1.84% | 132,392 | Common | NONE |
| 72201R866 | MUNI | PIMCO ETF TR | $2.8M | 1.56% | 53,358 | Common | NONE |
| 67092P805 | NUDM | NUSHARES ETF TR | $2.7M | 1.48% | 66,412 | Common | NONE |
| 67092P607 | NUSC | NUSHARES ETF TR | $2.1M | 1.16% | 40,258 | Common | NONE |
| 25434V682 | DFSE | DIMENSIONAL ETF TRUST | $1.6M | 0.91% | 33,627 | Common | NONE |
| 67092P888 | NUEM | NUSHARES ETF TR | $1.6M | 0.87% | 36,973 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.3M | 0.73% | 3,527 | Common | NONE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $1.2M | 0.69% | 15,082 | Common | NONE |
| 921910691 | VCEB | VANGUARD WORLD FD | $870,356 | 0.48% | 13,868 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $705,247 | 0.39% | 1,996 | Common | NONE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $686,882 | 0.38% | 734 | Common | NONE |
| 458140100 | INTC | INTEL CORP | $562,755 | 0.31% | 4,030 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $539,641 | 0.30% | 721 | Common | NONE |
| 28035Q102 | EPC | EDGEWELL PERSONAL CARE CO | $537,200 | 0.30% | 20,000 | Common | NONE |
| 654106103 | NKE | NIKE INC | $524,139 | 0.29% | 12,768 | Common | NONE |
| 842587107 | SO | SOUTHERN CO | $516,451 | 0.29% | 5,396 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $506,256 | 0.28% | 986 | Common | NONE |
| 92826C839 | V | VISA INC | $497,631 | 0.28% | 1,450 | Common | NONE |
| 78464A672 | SPTI | SPDR SERIES TRUST | $479,450 | 0.27% | 16,888 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $465,653 | 0.26% | 1,303 | Common | NONE |
| 29272W109 | ENR | ENERGIZER HLDGS INC | $454,311 | 0.25% | 21,190 | Common | NONE |
| 67092P201 | NULG | NUSHARES ETF TR | $438,858 | 0.24% | 3,749 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $431,450 | 0.24% | 1,823 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $412,524 | 0.23% | 560 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $403,953 | 0.22% | 2,755 | Common | NONE |
| 67092P300 | NULV | NUSHARES ETF TR | $377,624 | 0.21% | 7,554 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS INC | $327,645 | 0.18% | 9,415 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $306,239 | 0.17% | 612 | Common | NONE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $305,680 | 0.17% | 3,168 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $280,947 | 0.16% | 858 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $280,777 | 0.16% | 264 | Common | NONE |
| 737446104 | POST | POST HLDGS INC | $264,780 | 0.15% | 3,000 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $261,338 | 0.15% | 3,034 | Common | NONE |
| 25434V807 | DFIV | DIMENSIONAL ETF TRUST | $243,468 | 0.14% | 4,507 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $240,480 | 0.13% | 2,740 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $233,097 | 0.13% | 978 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $233,033 | 0.13% | 926 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $225,894 | 0.13% | 2,099 | Common | NONE |
| 097023105 | BA | BOEING CO | $223,614 | 0.12% | 1,033 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $221,309 | 0.12% | 1,106 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $218,052 | 0.12% | 1,180 | Common | NONE |
| 907818108 | UNP | UNION PAC CORP | $216,398 | 0.12% | 796 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $205,822 | 0.11% | 404 | Common | NONE |
| 78464A300 | SLYV | SPDR SERIES TRUST | $201,526 | 0.11% | 1,847 | 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.