Clarity Wealth Development LLC Top Holdings and 13F Report (2025) About Clarity Wealth Development LLCInvestment ActivityClarity Wealth Development LLC has $89.62 million in total holdings as of March 31, 2025.Clarity Wealth Development LLC owns shares of 41 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.52% of the portfolio was purchased this quarter.About 2.84% of the portfolio was sold this quarter.This quarter, Clarity Wealth Development LLC has purchased 46 new stocks and bought additional shares in 12 stocks.Clarity Wealth Development LLC sold shares of 22 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $16,966,055Vanguard FTSE Developed Markets ETF $9,954,693Dimensional US Small Cap Value ETF $9,657,881Schwab Intermediate-Term U.S. Treasury ETF $7,772,190Dimensional Emerging Markets Core Equity 2 ETF $4,869,642 Largest New Holdings this Quarter 46434V647 - iShares Global REIT ETF $253,398 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 36,390 shares (about $913.39K)Dimensional US Small Cap Value ETF 31,481 shares (about $835.82K)Dimensional International Small Cap Value ETF 9,347 shares (about $282.09K)Dimensional Emerging Markets Core Equity 2 ETF 9,768 shares (about $259.63K)iShares Global REIT ETF 10,484 shares (about $253.40K) Largest Sales this Quarter SPDR Portfolio Intermediate Term Treasury ETF 8,746 shares (about $252.32K)NuShares ESG International Developed Markets Equity ETF 4,675 shares (about $154.32K)iShares National Muni Bond ETF 1,410 shares (about $147.67K)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 2,043 shares (about $104.81K)Dimensional U.S. Equity ETF 1,223 shares (about $73.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarity Wealth Development LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$16,966,055$174,604 ▲1.0%62,18818.9%ETFVEAVanguard FTSE Developed Markets ETF$9,954,693$61,646 ▼-0.6%188,28611.1%ETFDFSVDimensional US Small Cap Value ETF$9,657,881$835,821 ▲9.5%363,76210.8%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$7,772,190$913,389 ▲13.3%309,6498.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,869,642$259,633 ▲5.6%183,2075.4%ETFNUDMNuShares ESG International Developed Markets Equity ETF$3,792,552$154,322 ▼-3.9%114,8914.2%ETFDISVDimensional International Small Cap Value ETF$3,688,962$282,092 ▲8.3%122,2324.1%ETFDFGRDimensional Global Real Estate ETF$3,594,343$149,695 ▲4.3%136,7194.0%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$2,855,286$7,368 ▲0.3%113,9383.2%ManufacturingAAPLApple$2,812,474$52,913 ▼-1.8%13,2353.1%Computer and TechnologyNUSCNuveen ESG Small-Cap ETF$2,662,951$65,602 ▼-2.4%71,2403.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$2,147,129$252,322 ▼-10.5%74,4242.4%ETFNUEMNuveen ESG Emerging Markets Equity ETF$1,785,566$32,490 ▼-1.8%60,8372.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,682,189$12,839 ▲0.8%20,5701.9%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,639,292$104,806 ▼-6.0%31,9551.8%ETFMSFTMicrosoft$1,199,271$3,953 ▲0.3%3,0341.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,184,533$8,631 ▼-0.7%14,9601.3%ETFDFUSDimensional U.S. Equity ETF$1,107,401$73,331 ▼-6.2%18,4691.2%ETFCOSTCostco Wholesale$902,177$8,952 ▼-1.0%9071.0%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$890,707$56,879 ▼-6.0%14,7201.0%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$785,380$222,004 ▲39.4%12,5340.9%ETFVIGVanguard Dividend Appreciation ETF$773,846$29,036 ▼-3.6%4,0510.9%ETFAVDVAvantis International Small Cap Value ETF$557,679$37,348 ▼-6.3%7,6900.6%ETFMAMastercard$553,3770.0%1,0100.6%Business ServicesVVisa$541,987$25,562 ▼-4.5%1,5690.6%Business ServicesHONHoneywell International$531,1620.0%2,5230.6%Multi-Sector ConglomeratesSLYVSPDR S&P 600 Small Cap Value ETF$510,702$30,037 ▼-5.6%6,9370.6%ETFSOSouthern$495,8380.0%5,3960.6%UtilitiesIVViShares Core S&P 500 ETF$412,6610.0%7400.5%ETFGOOGAlphabet$361,198$19,307 ▼-5.1%2,2450.4%Computer and TechnologyNULVNuveen ESG Large-Cap Value ETF$349,165$22,546 ▲6.9%8,9050.4%ETFNULGNuveen ESG Large-Cap Growth ETF$340,059$20,079 ▲6.3%4,2170.4%ETFQQQInvesco QQQ$313,901$47,561 ▼-13.2%6600.4%FinanceBRK.BBerkshire Hathaway$307,6850.0%5770.3%FinanceMUBiShares National Muni Bond ETF$260,987$147,669 ▼-36.1%2,4920.3%ETFREETiShares Global REIT ETF$253,398$253,398 ▲New Holding10,4840.3%ETFBABoeing$235,0970.0%1,2830.3%AerospaceABBVAbbVie$229,809$1,561 ▼-0.7%1,1780.3%MedicalUNPUnion Pacific$220,663$31,492 ▼-12.5%1,0230.2%TransportationVUGVanguard Growth ETF$217,091$10,212 ▼-4.5%5740.2%ETFGOOGLAlphabet$203,264$9,528 ▼-4.5%1,2800.2%Computer and TechnologyHDHome Depot$0$231,374 ▼-100.0%00.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$0$222,208 ▼-100.0%00.0%FinanceAMZNAmazon.com$0$213,912 ▼-100.0%00.0%Retail/WholesaleQCOMQUALCOMM$0$209,072 ▼-100.0%00.0%Computer and TechnologyTIPiShares TIPS Bond ETF$0$207,161 ▼-100.0%00.0%ETFNEENextEra Energy$0$201,505 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
