Clarity Wealth Development LLC Top Holdings and 13F Report (2025) About Clarity Wealth Development LLCInvestment ActivityClarity Wealth Development LLC has $100.44 million in total holdings as of June 30, 2025.Clarity Wealth Development LLC owns shares of 44 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 0.43% of the portfolio was sold this quarter.This quarter, Clarity Wealth Development LLC has purchased 41 new stocks and bought additional shares in 17 stocks.Clarity Wealth Development LLC sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $19,836,219Dimensional US Small Cap Value ETF $11,204,766Vanguard FTSE Developed Markets ETF $10,908,040Schwab Intermediate-Term U.S. Treasury ETF $8,331,060Dimensional Emerging Markets Core Equity 2 ETF $5,580,463 Largest New Holdings this Quarter 654106103 - NIKE $892,233 Holding742718109 - Procter & Gamble $445,438 Holding437076102 - Home Depot $200,044 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 3,078 shares (about $935.49K)NIKE 12,560 shares (about $892.23K)Schwab Intermediate-Term U.S. Treasury ETF 23,194 shares (about $580.55K)Dimensional US Small Cap Value ETF 16,964 shares (about $499.25K)Procter & Gamble 2,796 shares (about $445.44K) Largest Sales this Quarter SPDR Portfolio Intermediate Term Treasury ETF 5,394 shares (about $155.19K)Vanguard Dividend Appreciation ETF 321 shares (about $65.70K)Nuveen ESG International Developed Markets Equity ETF 1,764 shares (about $62.60K)Dimensional U.S. Equity ETF 600 shares (about $40.21K)Nuveen ESG Emerging Markets Equity ETF 1,038 shares (about $34.47K) 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$19,836,219$935,493 ▲4.9%65,26619.7%ETFDFSVDimensional US Small Cap Value ETF$11,204,766$499,251 ▲4.7%380,72611.2%ETFVEAVanguard FTSE Developed Markets ETF$10,908,040$173,880 ▲1.6%191,33610.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$8,331,060$580,546 ▲7.5%332,8438.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,580,463$142,880 ▲2.6%188,0215.6%ETFDISVDimensional International Small Cap Value ETF$4,102,100$79,445 ▲2.0%124,6464.1%ETFNUDMNuveen ESG International Developed Markets Equity ETF$4,014,877$62,604 ▼-1.5%113,1274.0%ETFDFGRDimensional Global Real Estate ETF$3,732,208$64,043 ▲1.7%139,1063.7%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,039,705$171,886 ▲6.0%120,7673.0%ManufacturingNUSCNuveen ESG Small-Cap ETF$2,928,228$25,911 ▲0.9%71,8762.9%ETFAAPLApple$2,715,871$410 ▲0.0%13,2372.7%Computer and TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$1,985,990$155,185 ▼-7.2%69,0302.0%ETFNUEMNuveen ESG Emerging Markets Equity ETF$1,985,925$34,472 ▼-1.7%59,7992.0%ETFMSFTMicrosoft$1,907,135$397,942 ▲26.4%3,8341.9%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,733,085$27,446 ▲1.6%20,9011.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,653,073$11,864 ▲0.7%32,1861.6%ETFDFUSDimensional U.S. Equity ETF$1,197,580$40,212 ▼-3.2%17,8691.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,180,655$8,666 ▼-0.7%14,8511.2%ETFAVEMAvantis Emerging Markets Equity ETF$1,008,9090.0%14,7201.0%ETFCOSTCostco Wholesale$895,070$2,970 ▼-0.3%9040.9%Retail/WholesaleNKENIKE$892,233$892,233 ▲New Holding12,5600.9%Consumer DiscretionaryVCEBVanguard ESG U.S. Corporate Bond ETF$861,796$67,141 ▲8.4%13,5930.9%ETFVIGVanguard Dividend Appreciation ETF$763,432$65,700 ▼-7.9%3,7300.8%ETFAVDVAvantis International Small Cap Value ETF$609,6630.0%7,6900.6%ETFHONHoneywell International$573,429$14,208 ▼-2.4%2,4620.6%Multi-Sector ConglomeratesMAMastercard$567,3910.0%1,0100.6%Business ServicesVVisa$556,9680.0%1,5690.6%Business ServicesSLYVSPDR S&P 600 Small Cap Value ETF$553,2950.0%6,9370.6%ETFSOSouthern$495,5150.0%5,3960.5%UtilitiesIVViShares Core S&P 500 ETF$459,2100.0%7400.5%ETFPGProcter & Gamble$445,438$445,438 ▲New Holding2,7960.4%Consumer StaplesNULGNuveen ESG Large-Cap Growth ETF$408,401$12,214 ▲3.1%4,3470.4%ETFNULVNuveen ESG Large-Cap Value ETF$386,834$13,580 ▲3.6%9,2290.4%ETFGOOGAlphabet$385,114$13,127 ▼-3.3%2,1710.4%Computer and TechnologyQQQInvesco QQQ$364,1870.0%6600.4%FinanceREETiShares Global REIT ETF$270,836$11,881 ▲4.6%10,9650.3%ETFBABoeing$268,8270.0%1,2830.3%AerospaceMUBiShares National Muni Bond ETF$260,3640.0%2,4920.3%ETFBRK.BBerkshire Hathaway$256,001$24,289 ▼-8.7%5270.3%FinanceVUGVanguard Growth ETF$251,5870.0%5740.3%ETFUNPUnion Pacific$235,4180.0%1,0230.2%TransportationGOOGLAlphabet$225,5740.0%1,2800.2%Computer and TechnologyABBVAbbVie$206,391$12,250 ▼-5.6%1,1120.2%MedicalHDHome Depot$200,044$200,044 ▲New Holding5460.2%Retail/WholesaleShowing 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.