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Clarity Wealth Development LLC Top Holdings and 13F Report (2025)

About Clarity Wealth Development LLC

Investment Activity

  • Clarity 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 New Holdings this Quarter

654106103 - NIKE
$892,233 Holding
742718109 - Procter & Gamble
$445,438 Holding
437076102 - 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)
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 Time

Map of 500 Largest Holdings ofClarity Wealth Development LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$19,836,219$935,493 4.9%65,26619.7%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$11,204,766$499,251 4.7%380,72611.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$10,908,040$173,880 1.6%191,33610.9%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$8,331,060$580,546 7.5%332,8438.3%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$5,580,463$142,880 2.6%188,0215.6%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$4,102,100$79,445 2.0%124,6464.1%ETF
Nuveen ESG International Developed Markets Equity ETF stock logo
NUDM
Nuveen ESG International Developed Markets Equity ETF
$4,014,877$62,604 -1.5%113,1274.0%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$3,732,208$64,043 1.7%139,1063.7%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$3,039,705$171,886 6.0%120,7673.0%Manufacturing
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$2,928,228$25,911 0.9%71,8762.9%ETF
Apple Inc. stock logo
AAPL
Apple
$2,715,871$410 0.0%13,2372.7%Computer and Technology
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,985,990$155,185 -7.2%69,0302.0%ETF
NUEM
Nuveen ESG Emerging Markets Equity ETF
$1,985,925$34,472 -1.7%59,7992.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,907,135$397,942 26.4%3,8341.9%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,733,085$27,446 1.6%20,9011.7%ETF
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$1,653,073$11,864 0.7%32,1861.6%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$1,197,580$40,212 -3.2%17,8691.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,180,655$8,666 -0.7%14,8511.2%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$1,008,9090.0%14,7201.0%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$895,070$2,970 -0.3%9040.9%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$892,233$892,233 New Holding12,5600.9%Consumer Discretionary
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$861,796$67,141 8.4%13,5930.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$763,432$65,700 -7.9%3,7300.8%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$609,6630.0%7,6900.6%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$573,429$14,208 -2.4%2,4620.6%Multi-Sector Conglomerates
Mastercard Incorporated stock logo
MA
Mastercard
$567,3910.0%1,0100.6%Business Services
Visa Inc. stock logo
V
Visa
$556,9680.0%1,5690.6%Business Services
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$553,2950.0%6,9370.6%ETF
Southern Company (The) stock logo
SO
Southern
$495,5150.0%5,3960.5%Utilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$459,2100.0%7400.5%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$445,438$445,438 New Holding2,7960.4%Consumer Staples
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$408,401$12,214 3.1%4,3470.4%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$386,834$13,580 3.6%9,2290.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$385,114$13,127 -3.3%2,1710.4%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$364,1870.0%6600.4%Finance
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$270,836$11,881 4.6%10,9650.3%ETF
The Boeing Company stock logo
BA
Boeing
$268,8270.0%1,2830.3%Aerospace
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$260,3640.0%2,4920.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$256,001$24,289 -8.7%5270.3%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$251,5870.0%5740.3%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$235,4180.0%1,0230.2%Transportation
Alphabet Inc. stock logo
GOOGL
Alphabet
$225,5740.0%1,2800.2%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$206,391$12,250 -5.6%1,1120.2%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$200,044$200,044 New Holding5460.2%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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