Clarity Wealth Development LLC Top Holdings and 13F Report (2026) About Clarity Wealth Development LLCInvestment ActivityClarity Wealth Development LLC has $122.51 million in total holdings as of March 31, 2026.Clarity Wealth Development LLC owns shares of 44 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.70% of the portfolio was purchased this quarter.About 1.17% of the portfolio was sold this quarter.This quarter, Clarity Wealth Development LLC has purchased 45 new stocks and bought additional shares in 13 stocks.Clarity Wealth Development LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $24,211,771Dimensional US Small Cap Value ETF $16,832,620Vanguard FTSE Developed Markets ETF $14,145,907Schwab Intermediate-Term U.S. Treasury ETF $11,064,325Dimensional Emerging Markets Core Equity 2 ETF $8,201,306 Largest New Holdings this Quarter 539830109 - Lockheed Martin $243,569 Holding30231G102 - ExxonMobil $214,111 Holding Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 57,395 shares (about $1.43M)Vanguard Total Stock Market ETF 4,156 shares (about $1.33M)Dimensional US Small Cap Value ETF 27,016 shares (about $946.64K)Vanguard FTSE Developed Markets ETF 7,844 shares (about $502.64K)Dimensional Emerging Markets Core Equity 2 ETF 13,327 shares (about $460.45K) Largest Sales this Quarter SPDR Portfolio Intermediate Term Treasury ETF 3,577 shares (about $102.52K)Vanguard Dividend Appreciation ETF 301 shares (about $64.73K)SPDR S&P 600 Small Cap Value ETF 584 shares (about $55.23K)Avantis Emerging Markets Equity ETF 549 shares (about $44.24K)Alphabet 134 shares (about $38.44K) 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$24,211,771$1,333,282 ▲5.8%75,47119.8%ETFDFSVDimensional US Small Cap Value ETF$16,832,620$946,641 ▲6.0%480,38313.7%ETFVEAVanguard FTSE Developed Markets ETF$14,145,907$502,643 ▲3.7%220,75411.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$11,064,325$1,429,710 ▲14.8%444,1729.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,201,306$460,448 ▲5.9%237,3756.7%ETFDISVDimensional International Small Cap Value ETF$5,961,001$201,972 ▲3.5%151,1414.9%ETFDFGRDimensional Global Real Estate ETF$4,738,018$186,432 ▲4.1%178,2553.9%ETFNUDMNuveen ESG International Developed Markets Equity ETF$4,010,449$15,419 ▼-0.4%111,0623.3%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,253,488$65,796 ▲2.1%129,8022.7%ManufacturingNUSCNuveen ESG Small-Cap ETF$3,211,922$25,098 ▲0.8%71,2812.6%ETFAAPLApple$2,906,409$10,152 ▼-0.3%11,4522.4%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$2,150,151$55,028 ▲2.6%25,9841.8%ETFNUEMNuveen ESG Emerging Markets Equity ETF$2,130,845$22,705 ▼-1.1%58,0001.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,045,274$36,324 ▲1.8%39,1891.7%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,642,616$102,517 ▼-5.9%57,3141.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,438,909$27,110 ▲1.9%18,1521.2%ETFMSFTMicrosoft$1,306,749$37,018 ▼-2.8%3,5301.1%Computer and TechnologyDFUSDimensional U.S. Equity ETF$1,098,325$26,379 ▼-2.3%15,4890.9%ETFAVEMAvantis Emerging Markets Equity ETF$1,088,636$44,238 ▼-3.9%13,5100.9%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$926,051$28,525 ▲3.2%14,7390.8%ETFAVDVAvantis International Small Cap Value ETF$689,034$36,649 ▼-5.1%6,9000.6%ETFCOSTCostco Wholesale$672,7560.0%6750.5%Retail/WholesaleNKENIKE$663,5030.0%12,5620.5%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$648,850$64,734 ▼-9.1%3,0170.5%ETFGOOGAlphabet$569,991$38,439 ▼-6.3%1,9870.5%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$564,737$55,235 ▼-8.9%5,9710.5%ETFHONHoneywell International$538,5410.0%2,3830.4%Multi-Sector ConglomeratesSOSouthern$524,1040.0%5,4300.4%UtilitiesMAMastercard$496,0130.0%9930.4%Business ServicesIVViShares Core S&P 500 ETF$483,1060.0%7400.4%ETFVVisa$436,8690.0%1,4450.4%Business ServicesNULVNuveen ESG Large-Cap Value ETF$420,693$15,698 ▼-3.6%9,2460.3%ETFNULGNuveen ESG Large-Cap Growth ETF$411,685$3,365 ▼-0.8%4,5270.3%ETFPGProcter & Gamble$397,6240.0%2,7530.3%Consumer StaplesQQQInvesco QQQ$381,0480.0%6600.3%FinanceGOOGLAlphabet$368,0770.0%1,2800.3%Computer and TechnologyNEENextEra Energy$260,0530.0%2,8000.2%UtilitiesBRK.BBerkshire Hathaway$252,5380.0%5270.2%FinanceLMTLockheed Martin$243,569$243,569 ▲New Holding4030.2%AerospaceVUGVanguard Growth ETF$243,237$7,424 ▼-3.0%5570.2%ETFDFIVDimensional International Value ETF$237,8790.0%4,5070.2%ETFMUBiShares National Muni Bond ETF$227,479$2,866 ▼-1.2%2,1430.2%ETFXOMExxonMobil$214,111$214,111 ▲New Holding1,2620.2%EnergyBABoeing$201,6170.0%1,0130.2%AerospaceREETiShares Global REIT ETF$0$511,625 ▼-100.0%00.0%ETFABBVAbbVie$0$227,818 ▼-100.0%00.0%MedicalQCOMQualcomm$0$206,799 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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