Clarity Wealth Development LLC Top Holdings and 13F Report (2026) About Clarity Wealth Development LLCInvestment ActivityClarity Wealth Development LLC has $177.06 million in total holdings as of September 30, 2026.Clarity Wealth Development LLC owns shares of 50 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 15.07% of the portfolio was purchased this quarter.About 16.12% of the portfolio was sold this quarter.This quarter, Clarity Wealth Development LLC has purchased 59 new stocks and bought additional shares in 17 stocks.Clarity Wealth Development LLC sold shares of 20 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $28,055,271Vanguard FTSE Developed Markets ETF $15,447,975DIMENSIONAL ETF TRUST $15,132,854Schwab Intermediate-Term U.S. Treasury ETF $13,711,398Dimensional US Sustainability Core 1 ETF $11,717,170 Largest New Holdings this Quarter 42824C109 - Hewlett Packard Enterprise $221,315 Holding Largest Purchases this Quarter Dimensional Global Sustainability Fixed Income ETF 87,761 shares (about $4.35M)Dimensional US Sustainability Core 1 ETF 92,187 shares (about $4.35M)DIMENSIONAL ETF TRUST 76,032 shares (about $3.89M)Schwab Short-Term U.S. Treasury ETF 151,188 shares (about $3.61M)Vanguard Short-Term Corporate Bond ETF 23,665 shares (about $1.83M) Largest Sales this Quarter Nuveen ESG Small-Cap ETF 24,195 shares (about $1.17M)Nuveen ESG International Developed Markets Equity ETF 29,319 shares (about $1.16M)Apple 3,400 shares (about $1.13M)Nuveen ESG Emerging Markets Equity ETF 15,277 shares (about $650.64K)Microsoft 656 shares (about $336.45K) 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$28,055,271$230,158 ▲0.8%74,96615.8%ETFVEAVanguard FTSE Developed Markets ETF$15,447,975$47,803 ▲0.3%218,7798.7%ETFDIMENSIONAL ETF TRUST$15,132,854$3,888,162 ▲34.6%295,9198.5%INTL COR FIX ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$13,711,398$1,805,134 ▲15.2%578,5407.7%ETFDFSUDimensional US Sustainability Core 1 ETF$11,717,170$4,348,461 ▲59.0%248,4036.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$11,653,701$3,607,346 ▲44.8%488,4206.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,566,195$136,200 ▲1.3%266,0176.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,761,612$1,828,120 ▲26.4%113,4194.9%ETFDFSBDimensional Global Sustainability Fixed Income ETF$7,919,661$4,348,522 ▲121.8%159,8334.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,411,252$1,481,624 ▲25.0%94,6404.2%ETFDISVDimensional International Small Cap Value ETF$7,349,257$66,667 ▲0.9%169,7684.2%ETFDFGRDimensional Global Real Estate ETF$5,277,455$153,969 ▲3.0%195,1003.0%ETFDFSIDimensional International Sustainability Core 1 ETF$5,038,714$1,687,642 ▲50.4%111,5502.8%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$4,187,028$1,535,669 ▲57.9%84,2632.4%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,462,171$227,834 ▲7.0%141,7182.0%ETFAAPLApple$3,198,695$1,132,281 ▼-26.1%9,6051.8%TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$2,661,136$1,035,270 ▲63.7%55,0391.5%ETFNUDMNuveen ESG International Developed Markets Equity ETF$1,472,963$1,164,257 ▼-44.1%37,0930.8%ETFMSFTMicrosoft$1,472,489$336,452 ▼-18.6%2,8710.8%TechnologyDFUSDimensional U.S. Equity ETF$1,233,411$18,848 ▼-1.5%14,8550.7%ETFNUEMNuveen ESG Emerging Markets Equity ETF$924,028$650,644 ▼-41.3%21,6960.5%ETFNUSCNuveen ESG Small-Cap ETF$779,457$1,174,062 ▼-60.1%16,0630.4%ETFGOOGAlphabet$599,362$80,755 ▼-11.9%1,7590.3%Communication ServicesCOSTCostco Wholesale$578,173$90,140 ▼-13.5%6350.3%Consumer StaplesIVViShares Core S&P 500 ETF$551,8620.0%7210.3%ETFEPCEdgewell Personal Care$539,6000.0%20,0000.3%Consumer StaplesINTCIntel$484,5660.0%4,0300.3%TechnologyENREnergizer$453,2520.0%21,1900.3%Consumer StaplesGOOGLAlphabet$448,3360.0%1,3030.3%Communication ServicesNKENIKE$438,414$13,558 ▼-3.0%12,3850.2%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$418,649$6,767 ▼-1.6%1,7940.2%ETFQQQInvesco QQQ$381,122$33,302 ▼-8.0%5150.2%ETFPGProcter & Gamble$374,390$25,860 ▼-6.5%2,5770.2%Consumer StaplesSOSouthern$359,162$88,112 ▼-19.7%4,3330.2%UtilitiesMAMastercard$328,941$215,247 ▼-39.6%5960.2%FinanceBRK.BBerkshire Hathaway$304,7450.0%6120.2%FinanceGISGeneral Mills$302,7900.0%9,4150.2%Consumer StaplesJPMJPMorgan Chase & Co.$283,9510.0%8580.2%FinanceVUGVanguard Growth ETF$273,3820.0%3,0340.2%ETFVVisa$272,170$249,160 ▼-47.8%7570.2%FinanceNULGNuveen ESG Large-Cap Growth ETF$263,988$162,236 ▼-38.1%2,3220.1%ETFDFIVDimensional International Value ETF$251,7610.0%4,5070.1%ETFQCOMQualcomm$246,430$29,262 ▲13.5%1,3390.1%TechnologyHPEHewlett Packard Enterprise$221,315$221,315 ▲New Holding3,4640.1%TechnologyPOSTPost$218,5500.0%3,0000.1%Consumer StaplesABBVAbbVie$211,842$30,338 ▼-12.5%8100.1%HealthcareAVEMAvantis Emerging Markets Equity ETF$211,639$86,216 ▼-28.9%2,2510.1%ETFLMTLockheed Martin$205,7370.0%4040.1%IndustrialsNVDANVIDIA$200,746$51,842 ▼-20.5%8790.1%TechnologyCATCaterpillar$200,265$13,783 ▼-6.4%2470.1%IndustrialsDFSVDimensional US Small Cap Value ETF$0$19,846,322 ▼-100.0%00.0%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$0$870,356 ▼-100.0%00.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$0$479,450 ▼-100.0%00.0%ETFNULVNuveen ESG Large-Cap Value ETF$0$377,624 ▼-100.0%00.0%ETFNEENextEra Energy$0$240,480 ▼-100.0%00.0%UtilitiesAMZNAmazon.com$0$233,097 ▼-100.0%00.0%Consumer DiscretionaryMUBiShares National Muni Bond ETF$0$225,894 ▼-100.0%00.0%ETFBABoeing$0$223,614 ▼-100.0%00.0%IndustrialsUNPUnion Pacific$0$216,398 ▼-100.0%00.0%IndustrialsSLYVSPDR S&P 600 Small Cap Value ETF$0$201,526 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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