Clarity Wealth Development LLC Top Holdings and 13F Report (2026) About Clarity Wealth Development LLCInvestment ActivityClarity Wealth Development LLC has $180.16 million in total holdings as of June 30, 2026.Clarity Wealth Development LLC owns shares of 59 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 30.99% of the portfolio was purchased this quarter.About 5.32% of the portfolio was sold this quarter.This quarter, Clarity Wealth Development LLC has purchased 44 new stocks and bought additional shares in 20 stocks.Clarity Wealth Development LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $27,512,751Dimensional US Small Cap Value ETF $19,846,322Vanguard FTSE Developed Markets ETF $15,539,757Schwab Intermediate-Term U.S. Treasury ETF $12,388,543DIMENSIONAL ETF TRUST $11,784,800 Largest New Holdings this Quarter 25434V575 - DIMENSIONAL ETF TRUST $11,784,800 Holding808524862 - Schwab Short-Term U.S. Treasury ETF $8,140,780 Holding25434V716 - Dimensional US Sustainability Core 1 ETF $7,284,352 Holding25434V674 - Dimensional Global Sustainability Fixed Income ETF $3,755,672 Holding25434V690 - Dimensional International Sustainability Core 1 ETF $3,345,879 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 219,887 shares (about $11.78M)Schwab Short-Term U.S. Treasury ETF 337,232 shares (about $8.14M)Dimensional US Sustainability Core 1 ETF 156,216 shares (about $7.28M)Vanguard Short-Term Corporate Bond ETF 71,602 shares (about $5.66M)Vanguard Intermediate-Term Corporate Bond ETF 49,736 shares (about $4.11M) Largest Sales this Quarter Nuveen ESG International Developed Markets Equity ETF 44,650 shares (about $1.79M)Nuveen ESG Small-Cap ETF 31,023 shares (about $1.62M)SPDR Portfolio Intermediate Term Treasury ETF 40,426 shares (about $1.15M)Avantis Emerging Markets Equity ETF 10,342 shares (about $997.90K)Nuveen ESG Emerging Markets Equity ETF 21,027 shares (about $892.30K) 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$27,512,751$414,443 â–¼-1.5%74,35115.3%ETFDFSVDimensional US Small Cap Value ETF$19,846,322$1,212,265 â–²6.5%511,63511.0%ETFVEAVanguard FTSE Developed Markets ETF$15,539,757$188,955 â–¼-1.2%218,1028.6%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$12,388,543$1,435,261 â–²13.1%502,3746.9%ETFDIMENSIONAL ETF TRUST$11,784,800$11,784,800 â–²New Holding219,8876.5%INTL COR FIX ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,671,576$1,024,656 â–²10.6%262,5885.9%ETFSCHOSchwab Short-Term U.S. Treasury ETF$8,140,780$8,140,780 â–²New Holding337,2324.5%ETFDFSUDimensional US Sustainability Core 1 ETF$7,284,352$7,284,352 â–²New Holding156,2164.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,093,234$5,658,686 â–²394.5%89,7543.9%ETFDISVDimensional International Small Cap Value ETF$6,750,990$685,701 â–²11.3%168,2283.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,258,234$4,110,665 â–²191.4%75,7203.5%ETFDFGRDimensional Global Real Estate ETF$5,487,150$323,102 â–²6.3%189,4083.0%ETFAAPLApple$3,763,268$449,393 â–²13.6%13,0052.1%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$3,755,672$3,755,672 â–²New Holding72,0722.1%ETFDFSIDimensional International Sustainability Core 1 ETF$3,345,879$3,345,879 â–²New Holding74,1881.9%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,308,476$64,724 â–²2.0%132,3921.8%ManufacturingMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,806,631$745,289 â–²36.2%53,3581.6%ETFNUDMNuveen ESG International Developed Markets Equity ETF$2,657,808$1,786,893 â–¼-40.2%66,4121.5%ETFNUSCNuveen ESG Small-Cap ETF$2,098,247$1,616,919 â–¼-43.5%40,2581.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,643,671$1,643,671 â–²New Holding33,6270.9%ETFNUEMNuveen ESG Emerging Markets Equity ETF$1,568,990$892,304 â–¼-36.3%36,9730.9%ETFMSFTMicrosoft$1,315,508$1,119 â–¼-0.1%3,5270.7%Computer and TechnologyDFUSDimensional U.S. Equity ETF$1,235,819$33,350 â–¼-2.6%15,0820.7%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$870,356$54,664 â–¼-5.9%13,8680.5%ETFGOOGAlphabet$705,247$3,180 â–²0.5%1,9960.4%Computer and TechnologyCOSTCostco Wholesale$686,882$55,213 â–²8.7%7340.4%Retail/WholesaleINTCIntel$562,755$562,755 â–²New Holding4,0300.3%Computer and TechnologyIVViShares Core S&P 500 ETF$539,641$14,221 â–¼-2.6%7210.3%ETFEPCEdgewell Personal Care$537,200$537,200 â–²New Holding20,0000.3%Consumer StaplesNKENIKE$524,139$8,457 â–²1.6%12,7680.3%Consumer DiscretionarySOSouthern$516,451$3,254 â–¼-0.6%5,3960.3%UtilitiesMAMastercard$506,256$3,594 â–¼-0.7%9860.3%Business ServicesVVisa$497,631$1,716 â–²0.3%1,4500.3%Business ServicesSPTISPDR Portfolio Intermediate Term Treasury ETF$479,450$1,147,693 â–¼-70.5%16,8880.3%ETFGOOGLAlphabet$465,653$8,220 â–²1.8%1,3030.3%Computer and TechnologyENREnergizer$454,311$454,311 â–²New Holding21,1900.3%Consumer StaplesNULGNuveen ESG Large-Cap Growth ETF$438,858$91,073 â–¼-17.2%3,7490.2%ETFVIGVanguard Dividend Appreciation ETF$431,450$282,584 â–¼-39.6%1,8230.2%ETFQQQInvesco QQQ$412,524$73,665 â–¼-15.2%5600.2%FinancePGProcter & Gamble$403,953$293 â–²0.1%2,7550.2%Consumer StaplesNULVNuveen ESG Large-Cap Value ETF$377,624$84,583 â–¼-18.3%7,5540.2%ETFGISGeneral Mills$327,645$327,645 â–²New Holding9,4150.2%Consumer StaplesBRK.BBerkshire Hathaway$306,239$42,533 â–²16.1%6120.2%FinanceAVEMAvantis Emerging Markets Equity ETF$305,680$997,899 â–¼-76.6%3,1680.2%ETFJPMJPMorgan Chase & Co.$280,947$280,947 â–²New Holding8580.2%FinanceCATCaterpillar$280,777$280,777 â–²New Holding2640.2%IndustrialsPOSTPost$264,780$264,780 â–²New Holding3,0000.1%Consumer StaplesVUGVanguard Growth ETF$261,338$213,360 â–²444.7%3,0340.1%ETFDFIVDimensional International Value ETF$243,4680.0%4,5070.1%ETFNEENextEra Energy$240,480$5,266 â–¼-2.1%2,7400.1%UtilitiesAMZNAmazon.com$233,097$233,097 â–²New Holding9780.1%Retail/WholesaleABBVAbbVie$233,033$233,033 â–²New Holding9260.1%MedicalMUBiShares National Muni Bond ETF$225,894$4,735 â–¼-2.1%2,0990.1%ETFBABoeing$223,614$4,329 â–²2.0%1,0330.1%AerospaceNVDANVIDIA$221,309$221,309 â–²New Holding1,1060.1%Computer and TechnologyQCOMQualcomm$218,052$218,052 â–²New Holding1,1800.1%Computer and TechnologyUNPUnion Pacific$216,398$216,398 â–²New Holding7960.1%TransportationLMTLockheed Martin$205,822$509 â–²0.2%4040.1%AerospaceSLYVSPDR S&P 600 Small Cap Value ETF$201,526$449,969 â–¼-69.1%1,8470.1%ETFAVDVAvantis International Small Cap Value ETF$0$689,034 â–¼-100.0%00.0%ETFHONHoneywell International$0$538,541 â–¼-100.0%00.0%Multi-Sector ConglomeratesXOMExxonMobil$0$214,111 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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