Clarity Wealth Development LLC
Holdings as of 2026-06-30, filed 2026-07-27
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
59
Value reported by manager
$180.2M
Sum of our stored positions
$180.2M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
48.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
59 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | $27.5M | 74,351 | — | 922908769 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $19.8M | 511,635 | — | 25434V815 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.5M | 218,102 | — | 921943858 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $12.4M | 502,374 | — | 808524854 |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | $11.8M | 219,887 | — | 25434V575 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.7M | 262,588 | — | 25434V732 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $8.1M | 337,232 | — | 808524862 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $7.3M | 156,216 | — | 25434V716 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $7.1M | 89,754 | — | 92206C409 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.8M | 168,228 | — | 25434V781 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $6.3M | 75,720 | — | 92206C870 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $5.5M | 189,408 | — | 25434V658 |
| APPLE INC | COM | $3.8M | 13,005 | — | 037833100 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $3.8M | 72,072 | — | 25434V674 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $3.3M | 74,188 | — | 25434V690 |
| ISHARES TR | ESG AWRE 1 5 YR | $3.3M | 132,392 | — | 46435G243 |
| PIMCO ETF TR | INTER MUN BD ACT | $2.8M | 53,358 | — | 72201R866 |
| NUSHARES ETF TR | NUVEEN ESG INTL | $2.7M | 66,412 | — | 67092P805 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $2.1M | 40,258 | — | 67092P607 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $1.6M | 33,627 | — | 25434V682 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | $1.6M | 36,973 | — | 67092P888 |
| MICROSOFT CORP | COM | $1.3M | 3,527 | — | 594918104 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $1.2M | 15,082 | — | 25434V401 |
| VANGUARD WORLD FD | ESG US CORP BD | $870.4K | 13,868 | — | 921910691 |
| ALPHABET INC | CAP STK CL C | $705.2K | 1,996 | — | 02079K107 |
| COSTCO WHOLESALE CORPORATION | COM | $686.9K | 734 | — | 22160K105 |
| INTEL CORP | COM | $562.8K | 4,030 | — | 458140100 |
| ISHARES TR | CORE S&P500 ETF | $539.6K | 721 | — | 464287200 |
| EDGEWELL PERSONAL CARE CO | COM | $537.2K | 20,000 | — | 28035Q102 |
| NIKE INC | CL B | $524.1K | 12,768 | — | 654106103 |
| SOUTHERN CO | COM | $516.5K | 5,396 | — | 842587107 |
| MASTERCARD INCORPORATED | CL A | $506.3K | 986 | — | 57636Q104 |
| VISA INC | COM CL A | $497.6K | 1,450 | — | 92826C839 |
| SPDR SERIES TRUST | ST INTER ETF | $479.5K | 16,888 | — | 78464A672 |
| ALPHABET INC | CAP STK CL A | $465.7K | 1,303 | — | 02079K305 |
| ENERGIZER HLDGS INC | COM | $454.3K | 21,190 | — | 29272W109 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $438.9K | 3,749 | — | 67092P201 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $431.5K | 1,823 | — | 921908844 |
| INVESCO QQQ TR | UNIT SER 1 | $412.5K | 560 | — | 46090E103 |
| PROCTER & GAMBLE CO | COM | $404K | 2,755 | — | 742718109 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $377.6K | 7,554 | — | 67092P300 |
| GENERAL MILLS INC | COM | $327.6K | 9,415 | — | 370334104 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $306.2K | 612 | — | 084670702 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $305.7K | 3,168 | — | 025072604 |
| JPMORGAN CHASE & CO | COM | $280.9K | 858 | — | 46625H100 |
| CATERPILLAR INC | COM | $280.8K | 264 | — | 149123101 |
| POST HLDGS INC | COM | $264.8K | 3,000 | — | 737446104 |
| VANGUARD INDEX FDS | GROWTH ETF | $261.3K | 3,034 | — | 922908736 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $243.5K | 4,507 | — | 25434V807 |
| NEXTERA ENERGY INC | COM | $240.5K | 2,740 | — | 65339F101 |
| AMAZON COM INC | COM | $233.1K | 978 | — | 023135106 |
| ABBVIE INC | COM | $233K | 926 | — | 00287Y109 |
| ISHARES TR | NATIONAL MUN ETF | $225.9K | 2,099 | — | 464288414 |
| BOEING CO | COM | $223.6K | 1,033 | — | 097023105 |
| NVIDIA CORPORATION | COM | $221.3K | 1,106 | — | 67066G104 |
| QUALCOMM INC | COM | $218.1K | 1,180 | — | 747525103 |
| UNION PAC CORP | COM | $216.4K | 796 | — | 907818108 |
| LOCKHEED MARTIN CORP | COM | $205.8K | 404 | — | 539830109 |
| SPDR SERIES TRUST | ST STR SP600SM C | $201.5K | 1,847 | — | 78464A300 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27