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Clarity Wealth Development LLC
hedge fundUpdated 14 days agoManaged by Clarity Wealth Development Llc • Latest filing Q3 2026
Portfolio value
$177.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
59.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $110.8M |
| Q4 2025 | $118.2M |
| Q1 2026 | $122.5M |
| Q2 2026 | $180.2M |
| Q3 2026 | $177.1M |
Top holdings
50 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $28.1M | 75.0K | 15.85% | Added(+0.8%) | |
| 2 | $15.4M | 218.8K | 8.72% | Added(+0.3%) | |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $15.1M | 295.9K | 8.55% | Added(+34.6%) |
| 4 | $13.7M | 578.5K | 7.74% | Added(+15.2%) | |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $11.7M | 248.4K | 6.62% | Added(+59.0%) |
| 6 | $11.7M | 488.4K | 6.58% | Added(+44.8%) | |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $10.6M | 266.0K | 5.97% | Added(+1.3%) |
| 8 | $8.8M | 113.4K | 4.95% | Added(+26.4%) | |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $7.9M | 159.8K | 4.47% | Added(+121.8%) |
| 10 | $7.4M | 94.6K | 4.19% | Added(+25.0%) | |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $7.3M | 169.8K | 4.15% | Added(+0.9%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $5.3M | 195.1K | 2.98% | Added(+3.0%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $5M | 111.5K | 2.85% | Added(+50.4%) |
| 14 | $4.2M | 84.3K | 2.36% | Added(+57.9%) | |
| 15 | $3.5M | 141.7K | 1.96% | Added(+7.0%) | |
| 16 | $3.2M | 9.6K | 1.81% | Trimmed(-26.1%) | |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $2.7M | 55.0K | 1.50% | Added(+63.7%) |
| 18 | ? N/A NUSHARES ETF TR | $1.5M | 37.1K | 0.83% | Trimmed(-44.1%) |
| 19 | $1.5M | 2.9K | 0.83% | Trimmed(-18.6%) | |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 14.9K | 0.70% | Trimmed(-1.5%) |