Clarity Wealth Development LLC
Q3 2026 13F filing
Updated 14 days ago50 disclosed positions worth $177.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $28.1M | 75.0K | 15.85% | Added(+0.8%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $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 | S SCHWAB STRATEGIC TR | $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 | S SCHWAB STRATEGIC TR | $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 | V VANGUARD SCOTTSDALE FDS | $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 | V VANGUARD SCOTTSDALE FDS | $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 | P PIMCO ETF TR | $4.2M | 84.3K | 2.36% | Added(+57.9%) |
| 15 | E ISHARES TR | $3.5M | 141.7K | 1.96% | Added(+7.0%) |
| 16 | A APPLE INC | $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 | M MICROSOFT CORP | $1.5M | 2.9K | 0.83% | Trimmed(-18.6%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 14.9K | 0.70% | Trimmed(-1.5%) |
| 21 | ? N/A NUSHARES ETF TR | $924K | 21.7K | 0.52% | Trimmed(-41.3%) |
| 22 | ? N/A NUSHARES ETF TR | $779K | 16.1K | 0.44% | Trimmed(-60.1%) |
| 23 | G ALPHABET INC | $599K | 1.8K | 0.34% | Trimmed(-11.9%) |
| 24 | C COSTCO WHOLESALE CORPORATION | $578K | 635 | 0.33% | Trimmed(-13.5%) |
| 25 | E ISHARES TR | $552K | 721 | 0.31% | Unchanged |
| 26 | E EDGEWELL PERSONAL CARE CO | $540K | 20.0K | 0.30% | Unchanged |
| 27 | I INTEL CORP | $485K | 4.0K | 0.27% | Unchanged |
| 28 | E ENERGIZER HLDGS INC | $453K | 21.2K | 0.26% | Unchanged |
| 29 | G ALPHABET INC | $448K | 1.3K | 0.25% | Unchanged |
| 30 | N NIKE INC | $438K | 12.4K | 0.25% | Trimmed(-3.0%) |
| 31 | B VANGUARD SPECIALIZED FUNDS | $419K | 1.8K | 0.24% | Trimmed(-1.6%) |
| 32 | Q INVESCO QQQ TR | $381K | 515 | 0.22% | Trimmed(-8.0%) |
| 33 | P PROCTER & GAMBLE CO | $374K | 2.6K | 0.21% | Trimmed(-6.5%) |
| 34 | S SOUTHERN CO | $359K | 4.3K | 0.20% | Trimmed(-19.7%) |
| 35 | M MASTERCARD INCORPORATED | $329K | 596 | 0.19% | Trimmed(-39.5%) |
| 36 | B BERKSHIRE HATHAWAY INC DEL | $305K | 612 | 0.17% | Unchanged |
| 37 | G GENERAL MILLS INC | $303K | 9.4K | 0.17% | Unchanged |
| 38 | J JPMORGAN CHASE & CO | $284K | 858 | 0.16% | Unchanged |
| 39 | V VANGUARD INDEX FDS | $273K | 3.0K | 0.15% | Unchanged |
| 40 | V VISA INC | $272K | 757 | 0.15% | Trimmed(-47.8%) |
| 41 | ? N/A NUSHARES ETF TR | $264K | 2.3K | 0.15% | Trimmed(-38.1%) |
| 42 | M DIMENSIONAL ETF TRUST | $252K | 4.5K | 0.14% | Unchanged |
| 43 | Q QUALCOMM INC | $246K | 1.3K | 0.14% | Added(+13.5%) |
| 44 | H HEWLETT PACKARD ENTERPRISE C | $221K | 3.5K | 0.13% | — |
| 45 | P POST HLDGS INC | $219K | 3.0K | 0.12% | Unchanged |
| 46 | A ABBVIE INC | $212K | 810 | 0.12% | Trimmed(-12.5%) |
| 47 | ? N/A AMERICAN CENTY ETF TR | $212K | 2.3K | 0.12% | Trimmed(-28.9%) |
| 48 | L LOCKHEED MARTIN CORP | $206K | 404 | 0.12% | Unchanged |
| 49 | N NVIDIA CORPORATION | $201K | 879 | 0.11% | Trimmed(-20.5%) |
| 50 | C CATERPILLAR INC | $200K | 247 | 0.11% | Trimmed(-6.4%) |