Clarity Wealth Development LLC

Est. AUM

$122.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$24.2M	75471	19.76%	SOLE
2	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$16.8M	480383	13.74%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$14.1M	220754	11.55%	SOLE
4	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$11.1M	444172	9.03%	SOLE
5	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$8.2M	237375	6.69%	SOLE
6	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$6.0M	151141	4.87%	SOLE
7	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$4.7M	178255	3.87%	SOLE
8	NUSHARES ETF TR	NUVEEN ESG INTL	$4.0M	111062	3.27%	SOLE
9	ISHARES TR	ESG AWRE 1 5 YR	$3.3M	129802	2.66%	SOLE
10	NUSHARES ETF TR	NUVEEN ESG SMLCP	$3.2M	71281	2.62%	SOLE
11	APPLE INC	COM	$2.9M	11452	2.37%	SOLE
12	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.1M	25984	1.75%	SOLE
13	NUSHARES ETF TR	NUVEEN ESG EMRGN	$2.1M	58000	1.74%	SOLE
14	PIMCO ETF TR	INTER MUN BD ACT	$2.0M	39189	1.67%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	57314	1.34%	SOLE
16	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.4M	18152	1.17%	SOLE
17	MICROSOFT CORP	COM	$1.3M	3530	1.07%	SOLE
18	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.1M	15489	0.90%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.1M	13510	0.89%	SOLE
20	VANGUARD WORLD FD	ESG US CORP BD	$926K	14739	0.76%	SOLE
21	AMERICAN CENTY ETF TR	INTL SMCP VLU	$689K	6900	0.56%	SOLE
22	COSTCO WHOLESALE CORPORATION	COM	$673K	675	0.55%	SOLE
23	NIKE INC	CL B	$664K	12562	0.54%	SOLE
24	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$649K	3017	0.53%	SOLE
25	ALPHABET INC	CAP STK CL C	$570K	1987	0.47%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$565K	5971	0.46%	SOLE
27	HONEYWELL INTL INC	COM	$539K	2383	0.44%	SOLE
28	SOUTHERN CO	COM	$524K	5430	0.43%	SOLE
29	MASTERCARD INCORPORATED	CL A	$496K	993	0.40%	SOLE
30	ISHARES TR	CORE S&P500 ETF	$483K	740	0.39%	SOLE
31	VISA INC	COM CL A	$437K	1445	0.36%	SOLE
32	NUSHARES ETF TR	NUVEEN ESG LRGVL	$421K	9246	0.34%	SOLE
33	NUSHARES ETF TR	NUVEEN ESG LRGCP	$412K	4527	0.34%	SOLE
34	PROCTER & GAMBLE CO	COM	$398K	2753	0.32%	SOLE
35	INVESCO QQQ TR	UNIT SER 1	$381K	660	0.31%	SOLE
36	ALPHABET INC	CAP STK CL A	$368K	1280	0.30%	SOLE
37	NEXTERA ENERGY INC	COM	$260K	2800	0.21%	SOLE
38	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$253K	527	0.21%	SOLE
39	LOCKHEED MARTIN CORP	COM	$244K	403	0.20%	SOLE
40	VANGUARD INDEX FDS	GROWTH ETF	$243K	557	0.20%	SOLE
41	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$238K	4507	0.19%	SOLE
42	ISHARES TR	NATIONAL MUN ETF	$227K	2143	0.19%	SOLE
43	EXXON MOBIL CORP	COM	$214K	1262	0.17%	SOLE
44	BOEING CO	COM	$202K	1013	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.