# Clarity Wealth Development LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2048774. Source: https://holderbook.com/funds/2048774-clarity-wealth-development-llc/

- Reported value: $180.2M
- Positions: 59
- Weight of the ten largest: 70.5%
- Filed: 2026-07-27

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $27.5M | 74,351 | 15.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $19.8M | 511,635 | 11.0% | 7 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $15.5M | 218,102 | 8.6% | 7 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $12.4M | 502,374 | 6.9% | 7 |
| DIMENSIONAL ETF TRUST | [DFGX](https://holderbook.com/stocks/DFGX/) | $11.8M | 219,887 | 6.5% | 1 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $10.7M | 262,588 | 5.9% | 7 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $8.1M | 337,232 | 4.5% | 1 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $7.3M | 156,216 | 4.0% | 1 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $7.1M | 89,754 | 3.9% | 7 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $6.8M | 168,228 | 3.7% | 7 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $6.3M | 75,720 | 3.5% | 7 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $5.5M | 189,408 | 3.0% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.8M | 13,005 | 2.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFSB](https://holderbook.com/stocks/DFSB/) | $3.8M | 72,072 | 2.1% | 1 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $3.3M | 74,188 | 1.9% | 1 |
| ISHARES TR | [SUSB](https://holderbook.com/stocks/SUSB/) | $3.3M | 132,392 | 1.8% | 7 |
| PIMCO ETF TR | [MUNI](https://holderbook.com/stocks/MUNI/) | $2.8M | 53,358 | 1.6% | 7 |
| NUSHARES ETF TR | [NUDM](https://holderbook.com/stocks/NUDM/) | $2.7M | 66,412 | 1.5% | 7 |
| NUSHARES ETF TR | [NUSC](https://holderbook.com/stocks/NUSC/) | $2.1M | 40,258 | 1.2% | 7 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $1.6M | 33,627 | 0.9% | 1 |
| NUSHARES ETF TR | [NUEM](https://holderbook.com/stocks/NUEM/) | $1.6M | 36,973 | 0.9% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.3M | 3,527 | 0.7% | 7 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $1.2M | 15,082 | 0.7% | 7 |
| VANGUARD WORLD FD | [VCEB](https://holderbook.com/stocks/VCEB/) | $870.4K | 13,868 | 0.5% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $705.2K | 1,996 | 0.4% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $686.9K | 734 | 0.4% | 7 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $562.8K | 4,030 | 0.3% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $539.6K | 721 | 0.3% | 7 |
| EDGEWELL PERSONAL CARE CO | [EPC](https://holderbook.com/stocks/EPC/) | $537.2K | 20,000 | 0.3% | 1 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $524.1K | 12,768 | 0.3% | 5 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $516.5K | 5,396 | 0.3% | 7 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $506.3K | 986 | 0.3% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $497.6K | 1,450 | 0.3% | 7 |
| SPDR SERIES TRUST | [SPTI](https://holderbook.com/stocks/SPTI/) | $479.4K | 16,888 | 0.3% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $465.7K | 1,303 | 0.3% | 7 |
| ENERGIZER HLDGS INC | [ENR](https://holderbook.com/stocks/ENR/) | $454.3K | 21,190 | 0.3% | 1 |
| NUSHARES ETF TR | [NULG](https://holderbook.com/stocks/NULG/) | $438.9K | 3,749 | 0.2% | 7 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $431.4K | 1,823 | 0.2% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $412.5K | 560 | 0.2% | 7 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $404.0K | 2,755 | 0.2% | 5 |
| NUSHARES ETF TR | [NULV](https://holderbook.com/stocks/NULV/) | $377.6K | 7,554 | 0.2% | 7 |
| GENERAL MILLS INC | [GIS](https://holderbook.com/stocks/GIS/) | $327.6K | 9,415 | 0.2% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $306.2K | 612 | 0.2% | 7 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $305.7K | 3,168 | 0.2% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $280.9K | 858 | 0.2% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $280.8K | 264 | 0.2% | 1 |
| POST HLDGS INC | [POST](https://holderbook.com/stocks/POST/) | $264.8K | 3,000 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $261.3K | 3,034 | 0.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $243.5K | 4,507 | 0.1% | 4 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $240.5K | 2,740 | 0.1% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $233.1K | 978 | 0.1% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $233.0K | 926 | 0.1% | 1 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $225.9K | 2,099 | 0.1% | 7 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $223.6K | 1,033 | 0.1% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $221.3K | 1,106 | 0.1% | 1 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $218.1K | 1,180 | 0.1% | 1 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $216.4K | 796 | 0.1% | 1 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $205.8K | 404 | 0.1% | 2 |
| SPDR SERIES TRUST | [SLYV](https://holderbook.com/stocks/SLYV/) | $201.5K | 1,847 | 0.1% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.5% | +14.8% | -5.3% | 100% |
| Q1 2026 | -0.1% | -4.6% | +4.6% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.6% | 98% |
| Q3 2025 | +6.1% | +7.8% | -1.7% | 100% |
| Q2 2025 | +7.2% | +10.5% | -3.3% | 100% |
| Q1 2025 | -1.3% | -4.6% | +3.2% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $180.2M | 59 |
| Q1 2026 | $122.5M | 44 |
| Q4 2025 | $118.2M | 45 |
| Q3 2025 | $110.8M | 45 |
| Q2 2025 | $100.4M | 44 |
| Q1 2025 | $89.6M | 41 |
| Q4 2024 | $92.1M | 46 |