Holders — by stockHoldings — by fund
Clarity Wealth Development LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002048774
$180.2M
disclosed book value
59
positions
15.3%
largest position share
Positions, as of 2026-06-30
top 59 of 59 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 74,351 | $27.5M | 15.3% |
| 2 | DFSVDIMENSIONAL ETF TRUST | 511,635 | $19.8M | 11% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 218,102 | $15.5M | 8.6% |
| 4 | SCHRSCHWAB STRATEGIC TR | 502,374 | $12.4M | 6.9% |
| 5 | DFGXDIMENSIONAL ETF TRUST | 219,887 | $11.8M | 6.5% |
| 6 | DFEMDIMENSIONAL ETF TRUST | 262,588 | $10.7M | 5.9% |
| 7 | SCHOSCHWAB STRATEGIC TR | 337,232 | $8.1M | 4.5% |
| 8 | DFSUDIMENSIONAL ETF TRUST | 156,216 | $7.3M | 4% |
| 9 | VCSHVANGUARD SCOTTSDALE FDS | 89,754 | $7.1M | 3.9% |
| 10 | DISVDIMENSIONAL ETF TRUST | 168,228 | $6.8M | 3.7% |
| 11 | VCITVANGUARD SCOTTSDALE FDS | 75,720 | $6.3M | 3.5% |
| 12 | DFGRDIMENSIONAL ETF TRUST | 189,408 | $5.5M | 3% |
| 13 | AAPLAPPLE INC | 13,005 | $3.8M | 2.1% |
| 14 | DFSBDIMENSIONAL ETF TRUST | 72,072 | $3.8M | 2.1% |
| 15 | DFSIDIMENSIONAL ETF TRUST | 74,188 | $3.3M | 1.9% |
| 16 | SUSBISHARES TR | 132,392 | $3.3M | 1.8% |
| 17 | MUNIPIMCO ETF TR | 53,358 | $2.8M | 1.6% |
| 18 | NUDMNUSHARES ETF TR | 66,412 | $2.7M | 1.5% |
| 19 | NUSCNUSHARES ETF TR | 40,258 | $2.1M | 1.2% |
| 20 | DFSEDIMENSIONAL ETF TRUST | 33,627 | $1.6M | 0.9% |
| 21 | NUEMNUSHARES ETF TR | 36,973 | $1.6M | 0.9% |
| 22 | MSFTMICROSOFT CORP | 3,527 | $1.3M | 0.7% |
| 23 | DFUSDIMENSIONAL ETF TRUST | 15,082 | $1.2M | 0.7% |
| 24 | VCEBVANGUARD WORLD FD | 13,868 | $870,356 | 0.5% |
| 25 | GOOGALPHABET INC | 1,996 | $705,247 | 0.4% |
| 26 | COSTCOSTCO WHOLESALE CORPORATION | 734 | $686,882 | 0.4% |
| 27 | INTCINTEL CORP | 4,030 | $562,755 | 0.3% |
| 28 | IVVISHARES TR | 721 | $539,641 | 0.3% |
| 29 | EPCEDGEWELL PERSONAL CARE CO | 20,000 | $537,200 | 0.3% |
| 30 | NKENIKE INC | 12,768 | $524,139 | 0.3% |
| 31 | SOSOUTHERN CO | 5,396 | $516,451 | 0.3% |
| 32 | MAMASTERCARD INCORPORATED | 986 | $506,256 | 0.3% |
| 33 | VVISA INC | 1,450 | $497,631 | 0.3% |
| 34 | SPTISPDR SERIES TRUST | 16,888 | $479,450 | 0.3% |
| 35 | GOOGLALPHABET INC | 1,303 | $465,653 | 0.3% |
| 36 | ENRENERGIZER HLDGS INC | 21,190 | $454,311 | 0.3% |
| 37 | NULGNUSHARES ETF TR | 3,749 | $438,858 | 0.2% |
| 38 | VIGVANGUARD SPECIALIZED FUNDS | 1,823 | $431,450 | 0.2% |
| 39 | QQQINVESCO QQQ TR | 560 | $412,524 | 0.2% |
| 40 | PGPROCTER & GAMBLE CO | 2,755 | $403,953 | 0.2% |
| 41 | NULVNUSHARES ETF TR | 7,554 | $377,624 | 0.2% |
| 42 | GISGENERAL MILLS INC | 9,415 | $327,645 | 0.2% |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 612 | $306,239 | 0.2% |
| 44 | AVEMAMERICAN CENTY ETF TR | 3,168 | $305,680 | 0.2% |
| 45 | JPMJPMORGAN CHASE & CO | 858 | $280,947 | 0.2% |
| 46 | CATCATERPILLAR INC | 264 | $280,777 | 0.2% |
| 47 | POSTPOST HLDGS INC | 3,000 | $264,780 | 0.1% |
| 48 | VUGVANGUARD INDEX FDS | 3,034 | $261,338 | 0.1% |
| 49 | DFIVDIMENSIONAL ETF TRUST | 4,507 | $243,468 | 0.1% |
| 50 | NEENEXTERA ENERGY INC | 2,740 | $240,480 | 0.1% |
| 51 | AMZNAMAZON COM INC | 978 | $233,097 | 0.1% |
| 52 | ABBVABBVIE INC | 926 | $233,033 | 0.1% |
| 53 | MUBISHARES TR | 2,099 | $225,894 | 0.1% |
| 54 | BABOEING CO | 1,033 | $223,614 | 0.1% |
| 55 | NVDANVIDIA CORPORATION | 1,106 | $221,309 | 0.1% |
| 56 | QCOMQUALCOMM INC | 1,180 | $218,052 | 0.1% |
| 57 | UNPUNION PAC CORP | 796 | $216,398 | 0.1% |
| 58 | LMTLOCKHEED MARTIN CORP | 404 | $205,822 | 0.1% |
| 59 | SLYVSPDR SERIES TRUST | 1,847 | $201,526 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.