Q3 2026 13F · SEC CIK 2048774

Clarity Wealth Development LLC

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $177.1M
Reported positions: 50
Holdings vs S&P 500, 3 yrs: —
Assets under management: $208.6M

Clarity Wealth Development LLC is a wealth manager that reported 50 positions worth $177.1M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Vanguard Index Fds (VTI, 15.8%), Vanguard Ftse Developed Markets Index Fu (VEA, 8.7%), Dimensional Global ex US Core Fixed Inco (DFGX, 8.5%).

Clarity Wealth Development LLC holdings all 50 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clarity Wealth Development LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	15.8%	15.3%	74,966	+0.8%	$28.1M
VEAVanguard Ftse Developed Markets Index Fu	8.7%	8.6%	218,779	+0.3%	$15.4M
DFGXDimensional Global ex US Core Fixed Inco	8.5%	6.5%	295,919	+34.6%	$15.1M
SCHRSchwab Strategic Tr	7.7%	6.9%	578,540	+15.2%	$13.7M
DFSUDimensional ETF Trust	6.6%	4.0%	248,403	+59.0%	$11.7M
SCHOSchwab Strategic Tr	6.6%	4.5%	488,420	+44.8%	$11.7M
DFEMDimensional ETF Trust	6.0%	5.9%	266,017	+1.3%	$10.6M
VCSHVanguard Scottsdale Fds	4.9%	3.9%	113,419	+26.4%	$8.8M
DFSBDimensional ETF Trust	4.5%	2.1%	159,833	+121.8%	$7.9M
VCITVanguard Scottsdale Fds	4.2%	3.5%	94,640	+25.0%	$7.4M
DISVDimensional ETF Trust	4.2%	3.7%	169,768	+0.9%	$7.3M
DFGRDimensional ETF Trust	3.0%	3.0%	195,100	+3.0%	$5.3M
DFSIDimensional ETF Trust	2.8%	1.9%	111,550	+50.4%	$5.0M
MUNIPimco ETF Tr	2.4%	1.6%	84,263	+57.9%	$4.2M
SUSBIshares Tr	2.0%	1.8%	141,718	+7.0%	$3.5M
AAPLApple Inc	1.8%	2.1%	9,605	-26.1%	$3.2M
DFSEDimensional ETF Trust	1.5%	0.9%	55,039	+63.7%	$2.7M
NUDMNushares ETF Tr	0.8%	1.5%	37,093	-44.1%	$1.5M
MSFTMicrosoft Corp	0.8%	0.7%	2,871	-18.6%	$1.5M
DFUSDimensional ETF Trust	0.7%	0.7%	14,855	-1.5%	$1.2M
NUEMNushares ETF Tr	0.5%	0.9%	21,696	-41.3%	$924K
NUSCNushares ETF Tr	0.4%	1.2%	16,063	-60.1%	$779K
GOOGAlphabet Inc	0.3%	0.4%	1,759	-11.9%	$599K
COSTCostco Wholesale Corporation	0.3%	0.4%	635	-13.5%	$578K
IVVIshares Tr	0.3%	0.3%	721	+0.0%	$552K
EPCEdgewell Personal Care Co	0.3%	0.3%	20,000	+0.0%	$540K
INTCIntel Corp	0.3%	0.3%	4,030	+0.0%	$485K
ENREnergizer Hldgs Inc	0.3%	0.3%	21,190	+0.0%	$453K
GOOGLAlphabet Inc	0.3%	0.3%	1,303	+0.0%	$448K
NKENike Inc	0.2%	0.3%	12,385	-3.0%	$438K
VIGVanguard Specialized Funds	0.2%	0.2%	1,794	-1.6%	$419K
QQQInvesco Qqq Tr	0.2%	0.2%	515	-8.0%	$381K
PGProcter & Gamble Co	0.2%	0.2%	2,577	-6.5%	$374K
SOSouthern Co	0.2%	0.3%	4,333	-19.7%	$359K
MAMastercard Incorporated	0.2%	0.3%	596	-39.6%	$329K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	612	+0.0%	$305K
GISGeneral Mills Inc	0.2%	0.2%	9,415	+0.0%	$303K
JPMJpmorgan Chase & Co	0.2%	0.2%	858	+0.0%	$284K
VUGVanguard Index Fds	0.2%	0.1%	3,034	+0.0%	$273K
VVisa Inc	0.2%	0.3%	757	-47.8%	$272K
NULGNuveen Esg	0.1%	0.2%	2,322	-38.1%	$264K
DFIVDimensional ETF Trust	0.1%	0.1%	4,507	+0.0%	$252K
QCOMQualcomm Inc	0.1%	—	1,339	—	$246K
HPEHewlett Packard Enterprise C	0.1%	—	3,464	—	$221K
POSTPost Hldgs Inc	0.1%	0.1%	3,000	+0.0%	$219K
ABBVAbbvie Inc	0.1%	—	810	—	$212K
AVEMAmerican Centy ETF Tr	0.1%	0.2%	2,251	-28.9%	$212K
LMTLockheed Martin Corp	0.1%	—	404	—	$206K
NVDANvidia Corporation	0.1%	—	879	—	$201K
CATCaterpillar Inc	0.1%	0.2%	247	-6.4%	$200K

What Clarity Wealth Development LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +9.5% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$177.1M	50
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

Questions about Clarity Wealth Development LLC's portfolio

What stocks does Clarity Wealth Development LLC own?

Clarity Wealth Development LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 50 positions worth $177.1M. The largest are Vanguard Index Fds (VTI) at 15.8%, Vanguard Ftse Developed Markets Index Fu (VEA) at 8.7%, Dimensional Global ex US Core Fixed Inco (DFGX) at 8.5%, Schwab Strategic Tr (SCHR) at 7.7% and Dimensional ETF Trust (DFSU) at 6.6%.

What did Clarity Wealth Development LLC buy last quarter?

In Q3 2026, Clarity Wealth Development LLC added Dimensional ETF Trust (DFSB) (+121.8% shares), Dimensional ETF Trust (DFSE) (+63.7% shares) and Dimensional ETF Trust (DFSU) (+59.0% shares), compared with its Q2 2026 filing.

What did Clarity Wealth Development LLC sell last quarter?

In Q3 2026, Clarity Wealth Development LLC sold all of Dimensional US Small Cap (DFSV), sold all of Vanguard Esg U.s. Corporate Bond ETF (VCEB), sold all of Spdr Series Trust (SPTI), sold all of Nushares ETF Tr (NULV), sold all of Nextera Energy Inc (NEE), Nushares ETF Tr (NUSC) (-60.1% shares), Visa Inc (V) (-47.8% shares) and Nushares ETF Tr (NUDM) (-44.1% shares), compared with its Q2 2026 filing.

When is Clarity Wealth Development LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clarity Wealth Development LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Clarity Wealth Development LLC manage?

Clarity Wealth Development LLC reported $208.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $177.1M.