Filed: 5/12/2025ACC: 0001941040-25-000280
📋 What this filing means
CLARITY WEALTH DEVELOPMENT LLC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $89.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$89.62M
Total AUM (reported)
2M
Total Shares
Allocation by class
TOTAL STK MKT$16.97M18.9%
VAN FTSE DEV MKT$9.95M11.1%
US SMALL CAP VAL$9.66M10.8%
INT-TRM U.S TRES$7.77M8.7%
COM$6.63M7.4%
EMERGING MKTS CO$4.87M5.4%
NUVEEN ESG INTL$3.79M4.2%
Portfolio Concentration
Top 3$36.58M40.8%
4–10$29.39M32.8%
11–25$18.41M20.5%
Rest$5.24M5.8%
Top 3 weight
40.8%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 2M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings41
Rows:
VANGUARD INDEX FDS
SOLEShares62.19K
TypeSH
Market value$16.97M
18.93%
Sole
0.00
Shared
0.00
None
62.19K
VANGUARD TAX-MANAGED FDS
SOLEShares188.29K
TypeSH
Market value$9.95M
11.11%
Sole
0.00
Shared
0.00
None
188.29K
DIMENSIONAL ETF TRUST
SOLEShares363.76K
TypeSH
Market value$9.66M
10.78%
Sole
0.00
Shared
0.00
None
363.76K
SCHWAB STRATEGIC TR
SOLEShares309.65K
TypeSH
Market value$7.77M
8.67%
Sole
0.00
Shared
0.00
None
309.65K
DIMENSIONAL ETF TRUST
SOLEShares183.21K
TypeSH
Market value$4.87M
5.43%
Sole
0.00
Shared
0.00
None
183.21K
NUSHARES ETF TR
SOLEShares114.89K
TypeSH
Market value$3.79M
4.23%
Sole
0.00
Shared
0.00
None
114.89K
DIMENSIONAL ETF TRUST
SOLEShares122.23K
TypeSH
Market value$3.69M
4.12%
Sole
0.00
Shared
0.00
None
122.23K
DIMENSIONAL ETF TRUST
SOLEShares136.72K
TypeSH
Market value$3.59M
4.01%
Sole
0.00
Shared
0.00
None
136.72K
ISHARES TR
SOLEShares113.94K
TypeSH
Market value$2.86M
3.19%
Sole
0.00
Shared
0.00
None
113.94K
APPLE INC
SOLEShares13.23K
TypeSH
Market value$2.81M
3.14%
Sole
0.00
Shared
0.00
None
13.23K
NUSHARES ETF TR
SOLEShares71.24K
TypeSH
Market value$2.66M
2.97%
Sole
0.00
Shared
0.00
None
71.24K
SPDR SER TR
SOLEShares74.42K
TypeSH
Market value$2.15M
2.40%
Sole
0.00
Shared
0.00
None
74.42K
NUSHARES ETF TR
SOLEShares60.84K
TypeSH
Market value$1.79M
1.99%
Sole
0.00
Shared
0.00
None
60.84K
VANGUARD SCOTTSDALE FDS
SOLEShares20.57K
TypeSH
Market value$1.68M
1.88%
Sole
0.00
Shared
0.00
None
20.57K
PIMCO ETF TR
SOLEShares31.95K
TypeSH
Market value$1.64M
1.83%
Sole
0.00
Shared
0.00
None
31.95K
MICROSOFT CORP
SOLEShares3.03K
TypeSH
Market value$1.20M
1.34%
Sole
0.00
Shared
0.00
None
3.03K
VANGUARD SCOTTSDALE FDS
SOLEShares14.96K
TypeSH
Market value$1.18M
1.32%
Sole
0.00
Shared
0.00
None
14.96K
DIMENSIONAL ETF TRUST
SOLEShares18.47K
TypeSH
Market value$1.11M
1.24%
Sole
0.00
Shared
0.00
None
18.47K
COSTCO WHSL CORP NEW
SOLEShares907.00
TypeSH
Market value$902.2K
1.01%
Sole
0.00
Shared
0.00
None
907.00
AMERICAN CENTY ETF TR
SOLEShares14.72K
TypeSH
Market value$890.7K
0.99%
Sole
0.00
Shared
0.00
None
14.72K
VANGUARD WORLD FD
SOLEShares12.53K
TypeSH
Market value$785.4K
0.88%
Sole
0.00
Shared
0.00
None
12.53K
VANGUARD SPECIALIZED FUNDS
SOLEShares4.05K
TypeSH
Market value$773.8K
0.86%
Sole
0.00
Shared
0.00
None
4.05K
AMERICAN CENTY ETF TR
SOLEShares7.69K
TypeSH
Market value$557.7K
0.62%
Sole
0.00
Shared
0.00
None
7.69K
MASTERCARD INCORPORATED
SOLEShares1.01K
TypeSH
Market value$553.4K
0.62%
Sole
0.00
Shared
0.00
None
1.01K
VISA INC
SOLEShares1.57K
TypeSH
Market value$542.0K
0.60%
Sole
0.00
Shared
0.00
None
1.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 62.19K | SH | $16.97M 18.93% | 0.00 | 0.00 | 62.19K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 188.29K | SH | $9.95M 11.11% | 0.00 | 0.00 | 188.29K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 363.76K | SH | $9.66M 10.78% | 0.00 | 0.00 | 363.76K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 309.65K | SH | $7.77M 8.67% | 0.00 | 0.00 | 309.65K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 183.21K | SH | $4.87M 5.43% | 0.00 | 0.00 | 183.21K |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 114.89K | SH | $3.79M 4.23% | 0.00 | 0.00 | 114.89K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 122.23K | SH | $3.69M 4.12% | 0.00 | 0.00 | 122.23K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 136.72K | SH | $3.59M 4.01% | 0.00 | 0.00 | 136.72K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 113.94K | SH | $2.86M 3.19% | 0.00 | 0.00 | 113.94K |
APPLE INCSOLE | COM | 13.23K | SH | $2.81M 3.14% | 0.00 | 0.00 | 13.23K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 71.24K | SH | $2.66M 2.97% | 0.00 | 0.00 | 71.24K |
SPDR SER TRSOLE | PORTFLI INTRMDIT | 74.42K | SH | $2.15M 2.40% | 0.00 | 0.00 | 74.42K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 60.84K | SH | $1.79M 1.99% | 0.00 | 0.00 | 60.84K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 20.57K | SH | $1.68M 1.88% | 0.00 | 0.00 | 20.57K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 31.95K | SH | $1.64M 1.83% | 0.00 | 0.00 | 31.95K |
MICROSOFT CORPSOLE | COM | 3.03K | SH | $1.20M 1.34% | 0.00 | 0.00 | 3.03K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 14.96K | SH | $1.18M 1.32% | 0.00 | 0.00 | 14.96K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 18.47K | SH | $1.11M 1.24% | 0.00 | 0.00 | 18.47K |
COSTCO WHSL CORP NEWSOLE | COM | 907.00 | SH | $902.2K 1.01% | 0.00 | 0.00 | 907.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 14.72K | SH | $890.7K 0.99% | 0.00 | 0.00 | 14.72K |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 12.53K | SH | $785.4K 0.88% | 0.00 | 0.00 | 12.53K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 4.05K | SH | $773.8K 0.86% | 0.00 | 0.00 | 4.05K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 7.69K | SH | $557.7K 0.62% | 0.00 | 0.00 | 7.69K |
MASTERCARD INCORPORATEDSOLE | CL A | 1.01K | SH | $553.4K 0.62% | 0.00 | 0.00 | 1.01K |
VISA INCSOLE | COM CL A | 1.57K | SH | $542.0K 0.60% | 0.00 | 0.00 | 1.57K |
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