Filed: 8/5/2025ACC: 0001941040-25-000422
📋 What this filing means
CLARITY WEALTH DEVELOPMENT LLC filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $100.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$100.44M
Total AUM (reported)
2.07M
Total Shares
Allocation by class
TOTAL STK MKT$19.84M19.7%
US SMALL CAP VAL$11.20M11.2%
VAN FTSE DEV MKT$10.91M10.9%
INT-TRM U.S TRES$8.33M8.3%
COM$7.94M7.9%
EMERGING MKTS CO$5.58M5.6%
INTL SMALL CAP V$4.10M4.1%
Portfolio Concentration
Top 3$41.95M41.8%
4–10$31.73M31.6%
11–25$19.96M19.9%
Rest$6.80M6.8%
Top 3 weight
41.8%
Top 10 weight
73.4%
Voting Authority Distribution
Total shares with voting rights: 2.07M
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
2.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings44
Rows:
VANGUARD INDEX FDS
SOLEShares65.27K
TypeSH
Market value$19.84M
19.75%
Sole
0.00
Shared
0.00
None
65.27K
DIMENSIONAL ETF TRUST
SOLEShares380.73K
TypeSH
Market value$11.20M
11.16%
Sole
0.00
Shared
0.00
None
380.73K
VANGUARD TAX-MANAGED FDS
SOLEShares191.34K
TypeSH
Market value$10.91M
10.86%
Sole
0.00
Shared
0.00
None
191.34K
SCHWAB STRATEGIC TR
SOLEShares332.84K
TypeSH
Market value$8.33M
8.29%
Sole
0.00
Shared
0.00
None
332.84K
DIMENSIONAL ETF TRUST
SOLEShares188.02K
TypeSH
Market value$5.58M
5.56%
Sole
0.00
Shared
0.00
None
188.02K
DIMENSIONAL ETF TRUST
SOLEShares124.65K
TypeSH
Market value$4.10M
4.08%
Sole
0.00
Shared
0.00
None
124.65K
NUSHARES ETF TR
SOLEShares113.13K
TypeSH
Market value$4.01M
4.00%
Sole
0.00
Shared
0.00
None
113.13K
DIMENSIONAL ETF TRUST
SOLEShares139.11K
TypeSH
Market value$3.73M
3.72%
Sole
0.00
Shared
0.00
None
139.10K
ISHARES TR
SOLEShares120.77K
TypeSH
Market value$3.04M
3.03%
Sole
0.00
Shared
0.00
None
120.77K
NUSHARES ETF TR
SOLEShares71.88K
TypeSH
Market value$2.93M
2.92%
Sole
0.00
Shared
0.00
None
71.88K
APPLE INC
SOLEShares13.24K
TypeSH
Market value$2.72M
2.70%
Sole
0.00
Shared
0.00
None
13.24K
SPDR SERIES TRUST
SOLEShares69.03K
TypeSH
Market value$1.99M
1.98%
Sole
0.00
Shared
0.00
None
69.03K
NUSHARES ETF TR
SOLEShares59.80K
TypeSH
Market value$1.99M
1.98%
Sole
0.00
Shared
0.00
None
59.80K
MICROSOFT CORP
SOLEShares3.83K
TypeSH
Market value$1.91M
1.90%
Sole
0.00
Shared
0.00
None
3.83K
VANGUARD SCOTTSDALE FDS
SOLEShares20.90K
TypeSH
Market value$1.73M
1.73%
Sole
0.00
Shared
0.00
None
20.90K
PIMCO ETF TR
SOLEShares32.19K
TypeSH
Market value$1.65M
1.65%
Sole
0.00
Shared
0.00
None
32.19K
DIMENSIONAL ETF TRUST
SOLEShares17.87K
TypeSH
Market value$1.20M
1.19%
Sole
0.00
Shared
0.00
None
17.87K
VANGUARD SCOTTSDALE FDS
SOLEShares14.85K
TypeSH
Market value$1.18M
1.18%
Sole
0.00
Shared
0.00
None
14.85K
AMERICAN CENTY ETF TR
SOLEShares14.72K
TypeSH
Market value$1.01M
1.00%
Sole
0.00
Shared
0.00
None
14.72K
COSTCO WHSL CORP NEW
SOLEShares904.00
TypeSH
Market value$895.1K
0.89%
Sole
0.00
Shared
0.00
None
904.00
NIKE INC
SOLEShares12.56K
TypeSH
Market value$892.2K
0.89%
Sole
0.00
Shared
0.00
None
12.56K
VANGUARD WORLD FD
SOLEShares13.59K
TypeSH
Market value$861.8K
0.86%
Sole
0.00
Shared
0.00
None
13.59K
VANGUARD SPECIALIZED FUNDS
SOLEShares3.73K
TypeSH
Market value$763.4K
0.76%
Sole
0.00
Shared
0.00
None
3.73K
AMERICAN CENTY ETF TR
SOLEShares7.69K
TypeSH
Market value$609.7K
0.61%
Sole
0.00
Shared
0.00
None
7.69K
HONEYWELL INTL INC
SOLEShares2.46K
TypeSH
Market value$573.4K
0.57%
Sole
0.00
Shared
0.00
None
2.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 65.27K | SH | $19.84M 19.75% | 0.00 | 0.00 | 65.27K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 380.73K | SH | $11.20M 11.16% | 0.00 | 0.00 | 380.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 191.34K | SH | $10.91M 10.86% | 0.00 | 0.00 | 191.34K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 332.84K | SH | $8.33M 8.29% | 0.00 | 0.00 | 332.84K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 188.02K | SH | $5.58M 5.56% | 0.00 | 0.00 | 188.02K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 124.65K | SH | $4.10M 4.08% | 0.00 | 0.00 | 124.65K |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 113.13K | SH | $4.01M 4.00% | 0.00 | 0.00 | 113.13K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 139.11K | SH | $3.73M 3.72% | 0.00 | 0.00 | 139.10K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 120.77K | SH | $3.04M 3.03% | 0.00 | 0.00 | 120.77K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 71.88K | SH | $2.93M 2.92% | 0.00 | 0.00 | 71.88K |
APPLE INCSOLE | COM | 13.24K | SH | $2.72M 2.70% | 0.00 | 0.00 | 13.24K |
SPDR SERIES TRUSTSOLE | PORTFLI INTRMDIT | 69.03K | SH | $1.99M 1.98% | 0.00 | 0.00 | 69.03K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 59.80K | SH | $1.99M 1.98% | 0.00 | 0.00 | 59.80K |
MICROSOFT CORPSOLE | COM | 3.83K | SH | $1.91M 1.90% | 0.00 | 0.00 | 3.83K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 20.90K | SH | $1.73M 1.73% | 0.00 | 0.00 | 20.90K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 32.19K | SH | $1.65M 1.65% | 0.00 | 0.00 | 32.19K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 17.87K | SH | $1.20M 1.19% | 0.00 | 0.00 | 17.87K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 14.85K | SH | $1.18M 1.18% | 0.00 | 0.00 | 14.85K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 14.72K | SH | $1.01M 1.00% | 0.00 | 0.00 | 14.72K |
COSTCO WHSL CORP NEWSOLE | COM | 904.00 | SH | $895.1K 0.89% | 0.00 | 0.00 | 904.00 |
NIKE INCSOLE | CL B | 12.56K | SH | $892.2K 0.89% | 0.00 | 0.00 | 12.56K |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 13.59K | SH | $861.8K 0.86% | 0.00 | 0.00 | 13.59K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 3.73K | SH | $763.4K 0.76% | 0.00 | 0.00 | 3.73K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 7.69K | SH | $609.7K 0.61% | 0.00 | 0.00 | 7.69K |
HONEYWELL INTL INCSOLE | COM | 2.46K | SH | $573.4K 0.57% | 0.00 | 0.00 | 2.46K |
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