Filed: 11/12/2025ACC: 0001941040-25-000637
📋 What this filing means
CLARITY WEALTH DEVELOPMENT LLC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $110.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$110.78M
Total AUM (reported)
2.14M
Total Shares
Allocation by class
TOTAL STK MKT$22.74M20.5%
US SMALL CAP VAL$12.88M11.6%
VAN FTSE DEV MKT$12.16M11.0%
INT-TRM U.S TRES$8.78M7.9%
COM$8.08M7.3%
EMERGING MKTS CO$6.62M6.0%
INTL SMALL CAP V$4.72M4.3%
Portfolio Concentration
Top 3$47.77M43.1%
4–10$34.73M31.3%
11–25$20.81M18.8%
Rest$7.47M6.7%
Top 3 weight
43.1%
Top 10 weight
74.5%
Voting Authority Distribution
Total shares with voting rights: 2.14M
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
2.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings45
Rows:
VANGUARD INDEX FDS
SOLEShares67.28K
TypeSH
Market value$22.74M
20.52%
Sole
0.00
Shared
0.00
None
67.28K
DIMENSIONAL ETF TRUST
SOLEShares403.90K
TypeSH
Market value$12.88M
11.62%
Sole
0.00
Shared
0.00
None
403.90K
VANGUARD TAX-MANAGED FDS
SOLEShares197.25K
TypeSH
Market value$12.16M
10.98%
Sole
0.00
Shared
0.00
None
197.25K
SCHWAB STRATEGIC TR
SOLEShares346.87K
TypeSH
Market value$8.78M
7.92%
Sole
0.00
Shared
0.00
None
346.87K
DIMENSIONAL ETF TRUST
SOLEShares198.77K
TypeSH
Market value$6.62M
5.98%
Sole
0.00
Shared
0.00
None
198.77K
DIMENSIONAL ETF TRUST
SOLEShares130.95K
TypeSH
Market value$4.72M
4.26%
Sole
0.00
Shared
0.00
None
130.95K
NUSHARES ETF TR
SOLEShares109.83K
TypeSH
Market value$4.26M
3.84%
Sole
0.00
Shared
0.00
None
109.83K
DIMENSIONAL ETF TRUST
SOLEShares147.41K
TypeSH
Market value$4.03M
3.64%
Sole
0.00
Shared
0.00
None
147.41K
NUSHARES ETF TR
SOLEShares70.59K
TypeSH
Market value$3.19M
2.88%
Sole
0.00
Shared
0.00
None
70.59K
APPLE INC
SOLEShares11.64K
TypeSH
Market value$3.13M
2.83%
Sole
0.00
Shared
0.00
None
11.64K
ISHARES TR
SOLEShares120.35K
TypeSH
Market value$3.05M
2.76%
Sole
0.00
Shared
0.00
None
120.35K
NUSHARES ETF TR
SOLEShares58.10K
TypeSH
Market value$2.18M
1.97%
Sole
0.00
Shared
0.00
None
58.10K
MICROSOFT CORP
SOLEShares3.66K
TypeSH
Market value$1.99M
1.79%
Sole
0.00
Shared
0.00
None
3.66K
VANGUARD SCOTTSDALE FDS
SOLEShares23.01K
TypeSH
Market value$1.95M
1.76%
Sole
0.00
Shared
0.00
None
23.01K
SPDR SERIES TRUST
SOLEShares65.75K
TypeSH
Market value$1.91M
1.73%
Sole
0.00
Shared
0.00
None
65.75K
PIMCO ETF TR
SOLEShares33.88K
TypeSH
Market value$1.79M
1.61%
Sole
0.00
Shared
0.00
None
33.88K
VANGUARD SCOTTSDALE FDS
SOLEShares16.40K
TypeSH
Market value$1.31M
1.19%
Sole
0.00
Shared
0.00
None
16.40K
DIMENSIONAL ETF TRUST
SOLEShares15.86K
TypeSH
Market value$1.18M
1.07%
Sole
0.00
Shared
0.00
None
15.86K
AMERICAN CENTY ETF TR
SOLEShares14.31K
TypeSH
Market value$1.12M
1.01%
Sole
0.00
Shared
0.00
None
14.31K
VANGUARD WORLD FD
SOLEShares13.48K
TypeSH
Market value$873.8K
0.79%
Sole
0.00
Shared
0.00
None
13.48K
NIKE INC
SOLEShares12.53K
TypeSH
Market value$844.7K
0.76%
Sole
0.00
Shared
0.00
None
12.53K
VANGUARD SPECIALIZED FUNDS
SOLEShares3.25K
TypeSH
Market value$712.9K
0.64%
Sole
0.00
Shared
0.00
None
3.25K
AMERICAN CENTY ETF TR
SOLEShares7.42K
TypeSH
Market value$667.9K
0.60%
Sole
0.00
Shared
0.00
None
7.42K
COSTCO WHSL CORP NEW
SOLEShares675.00
TypeSH
Market value$624.0K
0.56%
Sole
0.00
Shared
0.00
None
675.00
SPDR SERIES TRUST
SOLEShares6.64K
TypeSH
Market value$598.5K
0.54%
Sole
0.00
Shared
0.00
None
6.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 67.28K | SH | $22.74M 20.52% | 0.00 | 0.00 | 67.28K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 403.90K | SH | $12.88M 11.62% | 0.00 | 0.00 | 403.90K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 197.25K | SH | $12.16M 10.98% | 0.00 | 0.00 | 197.25K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 346.87K | SH | $8.78M 7.92% | 0.00 | 0.00 | 346.87K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 198.77K | SH | $6.62M 5.98% | 0.00 | 0.00 | 198.77K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 130.95K | SH | $4.72M 4.26% | 0.00 | 0.00 | 130.95K |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 109.83K | SH | $4.26M 3.84% | 0.00 | 0.00 | 109.83K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 147.41K | SH | $4.03M 3.64% | 0.00 | 0.00 | 147.41K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 70.59K | SH | $3.19M 2.88% | 0.00 | 0.00 | 70.59K |
APPLE INCSOLE | COM | 11.64K | SH | $3.13M 2.83% | 0.00 | 0.00 | 11.64K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 120.35K | SH | $3.05M 2.76% | 0.00 | 0.00 | 120.35K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 58.10K | SH | $2.18M 1.97% | 0.00 | 0.00 | 58.10K |
MICROSOFT CORPSOLE | COM | 3.66K | SH | $1.99M 1.79% | 0.00 | 0.00 | 3.66K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 23.01K | SH | $1.95M 1.76% | 0.00 | 0.00 | 23.01K |
SPDR SERIES TRUSTSOLE | PORTFLI INTRMDIT | 65.75K | SH | $1.91M 1.73% | 0.00 | 0.00 | 65.75K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 33.88K | SH | $1.79M 1.61% | 0.00 | 0.00 | 33.88K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 16.40K | SH | $1.31M 1.19% | 0.00 | 0.00 | 16.40K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 15.86K | SH | $1.18M 1.07% | 0.00 | 0.00 | 15.86K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 14.31K | SH | $1.12M 1.01% | 0.00 | 0.00 | 14.31K |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 13.48K | SH | $873.8K 0.79% | 0.00 | 0.00 | 13.48K |
NIKE INCSOLE | CL B | 12.53K | SH | $844.7K 0.76% | 0.00 | 0.00 | 12.53K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 3.25K | SH | $712.9K 0.64% | 0.00 | 0.00 | 3.25K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 7.42K | SH | $667.9K 0.60% | 0.00 | 0.00 | 7.42K |
COSTCO WHSL CORP NEWSOLE | COM | 675.00 | SH | $624.0K 0.56% | 0.00 | 0.00 | 675.00 |
SPDR SERIES TRUSTSOLE | S&P 600 SMCP VAL | 6.64K | SH | $598.5K 0.54% | 0.00 | 0.00 | 6.64K |
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