Filed: 2/11/2026ACC: 0001941040-26-000098
📋 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 $118.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$118.21M
Total AUM (reported)
2.33M
Total Shares
Allocation by class
TOTAL STK MKT$23.91M20.2%
US SMALL CAP VAL$14.91M12.6%
VAN FTSE DEV MKT$13.30M11.3%
INT-TRM U.S TRES$9.70M8.2%
COM$7.67M6.5%
EMERGING MKTS CO$7.41M6.3%
INTL SMALL CAP V$5.55M4.7%
Portfolio Concentration
Top 3$52.12M44.1%
4–10$37.59M31.8%
11–25$20.92M17.7%
Rest$7.57M6.4%
Top 3 weight
44.1%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 2.33M
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
2.33M
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
SOLEShares71.31K
TypeSH
Market value$23.91M
20.23%
Sole
0.00
Shared
0.00
None
71.31K
DIMENSIONAL ETF TRUST
SOLEShares453.37K
TypeSH
Market value$14.91M
12.61%
Sole
0.00
Shared
0.00
None
453.37K
VANGUARD TAX-MANAGED FDS
SOLEShares212.91K
TypeSH
Market value$13.30M
11.25%
Sole
0.00
Shared
0.00
None
212.91K
SCHWAB STRATEGIC TR
SOLEShares386.78K
TypeSH
Market value$9.70M
8.21%
Sole
0.00
Shared
0.00
None
386.78K
DIMENSIONAL ETF TRUST
SOLEShares224.05K
TypeSH
Market value$7.41M
6.27%
Sole
0.00
Shared
0.00
None
224.05K
DIMENSIONAL ETF TRUST
SOLEShares146.02K
TypeSH
Market value$5.55M
4.69%
Sole
0.00
Shared
0.00
None
146.02K
DIMENSIONAL ETF TRUST
SOLEShares171.24K
TypeSH
Market value$4.52M
3.83%
Sole
0.00
Shared
0.00
None
171.24K
NUSHARES ETF TR
SOLEShares111.49K
TypeSH
Market value$4.04M
3.42%
Sole
0.00
Shared
0.00
None
111.49K
ISHARES TR
SOLEShares127.18K
TypeSH
Market value$3.21M
2.72%
Sole
0.00
Shared
0.00
None
127.18K
NUSHARES ETF TR
SOLEShares70.72K
TypeSH
Market value$3.16M
2.67%
Sole
0.00
Shared
0.00
None
70.72K
APPLE INC
SOLEShares11.49K
TypeSH
Market value$3.12M
2.64%
Sole
0.00
Shared
0.00
None
11.49K
VANGUARD SCOTTSDALE FDS
SOLEShares25.32K
TypeSH
Market value$2.12M
1.79%
Sole
0.00
Shared
0.00
None
25.32K
NUSHARES ETF TR
SOLEShares58.62K
TypeSH
Market value$2.09M
1.76%
Sole
0.00
Shared
0.00
None
58.62K
PIMCO ETF TR
SOLEShares38.49K
TypeSH
Market value$2.02M
1.71%
Sole
0.00
Shared
0.00
None
38.49K
SPDR SERIES TRUST
SOLEShares60.89K
TypeSH
Market value$1.76M
1.49%
Sole
0.00
Shared
0.00
None
60.89K
MICROSOFT CORP
SOLEShares3.63K
TypeSH
Market value$1.76M
1.49%
Sole
0.00
Shared
0.00
None
3.63K
VANGUARD SCOTTSDALE FDS
SOLEShares17.81K
TypeSH
Market value$1.42M
1.20%
Sole
0.00
Shared
0.00
None
17.81K
DIMENSIONAL ETF TRUST
SOLEShares15.86K
TypeSH
Market value$1.18M
1.00%
Sole
0.00
Shared
0.00
None
15.86K
AMERICAN CENTY ETF TR
SOLEShares14.06K
TypeSH
Market value$1.08M
0.92%
Sole
0.00
Shared
0.00
None
14.06K
VANGUARD WORLD FD
SOLEShares14.29K
TypeSH
Market value$909.0K
0.77%
Sole
0.00
Shared
0.00
None
14.29K
NIKE INC
SOLEShares12.56K
TypeSH
Market value$800.3K
0.68%
Sole
0.00
Shared
0.00
None
12.56K
VANGUARD SPECIALIZED FUNDS
SOLEShares3.32K
TypeSH
Market value$729.2K
0.62%
Sole
0.00
Shared
0.00
None
3.32K
AMERICAN CENTY ETF TR
SOLEShares7.27K
TypeSH
Market value$682.9K
0.58%
Sole
0.00
Shared
0.00
None
7.27K
ALPHABET INC
SOLEShares2.12K
TypeSH
Market value$665.6K
0.56%
Sole
0.00
Shared
0.00
None
2.12K
SPDR SERIES TRUST
SOLEShares6.55K
TypeSH
Market value$596.3K
0.50%
Sole
0.00
Shared
0.00
None
6.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 71.31K | SH | $23.91M 20.23% | 0.00 | 0.00 | 71.31K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 453.37K | SH | $14.91M 12.61% | 0.00 | 0.00 | 453.37K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 212.91K | SH | $13.30M 11.25% | 0.00 | 0.00 | 212.91K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 386.78K | SH | $9.70M 8.21% | 0.00 | 0.00 | 386.78K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 224.05K | SH | $7.41M 6.27% | 0.00 | 0.00 | 224.05K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 146.02K | SH | $5.55M 4.69% | 0.00 | 0.00 | 146.02K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 171.24K | SH | $4.52M 3.83% | 0.00 | 0.00 | 171.24K |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 111.49K | SH | $4.04M 3.42% | 0.00 | 0.00 | 111.49K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 127.18K | SH | $3.21M 2.72% | 0.00 | 0.00 | 127.18K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 70.72K | SH | $3.16M 2.67% | 0.00 | 0.00 | 70.72K |
APPLE INCSOLE | COM | 11.49K | SH | $3.12M 2.64% | 0.00 | 0.00 | 11.49K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 25.32K | SH | $2.12M 1.79% | 0.00 | 0.00 | 25.32K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 58.62K | SH | $2.09M 1.76% | 0.00 | 0.00 | 58.62K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 38.49K | SH | $2.02M 1.71% | 0.00 | 0.00 | 38.49K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 60.89K | SH | $1.76M 1.49% | 0.00 | 0.00 | 60.89K |
MICROSOFT CORPSOLE | COM | 3.63K | SH | $1.76M 1.49% | 0.00 | 0.00 | 3.63K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 17.81K | SH | $1.42M 1.20% | 0.00 | 0.00 | 17.81K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 15.86K | SH | $1.18M 1.00% | 0.00 | 0.00 | 15.86K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 14.06K | SH | $1.08M 0.92% | 0.00 | 0.00 | 14.06K |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 14.29K | SH | $909.0K 0.77% | 0.00 | 0.00 | 14.29K |
NIKE INCSOLE | CL B | 12.56K | SH | $800.3K 0.68% | 0.00 | 0.00 | 12.56K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 3.32K | SH | $729.2K 0.62% | 0.00 | 0.00 | 3.32K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 7.27K | SH | $682.9K 0.58% | 0.00 | 0.00 | 7.27K |
ALPHABET INCSOLE | CAP STK CL C | 2.12K | SH | $665.6K 0.56% | 0.00 | 0.00 | 2.12K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 6.55K | SH | $596.3K 0.50% | 0.00 | 0.00 | 6.55K |
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