Filed: 4/22/2026ACC: 0001941040-26-000245
📋 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 $122.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$122.51M
Total AUM (reported)
2.43M
Total Shares
Allocation by class
TOTAL STK MKT$24.21M19.8%
US SMALL CAP VAL$16.83M13.7%
VAN FTSE DEV MKT$14.15M11.5%
INT-TRM U.S TRES$11.06M9.0%
EMERGING MKTS CO$8.20M6.7%
COM$7.27M5.9%
INTL SMALL CAP V$5.96M4.9%
Portfolio Concentration
Top 3$55.19M45.0%
4–10$40.44M33.0%
11–25$19.98M16.3%
Rest$6.90M5.6%
Top 3 weight
45.0%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 2.43M
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
2.43M
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
SOLEShares75.47K
TypeSH
Market value$24.21M
19.76%
Sole
0.00
Shared
0.00
None
75.47K
DIMENSIONAL ETF TRUST
SOLEShares480.38K
TypeSH
Market value$16.83M
13.74%
Sole
0.00
Shared
0.00
None
480.38K
VANGUARD TAX-MANAGED FDS
SOLEShares220.75K
TypeSH
Market value$14.15M
11.55%
Sole
0.00
Shared
0.00
None
220.75K
SCHWAB STRATEGIC TR
SOLEShares444.17K
TypeSH
Market value$11.06M
9.03%
Sole
0.00
Shared
0.00
None
444.17K
DIMENSIONAL ETF TRUST
SOLEShares237.38K
TypeSH
Market value$8.20M
6.69%
Sole
0.00
Shared
0.00
None
237.38K
DIMENSIONAL ETF TRUST
SOLEShares151.14K
TypeSH
Market value$5.96M
4.87%
Sole
0.00
Shared
0.00
None
151.14K
DIMENSIONAL ETF TRUST
SOLEShares178.25K
TypeSH
Market value$4.74M
3.87%
Sole
0.00
Shared
0.00
None
178.25K
NUSHARES ETF TR
SOLEShares111.06K
TypeSH
Market value$4.01M
3.27%
Sole
0.00
Shared
0.00
None
111.06K
ISHARES TR
SOLEShares129.80K
TypeSH
Market value$3.25M
2.66%
Sole
0.00
Shared
0.00
None
129.80K
NUSHARES ETF TR
SOLEShares71.28K
TypeSH
Market value$3.21M
2.62%
Sole
0.00
Shared
0.00
None
71.28K
APPLE INC
SOLEShares11.45K
TypeSH
Market value$2.91M
2.37%
Sole
0.00
Shared
0.00
None
11.45K
VANGUARD SCOTTSDALE FDS
SOLEShares25.98K
TypeSH
Market value$2.15M
1.76%
Sole
0.00
Shared
0.00
None
25.98K
NUSHARES ETF TR
SOLEShares58K
TypeSH
Market value$2.13M
1.74%
Sole
0.00
Shared
0.00
None
58K
PIMCO ETF TR
SOLEShares39.19K
TypeSH
Market value$2.05M
1.67%
Sole
0.00
Shared
0.00
None
39.19K
SPDR SERIES TRUST
SOLEShares57.31K
TypeSH
Market value$1.64M
1.34%
Sole
0.00
Shared
0.00
None
57.31K
VANGUARD SCOTTSDALE FDS
SOLEShares18.15K
TypeSH
Market value$1.44M
1.17%
Sole
0.00
Shared
0.00
None
18.15K
MICROSOFT CORP
SOLEShares3.53K
TypeSH
Market value$1.31M
1.07%
Sole
0.00
Shared
0.00
None
3.53K
DIMENSIONAL ETF TRUST
SOLEShares15.49K
TypeSH
Market value$1.10M
0.90%
Sole
0.00
Shared
0.00
None
15.49K
AMERICAN CENTY ETF TR
SOLEShares13.51K
TypeSH
Market value$1.09M
0.89%
Sole
0.00
Shared
0.00
None
13.51K
VANGUARD WORLD FD
SOLEShares14.74K
TypeSH
Market value$926.1K
0.76%
Sole
0.00
Shared
0.00
None
14.74K
AMERICAN CENTY ETF TR
SOLEShares6.90K
TypeSH
Market value$689.0K
0.56%
Sole
0.00
Shared
0.00
None
6.90K
COSTCO WHOLESALE CORPORATION
SOLEShares675.00
TypeSH
Market value$672.8K
0.55%
Sole
0.00
Shared
0.00
None
675.00
NIKE INC
SOLEShares12.56K
TypeSH
Market value$663.5K
0.54%
Sole
0.00
Shared
0.00
None
12.56K
VANGUARD SPECIALIZED FUNDS
SOLEShares3.02K
TypeSH
Market value$648.9K
0.53%
Sole
0.00
Shared
0.00
None
3.02K
ALPHABET INC
SOLEShares1.99K
TypeSH
Market value$570.0K
0.47%
Sole
0.00
Shared
0.00
None
1.99K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 75.47K | SH | $24.21M 19.76% | 0.00 | 0.00 | 75.47K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 480.38K | SH | $16.83M 13.74% | 0.00 | 0.00 | 480.38K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 220.75K | SH | $14.15M 11.55% | 0.00 | 0.00 | 220.75K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 444.17K | SH | $11.06M 9.03% | 0.00 | 0.00 | 444.17K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 237.38K | SH | $8.20M 6.69% | 0.00 | 0.00 | 237.38K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 151.14K | SH | $5.96M 4.87% | 0.00 | 0.00 | 151.14K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 178.25K | SH | $4.74M 3.87% | 0.00 | 0.00 | 178.25K |
NUSHARES ETF TRSOLE | NUVEEN ESG INTL | 111.06K | SH | $4.01M 3.27% | 0.00 | 0.00 | 111.06K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 129.80K | SH | $3.25M 2.66% | 0.00 | 0.00 | 129.80K |
NUSHARES ETF TRSOLE | NUVEEN ESG SMLCP | 71.28K | SH | $3.21M 2.62% | 0.00 | 0.00 | 71.28K |
APPLE INCSOLE | COM | 11.45K | SH | $2.91M 2.37% | 0.00 | 0.00 | 11.45K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 25.98K | SH | $2.15M 1.76% | 0.00 | 0.00 | 25.98K |
NUSHARES ETF TRSOLE | NUVEEN ESG EMRGN | 58K | SH | $2.13M 1.74% | 0.00 | 0.00 | 58K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 39.19K | SH | $2.05M 1.67% | 0.00 | 0.00 | 39.19K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 57.31K | SH | $1.64M 1.34% | 0.00 | 0.00 | 57.31K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 18.15K | SH | $1.44M 1.17% | 0.00 | 0.00 | 18.15K |
MICROSOFT CORPSOLE | COM | 3.53K | SH | $1.31M 1.07% | 0.00 | 0.00 | 3.53K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 15.49K | SH | $1.10M 0.90% | 0.00 | 0.00 | 15.49K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 13.51K | SH | $1.09M 0.89% | 0.00 | 0.00 | 13.51K |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 14.74K | SH | $926.1K 0.76% | 0.00 | 0.00 | 14.74K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 6.90K | SH | $689.0K 0.56% | 0.00 | 0.00 | 6.90K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 675.00 | SH | $672.8K 0.55% | 0.00 | 0.00 | 675.00 |
NIKE INCSOLE | CL B | 12.56K | SH | $663.5K 0.54% | 0.00 | 0.00 | 12.56K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 3.02K | SH | $648.9K 0.53% | 0.00 | 0.00 | 3.02K |
ALPHABET INCSOLE | CAP STK CL C | 1.99K | SH | $570.0K 0.47% | 0.00 | 0.00 | 1.99K |
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