Clarity Wealth Development LLC 13F Holdings · Q2 2026
Clarity Wealth Development LLC reported 59 securities worth $180.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (15.27%), DFSV (11.02%), VEA (8.63%). Among its top 25 positions this quarter: 6 new, 11 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $27.5M | 15.27% | 74,351 | Trimmed |
| 2 | DFSV | DIMENSIONAL ETF TRUST | $19.8M | 11.02% | 511,635 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $15.5M | 8.63% | 218,102 | Trimmed |
| 4 | SCHR | SCHWAB STRATEGIC TR | $12.4M | 6.88% | 502,374 | Added |
| 5 | DFGX | DIMENSIONAL ETF TRUST | $11.8M | 6.54% | 219,887 | New |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $10.7M | 5.92% | 262,588 | Added |
| 7 | SCHO | SCHWAB STRATEGIC TR | $8.1M | 4.52% | 337,232 | New |
| 8 | DFSU | DIMENSIONAL ETF TRUST | $7.3M | 4.04% | 156,216 | New |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $7.1M | 3.94% | 89,754 | Added |
| 10 | DISV | DIMENSIONAL ETF TRUST | $6.8M | 3.75% | 168,228 | Added |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $6.3M | 3.47% | 75,720 | Added |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $5.5M | 3.05% | 189,408 | Added |
| 13 | AAPL | APPLE INC | $3.8M | 2.09% | 13,005 | Added |
| 14 | DFSB | DIMENSIONAL ETF TRUST | $3.8M | 2.08% | 72,072 | New |
| 15 | DFSI | DIMENSIONAL ETF TRUST | $3.3M | 1.86% | 74,188 | New |
| 16 | SUSB | ISHARES TR | $3.3M | 1.84% | 132,392 | Added |
| 17 | MUNI | PIMCO ETF TR | $2.8M | 1.56% | 53,358 | Added |
| 18 | NUDM | NUSHARES ETF TR | $2.7M | 1.48% | 66,412 | Trimmed |
| 19 | NUSC | NUSHARES ETF TR | $2.1M | 1.16% | 40,258 | Trimmed |
| 20 | DFSE | DIMENSIONAL ETF TRUST | $1.6M | 0.91% | 33,627 | New |
| 21 | NUEM | NUSHARES ETF TR | $1.6M | 0.87% | 36,973 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.3M | 0.73% | 3,527 | Trimmed |
| 23 | DFUS | DIMENSIONAL ETF TRUST | $1.2M | 0.69% | 15,082 | Trimmed |
| 24 | VCEB | VANGUARD WORLD FD | $870,356 | 0.48% | 13,868 | Trimmed |
| 25 | GOOG | ALPHABET INC | $705,247 | 0.39% | 1,996 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR