Clarity Wealth Development LLC

CIK 2048774 · View on SEC EDGAR ↗

Portfolio value QoQ: +47.1% 13F does not disclose cash

Top 10 holdings weight70.50%

Top 25 holdings weight93.16%

Positions above 1%19

Effective number of positions15.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 6.34% Est. buys $55,833,012 · sells $9,588,869

Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 92.2% still held

New positions18

Increased20

Decreased20

Closed3

Portfolio value $180.2M #6,855 of 9,337 by 13F value · top 73.4%

Positions 59

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Technology 3.4%

Financials 0.9%

Consumer products 0.8%

Communication Services 0.6%

Retail 0.5%

Industrials 0.5%

Utilities 0.4%

Consumer Discretionary 0.3%

Consumer Staples 0.3%

Healthcare 0.1%

Other/Unmapped 92.1%

Full portfolio 59 positions

					Streak
VTI VANGUARD INDEX FUNDS	$27,512,751	15.27%	74,351	$3,300,980	Down ×1
DFSV Dimensional ETF Trust	$19,846,322	11.02%	511,635	$3,013,702	Up ×6
VEA VANGUARD TAX-MANAGED FUNDS	$15,539,757	8.63%	218,102	$1,393,850	Down ×1
SCHR SCHWAB STRATEGIC TRUST	$12,388,543	6.88%	502,374	$1,324,218	Up ×6
DFGX Dimensional Global ex US Core Fixed Income ETF	$11,784,800	6.54%	219,887		Up ×1
DFEM Dimensional ETF Trust	$10,671,576	5.92%	262,588	$2,470,270	Up ×6
SCHO SCHWAB STRATEGIC TRUST	$8,140,780	4.52%	337,232		Up ×1
DFSU Dimensional ETF Trust	$7,284,352	4.04%	156,216		Up ×1
VCSH Vanguard Short-Term Corporate Bond ETF	$7,093,234	3.94%	89,754	$5,654,325	Up ×4
DISV Dimensional ETF Trust	$6,750,990	3.75%	168,228	$789,989	Up ×6
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$6,258,234	3.47%	75,720	$4,108,083	Up ×6
DFGR Dimensional ETF Trust	$5,487,150	3.05%	189,408	$749,132	Up ×6
AAPL Apple Inc. - Common Stock	$3,763,268	2.09%	13,005	$856,859	Up ×1
DFSB Dimensional ETF Trust	$3,755,672	2.08%	72,072		Up ×1
DFSI Dimensional ETF Trust	$3,345,879	1.86%	74,188		Up ×1
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$3,308,476	1.84%	132,392	$54,988	Up ×3
MUNI PIMCO ETF Trust	$2,806,631	1.56%	53,358	$761,357	Up ×5
NUDM Nushares ETF Trust	$2,657,808	1.48%	66,412	$-1,352,641	Down ×2
NUSC Nushares ETF Trust	$2,098,247	1.16%	40,258	$-1,113,675	Down ×1
DFSE Dimensional ETF Trust	$1,643,671	0.91%	33,627		Up ×1
NUEM Nushares ETF Trust	$1,568,990	0.87%	36,973	$-561,855	Down ×2
MSFT Microsoft Corporation - Common Stock	$1,315,508	0.73%	3,527	$8,759	Down ×4
DFUS Dimensional ETF Trust	$1,235,819	0.69%	15,082	$137,494	Down ×2
VCEB VANGUARD WORLD FUND	$870,356	0.48%	13,868	$-55,695	Down ×1
GOOG Alphabet Inc. - Class C Capital Stock	$705,247	0.39%	1,996	$135,256	Up ×1
COST Costco Wholesale Corporation - Common Stock	$686,882	0.38%	734	$14,126	Up ×1
INTC Intel Corporation - Common Stock	$562,755	0.31%	4,030		Up ×1
IVV iShares Trust	$539,641	0.30%	721	$56,535	Down ×1
EPC Edgewell Personal Care Company Common Stock	$537,200	0.30%	20,000		Up ×1
NKE Nike, Inc. Common Stock	$524,139	0.29%	12,768	$-139,364	Up ×1
SO Southern Company (The) Common Stock	$516,451	0.29%	5,396	$-7,653	Down ×1
MA Mastercard Incorporated Common Stock	$506,256	0.28%	986	$10,243	Down ×1
V Visa Inc.	$497,631	0.28%	1,450	$60,762	Up ×1
SPTI SPDR SERIES TRUST	$479,450	0.27%	16,888	$-1,163,166	Down ×6
GOOGL Alphabet Inc. - Class A Common Stock	$465,653	0.26%	1,303	$97,576	Up ×1
ENR Energizer Holdings, Inc. Common Stock	$454,311	0.25%	21,190		Up ×1
NULG Nushares ETF Trust	$438,858	0.24%	3,749	$27,173	Down ×2
VIG VANGUARD SPECIALIZED FUNDS	$431,450	0.24%	1,823	$-217,400	Down ×2
QQQ Invesco QQQ Trust, Series 1	$412,524	0.23%	560	$31,476	Down ×1
PG Procter & Gamble Company (The) Common Stock	$403,953	0.22%	2,755	$6,329	Up ×1
NULV Nushares ETF Trust	$377,624	0.21%	7,554	$-43,069	Down ×2
GIS General Mills, Inc. Common Stock	$327,645	0.18%	9,415		Up ×1
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$306,239	0.17%	612	$53,701	Up ×1
AVEM AMERICAN CENTURY ETF TRUST	$305,680	0.17%	3,168	$-782,956	Down ×4
JPM JP Morgan Chase & Co. Common Stock	$280,947	0.16%	858		Up ×1
CAT Caterpillar, Inc. Common Stock	$280,777	0.16%	264		Up ×1
POST Post Holdings, Inc. Common Stock	$264,780	0.15%	3,000		Up ×1
VUG VANGUARD INDEX FUNDS	$261,338	0.15%	3,034	$18,101	Up ×1
DFIV Dimensional ETF Trust	$243,468	0.14%	4,507	$5,589
NEE NextEra Energy, Inc. Common Stock	$240,480	0.13%	2,740	$-19,573	Down ×1
AMZN Amazon.com, Inc. - Common Stock	$233,097	0.13%	978		Up ×1
ABBV AbbVie Inc. Common Stock	$233,033	0.13%	926
MUB iShares Trust	$225,894	0.13%	2,099	$-1,585	Down ×2
BA Boeing Company (The) Common Stock	$223,614	0.12%	1,033	$21,997	Up ×1
NVDA NVIDIA Corporation - Common Stock	$221,309	0.12%	1,106		Up ×1
QCOM QUALCOMM Incorporated - Common Stock	$218,052	0.12%	1,180
UNP Union Pacific Corporation Common Stock	$216,398	0.12%	796
LMT Lockheed Martin Corporation Common Stock	$205,822	0.11%	404	$-37,747	Up ×1
SLYV SPDR SERIES TRUST	$201,526	0.11%	1,847	$-363,211	Down ×4
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
DFSV	$19,846,322	11.02%	up ×6
SCHR	$12,388,543	6.88%	up ×6
DFEM	$10,671,576	5.92%	up ×6
VCSH	$7,093,234	3.94%	up ×4
DISV	$6,750,990	3.75%	up ×6
VCIT	$6,258,234	3.47%	up ×6
DFGR	$5,487,150	3.05%	up ×6
SUSB	$3,308,476	1.84%	up ×3
MUNI	$2,806,631	1.56%	up ×5

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
DFGX	$11,784,800	219,887	6.54%
SCHO	$8,140,780	337,232	4.52%
DFSU	$7,284,352	156,216	4.04%
DFSB	$3,755,672	72,072	2.08%
DFSI	$3,345,879	74,188	1.86%
DFSE	$1,643,671	33,627	0.91%
INTC	$562,755	4,030	0.31%
EPC	$537,200	20,000	0.30%
ENR	$454,311	21,190	0.25%
GIS	$327,645	9,415	0.18%
JPM	$280,947	858	0.16%
CAT	$280,777	264	0.16%
POST	$264,780	3,000	0.15%
AMZN	$233,097	978	0.13%
ABBV	$233,033	926	0.13%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
VCSH	Bought more	+72K	+$5.7M
VCIT	Bought more	+50K	+$4.1M
VTI	Trimmed	-1K	+$3.3M
DFSV	Bought more	+31K	+$3.0M
DFEM	Bought more	+25K	+$2.5M
VEA	Trimmed	-3K	+$1.4M
NUDM	Trimmed	-45K	-$1.4M
SCHR	Bought more	+58K	+$1.3M
SPTI	Trimmed	-40K	-$1.2M
NUSC	Trimmed	-31K	-$1.1M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
AVDV	June 30, 2026	6,900	$689,034
HON	June 30, 2026	2,383	$538,541	-4.4%
REET	March 31, 2026	20,506	$511,625
UNP	Sept. 30, 2025	1,023	$235,418	17.7%
ABBV	March 31, 2026	997	$227,818	20.8%
XOM	June 30, 2026	1,262	$214,111	20.0%
QCOM	March 31, 2026	1,209	$206,799	43.6%
HD	Sept. 30, 2025	546	$200,044	-30.2%