Clarity Wealth Development LLC
CIK: 0002048774SEC EDGAR →
Portfolio Value
$118.2M
Holdings
45
As of
Q4 2025
New Positions
3
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 71,315 | $23.9M | 20.23% |
| 2 | DIMENSIONAL ETF TRUST | 453,367 | $14.9M | 12.61% |
| 3 | VANGUARD TAX-MANAGED FDS | 212,910 | $13.3M | 11.25% |
| 4 | SCHWAB STRATEGIC TR | 386,777 | $9.7M | 8.21% |
| 5 | DIMENSIONAL ETF TRUST | 224,048 | $7.4M | 6.27% |
| 6 | DIMENSIONAL ETF TRUST | 146,020 | $5.5M | 4.69% |
| 7 | DIMENSIONAL ETF TRUST | 171,241 | $4.5M | 3.83% |
| 8 | NUSHARES ETF TR | 111,489 | $4.0M | 3.42% |
| 9 | ISHARES TR | 127,177 | $3.2M | 2.71% |
| 10 | NUSHARES ETF TR | 70,724 | $3.2M | 2.67% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $108.0M | 91.4% |
| Technology | 3 | $5.1M | 4.3% |
| Communication Services | 2 | $1.1M | 0.9% |
| Consumer Defensive | 2 | $976K | 0.8% |
| Consumer Cyclical | 1 | $800K | 0.7% |
| Utilities | 2 | $697K | 0.6% |
| Industrials | 2 | $683K | 0.6% |
| Unknown | 2 | $669K | 0.6% |
| Healthcare | 1 | $227K | 0.2% |