Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clarity Wealth Development LLC (CIK 2048774) reported $122.5M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($24.2M, 19.76%), DFSV ($16.8M, 13.74%), VEA ($14.1M, 11.55%), SCHR ($11.1M, 9.03%), DFEM ($8.2M, 6.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $24.2M | 19.76% | 75,471 | Added |
| 2 | DFSV | DIMENSIONAL ETF TRUST | $16.8M | 13.74% | 480,383 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $14.1M | 11.55% | 220,754 | Added |
| 4 | SCHR | SCHWAB STRATEGIC TR | $11.1M | 9.03% | 444,172 | Added |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $8.2M | 6.69% | 237,375 | Added |
| 6 | DISV | DIMENSIONAL ETF TRUST | $6.0M | 4.87% | 151,141 | Added |
| 7 | DFGR | DIMENSIONAL ETF TRUST | $4.7M | 3.87% | 178,255 | Added |
| 8 | NUDM | NUSHARES ETF TR | $4.0M | 3.27% | 111,062 | Trimmed |
| 9 | SUSB | ISHARES TR | $3.3M | 2.66% | 129,802 | Added |
| 10 | NUSC | NUSHARES ETF TR | $3.2M | 2.62% | 71,281 | Added |
| 11 | AAPL | APPLE INC | $2.9M | 2.37% | 11,452 | Trimmed |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $2.2M | 1.76% | 25,984 | Added |
| 13 | NUEM | NUSHARES ETF TR | $2.1M | 1.74% | 58,000 | Trimmed |
| 14 | MUNI | PIMCO ETF TR | $2.0M | 1.67% | 39,189 | Added |
| 15 | SPTI | SPDR SERIES TRUST | $1.6M | 1.34% | 57,314 | Trimmed |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $1.4M | 1.17% | 18,152 | Added |
| 17 | MSFT | MICROSOFT CORP | $1.3M | 1.07% | 3,530 | Trimmed |
| 18 | DFUS | DIMENSIONAL ETF TRUST | $1.1M | 0.90% | 15,489 | Trimmed |
| 19 | AVEM | AMERICAN CENTY ETF TR | $1.1M | 0.89% | 13,510 | Trimmed |
| 20 | VCEB | VANGUARD WORLD FD | $926,051 | 0.76% | 14,739 | Added |
| 21 | AVDV | AMERICAN CENTY ETF TR | $689,034 | 0.56% | 6,900 | Trimmed |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $672,756 | 0.55% | 675 | Hold |
| 23 | NKE | NIKE INC | $663,503 | 0.54% | 12,562 | Hold |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $648,850 | 0.53% | 3,017 | Trimmed |
| 25 | GOOG | ALPHABET INC | $569,991 | 0.47% | 1,987 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31