Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $27.5M | 15.3% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $19.8M | 11.0% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $15.5M | 8.6% |
| Schwab Strategic TRINT-TRM U.S TRES | INT-TRM U.S TRES | $12.4M | 6.9% |
| Dimensional ETF TrustINTL COR FIX ETF | INTL COR FIX ETF | $11.8M | 6.5% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $10.7M | 5.9% |
| Schwab Strategic TRSHT TM US TRES | SHT TM US TRES | $8.14M | 4.5% |
| Dimensional ETF TrustUS SUSTAINABILTY | US SUSTAINABILTY | $7.28M | 4.0% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $7.09M | 3.9% |
| Dimensional ETF TrustINTL SMALL CAP V | INTL SMALL CAP V | $6.75M | 3.7% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $6.26M | 3.5% |
| Dimensional ETF TrustGLOBAL REAL EST | GLOBAL REAL EST | $5.49M | 3.0% |
| Apple Inc.COM | COM | $3.76M | 2.1% |
| Dimensional ETF TrustGLOBAL SUSTAINA | GLOBAL SUSTAINA | $3.76M | 2.1% |
| Dimensional ETF TrustINTERNATIONAL | INTERNATIONAL | $3.35M | 1.9% |
| iShares TRESG AWRE 1 5 YR | ESG AWRE 1 5 YR | $3.31M | 1.8% |
| Pimco ETF TRINTER MUN BD ACT | INTER MUN BD ACT | $2.81M | 1.6% |
| Nushares ETF TRNUVEEN ESG INTL | NUVEEN ESG INTL | $2.66M | 1.5% |
| Nushares ETF TRNUVEEN ESG SMLCP | NUVEEN ESG SMLCP | $2.1M | 1.2% |
| Dimensional ETF TrustEMER MARK SU ETF | EMER MARK SU ETF | $1.64M | 0.9% |
| Nushares ETF TRNUVEEN ESG EMRGN | NUVEEN ESG EMRGN | $1.57M | 0.9% |
| Microsoft Corp.COM | COM | $1.32M | 0.7% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $1.24M | 0.7% |
| Vanguard World FDESG US CORP BD | ESG US CORP BD | $870K | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $705K | 0.4% |
| Costco Wholesale CorporationCOM | COM | $687K | 0.4% |
| Intel Corp.COM | COM | $563K | 0.3% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $540K | 0.3% |
| Edgewell Personal Care COCOM | COM | $537K | 0.3% |
| Nike Inc.CL B | CL B | $524K | 0.3% |
| Southern COCOM | COM | $516K | 0.3% |
| Mastercard IncorporatedCL A | CL A | $506K | 0.3% |
| Visa Inc.COM CL A | COM CL A | $498K | 0.3% |
| SPDR Series TrustST INTER ETF | ST INTER ETF | $479K | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $466K | 0.3% |
| Energizer Hldgs Inc.COM | COM | $454K | 0.3% |
| Nushares ETF TRNUVEEN ESG LRGCP | NUVEEN ESG LRGCP | $439K | 0.2% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $431K | 0.2% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $413K | 0.2% |
| Procter & Gamble COCOM | COM | $404K | 0.2% |
| Nushares ETF TRNUVEEN ESG LRGVL | NUVEEN ESG LRGVL | $378K | 0.2% |
| General Mills Inc.COM | COM | $328K | 0.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $306K | 0.2% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $306K | 0.2% |
| JPMORGAN Chase & COCOM | COM | $281K | 0.2% |
| Caterpillar Inc.COM | COM | $281K | 0.2% |
| Post Hldgs Inc.COM | COM | $265K | 0.1% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $261K | 0.1% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $243K | 0.1% |
| Nextera Energy Inc.COM | COM | $240K | 0.1% |
Vanguard Index FdsTOTAL STK MKT$27.5M
- Class
- TOTAL STK MKT
- Share
- 15.3%
Dimensional ETF TrustUS SMALL CAP ETF$19.8M
- Class
- US SMALL CAP ETF
- Share
- 11.0%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$15.5M
- Class
- VAN FTSE DEV MKT
- Share
- 8.6%
Schwab Strategic TRINT-TRM U.S TRES$12.4M
- Class
- INT-TRM U.S TRES
- Share
- 6.9%
Dimensional ETF TrustINTL COR FIX ETF$11.8M
- Class
- INTL COR FIX ETF
- Share
- 6.5%
Dimensional ETF TrustEMERGING MKTS CO$10.7M
- Class
- EMERGING MKTS CO
- Share
- 5.9%
Schwab Strategic TRSHT TM US TRES$8.14M
- Class
- SHT TM US TRES
- Share
- 4.5%
Dimensional ETF TrustUS SUSTAINABILTY$7.28M
- Class
- US SUSTAINABILTY
- Share
- 4.0%
Vanguard Scottsdale FdsSHRT TRM CORP BD$7.09M
- Class
- SHRT TRM CORP BD
- Share
- 3.9%
Dimensional ETF TrustINTL SMALL CAP V$6.75M
- Class
- INTL SMALL CAP V
- Share
- 3.7%
Vanguard Scottsdale FdsINT-TERM CORP$6.26M
- Class
- INT-TERM CORP
- Share
- 3.5%
Dimensional ETF TrustGLOBAL REAL EST$5.49M
- Class
- GLOBAL REAL EST
- Share
- 3.0%
Apple Inc.COM$3.76M
- Class
- COM
- Share
- 2.1%
Dimensional ETF TrustGLOBAL SUSTAINA$3.76M
- Class
- GLOBAL SUSTAINA
- Share
- 2.1%
Dimensional ETF TrustINTERNATIONAL$3.35M
- Class
- INTERNATIONAL
- Share
- 1.9%
iShares TRESG AWRE 1 5 YR$3.31M
- Class
- ESG AWRE 1 5 YR
- Share
- 1.8%
Pimco ETF TRINTER MUN BD ACT$2.81M
- Class
- INTER MUN BD ACT
- Share
- 1.6%
Nushares ETF TRNUVEEN ESG INTL$2.66M
- Class
- NUVEEN ESG INTL
- Share
- 1.5%
Nushares ETF TRNUVEEN ESG SMLCP$2.1M
- Class
- NUVEEN ESG SMLCP
- Share
- 1.2%
Dimensional ETF TrustEMER MARK SU ETF$1.64M
- Class
- EMER MARK SU ETF
- Share
- 0.9%
Nushares ETF TRNUVEEN ESG EMRGN$1.57M
- Class
- NUVEEN ESG EMRGN
- Share
- 0.9%
Microsoft Corp.COM$1.32M
- Class
- COM
- Share
- 0.7%
Dimensional ETF TrustUS EQUI MARK ETF$1.24M
- Class
- US EQUI MARK ETF
- Share
- 0.7%
Vanguard World FDESG US CORP BD$870K
- Class
- ESG US CORP BD
- Share
- 0.5%
Alphabet Inc.CAP STK CL C$705K
- Class
- CAP STK CL C
- Share
- 0.4%
Costco Wholesale CorporationCOM$687K
- Class
- COM
- Share
- 0.4%
Intel Corp.COM$563K
- Class
- COM
- Share
- 0.3%
iShares TRCORE S&P500 ETF$540K
- Class
- CORE S&P500 ETF
- Share
- 0.3%
Edgewell Personal Care COCOM$537K
- Class
- COM
- Share
- 0.3%
Nike Inc.CL B$524K
- Class
- CL B
- Share
- 0.3%
Southern COCOM$516K
- Class
- COM
- Share
- 0.3%
Mastercard IncorporatedCL A$506K
- Class
- CL A
- Share
- 0.3%
Visa Inc.COM CL A$498K
- Class
- COM CL A
- Share
- 0.3%
SPDR Series TrustST INTER ETF$479K
- Class
- ST INTER ETF
- Share
- 0.3%
Alphabet Inc.CAP STK CL A$466K
- Class
- CAP STK CL A
- Share
- 0.3%
Energizer Hldgs Inc.COM$454K
- Class
- COM
- Share
- 0.3%
Nushares ETF TRNUVEEN ESG LRGCP$439K
- Class
- NUVEEN ESG LRGCP
- Share
- 0.2%
Vanguard Specialized FundsDIV APP ETF$431K
- Class
- DIV APP ETF
- Share
- 0.2%
Invesco Qqq TRUNIT SER 1$413K
- Class
- UNIT SER 1
- Share
- 0.2%
Procter & Gamble COCOM$404K
- Class
- COM
- Share
- 0.2%
Nushares ETF TRNUVEEN ESG LRGVL$378K
- Class
- NUVEEN ESG LRGVL
- Share
- 0.2%
General Mills Inc.COM$328K
- Class
- COM
- Share
- 0.2%
Berkshire Hathaway Inc. DelCL B NEW$306K
- Class
- CL B NEW
- Share
- 0.2%
American Centy ETF TRAVANTIS EMGMKT$306K
- Class
- AVANTIS EMGMKT
- Share
- 0.2%
JPMORGAN Chase & COCOM$281K
- Class
- COM
- Share
- 0.2%
Caterpillar Inc.COM$281K
- Class
- COM
- Share
- 0.2%
Post Hldgs Inc.COM$265K
- Class
- COM
- Share
- 0.1%
Vanguard Index FdsGROWTH ETF$261K
- Class
- GROWTH ETF
- Share
- 0.1%
Dimensional ETF TrustINTERNATNAL VAL$243K
- Class
- INTERNATNAL VAL
- Share
- 0.1%
Nextera Energy Inc.COM$240K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 59 positions by value, with holdings of the same security combined. The 59 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2048774
- File number
- 028-24867
- Options
- 0 call, 0 put
- In the 25 largest
- 93.2%
- Prior quarter
- $123M at 31 March 2026
- Positions opened
- 18
- Positions closed
- 3
Common questions
What are Clarity Wealth Development’s 13F holdings worth?
$180 million across 59 positions for the quarter ended 30 June 2026.
What is Clarity Wealth Development’s largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $27.5 million, or 15.3% of reported 13F value, as of 30 June 2026.
How concentrated is Clarity Wealth Development’s 13F portfolio?
The ten largest positions accounted for 70.5% of reported value and the twenty-five largest for 93.2%, across 59 positions as of 30 June 2026.
Does Form 13F show everything Clarity Wealth Development manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Clarity Wealth Development file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.