Investor
Clarity Wealth Development LLC
CIK 0002048774 · filed 2026-04-22 · SEC filing
13F book
$122.5M
Positions
44
2 new · 3 sold
Largest name
19.8%
Vanguard Index Fds
Est. mark
−$8.65K
Price effect on 42 names still held. Flow $4.31M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 75.5K | $24.2M | 19.8% | −$1.03M | Added$302.1K |
| Dimensional Etf Trust | — | 480.4K | $16.8M | 13.7% | $974.7K | Added$1.92M |
| Vanguard Tax-Managed Fds | — | 220.8K | $14.1M | 11.5% | $342.8K | Added$845.4K |
| Schwab Strategic Tr | — | 444.2K | $11.1M | 9.0% | −$65.8K | Added$1.36M |
| Dimensional Etf Trust | — | 237.4K | $8.2M | 6.7% | $329.4K | Added$789.8K |
| Dimensional Etf Trust | — | 151.1K | $5.96M | 4.9% | $210.3K | Added$412.2K |
| Dimensional Etf Trust | — | 178.3K | $4.74M | 3.9% | $27.4K | Added$213.8K |
| Nushares Etf Tr | — | 111.1K | $4.01M | 3.3% | −$11.1K | Cut−$26.6K |
| Ishares Tr | — | 129.8K | $3.25M | 2.7% | −$22.3K | Added$43.5K |
| Nushares Etf Tr | — | 71.3K | $3.21M | 2.6% | $29K | Added$54.1K |
| Apple Inc. | AAPL | 11.5K | $2.91M | 2.4% | −$206.9K | Cut−$217.8K |
| Vanguard Scottsdale Fds | — | 26K | $2.15M | 1.8% | −$25.3K | Added$29.7K |
| Nushares Etf Tr | — | 58K | $2.13M | 1.7% | $67.2K | Cut$45.2K |
| Pimco Etf Tr | — | 39.2K | $2.05M | 1.7% | −$8.47K | Added$27.9K |
| Spdr Series Trust | — | 57.3K | $1.64M | 1.3% | −$10.3K | Cut−$113.5K |
| Vanguard Scottsdale Fds | — | 18.2K | $1.44M | 1.2% | −$8.19K | Added$18.9K |
| Microsoft Corp | MSFT | 3.53K | $1.31M | 1.1% | −$400.5K | Cut−$448.9K |
| Dimensional Etf Trust | — | 15.5K | $1.1M | 0.9% | −$50.5K | Cut−$78.1K |
| American Centy Etf Tr | — | 13.5K | $1.09M | 0.9% | $48.1K | Cut$5.81K |
| Vanguard World Fd | — | 14.7K | $926.1K | 0.8% | −$11.4K | Added$17.1K |
| American Centy Etf Tr | — | 6.9K | $689K | 0.6% | $40.6K | Cut$6.15K |
| Costco Whsl Corp New | — | 675 | $672.8K | 0.5% | $90.5K | Held |
| NIKE, Inc. | NKE | 12.6K | $663.5K | 0.5% | −$136.8K | Held |
| Vanguard Specialized Funds | — | 3.02K | $648.9K | 0.5% | −$14.2K | Cut−$80.4K |
| Alphabet Inc | — | 1.99K | $570K | 0.5% | −$53.5K | Cut−$95.6K |
| Spdr Series Trust | — | 5.97K | $564.7K | 0.5% | $21.6K | Cut−$31.6K |
| Honeywell Intl Inc | — | 2.38K | $538.5K | 0.4% | $73.7K | Held |
| Southern Co | — | 5.43K | $524.1K | 0.4% | $50.6K | Held |
| Mastercard Inc | MA | 993 | $496K | 0.4% | −$70.7K | Held |
| Ishares Tr | — | 740 | $483.1K | 0.4% | −$23.5K | Held |
| Visa Inc. | V | 1.45K | $436.9K | 0.4% | −$70.1K | Held |
| Nushares Etf Tr | — | 9.25K | $420.7K | 0.3% | $4.16K | Cut−$11.4K |
| Nushares Etf Tr | — | 4.53K | $411.7K | 0.3% | −$31.1K | Cut−$34.7K |
| Procter And Gamble Co | PG | 2.75K | $397.6K | 0.3% | $3.11K | Held |
| Invesco Qqq Tr | — | 660 | $381K | 0.3% | −$24.5K | Held |
| Alphabet Inc | — | 1.28K | $368.1K | 0.3% | −$32.6K | Held |
| Nextera Energy Inc | — | 2.8K | $260.1K | 0.2% | $35.3K | Held |
| Berkshire Hathaway Inc Del | — | 527 | $252.5K | 0.2% | −$12.4K | Held |
| Lockheed Martin Corp | LMT | 403 | $243.6K | 0.2% | — | New |
| Vanguard Growth Etf | — | 557 | $243.2K | 0.2% | −$28.4K | Cut−$36.7K |
| Dimensional Etf Trust | — | 4.51K | $237.9K | 0.2% | $13K | Held |
| Ishares Tr | — | 2.14K | $227.5K | 0.2% | −$2.06K | Cut−$4.95K |
| Exxon Mobil Corp | — | 1.26K | $214.1K | 0.2% | — | New |
| Boeing Co | — | 1.01K | $201.6K | 0.2% | −$18.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.