§ 13F · FUND PROFILE
Clarity Wealth Development LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $111M (13F)Positions · 45Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$458K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 75K | $24M | 19.8% | +6% |
| 2 | DFSV | DIMENSIONAL ETF TRUST | 480K | $17M | 13.7% | +6% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 221K | $14M | 11.5% | +4% |
| 4 | SCHR | SCHWAB STRATEGIC TR | 444K | $11M | 9.0% | +15% |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 237K | $8M | 6.7% | +6% |
| 6 | DISV | DIMENSIONAL ETF TRUST | 151K | $6M | 4.9% | +4% |
| 7 | DFGR | DIMENSIONAL ETF TRUST | 178K | $5M | 3.9% | +4% |
| 8 | NUDM | NUSHARES ETF TR | 111K | $4M | 3.3% | ±0% |
| 9 | SUSB | ISHARES TR | 130K | $3M | 2.7% | +2% |
| 10 | NUSC | NUSHARES ETF TR | 71K | $3M | 2.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARITY SIGNAL
AC read
Clarity Wealth Development LLC is a Other fund managing $111 million in assets. The fund runs a portfolio of 45 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed