§ 13F · FUND PROFILE
Clarity Wealth Development LLC.
AUM · $180M (13F)Positions · 59Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$40M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 74K | $28M | 15.3% | −1% |
| 2 | DFSV | DIMENSIONAL ETF TRUST | 512K | $20M | 11.0% | +7% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 218K | $16M | 8.6% | −1% |
| 4 | SCHR | SCHWAB STRATEGIC TR | 502K | $12M | 6.9% | +13% |
| 5 | DFGX | DIMENSIONAL ETF TRUST | 220K | $12M | 6.5% | NEW |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 263K | $11M | 5.9% | +11% |
| 7 | SCHO | SCHWAB STRATEGIC TR | 337K | $8M | 4.5% | NEW |
| 8 | DFSU | DIMENSIONAL ETF TRUST | 156K | $7M | 4.0% | NEW |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 90K | $7M | 3.9% | +394% |
| 10 | DISV | DIMENSIONAL ETF TRUST | 168K | $7M | 3.7% | +11% |
§ 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 $180 million in assets. The fund runs a portfolio of 59 positions.
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