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Clarity Wealth Development LLC
Period ended Sep 30, 2026 · Latest filing Oct 22, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $177,059,033
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $28,055,271
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $15,447,975
- DIMENSIONAL ETF TRUST · INTL COR FIX ETF · 25434V575 · shares: $15,132,854
- SCHWAB STRATEGIC TR · INT-TRM U.S TRES · 808524854 · shares: $13,711,398
- DIMENSIONAL ETF TRUST · US SUSTAINABILTY · 25434V716 · shares: $11,717,170
- SCHWAB STRATEGIC TR · SHT TM US TRES · 808524862 · shares: $11,653,701
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $10,566,195
- VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD · 92206C409 · shares: $8,761,612
- DIMENSIONAL ETF TRUST · GLOBAL SUSTAINA · 25434V674 · shares: $7,919,661
- VANGUARD SCOTTSDALE FDS · INT-TERM CORP · 92206C870 · shares: $7,411,252
Reported holdings
50 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 74,966 shares | $28,055,271 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 218,779 shares | $15,447,975 |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | 25434V575 | — | 295,919 shares | $15,132,854 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 578,540 shares | $13,711,398 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 248,403 shares | $11,717,170 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 488,420 shares | $11,653,701 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 266,017 shares | $10,566,195 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 113,419 shares | $8,761,612 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | — | 159,833 shares | $7,919,661 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 94,640 shares | $7,411,252 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 169,768 shares | $7,349,257 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 195,100 shares | $5,277,455 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | — | 111,550 shares | $5,038,714 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 84,263 shares | $4,187,028 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | — | 141,718 shares | $3,462,171 |
| APPLE INC | COM | 037833100 | — | 9,605 shares | $3,198,695 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | 25434V682 | — | 55,039 shares | $2,661,136 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 | — | 37,093 shares | $1,472,963 |
| MICROSOFT CORP | COM | 594918104 | — | 2,871 shares | $1,472,489 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 14,855 shares | $1,233,411 |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 67092P888 | — | 21,696 shares | $924,028 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | — | 16,063 shares | $779,457 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,759 shares | $599,362 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 635 shares | $578,173 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 721 shares | $551,862 |
| EDGEWELL PERSONAL CARE CO | COM | 28035Q102 | — | 20,000 shares | $539,600 |
| INTEL CORP | COM | 458140100 | — | 4,030 shares | $484,566 |
| ENERGIZER HLDGS INC | COM | 29272W109 | — | 21,190 shares | $453,252 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,303 shares | $448,336 |
| NIKE INC | CL B | 654106103 | — | 12,385 shares | $438,414 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,794 shares | $418,649 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 515 shares | $381,122 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 2,577 shares | $374,390 |
| SOUTHERN CO | COM | 842587107 | — | 4,333 shares | $359,162 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 596 shares | $328,941 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 612 shares | $304,745 |
| GENERAL MILLS INC | COM | 370334104 | — | 9,415 shares | $302,790 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 858 shares | $283,951 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 3,034 shares | $273,382 |
| VISA INC | COM CL A | 92826C839 | — | 757 shares | $272,170 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | — | 2,322 shares | $263,988 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 4,507 shares | $251,761 |
| QUALCOMM INC | COM | 747525103 | — | 1,339 shares | $246,430 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 3,464 shares | $221,315 |
| POST HLDGS INC | COM | 737446104 | — | 3,000 shares | $218,550 |
| ABBVIE INC | COM | 00287Y109 | — | 810 shares | $211,842 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 2,251 shares | $211,639 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 404 shares | $205,737 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 879 shares | $200,746 |
| CATERPILLAR INC | COM | 149123101 | — | 247 shares | $200,265 |