13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002048774
Total reported value
$180.2M
$180.2M
41 檔
27.3%
In Q1 2025, Clarity Wealth Development LLC's U.S. equity holdings reached a combined market value of $180.2M, distributed across 41 disclosed stock positions.
During Q1 2025, Clarity Wealth Development LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.93% | -4.49% | +1.04% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.11% | -2.92% | -0.62% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 10.78% | -2.72% | +9.47% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 8.67% | -2.15% | +13.32% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.43% | -0.77% | +5.63% | |
| 6 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 4.23% | -1.79% | -3.91% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 4.12% | -1.12% | +8.28% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.01% | -0.82% | +4.35% | |
| 9 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 3.19% | -0.82% | +0.26% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.14% | -0.28% | -1.85% | |
| 11 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 2.97% | -1.46% | -2.40% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.40% | -1.07% | -10.52% | |
| 13 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.99% | -0.87% | -1.79% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.88% | +1.71% | +0.77% | |
| 15 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.83% | -0.11% | -6.01% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.34% | +0.33% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.32% | +2.77% | -0.72% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.24% | -0.21% | -6.21% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.17% | -0.98% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.99% | -0.72% | -6.00% | |
| 21 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.88% | -0.28% | +39.41% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | -0.29% | -3.62% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.62% | -0.56% | EXIT | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.12% | — | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.08% | -4.50% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.59% | -0.44% | EXIT | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.57% | -0.35% | -5.55% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.55% | -0.14% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.09% | — | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | -0.08% | -5.07% | |
| 31 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.39% | -0.13% | +6.90% | |
| 32 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.38% | -0.10% | +6.28% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | -0.08% | -13.16% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.04% | — | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.29% | -0.06% | -36.14% | |
| 36 | REET | Ishares Global Reit ETF | ETF-Other | 0.28% | — | — | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.26% | -0.04% | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.13% | NEW | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.25% | +0.12% | NEW | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | -0.05% | -4.49% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | -0.04% | -4.48% |
According to official SEC Form 13F filings, Clarity Wealth Development LLC reported a total U.S. public equity portfolio value of $180.2M across 41 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFSV) accounted for 27.3% of total reported equity market value during Q1 2025.
During Q1 2025, Clarity Wealth Development LLC's top holdings by market value included VTI (18.9%)、VEA (11.1%)、DFSV (10.8%). The largest single position, VTI, represented 18.9% of total portfolio value.
In Q1 2025, Clarity Wealth Development LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.