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CIK: 0002048774
Total reported value
$180.2M
$180.2M
44 檔
31.0%
As reported in its official Q2 2025 Form 13F filing, Clarity Wealth Development LLC's tracked investment portfolio stood at $180.2M with 44 total positions.
During Q2 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 | 19.75% | -4.49% | +4.95% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 11.16% | -2.72% | +4.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.86% | -2.92% | +1.62% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 8.29% | -2.15% | +7.49% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.56% | -0.77% | +2.63% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 4.08% | -1.12% | +1.97% | |
| 7 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 4.00% | -1.79% | -1.54% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.72% | -0.82% | +1.75% | |
| 9 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 3.03% | -0.82% | +5.99% | |
| 10 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 2.92% | -1.46% | +0.89% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.70% | -0.28% | +0.02% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.98% | -1.07% | -7.25% | |
| 13 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.98% | -0.87% | -1.71% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.34% | +26.37% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.73% | +1.71% | +1.61% | |
| 16 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.65% | -0.11% | +0.72% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.19% | -0.21% | -3.25% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.18% | +2.77% | -0.73% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.00% | -0.72% | — | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.17% | -0.33% | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.89% | -0.25% | — | |
| 22 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.86% | -0.28% | +8.45% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.29% | -7.92% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.61% | -0.56% | EXIT | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.57% | -0.44% | EXIT | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.12% | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.08% | — | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.55% | -0.35% | — | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.49% | -0.14% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.09% | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.10% | — | |
| 32 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.41% | -0.10% | +3.08% | |
| 33 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.39% | -0.13% | +3.64% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.08% | -3.30% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | -0.08% | — | |
| 36 | REET | Ishares Global Reit ETF | ETF-Other | 0.27% | — | +4.59% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.27% | -0.04% | — | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.26% | -0.06% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.04% | -8.67% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | -0.05% | — | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.23% | +0.12% | NEW | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | -0.04% | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.13% | NEW | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | — | — |
According to official SEC Form 13F filings, Clarity Wealth Development LLC reported a total U.S. public equity portfolio value of $180.2M across 44 disclosed positions in Q2 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, DFSV, VEA) accounted for 31.0% of total reported equity market value during Q2 2025.
During Q2 2025, Clarity Wealth Development LLC's top holdings by market value included VTI (19.8%)、DFSV (11.2%)、VEA (10.9%). The largest single position, VTI, represented 19.8% of total portfolio value.
In Q2 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.
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