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CIK: 0002048774
Total reported value
$180.2M
$180.2M
45 檔
35.1%
At the close of Q3 2025, Clarity Wealth Development LLC disclosed equity holdings valued at approximately $180.2M, spread across 45 reported holdings.
Clarity Wealth Development LLC executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 1 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.52% | -4.49% | +3.08% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 11.62% | -2.72% | +6.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.98% | -2.92% | +3.09% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.92% | -2.15% | +4.21% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.98% | -0.77% | +5.72% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 4.26% | -1.12% | +5.05% | |
| 7 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 3.84% | -1.79% | -2.91% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.64% | -0.82% | +5.97% | |
| 9 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 2.88% | -1.46% | -1.78% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.83% | -0.28% | -12.07% | |
| 11 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 2.76% | -0.82% | -0.34% | |
| 12 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.97% | -0.87% | -2.85% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.34% | -4.49% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.76% | +1.71% | +10.08% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.73% | -1.07% | -4.75% | |
| 16 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.61% | -0.11% | +5.26% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.19% | +2.77% | +10.43% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.07% | -0.21% | -11.24% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.01% | -0.72% | -2.80% | |
| 20 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.79% | -0.28% | -0.85% | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.76% | -0.25% | -0.26% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.29% | -12.95% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.60% | -0.56% | EXIT | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.17% | -25.33% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.54% | -0.35% | -4.34% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | -0.08% | -2.30% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.12% | -2.48% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 0.46% | -0.44% | EXIT | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.09% | — | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.46% | -0.14% | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.08% | -7.27% | |
| 32 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.42% | -0.10% | +4.14% | |
| 33 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.38% | -0.13% | +2.59% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | -0.08% | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.10% | -2.15% | |
| 36 | REET | Ishares Global Reit ETF | ETF-Other | 0.32% | — | +28.14% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | -0.04% | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | -0.05% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.04% | — | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.21% | -0.08% | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.21% | -0.06% | -13.24% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.13% | NEW | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.20% | -0.04% | -21.04% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.20% | +0.12% | NEW | |
| 45 | DFIV | Dimensional International Va | ETF-Other | 0.19% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.6% | +3.08% | Add |
| 2 | DFSV | Dimensional US Small Cap Val | +0.8% | +6.09% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.6% | +5.72% | Add |
| 4 | MSFT | Microsoft CORP | +0.5% | -4.49% | Add |
| 5 | DISV | Dimensional International Sm | +0.1% | +5.05% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -2.30% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 8 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | +4.14% | Add |
| 9 | REET | Ishares Global Reit ETF | 0% | +28.14% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 11 | AVEM | Avantis Emerging Markets Eq | 0% | -2.80% | Trim |
| 12 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 13 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 14 | NULV | Nuveen Esg Large-cap Val ETF | 0% | +2.59% | Add |
| 15 | NUEM | Nuveen Esg Emerging Markets | 0% | -2.85% | Trim |
| 16 | AVDV | Avantis Intl S/c Value ETF | 0% | -3.47% | Trim |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -4.34% | Trim |
| 18 | BA | Boeing Co/the | -0.1% | -21.04% | Trim |
| 19 | ABBV | Abbvie Inc | -0.1% | -10.34% | Trim |
| 20 | MUB | Ishares National Muni Bond E | -0.1% | -13.24% | Trim |
| 21 | NUSC | Nuveen Esg Small-cap ETF | -0.1% | -1.78% | Trim |
| 22 | VCEB | Vanguard Esg US CORP Bond | -0.1% | -0.85% | Add |
| 23 | SO | Southern Co/the | -0.1% | — | Unchanged |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Trim |
| 25 | VCIT | Vanguard Int-term Corporate | -0.1% | +10.08% | Add |
| 26 | MA | Mastercard Inc - A | -0.1% | -2.48% | Trim |
| 27 | VEA | Vanguard Ftse Developed ETF | -0.1% | +3.09% | Add |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +10.43% | Add |
| 29 | HON | Honeywell International Inc | -0.1% | -3.21% | Trim |
| 30 | V | Visa Inc-class A Shares | -0.1% | -7.27% | Trim |
| 31 | DFUS | Dimensional US Eq Mkt ETF | -0.2% | -11.24% | Trim |
| 32 | MUNI | Pimco Intermediate Municipal | -0.2% | +5.26% | Add |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -12.95% | Trim |
| 34 | AAPL | Apple Inc | -0.3% | -12.07% | Trim |
| 35 | DFGR | Dim Global Real Estate ETF | -0.4% | +5.97% | Add |
| 36 | NUDM | Nuveen Esg Intl Devel Mrk Eq | -0.4% | -2.91% | Trim |
| 37 | SUSB | Ishares Esg Aware 1-5 Year U | -0.4% | -0.34% | Add |
| 38 | COST | Costco Wholesale CORP | -0.5% | -25.33% | Trim |
| 39 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.7% | -4.75% | Trim |
| 40 | SCHR | Schwab Intermediate-term US | -0.8% | +4.21% | Add |
| 41 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 42 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 43 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 44 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 45 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 46 | DFIV | Dimensional International Va | — | NEW | New buy |
According to official SEC Form 13F filings, Clarity Wealth Development LLC reported a total U.S. public equity portfolio value of $180.2M across 45 disclosed positions in Q3 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 35.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
NKE
市值: $844.7K
Top Position Liquidated / Trimmed
UNP
前期市值: $220.7K
During Q3 2025, Clarity Wealth Development LLC's top holdings by market value included VTI (20.5%)、DFSV (11.6%)、VEA (11.0%). The largest single position, VTI, represented 20.5% of total portfolio value.
In Q3 2025, Clarity Wealth Development LLC made 41 total portfolio adjustments, initiating 5 new buys, adding to 16 positions, trimming 19 holdings, and fully liquidating 1 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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