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CIK: 0002048774
Total reported value
$180.2M
$180.2M
45 檔
38.4%
As reported in its official Q4 2025 Form 13F filing, Clarity Wealth Development LLC's tracked investment portfolio stood at $180.2M with 45 total positions.
In Q4 2025, Clarity Wealth Development LLC displayed an active expansion posture, initiating 0 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.23% | -4.49% | +6.00% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 12.61% | -2.72% | +12.25% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.25% | -2.92% | +7.94% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 8.21% | -2.15% | +11.51% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.27% | -0.77% | +12.72% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 4.69% | -1.12% | +11.51% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.83% | -0.82% | +16.17% | |
| 8 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 3.42% | -1.79% | +1.51% | |
| 9 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 2.72% | -0.82% | +5.67% | |
| 10 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 2.67% | -1.46% | +0.19% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.64% | -0.28% | -1.26% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.79% | +1.71% | +10.04% | |
| 13 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.76% | -0.87% | +0.90% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.71% | -0.11% | +13.62% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.49% | -1.07% | -7.39% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.34% | -0.87% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.20% | +2.77% | +8.60% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.00% | -0.21% | — | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.92% | -0.72% | -1.74% | |
| 20 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.77% | -0.28% | +5.99% | |
| 21 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.68% | -0.25% | +0.28% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | -0.29% | +2.19% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.58% | -0.56% | EXIT | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | -0.08% | — | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.50% | -0.35% | -1.22% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.17% | — | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.12% | +0.81% | |
| 28 | REET | Ishares Global Reit ETF | ETF-Other | 0.43% | — | +45.95% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.08% | -0.69% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.09% | — | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.40% | -0.14% | +0.63% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.39% | -0.44% | EXIT | |
| 33 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.38% | -0.10% | +0.82% | |
| 34 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.37% | -0.13% | +1.30% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | -0.08% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.04% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.10% | +0.62% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | -0.05% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.04% | — | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.20% | -0.06% | +0.37% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | +0.13% | NEW | |
| 42 | DFIV | Dimensional International Va | ETF-Other | 0.19% | -0.05% | — | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.19% | -0.08% | — | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.19% | -0.04% | — | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.17% | +0.12% | NEW |
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 Q4 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 38.4% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $3.1M
During Q4 2025, Clarity Wealth Development LLC's top holdings by market value included VTI (20.2%)、DFSV (12.6%)、VEA (11.3%). The largest single position, VTI, represented 20.2% of total portfolio value.
In Q4 2025, Clarity Wealth Development LLC made 31 total portfolio adjustments, initiating 0 new buys, adding to 24 positions, trimming 7 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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