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CIK: 0002048774
Total reported value
$180.2M
$180.2M
44 檔
41.3%
According to the latest 13F quarterly dataset, Clarity Wealth Development LLC managed an equity portfolio of $180.2M at the end of Q1 2026, spanning 44 distinct U.S. exchange-listed positions.
Clarity Wealth Development LLC executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 3 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.76% | -4.49% | +5.83% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 13.74% | -2.72% | +5.96% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.55% | -2.92% | +3.68% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 9.03% | -2.15% | +14.84% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.69% | -0.77% | +5.95% | |
| 6 | DISV | Dimensional International Sm | ETF-Other | 4.87% | -1.12% | +3.51% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.87% | -0.82% | +4.10% | |
| 8 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 3.27% | -1.79% | -0.38% | |
| 9 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 2.66% | -0.82% | +2.06% | |
| 10 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 2.62% | -1.46% | +0.79% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.28% | -0.35% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.76% | +1.71% | +2.63% | |
| 13 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.74% | -0.87% | -1.05% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.67% | -0.11% | +1.81% | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.34% | -1.07% | -5.87% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.17% | +2.77% | +1.92% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.34% | -2.75% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.90% | -0.21% | -2.35% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.89% | -0.72% | -3.90% | |
| 20 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.76% | -0.28% | +3.18% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.56% | -0.56% | EXIT | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.17% | — | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.54% | -0.25% | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.29% | -9.07% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.08% | -6.32% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.46% | -0.35% | -8.91% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.44% | EXIT | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.43% | -0.14% | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.12% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.09% | — | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.08% | — | |
| 32 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.34% | -0.13% | -3.60% | |
| 33 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.34% | -0.10% | -0.81% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.10% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | -0.08% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | -0.04% | — | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.21% | -0.08% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.04% | — | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.20% | -0.09% | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.20% | -0.05% | -2.96% | |
| 41 | DFIV | Dimensional International Va | ETF-Other | 0.19% | -0.05% | — | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.19% | -0.06% | -1.24% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.17% | EXIT | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.16% | -0.04% | — |
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 Q1 2026.
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 41.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
LMT
市值: $243.6K
Top Position Liquidated / Trimmed
REET
前期市值: $511.6K
During Q1 2026, Clarity Wealth Development LLC's top holdings by market value included VTI (19.8%)、DFSV (13.7%)、VEA (11.6%). The largest single position, VTI, represented 19.8% of total portfolio value.
In Q1 2026, Clarity Wealth Development LLC made 33 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 15 holdings, and fully liquidating 3 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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