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
$177.1M
$177.1M
59 檔
49.2%
The Q2 2026 SEC filing reveals that Clarity Wealth Development LLC held a total portfolio value of $177.1M, covering 59 public equity positions.
In Q2 2026, Clarity Wealth Development LLC displayed an active expansion posture, initiating 18 new positions and adding to 20 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 | 15.27% | +0.58% | -1.48% | |
| 2 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 11.02% | -11.02% | EXIT | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.63% | +0.09% | -1.20% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 6.88% | +0.86% | +13.10% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.54% | +2.01% | — | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.92% | +0.05% | +10.62% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.52% | +2.06% | — | |
| 8 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 4.04% | +2.58% | — | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.94% | +1.01% | +394.46% | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 3.75% | +0.40% | +11.31% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.47% | +0.72% | +191.41% | |
| 12 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.05% | -0.07% | +6.26% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.09% | -0.28% | +13.56% | |
| 14 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 2.08% | +2.39% | — | |
| 15 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.86% | +0.99% | — | |
| 16 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.84% | +0.12% | +2.00% | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.56% | +0.80% | +36.16% | |
| 18 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 1.48% | -0.65% | -40.20% | |
| 19 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.16% | -0.72% | -43.52% | |
| 20 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.91% | +0.59% | — | |
| 21 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.87% | -0.35% | -36.25% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | +0.10% | -0.09% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.69% | +0.01% | -2.63% | |
| 24 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.48% | -0.48% | EXIT | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | -0.05% | +0.45% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.05% | +8.74% | |
| 27 | INTC | Intel CORP | Stock-Tech | 0.31% | -0.04% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | -2.57% | |
| 29 | EPC | Edgewell Personal Care Co | Stock-Other | 0.30% | — | — | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.29% | -0.04% | +1.64% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.29% | -0.09% | -0.63% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.09% | -0.70% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | -0.13% | +0.35% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.27% | -0.27% | EXIT | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.01% | +1.80% | |
| 36 | ENR | Energizer Holdings Inc | Stock-Other | 0.25% | +0.01% | — | |
| 37 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.24% | -0.09% | -17.19% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | — | -39.58% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | -0.01% | -15.15% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.01% | +0.07% | |
| 41 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.21% | -0.21% | EXIT | |
| 42 | GIS | General Mills Inc | Stock-Consumer Staples | 0.18% | -0.01% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | +16.13% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.17% | -0.05% | -76.55% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | — | — | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | -0.05% | — | |
| 47 | POST | Post Holdings Inc | Stock-Consumer Staples | 0.15% | -0.03% | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | — | +444.70% | |
| 49 | DFIV | Dimensional International Va | ETF-Other | 0.14% | — | — | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.13% | -0.13% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFGX | Dimsnl Intr Cf In Etf-usd In | +6.5% | NEW | New buy |
| 2 | SCHO | Schwab Short-term US Treas | +4.5% | NEW | New buy |
| 3 | DFSU | Dimensional US Sus Core1 ETF | +4% | NEW | New buy |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | +2.8% | +394.46% | Add |
| 5 | DFSB | Dim Glb Sustain Fix Inc ETF | +2.1% | NEW | New buy |
| 6 | DFSI | Dimensional Int Sus Cor1 ETF | +1.9% | NEW | New buy |
| 7 | VCIT | Vanguard Int-term Corporate | +1.7% | +191.41% | Add |
| 8 | DFSE | Dimensional Em Sus Core1 ETF | +0.9% | NEW | New buy |
| 9 | INTC | Intel CORP | +0.3% | NEW | New buy |
| 10 | EPC | Edgewell Personal Care Co | +0.3% | NEW | New buy |
| 11 | ENR | Energizer Holdings Inc | +0.3% | NEW | New buy |
| 12 | GIS | General Mills Inc | +0.2% | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | NEW | New buy |
| 14 | CAT | Caterpillar Inc | +0.2% | NEW | New buy |
| 15 | POST | Post Holdings Inc | +0.2% | NEW | New buy |
| 16 | AMZN | Amazon.com Inc | +0.1% | NEW | New buy |
| 17 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 19 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 20 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +1.80% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +16.13% | Add |
| 23 | BA | Boeing Co/the | 0% | +1.97% | Add |
| 24 | VUG | Vanguard Growth ETF | -0.1% | +444.70% | Add |
| 25 | DFIV | Dimensional International Va | -0.1% | — | Unchanged |
| 26 | MUB | Ishares National Muni Bond E | -0.1% | -2.05% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | +0.45% | Add |
| 28 | V | Visa Inc-class A Shares | -0.1% | +0.35% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -15.15% | Trim |
| 30 | NEE | Nextera Energy Inc | -0.1% | -2.14% | Trim |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.1% | -2.57% | Trim |
| 32 | LMT | Lockheed Martin CORP | -0.1% | +0.25% | Add |
| 33 | NULG | Nuveen Esg Lrg-cap Grw ETF | -0.1% | -17.19% | Trim |
| 34 | PG | Procter & Gamble Co/the | -0.1% | +0.07% | Add |
| 35 | MUNI | Pimco Intermediate Municipal | -0.1% | +36.16% | Add |
| 36 | MA | Mastercard Inc - A | -0.1% | -0.70% | Trim |
| 37 | NULV | Nuveen Esg Large-cap Val ETF | -0.1% | -18.30% | Trim |
| 38 | SO | Southern Co/the | -0.1% | -0.63% | Trim |
| 39 | XOM | Exxon Mobil CORP | -0.2% | EXIT | Sold out |
| 40 | COST | Costco Wholesale CORP | -0.2% | +8.74% | Add |
| 41 | DFUS | Dimensional US Eq Mkt ETF | -0.2% | -2.63% | Trim |
| 42 | NKE | Nike Inc -cl B | -0.3% | +1.64% | Add |
| 43 | AAPL | Apple Inc | -0.3% | +13.56% | Add |
| 44 | VCEB | Vanguard Esg US CORP Bond | -0.3% | -5.91% | Trim |
| 45 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -39.58% | Trim |
| 46 | MSFT | Microsoft CORP | -0.3% | -0.09% | Trim |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.4% | -69.07% | Trim |
| 48 | HON | Honeywell International Inc | -0.4% | EXIT | Sold out |
| 49 | AVDV | Avantis Intl S/c Value ETF | -0.6% | EXIT | Sold out |
| 50 | AVEM | Avantis Emerging Markets Eq | -0.7% | -76.55% | Trim |
According to official SEC Form 13F filings, Clarity Wealth Development LLC reported a total U.S. public equity portfolio value of $177.1M across 59 disclosed positions in Q2 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 49.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFGX
市值: $11.8M
Top Position Liquidated / Trimmed
AVDV
前期市值: $689.0K
During Q2 2026, Clarity Wealth Development LLC's top holdings by market value included VTI (15.3%)、DFSV (11.0%)、VEA (8.6%). The largest single position, VTI, represented 15.3% of total portfolio value.
In Q2 2026, Clarity Wealth Development LLC made 61 total portfolio adjustments, initiating 18 new buys, adding to 20 positions, trimming 20 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.
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.