Clarity Wealth Development LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Clarity Wealth Development LLC reported 46 stock positions worth $92.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 19.9% of the portfolio, followed by Dimensional US Small Cap Val (DFSV, 11.4%) and Vanguard Ftse Developed ETF (VEA, 10.3%).
- Most Recent 13F
- Q2 2026
- Location
- Corvallis, OR
- CIK
- 0002048774
- Portfolio Value
- $92.1M (Q4 2024)
- SEC Filing
- 0001941040-25-000106 ↗ filed Feb 10, 2025
Holdings Value
Holdings 46 stocks · $92.1M
| VTI VG Morningstar TS MKT ETF-US | 19.95% | 61,548 | $18.4M | — |
| DFSV Dimensional US Small Cap Val | 11.44% | 332,281 | $10.5M | — |
| VEA Vanguard Ftse Developed ETF | 10.27% | 189,452 | $9.5M | — |
| SCHR Schwab Intermediate-Term US | 7.24% | 273,259 | $6.7M | — |
| DFEM Dimensional Emrg MRKT Core | 4.94% | 173,439 | $4.5M | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 4.08% | 119,566 | $3.8M | — |
| DFGR Dim Global Real Estate ETF | 3.68% | 131,025 | $3.4M | — |
| AAPL Apple Inc. | 3.45% | 13,484 | $3.2M | — |
| NUSC Nuveen ESG Small-Cap ETF | 3.45% | 72,995 | $3.2M | — |
| DISV Dimensional International SM | 3.36% | 112,885 | $3.1M | — |
| SUSB iShares ESG Aware 1-5 Year U | 3.07% | 113,644 | $2.8M | — |
| SPTI SS SPDR P Int Term TSY ETF | 2.53% | 83,170 | $2.3M | — |
| NUEM Nuveen ESG Emerging Markets | 1.96% | 61,944 | $1.8M | — |
| MUNI PIMCO Intermediate Municipal | 1.92% | 33,998 | $1.8M | — |
| VCIT Vanguard Int-Term Corporate | 1.79% | 20,413 | $1.6M | — |
| DFUS Dimensional US Eq MKT ETF | 1.40% | 19,692 | $1.3M | — |
| MSFT Microsoft Corp. | 1.36% | 3,024 | $1.3M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 1.28% | 15,069 | $1.2M | — |
| AVEM Avantis Emerging Markets Eq | 1.01% | 15,660 | $927K | — |
| COST Costco Wholesale Corp. | 0.97% | 916 | $898K | — |
| VIG Vanguard Dividend Apprec ETF | 0.92% | 4,203 | $850K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.71% | 7,345 | $653K | — |
| HON Honeywell International Inc. | 0.61% | 2,523 | $565K | — |
| V Visa Inc. Class A | 0.61% | 1,643 | $561K | — |
| MA Mastercard Inc. Class A | 0.61% | 1,010 | $561K | — |
| VCEB Vanguard ESG US Corp. Bond | 0.61% | 8,991 | $561K | — |
| AVDV Avantis Intl S/C Value ETF | 0.59% | 8,205 | $546K | — |
| GOOG Alphabet Inc. Class C | 0.53% | 2,365 | $486K | — |
| SO The Southern Co. | 0.49% | 5,396 | $453K | — |
| IVV iShares Core S&P 500 ETF | 0.49% | 740 | $447K | — |
| MUB iShares National Muni Bond E | 0.45% | 3,902 | $416K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 760 | $397K | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.38% | 3,968 | $347K | — |
| NULV Nuveen ESG Large-Cap Val ETF | 0.37% | 8,330 | $341K | — |
| UNP Union Pacific Corp. | 0.31% | 1,169 | $290K | — |
| GOOGL Alphabet Inc. Class A | 0.30% | 1,340 | $273K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 577 | $270K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 601 | $251K | — |
| HD Home Depot Inc. | 0.25% | 562 | $231K | — |
| BA The Boeing Co. | 0.25% | 1,283 | $226K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 369 | $222K | — |
| ABBV Abbvie Inc. | 0.24% | 1,186 | $218K | — |
| AMZN Amazon.com Inc. | 0.23% | 900 | $214K | — |
| QCOM Qualcomm Inc. | 0.23% | 1,209 | $209K | — |
| TIP iShares Tips Bond ETF | 0.22% | 1,918 | $207K | — |
| NEE Nextera Energy Inc. | 0.22% | 2,816 | $202K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $180.2M | VTI, DFSV, VEA, SCHR, DFGX |
| Q1 2026 | 44 | $122.5M | VTI, DFSV, VEA, SCHR, DFEM |
| Q4 2025 | 45 | $118.2M | VTI, DFSV, VEA, SCHR, DFEM |
| Q3 2025 | 45 | $110.8M | VTI, DFSV, VEA, SCHR, DFEM |
| Q2 2025 | 44 | $100.4M | VTI, DFSV, VEA, SCHR, DFEM |
| Q1 2025 | 41 | $89.6M | VTI, VEA, DFSV, SCHR, DFEM |
| Q4 2024 | 46 | $92.1M | VTI, DFSV, VEA, SCHR, DFEM |