Clarity Wealth Development LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Clarity Wealth Development LLC reported 44 stock positions worth $100.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 19.7% of the portfolio, followed by Dimensional US Small Cap Val (DFSV, 11.2%) and Vanguard Ftse Developed ETF (VEA, 10.9%). Compared with Q1 2025, it opened 3 new positions, added to 17 and reduced 11. The biggest buy was a new position in Nike Class B (NKE) and the biggest sale SS SPDR P Int Term TSY ETF (SPTI, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Corvallis, OR
- CIK
- 0002048774
- Portfolio Value
- $100.4M (Q2 2025)
- SEC Filing
- 0001941040-25-000422 ↗ filed Aug 5, 2025
Holdings Value
Holdings 44 stocks · $100.4M
| VTI VG Morningstar TS MKT ETF-US | 19.75% | 65,266 | $19.8M | Add +5.0% |
| DFSV Dimensional US Small Cap Val | 11.16% | 380,726 | $11.2M | Add +4.7% |
| VEA Vanguard Ftse Developed ETF | 10.86% | 191,336 | $10.9M | Add +1.6% |
| SCHR Schwab Intermediate-Term US | 8.29% | 332,843 | $8.3M | Add +7.5% |
| DFEM Dimensional Emrg MRKT Core | 5.56% | 188,021 | $5.6M | Add +2.6% |
| DISV Dimensional International SM | 4.08% | 124,646 | $4.1M | Add +2.0% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 4.00% | 113,127 | $4.0M | Reduce -1.5% |
| DFGR Dim Global Real Estate ETF | 3.72% | 139,106 | $3.7M | Add +1.8% |
| SUSB iShares ESG Aware 1-5 Year U | 3.03% | 120,767 | $3.0M | Add +6.0% |
| NUSC Nuveen ESG Small-Cap ETF | 2.92% | 71,876 | $2.9M | Add +0.9% |
| AAPL Apple Inc. | 2.70% | 13,237 | $2.7M | Add +0.0% |
| SPTI SS SPDR P Int Term TSY ETF | 1.98% | 69,030 | $2.0M | Reduce -7.3% |
| NUEM Nuveen ESG Emerging Markets | 1.98% | 59,799 | $2.0M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.90% | 3,834 | $1.9M | Add +26.4% |
| VCIT Vanguard Int-Term Corporate | 1.73% | 20,901 | $1.7M | Add +1.6% |
| MUNI PIMCO Intermediate Municipal | 1.65% | 32,186 | $1.7M | Add +0.7% |
| DFUS Dimensional US Eq MKT ETF | 1.19% | 17,869 | $1.2M | Reduce -3.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.18% | 14,851 | $1.2M | Reduce -0.7% |
| AVEM Avantis Emerging Markets Eq | 1.00% | 14,720 | $1.0M | No change |
| COST Costco Wholesale Corp. | 0.89% | 904 | $895K | Reduce -0.3% |
| NKE Nike Inc. Class B | 0.89% | 12,560 | $892K | New |
| VCEB Vanguard ESG US Corp. Bond | 0.86% | 13,593 | $862K | Add +8.4% |
| VIG Vanguard Dividend Apprec ETF | 0.76% | 3,730 | $763K | Reduce -7.9% |
| AVDV Avantis Intl S/C Value ETF | 0.61% | 7,690 | $610K | No change |
| HON Honeywell International Inc. | 0.57% | 2,462 | $573K | Reduce -2.4% |
| MA Mastercard Inc. Class A | 0.56% | 1,010 | $567K | No change |
| V Visa Inc. Class A | 0.55% | 1,569 | $557K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.55% | 6,937 | $553K | No change |
| SO The Southern Co. | 0.49% | 5,396 | $496K | No change |
| IVV iShares Core S&P 500 ETF | 0.46% | 740 | $459K | No change |
| PG The Procter & Gamble Co. | 0.44% | 2,796 | $445K | New |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.41% | 4,347 | $408K | Add +3.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.39% | 9,229 | $387K | Add +3.6% |
| GOOG Alphabet Inc. Class C | 0.38% | 2,171 | $385K | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 660 | $364K | No change |
| REET iShares Global REIT ETF | 0.27% | 10,965 | $271K | Add +4.6% |
| BA The Boeing Co. | 0.27% | 1,283 | $269K | No change |
| MUB iShares National Muni Bond E | 0.26% | 2,492 | $260K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 527 | $256K | Reduce -8.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 574 | $252K | No change |
| UNP Union Pacific Corp. | 0.23% | 1,023 | $235K | No change |
| GOOGL Alphabet Inc. Class A | 0.22% | 1,280 | $226K | No change |
| ABBV Abbvie Inc. | 0.21% | 1,112 | $206K | Reduce -5.6% |
| HD Home Depot Inc. | 0.20% | 546 | $200K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SPTI SS SPDR P Int Term TSY ETF | Reduce -7.3% | 1.98% | −0.42 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -1.5% | 4.00% | −0.23 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.7% | 1.18% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.89% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.9% | 0.76% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.7% | 0.25% | −0.09 |
| ABBV Abbvie Inc. | Reduce -5.6% | 0.21% | −0.05 |
| DFUS Dimensional US Eq MKT ETF | Reduce -3.3% | 1.19% | −0.04 |
| HON Honeywell International Inc. | Reduce -2.4% | 0.57% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 0.38% | −0.02 |
| NUEM Nuveen ESG Emerging Markets | Reduce -1.7% | 1.98% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NKE Nike Inc. Class B | New | 0.89% | +0.89 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.0% | 19.75% | +0.82 |
| MSFT Microsoft Corp. | Add +26.4% | 1.90% | +0.56 |
| PG The Procter & Gamble Co. | New | 0.44% | +0.44 |
| DFSV Dimensional US Small Cap Val | Add +4.7% | 11.16% | +0.38 |
| HD Home Depot Inc. | New | 0.20% | +0.20 |
| DFEM Dimensional Emrg MRKT Core | Add +2.6% | 5.56% | +0.12 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +3.1% | 0.41% | +0.03 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +3.6% | 0.39% | −0.00 |
| REET iShares Global REIT ETF | Add +4.6% | 0.27% | −0.01 |
| VCEB Vanguard ESG US Corp. Bond | Add +8.4% | 0.86% | −0.02 |
| DISV Dimensional International SM | Add +2.0% | 4.08% | −0.03 |
| NUSC Nuveen ESG Small-Cap ETF | Add +0.9% | 2.92% | −0.06 |
| VCIT Vanguard Int-Term Corporate | Add +1.6% | 1.73% | −0.15 |
| SUSB iShares ESG Aware 1-5 Year U | Add +6.0% | 3.03% | −0.16 |
| MUNI PIMCO Intermediate Municipal | Add +0.7% | 1.65% | −0.18 |
| VEA Vanguard Ftse Developed ETF | Add +1.6% | 10.86% | −0.25 |
| DFGR Dim Global Real Estate ETF | Add +1.8% | 3.72% | −0.29 |
| SCHR Schwab Intermediate-Term US | Add +7.5% | 8.29% | −0.38 |
| AAPL Apple Inc. | Add +0.0% | 2.70% | −0.43 |
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 |