Clarity Wealth Development LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Clarity Wealth Development LLC reported 45 stock positions worth $118.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 20.2% of the portfolio, followed by Dimensional US Small Cap Val (DFSV, 12.6%) and Vanguard Ftse Developed ETF (VEA, 11.3%). Compared with Q3 2025, it added to 24 and reduced 7. The biggest buy was Dimensional US Small Cap Val (DFSV, shares +12%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Corvallis, OR
- CIK
- 0002048774
- Portfolio Value
- $118.2M (Q4 2025)
- SEC Filing
- 0001941040-26-000098 ↗ filed Feb 11, 2026
Holdings Value
Holdings 45 stocks · $118.2M
| VTI VG Morningstar TS MKT ETF-US | 20.23% | 71,315 | $23.9M | Add +6.0% |
| DFSV Dimensional US Small Cap Val | 12.61% | 453,367 | $14.9M | Add +12.3% |
| VEA Vanguard Ftse Developed ETF | 11.25% | 212,910 | $13.3M | Add +7.9% |
| SCHR Schwab Intermediate-Term US | 8.21% | 386,777 | $9.7M | Add +11.5% |
| DFEM Dimensional Emrg MRKT Core | 6.27% | 224,048 | $7.4M | Add +12.7% |
| DISV Dimensional International SM | 4.69% | 146,020 | $5.5M | Add +11.5% |
| DFGR Dim Global Real Estate ETF | 3.83% | 171,241 | $4.5M | Add +16.2% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 3.42% | 111,489 | $4.0M | Add +1.5% |
| SUSB iShares ESG Aware 1-5 Year U | 2.72% | 127,177 | $3.2M | Add +5.7% |
| NUSC Nuveen ESG Small-Cap ETF | 2.67% | 70,724 | $3.2M | Add +0.2% |
| AAPL Apple Inc. | 2.64% | 11,492 | $3.1M | Reduce -1.3% |
| VCIT Vanguard Int-Term Corporate | 1.79% | 25,319 | $2.1M | Add +10.0% |
| NUEM Nuveen ESG Emerging Markets | 1.76% | 58,618 | $2.1M | Add +0.9% |
| MUNI PIMCO Intermediate Municipal | 1.71% | 38,493 | $2.0M | Add +13.6% |
| SPTI SS SPDR P Int Term TSY ETF | 1.49% | 60,891 | $1.8M | Reduce -7.4% |
| MSFT Microsoft Corp. | 1.49% | 3,630 | $1.8M | Reduce -0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.20% | 17,810 | $1.4M | Add +8.6% |
| DFUS Dimensional US Eq MKT ETF | 1.00% | 15,861 | $1.2M | No change |
| AVEM Avantis Emerging Markets Eq | 0.92% | 14,059 | $1.1M | Reduce -1.7% |
| VCEB Vanguard ESG US Corp. Bond | 0.77% | 14,285 | $909K | Add +6.0% |
| NKE Nike Inc. Class B | 0.68% | 12,562 | $800K | Add +0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.62% | 3,318 | $729K | Add +2.2% |
| AVDV Avantis Intl S/C Value ETF | 0.58% | 7,267 | $683K | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 0.56% | 2,121 | $666K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.50% | 6,555 | $596K | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.49% | 675 | $582K | No change |
| MA Mastercard Inc. Class A | 0.48% | 993 | $567K | Add +0.8% |
| REET iShares Global REIT ETF | 0.43% | 20,506 | $512K | Add +46.0% |
| V Visa Inc. Class A | 0.43% | 1,445 | $507K | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.43% | 740 | $507K | No change |
| SO The Southern Co. | 0.40% | 5,430 | $473K | Add +0.6% |
| HON Honeywell International Inc. | 0.39% | 2,383 | $465K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.38% | 4,564 | $446K | Add +0.8% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.37% | 9,591 | $432K | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 660 | $406K | No change |
| GOOGL Alphabet Inc. Class A | 0.34% | 1,280 | $401K | No change |
| PG The Procter & Gamble Co. | 0.33% | 2,753 | $395K | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 574 | $280K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 527 | $265K | No change |
| MUB iShares National Muni Bond E | 0.20% | 2,170 | $232K | Add +0.4% |
| ABBV Abbvie Inc. | 0.19% | 997 | $228K | No change |
| DFIV Dimensional International Va | 0.19% | 4,507 | $225K | No change |
| NEE Nextera Energy Inc. | 0.19% | 2,800 | $225K | No change |
| BA The Boeing Co. | 0.19% | 1,013 | $220K | No change |
| QCOM Qualcomm Inc. | 0.17% | 1,209 | $207K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -0.9% | 1.49% | −0.31 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -7.4% | 1.49% | −0.24 |
| AAPL Apple Inc. | Reduce -1.3% | 2.64% | −0.18 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.7% | 0.92% | −0.09 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -1.2% | 0.50% | −0.04 |
| V Visa Inc. Class A | Reduce -0.7% | 0.43% | −0.03 |
| AVDV Avantis Intl S/C Value ETF | Reduce -2.1% | 0.58% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| DFSV Dimensional US Small Cap Val | Add +12.3% | 12.61% | +0.99 |
| DISV Dimensional International SM | Add +11.5% | 4.69% | +0.44 |
| DFEM Dimensional Emrg MRKT Core | Add +12.7% | 6.27% | +0.29 |
| SCHR Schwab Intermediate-Term US | Add +11.5% | 8.21% | +0.28 |
| VEA Vanguard Ftse Developed ETF | Add +7.9% | 11.25% | +0.27 |
| DFGR Dim Global Real Estate ETF | Add +16.2% | 3.83% | +0.19 |
| REET iShares Global REIT ETF | Add +46.0% | 0.43% | +0.11 |
| MUNI PIMCO Intermediate Municipal | Add +13.6% | 1.71% | +0.09 |
| VCIT Vanguard Int-Term Corporate | Add +10.0% | 1.79% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.6% | 1.20% | +0.01 |
| MUB iShares National Muni Bond E | Add +0.4% | 0.20% | −0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +1.3% | 0.37% | −0.02 |
| VCEB Vanguard ESG US Corp. Bond | Add +6.0% | 0.77% | −0.02 |
| MA Mastercard Inc. Class A | Add +0.8% | 0.48% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +2.2% | 0.62% | −0.03 |
| PG The Procter & Gamble Co. | Add +0.6% | 0.33% | −0.04 |
| SUSB iShares ESG Aware 1-5 Year U | Add +5.7% | 2.72% | −0.04 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +0.8% | 0.38% | −0.04 |
| SO The Southern Co. | Add +0.6% | 0.40% | −0.06 |
| NKE Nike Inc. Class B | Add +0.3% | 0.68% | −0.09 |
| NUEM Nuveen ESG Emerging Markets | Add +0.9% | 1.76% | −0.20 |
| NUSC Nuveen ESG Small-Cap ETF | Add +0.2% | 2.67% | −0.21 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.0% | 20.23% | −0.30 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +1.5% | 3.42% | −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 |