13F HOLDINGS REPORT
Clarity Wealth Development LLC
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001941040-25-000422
Total Value
$100.4M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 65,266 | $19.8M | 19.75% |
| 2 | DIMENSIONAL ETF TRUST | 25434V815 | 380,726 | $11.2M | 11.16% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 191,336 | $10.9M | 10.86% |
| 4 | SCHWAB STRATEGIC TR | 808524854 | 332,843 | $8.3M | 8.29% |
| 5 | DIMENSIONAL ETF TRUST | 25434V732 | 188,021 | $5.6M | 5.56% |
| 6 | DIMENSIONAL ETF TRUST | 25434V781 | 124,646 | $4.1M | 4.08% |
| 7 | NUSHARES ETF TR | NU | 113,127 | $4.0M | 4.00% |
| 8 | DIMENSIONAL ETF TRUST | 25434V658 | 139,106 | $3.7M | 3.72% |
| 9 | ISHARES TR | 46435G243 | 120,767 | $3.0M | 3.03% |
| 10 | NUSHARES ETF TR | NU | 71,876 | $2.9M | 2.92% |
| 11 | APPLE INC | AAPL | 13,237 | $2.7M | 2.70% |
| 12 | SPDR SERIES TRUST | 78464A672 | 69,030 | $2.0M | 1.98% |
| 13 | NUSHARES ETF TR | NU | 59,799 | $2.0M | 1.98% |
| 14 | MICROSOFT CORP | MSFT | 3,834 | $1.9M | 1.90% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C870 | 20,901 | $1.7M | 1.73% |
| 16 | PIMCO ETF TR | 72201R866 | 32,186 | $1.7M | 1.65% |
| 17 | DIMENSIONAL ETF TRUST | 25434V401 | 17,869 | $1.2M | 1.19% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C409 | 14,851 | $1.2M | 1.18% |
| 19 | AMERICAN CENTY ETF TR | 025072604 | 14,720 | $1.0M | 1.00% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 904 | $895,070 | 0.89% |
| 21 | NIKE INC | NKE | 12,560 | $892,233 | 0.89% |
| 22 | VANGUARD WORLD FD | 921910691 | 13,593 | $861,796 | 0.86% |
| 23 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,730 | $763,432 | 0.76% |
| 24 | AMERICAN CENTY ETF TR | 025072802 | 7,690 | $609,663 | 0.61% |
| 25 | HONEYWELL INTL INC | 438516106 | 2,462 | $573,429 | 0.57% |
| 26 | MASTERCARD INCORPORATED | MA | 1,010 | $567,391 | 0.56% |
| 27 | VISA INC | V | 1,569 | $556,968 | 0.55% |
| 28 | SPDR SERIES TRUST | 78464A300 | 6,937 | $553,295 | 0.55% |
| 29 | SOUTHERN CO | SOMN | 5,396 | $495,515 | 0.49% |
| 30 | ISHARES TR | 464287200 | 740 | $459,210 | 0.46% |
| 31 | PROCTER AND GAMBLE CO | 742718109 | 2,796 | $445,438 | 0.44% |
| 32 | NUSHARES ETF TR | NU | 4,347 | $408,401 | 0.41% |
| 33 | NUSHARES ETF TR | NU | 9,229 | $386,834 | 0.39% |
| 34 | ALPHABET INC | GOOG | 2,171 | $385,114 | 0.38% |
| 35 | INVESCO QQQ TR | IVZ | 660 | $364,187 | 0.36% |
| 36 | ISHARES TR | 46434V647 | 10,965 | $270,836 | 0.27% |
| 37 | BOEING CO | BA-PA | 1,283 | $268,827 | 0.27% |
| 38 | ISHARES TR | 464288414 | 2,492 | $260,364 | 0.26% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 527 | $256,001 | 0.25% |
| 40 | VANGUARD INDEX FDS | 922908736 | 574 | $251,587 | 0.25% |
| 41 | UNION PAC CORP | UNP | 1,023 | $235,418 | 0.23% |
| 42 | ALPHABET INC | GOOG | 1,280 | $225,574 | 0.22% |
| 43 | ABBVIE INC | ABBV | 1,112 | $206,391 | 0.21% |
| 44 | HOME DEPOT INC | HD | 546 | $200,044 | 0.20% |