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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Clarity Wealth Development LLC

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001941040-25-000637

Total Value
$110.8M
Positions
45
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (45)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290876967,277$22.7M20.52%
2DIMENSIONAL ETF TRUST25434V815403,900$12.9M11.62%
3VANGUARD TAX-MANAGED FDS921943858197,251$12.2M10.98%
4SCHWAB STRATEGIC TR808524854346,868$8.8M7.92%
5DIMENSIONAL ETF TRUST25434V732198,772$6.6M5.98%
6DIMENSIONAL ETF TRUST25434V781130,946$4.7M4.26%
7NUSHARES ETF TRNU109,833$4.3M3.84%
8DIMENSIONAL ETF TRUST25434V658147,405$4.0M3.64%
9NUSHARES ETF TRNU70,593$3.2M2.88%
10APPLE INCAAPL11,639$3.1M2.83%
11ISHARES TR46435G243120,351$3.1M2.76%
12NUSHARES ETF TRNU58,097$2.2M1.97%
13MICROSOFT CORPMSFT3,662$2.0M1.79%
14VANGUARD SCOTTSDALE FDS92206C87023,008$2.0M1.76%
15SPDR SERIES TRUST78464A67265,750$1.9M1.73%
16PIMCO ETF TR72201R86633,879$1.8M1.61%
17VANGUARD SCOTTSDALE FDS92206C40916,400$1.3M1.19%
18DIMENSIONAL ETF TRUST25434V40115,861$1.2M1.07%
19AMERICAN CENTY ETF TR02507260414,308$1.1M1.01%
20VANGUARD WORLD FD92191069113,478$873,7790.79%
21NIKE INCNKE12,527$844,6670.76%
22VANGUARD SPECIALIZED FUNDS9219088443,247$712,8930.64%
23AMERICAN CENTY ETF TR0250728027,423$667,9220.60%
24COSTCO WHSL CORP NEW22160K105675$623,9610.56%
25SPDR SERIES TRUST78464A3006,636$598,5010.54%
26ALPHABET INCGOOG2,121$569,3400.51%
27MASTERCARD INCORPORATEDMA985$557,2720.50%
28HONEYWELL INTL INC4385161062,383$510,8550.46%
29ISHARES TR464287200740$510,5670.46%
30SOUTHERN COSOMN5,396$506,7380.46%
31VISA INCV1,455$504,8910.46%
32NUSHARES ETF TRNU4,527$464,1080.42%
33NUSHARES ETF TRNU9,468$422,6520.38%
34INVESCO QQQ TRIVZ660$417,8470.38%
35PROCTER AND GAMBLE CO7427181092,736$414,1280.37%
36ISHARES TR46434V64714,050$359,9610.32%
37ALPHABET INCGOOG1,280$342,3620.31%
38VANGUARD INDEX FDS922908736574$288,1250.26%
39BERKSHIRE HATHAWAY INC DELBRK-A527$253,7190.23%
40NEXTERA ENERGY INCNEE-PW2,800$233,9860.21%
41ISHARES TR4642884142,162$232,5230.21%
42ABBVIE INCABBV997$226,8710.20%
43BOEING COBA-PA1,013$226,2330.20%
44QUALCOMM INCQCOM1,209$218,8650.20%
45DIMENSIONAL ETF TRUST25434V8074,507$210,9730.19%