13F HOLDINGS REPORT
Clarity Wealth Development LLC
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001941040-26-000098
Total Value
$118.2M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 71,315 | $23.9M | 20.23% |
| 2 | DIMENSIONAL ETF TRUST | 25434V815 | 453,367 | $14.9M | 12.61% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 212,910 | $13.3M | 11.25% |
| 4 | SCHWAB STRATEGIC TR | 808524854 | 386,777 | $9.7M | 8.21% |
| 5 | DIMENSIONAL ETF TRUST | 25434V732 | 224,048 | $7.4M | 6.27% |
| 6 | DIMENSIONAL ETF TRUST | 25434V781 | 146,020 | $5.5M | 4.69% |
| 7 | DIMENSIONAL ETF TRUST | 25434V658 | 171,241 | $4.5M | 3.83% |
| 8 | NUSHARES ETF TR | NU | 111,489 | $4.0M | 3.42% |
| 9 | ISHARES TR | 46435G243 | 127,177 | $3.2M | 2.72% |
| 10 | NUSHARES ETF TR | NU | 70,724 | $3.2M | 2.67% |
| 11 | APPLE INC | AAPL | 11,492 | $3.1M | 2.64% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C870 | 25,319 | $2.1M | 1.79% |
| 13 | NUSHARES ETF TR | NU | 58,618 | $2.1M | 1.76% |
| 14 | PIMCO ETF TR | 72201R866 | 38,493 | $2.0M | 1.71% |
| 15 | SPDR SERIES TRUST | 78464A672 | 60,891 | $1.8M | 1.49% |
| 16 | MICROSOFT CORP | MSFT | 3,630 | $1.8M | 1.49% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C409 | 17,810 | $1.4M | 1.20% |
| 18 | DIMENSIONAL ETF TRUST | 25434V401 | 15,861 | $1.2M | 1.00% |
| 19 | AMERICAN CENTY ETF TR | 025072604 | 14,059 | $1.1M | 0.92% |
| 20 | VANGUARD WORLD FD | 921910691 | 14,285 | $908,955 | 0.77% |
| 21 | NIKE INC | NKE | 12,562 | $800,298 | 0.68% |
| 22 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,318 | $729,244 | 0.62% |
| 23 | AMERICAN CENTY ETF TR | 025072802 | 7,267 | $682,880 | 0.58% |
| 24 | ALPHABET INC | GOOG | 2,121 | $665,570 | 0.56% |
| 25 | SPDR SERIES TRUST | 78464A300 | 6,555 | $596,308 | 0.50% |
| 26 | COSTCO WHSL CORP NEW | 22160K105 | 675 | $582,223 | 0.49% |
| 27 | MASTERCARD INCORPORATED | MA | 993 | $566,713 | 0.48% |
| 28 | ISHARES TR | 46434V647 | 20,506 | $511,625 | 0.43% |
| 29 | VISA INC | V | 1,445 | $506,930 | 0.43% |
| 30 | ISHARES TR | 464287200 | 740 | $506,573 | 0.43% |
| 31 | SOUTHERN CO | SOMN | 5,430 | $473,496 | 0.40% |
| 32 | HONEYWELL INTL INC | 438516106 | 2,383 | $464,823 | 0.39% |
| 33 | NUSHARES ETF TR | NU | 4,564 | $446,359 | 0.38% |
| 34 | NUSHARES ETF TR | NU | 9,591 | $432,075 | 0.37% |
| 35 | INVESCO QQQ TR | IVZ | 660 | $405,561 | 0.34% |
| 36 | ALPHABET INC | GOOG | 1,280 | $400,640 | 0.34% |
| 37 | PROCTER AND GAMBLE CO | 742718109 | 2,753 | $394,514 | 0.33% |
| 38 | VANGUARD INDEX FDS | 922908736 | 574 | $279,971 | 0.24% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 527 | $264,897 | 0.22% |
| 40 | ISHARES TR | 464288414 | 2,170 | $232,429 | 0.20% |
| 41 | ABBVIE INC | ABBV | 997 | $227,818 | 0.19% |
| 42 | DIMENSIONAL ETF TRUST | 25434V807 | 4,507 | $224,899 | 0.19% |
| 43 | NEXTERA ENERGY INC | NEE-PW | 2,800 | $224,775 | 0.19% |
| 44 | BOEING CO | BA-PA | 1,013 | $219,943 | 0.19% |
| 45 | QUALCOMM INC | QCOM | 1,209 | $206,799 | 0.17% |