FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,189.00-0.08%
XLE57.060.33%
STOXX50E5,860.32-0.39%
XLF51.780.70%
FTSE10,321.09-0.56%
IXIC24,859.940.09%
RUT2,786.92-0.00%
GSPC7,172.940.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM

Institutional Manager · CIK 0002048774

Clarity Wealth Development LLC

Corvallis, OR · File #028-24867

Latest AUM
$118.2M
Positions
45
Top-10 Concentration
75.9%
Filings
5

Portfolio Value Over Time

2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDDIMENSIONAL ETF TRUST25434V815+49,467+$1.6M+$407,939
ADDVANGUARD INDEX FDS922908769+4,038+$1.4M-$180,297
ADDSCHWAB STRATEGIC TR808524854+39,909+$1.0M-$76,311
ADDVANGUARD TAX-MANAGED FDS921943858+15,659+$978,217+$159,774
ADDDIMENSIONAL ETF TRUST25434V732+25,276+$836,130-$47,705
ADDDIMENSIONAL ETF TRUST25434V658+23,836+$629,747-$138,561
ADDDIMENSIONAL ETF TRUST25434V781+15,074+$572,812+$257,964
ADDPIMCO ETF TR72201R866+4,614+$241,820-$10,503
ADDVANGUARD SCOTTSDALE FDS92206C870+2,311+$193,544-$24,386
ADDISHARES TR46435G243+6,826+$172,288-$15,646

Sector Allocation

Financials
9.8%$11.6M
Technology
4.3%$5.1M
Utilities
0.4%$473,496
Healthcare
0.2%$227,818

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290876971,315$23.9M20.23%
2DIMENSIONAL ETF TRUST25434V815453,367$14.9M12.61%
3VANGUARD TAX-MANAGED FDS921943858212,910$13.3M11.25%
4SCHWAB STRATEGIC TR808524854386,777$9.7M8.21%
5DIMENSIONAL ETF TRUST25434V732224,048$7.4M6.27%
6DIMENSIONAL ETF TRUST25434V781146,020$5.5M4.69%
7DIMENSIONAL ETF TRUST25434V658171,241$4.5M3.83%
8NUSHARES ETF TRNU111,489$4.0M3.42%
9ISHARES TR46435G243127,177$3.2M2.72%
10NUSHARES ETF TRNU70,724$3.2M2.67%
11APPLE INCAAPL11,492$3.1M2.64%
12VANGUARD SCOTTSDALE FDS92206C87025,319$2.1M1.79%
13NUSHARES ETF TRNU58,618$2.1M1.76%
14PIMCO ETF TR72201R86638,493$2.0M1.71%
15SPDR SERIES TRUST78464A67260,891$1.8M1.49%
16MICROSOFT CORPMSFT3,630$1.8M1.49%
17VANGUARD SCOTTSDALE FDS92206C40917,810$1.4M1.20%
18DIMENSIONAL ETF TRUST25434V40115,861$1.2M1.00%
19AMERICAN CENTY ETF TR02507260414,059$1.1M0.92%
20VANGUARD WORLD FD92191069114,285$908,9550.77%