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Clarity Wealth Development LLC Top Holdings and 13F Report (2025)

About Clarity Wealth Development LLC

Investment Activity

  • Clarity Wealth Development LLC has $92.13 million in total holdings as of December 31, 2024.
  • Clarity Wealth Development LLC owns shares of 46 different stocks, but just 14 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofClarity Wealth Development LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$18,378,27161,54819.9%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$10,539,953332,28111.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$9,461,243189,45210.3%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$6,670,252273,2597.2%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,547,571173,4394.9%ETF
NuShares ESG International Developed Markets Equity ETF stock logo
NUDM
NuShares ESG International Developed Markets Equity ETF
$3,755,568119,5664.1%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$3,392,237131,0253.7%ETF
Apple Inc. stock logo
AAPL
Apple
$3,182,26513,4843.5%Computer and Technology
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$3,174,55372,9953.4%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$3,097,564112,8853.4%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$2,824,053113,6443.1%Manufacturing
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$2,333,74783,1702.5%ETF
NUEM
Nuveen ESG Emerging Markets Equity ETF
$1,805,66861,9442.0%ETF
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$1,765,17633,9981.9%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,649,34620,4131.8%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$1,293,96119,6921.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,255,1963,0241.4%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,182,46415,0691.3%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$927,22915,6601.0%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$897,7339161.0%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$849,9134,2030.9%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$652,5307,3450.7%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$564,5212,5230.6%Multi-Sector Conglomerates
Visa Inc. stock logo
V
Visa
$561,4761,6430.6%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$560,8181,0100.6%Business Services
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$560,6348,9910.6%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$546,2898,2050.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$486,2442,3650.5%Computer and Technology
The Southern Company stock logo
SO
Southern
$452,9945,3960.5%Utilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$447,1997400.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$415,7193,9020.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$397,0407600.4%Finance
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$346,6843,9680.4%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$341,1148,3300.4%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$289,7161,1690.3%Transportation
Alphabet Inc. stock logo
GOOGL
Alphabet
$273,3871,3400.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$270,4235770.3%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$251,3266010.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$231,3745620.3%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$226,4751,2830.2%Aerospace
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$222,2083690.2%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$218,0871,1860.2%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$213,9129000.2%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$209,0721,2090.2%Computer and Technology
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$207,1611,9180.2%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$201,5052,8160.2%Utilities

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data