DOSSIER · 13F-HR · Q2 2026

Clarity Wealth Development LLC

$180M in tracked AUM across 59 positions as of Q2 2026.

CW
CIK 0002048774 · last filed Jun 30, 2026
Total AUM
$180M
as of Q2 2026
Holdings
59
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Clarity Wealth Development LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$28M74K15.3%
02
DFSV
DIMENSIONAL ETF TRUST
$20M512K11.0%
03
VEA
VANGUARD TAX-MANAGED FDS
$16M218K8.6%
04
SCHR
SCHWAB STRATEGIC TR
$12M502K6.9%
05
DFGX
DIMENSIONAL ETF TRUST
$12M220K6.5%
06
DFEM
DIMENSIONAL ETF TRUST
$11M263K5.9%
07
SCHO
SCHWAB STRATEGIC TR
$8M337K4.5%
08
DFSU
DIMENSIONAL ETF TRUST
$7M156K4.0%
09
VCSH
VANGUARD SCOTTSDALE FDS
$7M90K3.9%
10
DISV
DIMENSIONAL ETF TRUST
$7M168K3.7%

Filing history

2026Q2Jun 30
$180M 47.1%
59 positionsView →
2026Q1Mar 31
$123M 3.6%
44 positionsView →
2025Q4Dec 31
$118M 6.7%
45 positionsView →
2025Q3Sep 30
$111M 10.3%
45 positionsView →
2025Q2Jun 30
$100M 12.1%
44 positionsLocked
2025Q1Mar 31
$90M 2.7%
41 positionsLocked
2024Q4Dec 31
$92M
46 positionsLocked