Holdings of Clarity Wealth Development LLC
33 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 86.4 % of the equity sleeve
Sector breakdown
- Technology 5.5 %
- Financials 1.6 %
- Consumer staples 1.4 %
- Industrials 1.3 %
- Communication 1.2 %
- Utilities 1.0 %
- Consumer discretionary 0.9 %
- Funds 0.6 %
- Energy 0.3 %
- Unattributed 86.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 33 | 76.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Total Stock Market ETF | 75,471 | 24.2M $ | |
| 2 | Vanguard FTSE Developed Markets ETF | 220,754 | 14.1M $ | |
| 3 | Schwab Intermediate-Term U.S. Treasury ETF | 444,172 | 11.1M $ | |
| 4 | Dimensional International Smal | 151,141 | 6M $ | |
| 5 | Apple Inc | 11,452 | 2.9M $ | |
| 6 | Vanguard Intermediate-Term Corporate Bond ETF | 25,984 | 2.2M $ | |
| 7 | State Street SPDR Portfolio Intermediate Term Treasury ETF | 57,314 | 1.6M $ | |
| 8 | VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 18,152 | 1.4M $ | |
| 9 | Microsoft Corp | 3,530 | 1.3M $ | |
| 10 | Dimensional ETF Trust | 15,489 | 1.1M $ | |
| 11 | Avantis Emerging Markets Equity ETF | 13,510 | 1.1M $ | |
| 12 | Avantis International Small Cap Value ETF | 6,900 | 689K $ | |
| 13 | Costco Wholesale Corp | 675 | 672.8K $ | |
| 14 | NIKE Inc | 12,562 | 663.5K $ | |
| 15 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 3,017 | 648.9K $ | |
| 16 | Alphabet Inc | 1,987 | 570K $ | |
| 17 | SPDR SERIES TRUST | 5,971 | 564.7K $ | |
| 18 | Honeywell International Inc | 2,383 | 538.5K $ | |
| 19 | Southern Co/The | 5,430 | 524.1K $ | |
| 20 | Mastercard Inc | 993 | 496K $ | |
| 21 | iShares Core S&P 500 ETF | 740 | 483.1K $ | |
| 22 | Visa Inc | 1,445 | 436.9K $ | |
| 23 | Procter & Gamble Co/The | 2,753 | 397.6K $ | |
| 24 | Invesco QQQ Trust Series 1 | 660 | 381K $ | |
| 25 | Alphabet Inc | 1,280 | 368.1K $ | |
| 26 | NextEra Energy Inc | 2,800 | 260.1K $ | |
| 27 | Berkshire Hathaway Inc | 527 | 252.5K $ | |
| 28 | Lockheed Martin Corp | 403 | 243.6K $ | |
| 29 | Vanguard Growth ETF | 557 | 243.2K $ | |
| 30 | Dimensional International Value ETF | 4,507 | 237.9K $ | |
| 31 | iShares National Muni Bond ETF | 2,143 | 227.5K $ | |
| 32 | Exxon Mobil Corp | 1,262 | 214.1K $ | |
| 33 | Boeing Co/The | 1,013 | 201.6K $ | |