Data as of Q4 2025 (Dec 31, 2025)

Clarity Wealth Development LLC

•CIK: 2048774•Filing: Q4 2025

**Clarity Wealth Development LLC** manages $118M across a diversified portfolio of 45 positions. The fund exhibits significant exposure to core US equity via VTI ($23.9M), supplemented by international and sector-specific allocations such as VEA ($13.3M) and DFSV ($14.9M). Notable holdings also include SCHR ($9.7M) and DFEM ($7.4M), suggesting a tactical approach balancing broad market exposure with targeted growth vectors.

Total AUM
$118.2M
QoQ Performance
+6.7%
Positions
28
Top 10 Concentration
75.9%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
DFSV
VEA
SCHR
DFEM
VTI20.2%
DFSV12.6%
VEA11.3%
SCHR8.2%
DFEM6.3%
DISV4.7%
DFGR3.8%
NUDM3.4%

📈 Biggest Buys

DFSV
DIMENSIONAL ETF TRUST
+12.2%
12.6% of portfolio
VTI
VANGUARD INDEX FDS
+6.0%
20.2% of portfolio
SCHR
SCHWAB STRATEGIC TR
+11.5%
8.2% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+7.9%
11.3% of portfolio
DFEM
DIMENSIONAL ETF TRUST
+12.7%
6.3% of portfolio

📉 Biggest Sells

SPTI
SPDR SERIES TRUST
-7.4%
1.5% of portfolio
AAPL
APPLE INC
-1.3%
2.6% of portfolio
AVEM
AMERICAN CENTY ETF TR
-1.7%
0.9% of portfolio
MSFT
MICROSOFT CORP
-0.9%
1.5% of portfolio
AVDV
AMERICAN CENTY ETF TR
-2.1%
0.6% of portfolio

Sector Breakdown

Other90.7%
Technology5.2%
Consumer1.2%
Financial1.1%
Utilities0.6%
Industrial0.6%
ETF0.4%
Healthcare0.2%

Changes from Q3 2025

↑24 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

VTI20.2%
VANGUARD INDEX FDS
$23.9M
DFSV12.6%
DIMENSIONAL ETF TRUST
$14.9M
VEA11.3%
VANGUARD TAX-MANAGED FDS
$13.3M
SCHR8.2%
SCHWAB STRATEGIC TR
$9.7M
DFEM6.3%
DIMENSIONAL ETF TRUST
$7.4M

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