account_balance

Investment manager · 13F filer · SEC CIK 2048774

Clarity Wealth Development LLC

Reported value$177Mas of Sep 30, 2026
Positions50 1 new, 10 sold out
Top 10 weight73.6%VTI alone is 16%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 15.8% Held
VEA Vanguard Tax-Managed FDS 8.7% Held
DFGX Dimensional ETF Trust 8.5% Added +35%
SCHR Schwab Strategic Tr 7.7% Added +15%
DFSU Dimensional ETF Trust 6.6% Added +59%
SCHO Schwab Strategic Tr 6.6% Added +45%
DFEM Dimensional ETF Trust 6.0% Held
VCSH Vanguard Scottsdale FDS 4.9% Added +26%
DFSB Dimensional ETF Trust 4.5% Added +122%
VCIT Vanguard Scottsdale FDS 4.2% Added +25%
DISV Dimensional ETF Trust 4.2% Held
DFGR Dimensional ETF Trust 3.0% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 27, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFSB +122%
  • DFSE +64%
  • DFSU +59%
  • MUNI +58%
arrow_downwardTrimmed
  • NUSC −60%
  • NUDM −44%
  • NUEM −41%
  • AAPL −26%
remove_circleSold out
  • DFSV $19.8M
  • VCEB $870K
  • SPTI $479K
  • NULV $378K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist