StockDriftsStockDriftsTop 50 Clarity Wealth Development LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.27% | 74.4K | $27.5M | -1.48%(-1.12K) | $292.04(+30.82%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 11.02% | 511.6K | $19.8M | +6.51%(+31.25K) | $31.31(+29.17%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.63% | 218.1K | $15.5M | -1.20%(-2.65K) | $51.82(+40.85%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 6.88% | 502.4K | $12.4M | +13.10%(+58.20K) | $24.84(-1.76%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 6.54% | 219.9K | $11.8M | new | $52.86(-0.81%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.92% | 262.6K | $10.7M | +10.62%(+25.21K) | $29.11(+35.37%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 4.52% | 337.2K | $8.1M | new | $24.19(-0.56%) | 2026-06-30 | |
| DFSU | DIMENSIONAL ETF TRUST | 4.04% | 156.2K | $7.3M | new | $43.27(+13.05%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.94% | 89.8K | $7.1M | +394.46%(+71.60K) | $79.01(-0.59%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 3.75% | 168.2K | $6.8M | +11.31%(+17.09K) | $30.40(+44.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.97% |
Clarity Wealth Development LLC reports $180.16M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are VTI (15.3%), DFSV (11.0%) and VEA (8.6%). The top 20 holdings account for 90.01% of reported assets. Its disclosed equity book has returned +25.94% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clarity Wealth Development LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2048774). View Clarity Wealth Development LLC’s 13F filings on SEC