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The Analysis of Clarity Wealth Development LLC's Holdings & P&L

Currently, Clarity Wealth Development LLC holds 44 types of securities in its portfolio with a total value $122.5M. In the most recent quarter, they have increased their positions in SCHR (+57.4K shares, valued at $1.4M), VTI (+4.2K shares, valued at $1.3M), DFSV (+27.0K shares, valued at $946.6K); decreased their positions in SPTI (-3.6K shares, valued at $102.5K), VIG (-301 shares, valued at $64.7K), SLYV (-584 shares, valued at $55.2K); initiated new positions in LMT (+403 shares, valued at $243.6K), XOM (+1.3K shares, valued at $214.1K).

1M P&L

+3.4M+2.63%

3M P&L

+1.5M+1.18%

HY P&L

+11.3M+9.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A112.1M

92.7%

2Consumer Electronics2.9M

2.4%

3Software - Infrastructure1.3M

1.1%

Top Industries by Stock Count

1N/A27 stocks

67.5%

2Aerospace & Defense2 stocks

5.0%

3Credit Services2 stocks

5.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS75.5K shares5.83%2026-03-312026-04-22

DFSV DIMENSIONAL ETF TRUST480.4K shares5.96%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS220.8K shares3.68%2026-03-312026-04-22

SCHR SCHWAB STRATEGIC TR444.2K shares14.84%2026-03-312026-04-22

DFEM DIMENSIONAL ETF TRUST237.4K shares5.95%2026-03-312026-04-22

DISV DIMENSIONAL ETF TRUST151.1K shares3.51%2026-03-312026-04-22

DFGR DIMENSIONAL ETF TRUST178.3K shares4.10%2026-03-312026-04-22

NUDM NUSHARES ETF TR111.1K shares-0.38%2026-03-312026-04-22

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SUSB ISHARES TR129.8K shares2.06%2026-03-312026-04-22

NUSC NUSHARES ETF TR71.3K shares0.79%2026-03-312026-04-22

AAPL APPLE INC11.5K shares-0.35%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS26.0K shares2.63%2026-03-312026-04-22

NUEM NUSHARES ETF TR58.0K shares-1.05%2026-03-312026-04-22

MUNI PIMCO ETF TR39.2K shares1.81%2026-03-312026-04-22

SPTI SPDR SERIES TRUST57.3K shares-5.87%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS18.2K shares1.92%2026-03-312026-04-22

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MSFT MICROSOFT CORP3.5K shares-2.75%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST15.5K shares-2.35%2026-03-312026-04-22

AVEM AMERICAN CENTY ETF TR13.5K shares-3.90%2026-03-312026-04-22

VCEB VANGUARD WORLD FD14.7K shares3.18%2026-03-312026-04-22

AVDV AMERICAN CENTY ETF TR6.9K shares-5.05%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION675 shares0.00%2026-03-312026-04-22

NKE NIKE INC12.6K shares0.00%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS3.0K shares-9.07%2026-03-312026-04-22

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ALPHABET INC ALPHABET INC2.0K shares-6.32%2026-03-312026-04-22

SLYV SPDR SERIES TRUST6.0K shares-8.91%2026-03-312026-04-22

HON HONEYWELL INTL INC2.4K shares0.00%2026-03-312026-04-22

SO SOUTHERN CO5.4K shares0.00%2026-03-312026-04-22

MA MASTERCARD INCORPORATED993 shares0.00%2026-03-312026-04-22

IVV ISHARES TR740 shares0.00%2026-03-312026-04-22

V VISA INC1.4K shares0.00%2026-03-312026-04-22

NULV NUSHARES ETF TR9.2K shares-3.60%2026-03-312026-04-22

Sponsored

NULG NUSHARES ETF TR4.5K shares-0.81%2026-03-312026-04-22

PG PROCTER & GAMBLE CO2.8K shares0.00%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR660 shares0.00%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.3K shares0.00%2026-03-312026-04-22

NEE NEXTERA ENERGY INC2.8K shares0.00%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL527 shares0.00%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP403 sharesnew addition2026-03-312026-04-22

VUG VANGUARD INDEX FDS557 shares-2.96%2026-03-312026-04-22

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DFIV DIMENSIONAL ETF TRUST4.5K shares0.00%2026-03-312026-04-22

MUB ISHARES TR2.1K shares-1.24%2026-03-312026-04-22

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-04-22

BA BOEING CO1.0K shares0.00%2026-03-312026-04-22

VTI

VANGUARD INDEX FDS

5.83%

Shares75.5K

Event2026-03-31

Filed2026-04-22

DFSV

DIMENSIONAL ETF TRUST

5.96%

Shares480.4K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

3.68%

Shares220.8K

Event2026-03-31

Filed2026-04-22

SCHR

SCHWAB STRATEGIC TR

14.84%

Shares444.2K

Event2026-03-31

Filed2026-04-22

DFEM

DIMENSIONAL ETF TRUST

5.95%

Shares237.4K

Event2026-03-31

Filed2026-04-22

DISV

DIMENSIONAL ETF TRUST

3.51%

Shares151.1K

Event2026-03-31

Filed2026-04-22

DFGR

DIMENSIONAL ETF TRUST

4.10%

Shares178.3K

Event2026-03-31

Filed2026-04-22

NUDM

NUSHARES ETF TR

-0.38%

Shares111.1K

Event2026-03-31

Filed2026-04-22

SUSB

ISHARES TR

2.06%

Shares129.8K

Event2026-03-31

Filed2026-04-22

NUSC

NUSHARES ETF TR

0.79%

Shares71.3K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.35%

Shares11.5K

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD SCOTTSDALE FDS

2.63%

Shares26.0K

Event2026-03-31

Filed2026-04-22

NUEM

NUSHARES ETF TR

-1.05%

Shares58.0K

Event2026-03-31

Filed2026-04-22

MUNI

PIMCO ETF TR

1.81%

Shares39.2K

Event2026-03-31

Filed2026-04-22

SPTI

SPDR SERIES TRUST

-5.87%

Shares57.3K

Event2026-03-31

Filed2026-04-22

VCSH

VANGUARD SCOTTSDALE FDS

1.92%

Shares18.2K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-2.75%

Shares3.5K

Event2026-03-31

Filed2026-04-22

DFUS

DIMENSIONAL ETF TRUST

-2.35%

Shares15.5K

Event2026-03-31

Filed2026-04-22

AVEM

AMERICAN CENTY ETF TR

-3.90%

Shares13.5K

Event2026-03-31

Filed2026-04-22

VCEB

VANGUARD WORLD FD

3.18%

Shares14.7K

Event2026-03-31

Filed2026-04-22

AVDV

AMERICAN CENTY ETF TR

-5.05%

Shares6.9K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares675

Event2026-03-31

Filed2026-04-22

NKE

NIKE INC

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-9.07%

Shares3.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-6.32%

Shares2.0K

Event2026-03-31

Filed2026-04-22

SLYV

SPDR SERIES TRUST

-8.91%

Shares6.0K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

0.00%

Shares993

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

0.00%

Shares740

Event2026-03-31

Filed2026-04-22

VISA INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-22

NULV

NUSHARES ETF TR

-3.60%

Shares9.2K

Event2026-03-31

Filed2026-04-22

NULG

NUSHARES ETF TR

-0.81%

Shares4.5K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

0.00%

Shares660

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares527

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

New

Shares403

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

-2.96%

Shares557

Event2026-03-31

Filed2026-04-22

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

-1.24%

Shares2.1K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-22

BOEING CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available