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

Currently, Clarity Wealth Development LLC holds 59 types of securities in its portfolio with a total value $180.2M. In the most recent quarter, they have increased their positions in DFGX (+219.9K shares, valued at $11.8M), SCHO (+337.2K shares, valued at $8.1M), DFSU (+156.2K shares, valued at $7.3M); decreased their positions in NUDM (-44.6K shares, valued at $1.8M), NUSC (-31.0K shares, valued at $1.6M), SPTI (-40.4K shares, valued at $1.1M); initiated new positions in DFGX (+219.9K shares, valued at $11.8M), SCHO (+337.2K shares, valued at $8.1M), DFSU (+156.2K shares, valued at $7.3M).

1M P&L

+956.4K+0.64%

3M P&L

+4.8M+3.26%

HY P&L

+8.2M+5.74%

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/A137.9M

92.5%

2Consumer Electronics3.8M

2.5%

3Software - Infrastructure1.3M

0.9%

Top Industries by Stock Count

1N/A31 stocks

62.0%

2Semiconductors3 stocks

6.0%

3Internet Content & Information2 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS74.4K shares-1.48%2026-06-302026-07-27

DFSV DIMENSIONAL ETF TRUST511.6K shares6.51%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS218.1K shares-1.20%2026-06-302026-07-27

SCHR SCHWAB STRATEGIC TR502.4K shares13.10%2026-06-302026-07-27

DFGX DIMENSIONAL ETF TRUST219.9K sharesnew addition2026-06-302026-07-27

DFEM DIMENSIONAL ETF TRUST262.6K shares10.62%2026-06-302026-07-27

SCHO SCHWAB STRATEGIC TR337.2K sharesnew addition2026-06-302026-07-27

DFSU DIMENSIONAL ETF TRUST156.2K sharesnew addition2026-06-302026-07-27

Sponsored

VCSH VANGUARD SCOTTSDALE FDS89.8K shares394.46%2026-06-302026-07-27

DISV DIMENSIONAL ETF TRUST168.2K shares11.31%2026-06-302026-07-27

VCIT VANGUARD SCOTTSDALE FDS75.7K shares191.41%2026-06-302026-07-27

DFGR DIMENSIONAL ETF TRUST189.4K shares6.26%2026-06-302026-07-27

AAPL APPLE INC13.0K shares13.56%2026-06-302026-07-27

DFSB DIMENSIONAL ETF TRUST72.1K sharesnew addition2026-06-302026-07-27

DFSI DIMENSIONAL ETF TRUST74.2K sharesnew addition2026-06-302026-07-27

SUSB ISHARES TR132.4K shares2.00%2026-06-302026-07-27

Sponsored

MUNI PIMCO ETF TR53.4K shares36.16%2026-06-302026-07-27

NUDM NUSHARES ETF TR66.4K shares-40.20%2026-06-302026-07-27

NUSC NUSHARES ETF TR40.3K shares-43.52%2026-06-302026-07-27

DFSE DIMENSIONAL ETF TRUST33.6K sharesnew addition2026-06-302026-07-27

NUEM NUSHARES ETF TR37.0K shares-36.25%2026-06-302026-07-27

MSFT MICROSOFT CORP3.5K shares-0.08%2026-06-302026-07-27

DFUS DIMENSIONAL ETF TRUST15.1K shares-2.63%2026-06-302026-07-27

VCEB VANGUARD WORLD FD13.9K shares-5.91%2026-06-302026-07-27

Sponsored

GOOG ALPHABET INC2.0K shares0.45%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION734 shares8.74%2026-06-302026-07-27

INTC INTEL CORP4.0K sharesnew addition2026-06-302026-07-27

ISHARES TR ISHARES TR721 shares-2.57%2026-06-302026-07-27

EPC EDGEWELL PERSONAL CARE CO20.0K sharesnew addition2026-06-302026-07-27

NKE NIKE INC12.8K shares1.64%2026-06-302026-07-27

SOUTHERN CO SOUTHERN CO5.4K shares-0.63%2026-06-302026-07-27

MASTERCARD INCORPORATED MASTERCARD INCORPORATED986 shares-0.70%2026-06-302026-07-27

Sponsored

VISA INC VISA INC1.4K shares0.35%2026-06-302026-07-27

SPTI SPDR SERIES TRUST16.9K shares-70.53%2026-06-302026-07-27

GOOGL ALPHABET INC1.3K shares1.80%2026-06-302026-07-27

ENR ENERGIZER HLDGS INC21.2K sharesnew addition2026-06-302026-07-27

NULG NUSHARES ETF TR3.7K shares-17.19%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS1.8K shares-39.58%2026-06-302026-07-27

QQQ INVESCO QQQ TR560 shares-15.15%2026-06-302026-07-27

PG PROCTER & GAMBLE CO2.8K shares0.07%2026-06-302026-07-27

Sponsored

NULV NUSHARES ETF TR7.6K shares-18.30%2026-06-302026-07-27

GIS GENERAL MILLS INC9.4K sharesnew addition2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL612 shares16.13%2026-06-302026-07-27

AVEM AMERICAN CENTY ETF TR3.2K shares-76.55%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO858 sharesnew addition2026-06-302026-07-27

CAT CATERPILLAR INC264 sharesnew addition2026-06-302026-07-27

POST POST HLDGS INC3.0K sharesnew addition2026-06-302026-07-27

VUG VANGUARD INDEX FDS3.0K shares444.70%2026-06-302026-07-27

Sponsored

DFIV DIMENSIONAL ETF TRUST4.5K shares0.00%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC2.7K shares-2.14%2026-06-302026-07-27

AMZN AMAZON COM INC978 sharesnew addition2026-06-302026-07-27

ABBVIE INC ABBVIE INC926 sharesnew addition2026-06-302026-07-27

MUB ISHARES TR2.1K shares-2.05%2026-06-302026-07-27

BA BOEING CO1.0K shares1.97%2026-06-302026-07-27

NVDA NVIDIA CORPORATION1.1K sharesnew addition2026-06-302026-07-27

QCOM QUALCOMM INC1.2K sharesnew addition2026-06-302026-07-27

Sponsored

UNP UNION PAC CORP796 sharesnew addition2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP404 shares0.25%2026-06-302026-07-27

SLYV SPDR SERIES TRUST1.8K shares-69.07%2026-06-302026-07-27

VANGUARD INDEX FDS

-1.48%

Shares74.4K

Event2026-06-30

Filed2026-07-27

DFSV

DIMENSIONAL ETF TRUST

6.51%

Shares511.6K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

-1.20%

Shares218.1K

Event2026-06-30

Filed2026-07-27

SCHR

SCHWAB STRATEGIC TR

13.10%

Shares502.4K

Event2026-06-30

Filed2026-07-27

DFGX

DIMENSIONAL ETF TRUST

New

Shares219.9K

Event2026-06-30

Filed2026-07-27

DFEM

DIMENSIONAL ETF TRUST

10.62%

Shares262.6K

Event2026-06-30

Filed2026-07-27

SCHO

SCHWAB STRATEGIC TR

New

Shares337.2K

Event2026-06-30

Filed2026-07-27

DFSU

DIMENSIONAL ETF TRUST

New

Shares156.2K

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS

394.46%

Shares89.8K

Event2026-06-30

Filed2026-07-27

DISV

DIMENSIONAL ETF TRUST

11.31%

Shares168.2K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

191.41%

Shares75.7K

Event2026-06-30

Filed2026-07-27

DFGR

DIMENSIONAL ETF TRUST

6.26%

Shares189.4K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

13.56%

Shares13.0K

Event2026-06-30

Filed2026-07-27

DFSB

DIMENSIONAL ETF TRUST

New

Shares72.1K

Event2026-06-30

Filed2026-07-27

DFSI

DIMENSIONAL ETF TRUST

New

Shares74.2K

Event2026-06-30

Filed2026-07-27

SUSB

ISHARES TR

2.00%

Shares132.4K

Event2026-06-30

Filed2026-07-27

MUNI

PIMCO ETF TR

36.16%

Shares53.4K

Event2026-06-30

Filed2026-07-27

NUDM

NUSHARES ETF TR

-40.20%

Shares66.4K

Event2026-06-30

Filed2026-07-27

NUSC

NUSHARES ETF TR

-43.52%

Shares40.3K

Event2026-06-30

Filed2026-07-27

DFSE

DIMENSIONAL ETF TRUST

New

Shares33.6K

Event2026-06-30

Filed2026-07-27

NUEM

NUSHARES ETF TR

-36.25%

Shares37.0K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

-0.08%

Shares3.5K

Event2026-06-30

Filed2026-07-27

DFUS

DIMENSIONAL ETF TRUST

-2.63%

Shares15.1K

Event2026-06-30

Filed2026-07-27

VCEB

VANGUARD WORLD FD

-5.91%

Shares13.9K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

0.45%

Shares2.0K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

8.74%

Shares734

Event2026-06-30

Filed2026-07-27

INTC

INTEL CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-2.57%

Shares721

Event2026-06-30

Filed2026-07-27

EPC

EDGEWELL PERSONAL CARE CO

New

Shares20.0K

Event2026-06-30

Filed2026-07-27

NKE

NIKE INC

1.64%

Shares12.8K

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

-0.63%

Shares5.4K

Event2026-06-30

Filed2026-07-27

MASTERCARD INCORPORATED

-0.70%

Shares986

Event2026-06-30

Filed2026-07-27

VISA INC

0.35%

Shares1.4K

Event2026-06-30

Filed2026-07-27

SPTI

SPDR SERIES TRUST

-70.53%

Shares16.9K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

1.80%

Shares1.3K

Event2026-06-30

Filed2026-07-27

ENR

ENERGIZER HLDGS INC

New

Shares21.2K

Event2026-06-30

Filed2026-07-27

NULG

NUSHARES ETF TR

-17.19%

Shares3.7K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

-39.58%

Shares1.8K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-15.15%

Shares560

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-27

NULV

NUSHARES ETF TR

-18.30%

Shares7.6K

Event2026-06-30

Filed2026-07-27

GIS

GENERAL MILLS INC

New

Shares9.4K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

16.13%

Shares612

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR

-76.55%

Shares3.2K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

New

Shares858

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

New

Shares264

Event2026-06-30

Filed2026-07-27

POST

POST HLDGS INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

444.70%

Shares3.0K

Event2026-06-30

Filed2026-07-27

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

-2.14%

Shares2.7K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

New

Shares978

Event2026-06-30

Filed2026-07-27

ABBVIE INC

New

Shares926

Event2026-06-30

Filed2026-07-27

MUB

ISHARES TR

-2.05%

Shares2.1K

Event2026-06-30

Filed2026-07-27

BOEING CO

1.97%

Shares1.0K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

New

Shares796

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

0.25%

Shares404

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

-69.07%

Shares1.8K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available