Portfolio (Quarterly) Guide ↗

Clarity Wealth Development LLC

· CIK 0002048774

13F Portfolio $123M AUM 44 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 13 Added 13 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VTI	VANGUARD INDEX FDS	—	75,471.0	$24.2M	19.76%	+4K	+5.8%	$320.81	+13.8%
2	DFSV	DIMENSIONAL ETF TRUST	—	480,383.0	$16.8M	13.74%	+27K	+6.0%	$35.04	+6.0%
3	VEA	VANGUARD TAX-MANAGED FDS	—	220,754.0	$14.1M	11.55%	+8K	+3.7%	$64.08	+10.3%
4	SCHR	SCHWAB STRATEGIC TR	—	444,172.0	$11.1M	9.03%	+57K	+14.8%	$24.91	-1.3%
5	DFEM	DIMENSIONAL ETF TRUST	—	237,375.0	$8.2M	6.69%	+13K	+6.0%	$34.55	+14.7%
6	DISV	DIMENSIONAL ETF TRUST	—	151,141.0	$6.0M	4.87%	+5K	+3.5%	$39.44	+7.0%
7	DFGR	DIMENSIONAL ETF TRUST	—	178,255.0	$4.7M	3.87%	+7K	+4.1%	$26.58	+9.2%
8	SUSB	ISHARES TR	—	129,802.0	$3.3M	2.66%	+3K	+2.1%	$25.07	-0.5%
9	NUSC	NUSHARES ETF TR	—	71,281.0	$3.2M	2.62%	+557.0	+0.8%	$45.06	+8.4%
10	VCIT	VANGUARD SCOTTSDALE FDS	—	25,984.0	$2.2M	1.75%	+665.0	+2.6%	$82.75	-0.7%
11	MUNI	PIMCO ETF TR	—	39,189.0	$2.0M	1.67%	+696.0	+1.8%	$52.19	-0.3%
12	VCSH	VANGUARD SCOTTSDALE FDS	—	18,152.0	$1.4M	1.18%	+342.0	+1.9%	$79.27	-0.5%
13	VCEB	VANGUARD WORLD FD	—	14,739.0	$926K	0.76%	+454.0	+3.2%	$62.83	-0.7%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 41.4%

Financial Services 12.9%

Consumer Defensive 10.5%

Industrials 9.7%

Communication Services 9.2%

Utilities 7.7%

Consumer Cyclical 6.5%

Energy 2.1%