Clarity Wealth Development LLC Portfolio Holdings

Clarity Wealth Development LLC

  • $111 Billion
  • Q3 2025

Clarity Wealth Development LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $22.7B, Dimensional ETF Tr Dimensional with a value of $12.9B, Vanguard Ftse Developed Market with a value of $12.2B, Schwab Intermediate Term Us Tr with a value of $8.78B, and Dimensional ETF Tr Emerging Mk with a value of $6.62B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $100B to 111B.

Clarity Wealth Development LLC is based out at Corvallis, OR

Below you can find more details about Clarity Wealth Development LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
ETFs: $95.6 Billion
Technology: $5.33 Billion
Financial Services: $1.32 Billion
Consumer Defensive: $1.04 Billion
Communication Services: $912 Million
Consumer Cyclical: $845 Million
Utilities: $741 Million
Industrials: $737 Million
Other: $227 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $111 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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