Clarity Wealth Development
Corvallis, ORfiles as Clarity Wealth Development LLC
$180m in 59 US stocks at the end of 30 June 2026. The top 10 are 70.5% of the money. It changed about 26.6% of the portfolio this quarter.
Value
$180m
Stocks
59
Top 10 share
70.5%
Turnover
26.6%
What changed this quarter
New
Bought for the first time this quarter.
- Dimensional ETF TrustDFGX6.5% of the fund
- Schwab Strategic TRSCHO4.5% of the fund
- Dimensional ETF TrustDFSU4.0% of the fund
- Dimensional ETF TrustDFSB2.1% of the fund
- Dimensional ETF TrustDFSI1.9% of the fund
- Dimensional ETF TrustDFSE0.9% of the fund
- IntelINTC0.3% of the fund
- Edgewell Personal CareEPC0.3% of the fund
- Energizer HoldingsENR0.3% of the fund
- General MillsGIS0.2% of the fund
- JPMorgan ChaseJPM0.2% of the fund
- CaterpillarCAT0.2% of the fund
- Post HoldingsPOST0.1% of the fund
- Amazon.comAMZN0.1% of the fund
- AbbVieABBV0.1% of the fund
- NvidiaNVDA0.1% of the fund
- QualcommQCOM0.1% of the fund
- Union PacificUNP0.1% of the fund
Added
Bought more of a stock they already held.
- Dimensional ETF TrustDFSV11.0% of the fund+7%
- Schwab Strategic TRSCHR6.9% of the fund+13%
- Dimensional ETF TrustDFEM5.9% of the fund+11%
- Vanguard Scottsdale FDSVCSH3.9% of the fund+394%
- Dimensional ETF TrustDISV3.7% of the fund+11%
- Vanguard Scottsdale FDSVCIT3.5% of the fund+191%
- Dimensional ETF TrustDFGR3.0% of the fund+6%
- AppleAAPL2.1% of the fund+14%
- Pimco ETF TRMUNI1.6% of the fund+36%
- Costco WholesaleCOST0.4% of the fund+9%
- Berkshire HathawayBRK-B0.2% of the fund+16%
Cut
Sold some of their stake.
- Nushares ETF TRNUDM1.5% of the fund-40%
- Nushares ETF TRNUSC1.2% of the fund-44%
- Nushares ETF TRNUEM0.9% of the fund-36%
- Dimensional ETF TrustDFUS0.7% of the fund-3%
- Vanguard World FDVCEB0.5% of the fund-6%
- Ishares TRIVV0.3% of the fund-3%
- Spdr Series TrustSPTI0.3% of the fund-71%
- Nushares ETF TRNULG0.2% of the fund-17%
- Vanguard Specialized FundsVIG0.2% of the fund-40%
- Invesco QQQ TRQQQ0.2% of the fund-15%
- Nushares ETF TRNULV0.2% of the fund-18%
- American Centy ETF TRAVEM0.2% of the fund-77%
- Vanguard Index FDSVUG0.1% of the fund-9%
- NextEra EnergyNEE0.1% of the fund-2%
- Ishares TRMUB0.1% of the fund-2%
- Spdr Series TrustSLYV0.1% of the fund-69%
Sold out
Sold their entire stake.
- American Centy ETF TRAVDV-100%
- Honeywell InternationalHON-100%
- ExxonMobil HoldingsXOM-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 15.3%
- Value
- $28m
- Shares
- 74,351
Held
- Dimensional ETF TrustDFSV
- Share
- 11.0%
- Value
- $20m
- Shares
- 511,635
+7%
- Vanguard Tax-Managed FDSVEA
- Share
- 8.6%
- Value
- $16m
- Shares
- 218,102
Held
- Schwab Strategic TRSCHR
- Share
- 6.9%
- Value
- $12m
- Shares
- 502,374
+13%
- Dimensional ETF TrustDFGX
- Share
- 6.5%
- Value
- $12m
- Shares
- 219,887
New
- Dimensional ETF TrustDFEM
- Share
- 5.9%
- Value
- $11m
- Shares
- 262,588
+11%
- Schwab Strategic TRSCHO
- Share
- 4.5%
- Value
- $8m
- Shares
- 337,232
New
- Dimensional ETF TrustDFSU
- Share
- 4.0%
- Value
- $7m
- Shares
- 156,216
New
- Vanguard Scottsdale FDSVCSH
- Share
- 3.9%
- Value
- $7m
- Shares
- 89,754
+394%
- Dimensional ETF TrustDISV
- Share
- 3.7%
- Value
- $7m
- Shares
- 168,228
+11%
- Vanguard Scottsdale FDSVCIT
- Share
- 3.5%
- Value
- $6m
- Shares
- 75,720
+191%
- Dimensional ETF TrustDFGR
- Share
- 3.0%
- Value
- $5m
- Shares
- 189,408
+6%
- Dimensional ETF TrustDFSB
- Share
- 2.1%
- Value
- $4m
- Shares
- 72,072
New
- Dimensional ETF TrustDFSI
- Share
- 1.9%
- Value
- $3m
- Shares
- 74,188
New
- Ishares TRSUSB
- Share
- 1.8%
- Value
- $3m
- Shares
- 132,392
Held
- Pimco ETF TRMUNI
- Share
- 1.6%
- Value
- $3m
- Shares
- 53,358
+36%
- Nushares ETF TRNUDM
- Share
- 1.5%
- Value
- $3m
- Shares
- 66,412
-40%
- Nushares ETF TRNUSC
- Share
- 1.2%
- Value
- $2m
- Shares
- 40,258
-44%
- Dimensional ETF TrustDFSE
- Share
- 0.9%
- Value
- $2m
- Shares
- 33,627
New
- Nushares ETF TRNUEM
- Share
- 0.9%
- Value
- $2m
- Shares
- 36,973
-36%
- Dimensional ETF TrustDFUS
- Share
- 0.7%
- Value
- $1m
- Shares
- 15,082
-3%
- Vanguard World FDVCEB
- Share
- 0.5%
- Value
- $870,356
- Shares
- 13,868
-6%
- Ishares TRIVV
- Share
- 0.3%
- Value
- $539,641
- Shares
- 721
-3%
- Spdr Series TrustSPTI
- Share
- 0.3%
- Value
- $479,450
- Shares
- 16,888
-71%
- Nushares ETF TRNULG
- Share
- 0.2%
- Value
- $438,858
- Shares
- 3,749
-17%
- Vanguard Specialized FundsVIG
- Share
- 0.2%
- Value
- $431,450
- Shares
- 1,823
-40%
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $412,524
- Shares
- 560
-15%
- Nushares ETF TRNULV
- Share
- 0.2%
- Value
- $377,624
- Shares
- 7,554
-18%
- American Centy ETF TRAVEM
- Share
- 0.2%
- Value
- $305,680
- Shares
- 3,168
-77%
- Vanguard Index FDSVUG
- Share
- 0.1%
- Value
- $261,338
- Shares
- 3,034
-9%
- Dimensional ETF TrustDFIV
- Share
- 0.1%
- Value
- $243,468
- Shares
- 4,507
Held
- Ishares TRMUB
- Share
- 0.1%
- Value
- $225,894
- Shares
- 2,099
-2%
- Spdr Series TrustSLYV
- Share
- 0.1%
- Value
- $201,526
- Shares
- 1,847
-69%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 15.3% | $28m | 74,351 | Held |
| Dimensional ETF TrustDFSV | 11.0% | $20m | 511,635 | +7% |
| Vanguard Tax-Managed FDSVEA | 8.6% | $16m | 218,102 | Held |
| Schwab Strategic TRSCHR | 6.9% | $12m | 502,374 | +13% |
| Dimensional ETF TrustDFGX | 6.5% | $12m | 219,887 | New |
| Dimensional ETF TrustDFEM | 5.9% | $11m | 262,588 | +11% |
| Schwab Strategic TRSCHO | 4.5% | $8m | 337,232 | New |
| Dimensional ETF TrustDFSU | 4.0% | $7m | 156,216 | New |
| Vanguard Scottsdale FDSVCSH | 3.9% | $7m | 89,754 | +394% |
| Dimensional ETF TrustDISV | 3.7% | $7m | 168,228 | +11% |
| Vanguard Scottsdale FDSVCIT | 3.5% | $6m | 75,720 | +191% |
| Dimensional ETF TrustDFGR | 3.0% | $5m | 189,408 | +6% |
| AppleAAPL | 2.1% | $4m | 13,005 | +14% |
| Dimensional ETF TrustDFSB | 2.1% | $4m | 72,072 | New |
| Dimensional ETF TrustDFSI | 1.9% | $3m | 74,188 | New |
| Ishares TRSUSB | 1.8% | $3m | 132,392 | Held |
| Pimco ETF TRMUNI | 1.6% | $3m | 53,358 | +36% |
| Nushares ETF TRNUDM | 1.5% | $3m | 66,412 | -40% |
| Nushares ETF TRNUSC | 1.2% | $2m | 40,258 | -44% |
| Dimensional ETF TrustDFSE | 0.9% | $2m | 33,627 | New |
| Nushares ETF TRNUEM | 0.9% | $2m | 36,973 | -36% |
| MicrosoftMSFT | 0.7% | $1m | 3,527 | Held |
| Dimensional ETF TrustDFUS | 0.7% | $1m | 15,082 | -3% |
| Vanguard World FDVCEB | 0.5% | $870,356 | 13,868 | -6% |
| AlphabetGOOG | 0.4% | $705,247 | 1,996 | Held |
| Costco WholesaleCOST | 0.4% | $686,882 | 734 | +9% |
| IntelINTC | 0.3% | $562,755 | 4,030 | New |
| Ishares TRIVV | 0.3% | $539,641 | 721 | -3% |
| Edgewell Personal CareEPC | 0.3% | $537,200 | 20,000 | New |
| NikeNKE | 0.3% | $524,139 | 12,768 | Held |
| Southern CompanySO | 0.3% | $516,451 | 5,396 | Held |
| MastercardMA | 0.3% | $506,256 | 986 | Held |
| VisaV | 0.3% | $497,631 | 1,450 | Held |
| Spdr Series TrustSPTI | 0.3% | $479,450 | 16,888 | -71% |
| AlphabetGOOGL | 0.3% | $465,653 | 1,303 | Held |
| Energizer HoldingsENR | 0.3% | $454,311 | 21,190 | New |
| Nushares ETF TRNULG | 0.2% | $438,858 | 3,749 | -17% |
| Vanguard Specialized FundsVIG | 0.2% | $431,450 | 1,823 | -40% |
| Invesco QQQ TRQQQ | 0.2% | $412,524 | 560 | -15% |
| Procter & GamblePG | 0.2% | $403,953 | 2,755 | Held |
| Nushares ETF TRNULV | 0.2% | $377,624 | 7,554 | -18% |
| General MillsGIS | 0.2% | $327,645 | 9,415 | New |
| Berkshire HathawayBRK-B | 0.2% | $306,239 | 612 | +16% |
| American Centy ETF TRAVEM | 0.2% | $305,680 | 3,168 | -77% |
| JPMorgan ChaseJPM | 0.2% | $280,947 | 858 | New |
| CaterpillarCAT | 0.2% | $280,777 | 264 | New |
| Post HoldingsPOST | 0.1% | $264,780 | 3,000 | New |
| Vanguard Index FDSVUG | 0.1% | $261,338 | 3,034 | -9% |
| Dimensional ETF TrustDFIV | 0.1% | $243,468 | 4,507 | Held |
| NextEra EnergyNEE | 0.1% | $240,480 | 2,740 | -2% |
| Amazon.comAMZN | 0.1% | $233,097 | 978 | New |
| AbbVieABBV | 0.1% | $233,033 | 926 | New |
| Ishares TRMUB | 0.1% | $225,894 | 2,099 | -2% |
| BoeingBA | 0.1% | $223,614 | 1,033 | Held |
| NvidiaNVDA | 0.1% | $221,309 | 1,106 | New |
| QualcommQCOM | 0.1% | $218,052 | 1,180 | New |
| Union PacificUNP | 0.1% | $216,398 | 796 | New |
| Lockheed MartinLMT | 0.1% | $205,822 | 404 | Held |
| Spdr Series TrustSLYV | 0.1% | $201,526 | 1,847 | -69% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 79.4% since 30 June 2025.
Where the money is
Technology3.6%
Everyday goods0.9%
Financial services0.9%
Media & telecom0.6%
Industrials0.5%
Retail & consumer0.4%
Utilities0.4%
Materials0.3%
Health care0.1%
Other92.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.