Clarity Wealth Development LLC

Corvallis, OR · CIK 2048774 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCorvallis, OR

$180.2m reported value +47.1% vs Q1 2026

59positions

70.5%in top 10

18 new 19 added 21 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	74,351	$27.5m15.27%	15.27%	Reduced -1.1k	-1,120 -1.5%
2	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		511,635	$19.8m11.02%	11.02%	Added +31.3k	+31,252 6.5%
3	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	218,102	$15.5m8.63%	8.63%	Reduced -2.7k	-2,652 -1.2%
4	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	502,374	$12.4m6.88%	6.88%	Added +58.2k	+58,202 13.1%
5	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	219,887	$11.8m6.54%	6.54%	New
6	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	262,588	$10.7m5.92%	5.92%	Added +25.2k	+25,213 10.6%
7	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	337,232	$8.1m4.52%	4.52%	New
8	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	156,216	$7.3m4.04%	4.04%	New
9	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	89,754	$7.1m3.94%	3.94%	Added +71.6k	+71,602 394.5%
10	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	168,228	$6.8m3.75%	3.75%	Added +17.1k	+17,087 11.3%
11	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	75,720	$6.3m3.47%	3.47%	Added +49.7k	+49,736 191.4%
12	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	189,408	$5.5m3.05%	3.05%	Added +11.2k	+11,153 6.3%
13	APPLE INC COM AAPL	AAPL	13,005	$3.8m2.09%	2.09%	Added +1.6k	+1,553 13.6%
14	DIMENSIONAL ETF TRUST GLOBAL SUSTAINA DFSB	DFSB	72,072	$3.8m2.08%	2.08%	New
15	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	74,188	$3.3m1.86%	1.86%	New
16	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	132,392	$3.3m1.84%	1.84%	Added +2.6k	+2,590 2.0%
17	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	53,358	$2.8m1.56%	1.56%	Added +14.2k	+14,169 36.2%
18	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	66,412	$2.7m1.48%	1.48%	Reduced -44.6k	-44,650 -40.2%
19	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	40,258	$2.1m1.16%	1.16%	Reduced -31.0k	-31,023 -43.5%
20	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	33,627	$1.6m0.91%	0.91%	New
21	NUSHARES ETF TR NUVEEN ESG EMRGN NUEM	NUEM	36,973	$1.6m0.87%	0.87%	Reduced -21.0k	-21,027 -36.2%
22	MICROSOFT CORP COM MSFT	MSFT	3,527	$1.3m0.73%	0.73%	Reduced -3	-3 -0.1%
23	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	15,082	$1.2m0.69%	0.69%	Reduced -407	-407 -2.6%
24	VANGUARD WORLD FD ESG US CORP BD VCEB	VCEB	13,868	$870.4k0.48%	0.48%	Reduced -871	-871 -5.9%
25	ALPHABET INC CAP STK CL C GOOG	GOOG	1,996	$705.2k0.39%	0.39%	Added +9	+9 0.5%
26	COSTCO WHSL CORP NEW COM COST	COST	734	$686.9k0.38%	0.38%	Added +59	+59 8.7%
27	INTEL CORP COM INTC	INTC	4,030	$562.8k0.31%	0.31%	New
28	ISHARES TR CORE S&P500 ETF IVV	IVV	721	$539.6k0.30%	0.30%	Reduced -19	-19 -2.6%
29	EDGEWELL PERS CARE CO COM EPC	EPC	20,000	$537.2k0.30%	0.30%	New
30	NIKE INC CL B NKE	NKE	12,768	$524.1k0.29%	0.29%	Added +206	+206 1.6%
31	SOUTHERN CO COM SO	SO	5,396	$516.5k0.29%	0.29%	Reduced -34	-34 -0.6%
32	MASTERCARD INCORPORATED CL A MA	MA	986	$506.3k0.28%	0.28%	Reduced -7	-7 -0.7%
33	VISA INC COM CL A V	V	1,450	$497.6k0.28%	0.28%	Added +5	+5 0.3%
34	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	16,888	$479.4k0.27%	0.27%	Reduced -40.4k	-40,426 -70.5%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,303	$465.7k0.26%	0.26%	Added +23	+23 1.8%
36	ENERGIZER HLDGS INC NEW COM ENR	ENR	21,190	$454.3k0.25%	0.25%	New
37	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	3,749	$438.9k0.24%	0.24%	Reduced -778	-778 -17.2%
38	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,823	$431.4k0.24%	0.24%	Reduced -1.2k	-1,194 -39.6%
39	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	560	$412.5k0.23%	0.23%	Reduced -100	-100 -15.2%
40	PROCTER AND GAMBLE CO COM PG	PG	2,755	$404.0k0.22%	0.22%	Added +2	+2 0.1%
41	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	7,554	$377.6k0.21%	0.21%	Reduced -1.7k	-1,692 -18.3%
42	GENERAL MLS INC COM GIS	GIS	9,415	$327.6k0.18%	0.18%	New
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	612	$306.2k0.17%	0.17%	Added +85	+85 16.1%
44	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	3,168	$305.7k0.17%	0.17%	Reduced -10.3k	-10,342 -76.5%
45	JPMORGAN CHASE & CO COM JPM	JPM	858	$280.9k0.16%	0.16%	New
46	CATERPILLAR INC COM CAT	CAT	264	$280.8k0.16%	0.16%	New
47	POST HLDGS INC COM POST	POST	3,000	$264.8k0.15%	0.15%	New
48	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,034	$261.3k0.15%	0.15%	Reduced -308	-308 -9.2%
49	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	4,507	$243.5k0.14%	0.14%	Unchanged
50	NEXTERA ENERGY INC COM NEE	NEE	2,740	$240.5k0.13%	0.13%	Reduced -60	-60 -2.1%
51	AMAZON COM INC COM AMZN	AMZN	978	$233.1k0.13%	0.13%	New
52	ABBVIE INC COM ABBV	ABBV	926	$233.0k0.13%	0.13%	New
53	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,099	$225.9k0.13%	0.13%	Reduced -44	-44 -2.0%
54	BOEING CO COM BA	BA	1,033	$223.6k0.12%	0.12%	Added +20	+20 2.0%
55	NVIDIA CORPORATION COM NVDA	NVDA	1,106	$221.3k0.12%	0.12%	New
56	QUALCOMM INC COM QCOM	QCOM	1,180	$218.1k0.12%	0.12%	New
57	UNION PAC CORP COM UNP	UNP	796	$216.4k0.12%	0.12%	New
58	LOCKHEED MARTIN CORP COM LMT	LMT	404	$205.8k0.11%	0.11%	Added +1	+1 0.2%
59	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	1,847	$201.5k0.11%	0.11%	Reduced -4.1k	-4,124 -69.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMERICAN CENTY ETF TR AVDV	AVDV	6,900	$689.0k6.9k shares
HONEYWELL INTL INC		1,192	$538.5k1.2k shares
EXXON MOBIL CORP XOM	XOM	1,262	$214.1k1.3k shares