AI Portfolio Summary
In 2025 Q4, Clarity Wealth Development LLC maintained a portfolio of 45 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 6.0%. The fund also reduced its exposure to SPDR SERIES TRUST by 7.4%.
Total Positions
45
Quarter
2025 Q4
Top Holding
VTI (20.2%)
Top 10 Concentration
75.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 45
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 20.23% | 20.52% |
#1
Prev: #1
|
10.0 | 4,038 | 6.0% |
P
S
|
71,315 | $23,909,696 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 12.61% | 11.62% |
#2
Prev: #2
|
7.1 | 49,467 | 12.2% |
P
S
|
453,367 | $14,911,241 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 11.25% | 10.98% |
#3
Prev: #3
|
6.5 | 15,659 | 7.9% |
P
S
|
212,910 | $13,300,479 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 8.21% | 7.92% |
#4
Prev: #4
|
5.3 | 39,909 | 11.5% |
P
S
|
386,777 | $9,700,367 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 6.27% | 5.98% |
#5
Prev: #5
|
4.5 | 25,276 | 12.7% |
P
S
|
224,048 | $7,411,508 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 4.69% | 4.26% |
#6
Prev: #6
|
3.9 | 15,074 | 11.5% |
P
S
|
146,020 | $5,548,760 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 3.83% | 3.64% |
#7
1
Prev: #8
|
3.6 | 23,836 | 16.2% |
P
S
|
171,241 | $4,524,187 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NUDM
NUSHARES ETF TR
|
Bond/Debt | 3.42% | 3.84% |
#8
1
Prev: #7
|
3.4 | 1,656 | 1.5% |
P
S
|
111,489 | $4,037,017 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUSB
ISHARES TR
|
ETF | 2.72% | 2.76% |
#9
2
Prev: #11
|
3.1 | 6,826 | 5.7% |
P
S
|
127,177 | $3,209,947 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NUSC
NUSHARES ETF TR
|
ETF | 2.67% | 2.88% |
#10
1
Prev: #9
|
3.1 | 131 | 0.2% |
P
S
|
70,724 | $3,157,827 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Unknown | 2.64% | 2.83% |
#11
1
Prev: #10
|
1.1 | -147 | -1.3% |
P
S
|
11,492 | $3,124,221 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.79% | 1.76% |
#12
2
Prev: #14
|
2.7 | 2,311 | 10.0% |
P
S
|
25,319 | $2,120,440 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NUEM
NUSHARES ETF TR
|
ETF | 1.76% | 1.97% |
#13
1
Prev: #12
|
2.7 | 521 | 0.9% |
P
S
|
58,618 | $2,085,628 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUNI
PIMCO ETF TR
|
Bond/Debt | 1.71% | 1.61% |
#14
2
Prev: #16
|
2.7 | 4,614 | 13.6% |
P
S
|
38,493 | $2,017,418 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 1.49% | 1.73% |
#15
Prev: #15
|
0.6 | -4,859 | -7.4% |
P
S
|
60,891 | $1,756,093 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Unknown | 1.49% | 1.79% |
#16
3
Prev: #13
|
0.6 | -32 | -0.9% |
P
S
|
3,630 | $1,755,604 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.20% | 1.19% |
#17
Prev: #17
|
2.5 | 1,410 | 8.6% |
P
S
|
17,810 | $1,419,991 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.00% | 1.07% |
#18
Prev: #18
|
0.4 | no change | no change |
P
S
|
15,861 | $1,176,410 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.92% | 1.01% |
#19
Prev: #19
|
0.4 | -249 | -1.7% |
P
S
|
14,059 | $1,082,824 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCEB
VANGUARD WORLD ...
|
ETF | 0.77% | 0.79% |
#20
Prev: #20
|
2.3 | 807 | 6.0% |
P
S
|
14,285 | $908,955 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NKE
NIKE INC
|
Unknown | 0.68% | 0.76% |
#21
Prev: #21
|
2.3 | 35 | 0.3% |
P
S
|
12,562 | $800,298 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.62% | 0.64% |
#22
Prev: #22
|
2.3 | 71 | 2.2% |
P
S
|
3,318 | $729,244 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.58% | 0.60% |
#23
Prev: #23
|
0.2 | -156 | -2.1% |
P
S
|
7,267 | $682,880 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Unknown | 0.56% | 0.51% |
#24
2
Prev: #26
|
0.2 | no change | no change |
P
S
|
2,121 | $665,570 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.50% | 0.54% |
#25
Prev: #25
|
0.2 | -81 | -1.2% |
P
S
|
6,555 | $596,308 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 45 holdings