Clarity Wealth Development LLC Portfolio Holdings

Clarity Wealth Development LLC

  • $89.6 Billion
  • Q1 2025

Clarity Wealth Development LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $89.6 Billion distributed in 41 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 $17B, Vanguard Ftse Developed Market with a value of $9.95B, Dimensional ETF Tr Dimensional with a value of $9.66B, Schwab Intermediate Term Us Tr with a value of $7.77B, and Dimensional ETF Tr Emerging Mk with a value of $4.87B.

Examining the 13F form we can see an decrease of $2.51B in the current position value, from $92.1B to 89.6B.

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 $89.6 Billion
ETFs: $77.4 Billion
Technology: $4.01 Billion
Financial Services: $1.4 Billion
Industrials: $987 Million
Consumer Defensive: $902 Million
Communication Services: $564 Million
Utilities: $496 Million
Healthcare: $230 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17 Billion 18.93% of portfolio
62,188
Q1 2025 Added 1.04%
$0
$9.95 Billion 11.11% of portfolio
188,286
Q1 2025 Reduced 0.62%
$0
$9.66 Billion 10.78% of portfolio
363,762
Q1 2025 Added 9.47%
$0
$7.77 Billion 8.67% of portfolio
309,649
Q1 2025 Added 13.32%
$0
$4.87 Billion 5.43% of portfolio
183,207
Q1 2025 Added 5.63%
$0
$3.79 Billion 4.23% of portfolio
114,891
Q1 2025 Reduced 3.91%
$0
$3.69 Billion 4.12% of portfolio
122,232
Q1 2025 Added 8.28%
Dimensional ETF Trust
-
$3.59 Billion 4.01% of portfolio
-
Q1 2025 Added 4.35%
$0
$2.86 Billion 3.19% of portfolio
113,938
Q1 2025 Added 0.26%
$3.23T
$2.81 Billion 3.14% of portfolio
13,235
Q1 2025 Reduced 1.85%
$0
$2.66 Billion 2.97% of portfolio
71,240
Q1 2025 Reduced 2.4%
$0
$2.15 Billion 2.4% of portfolio
74,424
Q1 2025 Reduced 10.52%
$0
$1.79 Billion 1.99% of portfolio
60,837
Q1 2025 Reduced 1.79%
$0
$1.68 Billion 1.88% of portfolio
20,570
Q1 2025 Added 0.77%
$0
$1.64 Billion 1.83% of portfolio
31,955
Q1 2025 Reduced 6.01%
$3.43T
$1.2 Billion 1.34% of portfolio
3,034
Q1 2025 Added 0.33%
$0
$1.11 Billion 1.24% of portfolio
18,469
Q1 2025 Reduced 6.21%
$460B
$902 Million 1.01% of portfolio
907
Q1 2025 Reduced 0.98%
$0
$891 Million 0.99% of portfolio
14,720
Q1 2025 Reduced 6.0%
$0
$785 Million 0.88% of portfolio
12,534
Q1 2025 Added 39.41%
$0
$774 Million 0.86% of portfolio
4,051
Q1 2025 Reduced 3.62%
$559B
$553 Million 0.62% of portfolio
1,010
Q4 2024 New
$0
$558 Million 0.62% of portfolio
7,690
Q1 2025 Reduced 6.28%
$597B
$542 Million 0.6% of portfolio
1,569
Q1 2025 Reduced 4.5%
$152B
$531 Million 0.59% of portfolio
2,523
Q4 2024 New
$0
$511 Million 0.57% of portfolio
6,937
Q1 2025 Reduced 5.55%
$98B
$496 Million 0.55% of portfolio
5,396
Q4 2024 New
$0
$413 Million 0.46% of portfolio
740
Q4 2024 New
$1.05T
$361 Million 0.4% of portfolio
2,245
Q1 2025 Reduced 5.07%
$0
$349 Million 0.39% of portfolio
8,905
Q1 2025 Added 6.9%
$0
$340 Million 0.38% of portfolio
4,217
Q1 2025 Added 6.28%
$0
$314 Million 0.35% of portfolio
660
Q1 2025 Reduced 13.16%
$655B
$308 Million 0.34% of portfolio
577
Q4 2024 New
$0
$261 Million 0.29% of portfolio
2,492
Q1 2025 Reduced 36.14%
$0
$253 Million 0.28% of portfolio
10,484
Q1 2025 New
$329B
$230 Million 0.26% of portfolio
1,178
Q1 2025 Reduced 0.67%
$124B
$235 Million 0.26% of portfolio
1,283
Q4 2024 New
$136B
$221 Million 0.25% of portfolio
1,023
Q1 2025 Reduced 12.49%
$0
$217 Million 0.24% of portfolio
574
Q1 2025 Reduced 4.49%
$1.03T
$203 Million 0.23% of portfolio
1,280
Q1 2025 Reduced 4.48%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $89.6 Billion
  • Prior Value $92.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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