Clarity Wealth Development LLC Portfolio Holdings

Clarity Wealth Development LLC

  • $92.1 Billion
  • Q4 2024

Clarity Wealth Development LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $92.1 Billion distributed in 46 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 $18.4B, Dimensional ETF Tr Dimensional with a value of $10.5B, Vanguard Ftse Developed Market with a value of $9.46B, Schwab Intermediate Term Us Tr with a value of $6.67B, and Dimensional ETF Tr Emerging Mk with a value of $4.55B.

Examining the 13F form we can see an increase of $92.1B in the current position value.

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 $92.1 Billion
ETFs: $78.6 Billion
Technology: $4.65 Billion
Financial Services: $1.39 Billion
Industrials: $1.08 Billion
Consumer Defensive: $898 Million
Communication Services: $760 Million
Utilities: $654 Million
Consumer Cyclical: $445 Million
Other: $218 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $92.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 46 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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