Clarity Wealth Development LLC Portfolio Holdings

Clarity Wealth Development LLC

  • $100 Billion
  • Q2 2025

Clarity Wealth Development LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 44 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 $19.8B, Dimensional ETF Tr Dimensional with a value of $11.2B, Vanguard Ftse Developed Market with a value of $10.9B, Schwab Intermediate Term Us Tr with a value of $8.33B, and Dimensional ETF Tr Emerging Mk with a value of $5.58B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $89.6B to 100B.

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 $100 Billion
ETFs: $85.9 Billion
Technology: $4.62 Billion
Financial Services: $1.38 Billion
Consumer Defensive: $1.34 Billion
Consumer Cyclical: $1.09 Billion
Industrials: $1.08 Billion
Communication Services: $611 Million
Utilities: $496 Million
Other: $206 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$2.72 Billion 2.7% of portfolio
13,237
Q2 2025 Added 0.02%
$3.95T
$1.91 Billion 1.9% of portfolio
3,834
Q2 2025 Added 26.37%
$439B
$895 Million 0.89% of portfolio
904
Q2 2025 Reduced 0.33%
$94.4B
$892 Million 0.89% of portfolio
12,560
Q2 2025 New
$146B
$573 Million 0.57% of portfolio
2,462
Q2 2025 Reduced 2.42%
$548B
$567 Million 0.56% of portfolio
1,010
Q4 2024 New
$551B
$557 Million 0.55% of portfolio
1,569
Q1 2025 Reduced 4.5%
$102B
$496 Million 0.49% of portfolio
5,396
Q4 2024 New
$368B
$445 Million 0.44% of portfolio
2,796
Q2 2025 New
$1.24T
$385 Million 0.38% of portfolio
2,171
Q2 2025 Reduced 3.3%
$139B
$269 Million 0.27% of portfolio
1,283
Q4 2024 New
$621B
$256 Million 0.25% of portfolio
527
Q2 2025 Reduced 8.67%
$135B
$235 Million 0.23% of portfolio
1,023
Q1 2025 Reduced 12.49%
$1.21T
$226 Million 0.22% of portfolio
1,280
Q1 2025 Reduced 4.48%
$351B
$206 Million 0.21% of portfolio
1,112
Q2 2025 Reduced 5.6%
$405B
$200 Million 0.2% of portfolio
546
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $100 Billion
  • Prior Value $89.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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