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Clarity Wealth Development LLC

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13F filer, CIK 2048774, Corvallis, OR

Clarity Wealth Development LLC reported $110,780,839 across 45 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 74.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-25-000637

Period
2025-09-30
Reported value
$111M
Holdings
45
Top 10 weight
74.47%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSVadded+23,174$739K
VTIadded+2,011$680K
VEAadded+5,915$365K
DFEMadded+10,751$358K
SCHRadded+14,025$355K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-1,598-$430K
UNPexited-1,023-$235K
COSTreduced-229-$212K
HDexited-546-$200K
DFUSreduced-2,008-$150K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001941040-25-000637, largest first. % of portfolio is the value over $110,780,839, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,548 shares; 2025Q1: 62,188 shares; 2025Q2: 65,266 shares; 2025Q3: 67,277 shares 67,277$22.7M20.52%+2,011Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 332,281 shares; 2025Q1: 363,762 shares; 2025Q2: 380,726 shares; 2025Q3: 403,900 shares 403,900$12.9M11.62%+23,174Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189,452 shares; 2025Q1: 188,286 shares; 2025Q2: 191,336 shares; 2025Q3: 197,251 shares 197,251$12.2M10.98%+5,915Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273,259 shares; 2025Q1: 309,649 shares; 2025Q2: 332,843 shares; 2025Q3: 346,868 shares 346,868$8.78M7.92%+14,025Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173,439 shares; 2025Q1: 183,207 shares; 2025Q2: 188,021 shares; 2025Q3: 198,772 shares 198,772$6.62M5.98%+10,751Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,885 shares; 2025Q1: 122,232 shares; 2025Q2: 124,646 shares; 2025Q3: 130,946 shares 130,946$4.72M4.26%+6,300Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119,566 shares; 2025Q1: 114,891 shares; 2025Q2: 113,127 shares; 2025Q3: 109,833 shares 109,833$4.26M3.84%-3,294Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,025 shares; 2025Q1: 136,719 shares; 2025Q2: 139,106 shares; 2025Q3: 147,405 shares 147,405$4.03M3.64%+8,299Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,995 shares; 2025Q1: 71,240 shares; 2025Q2: 71,876 shares; 2025Q3: 70,593 shares 70,593$3.19M2.88%-1,283Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,484 shares; 2025Q1: 13,235 shares; 2025Q2: 13,237 shares; 2025Q3: 11,639 shares 11,639$3.13M2.83%-1,598Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,644 shares; 2025Q1: 113,938 shares; 2025Q2: 120,767 shares; 2025Q3: 120,351 shares 120,351$3.05M2.76%-416Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,944 shares; 2025Q1: 60,837 shares; 2025Q2: 59,799 shares; 2025Q3: 58,097 shares 58,097$2.18M1.97%-1,702Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,024 shares; 2025Q1: 3,034 shares; 2025Q2: 3,834 shares; 2025Q3: 3,662 shares 3,662$1.99M1.79%-172Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,413 shares; 2025Q1: 20,570 shares; 2025Q2: 20,901 shares; 2025Q3: 23,008 shares 23,008$1.95M1.76%+2,107Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83,170 shares; 2025Q1: 74,424 shares; 2025Q2: 69,030 shares; 2025Q3: 65,750 shares 65,750$1.91M1.73%-3,280Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,998 shares; 2025Q1: 31,955 shares; 2025Q2: 32,186 shares; 2025Q3: 33,879 shares 33,879$1.79M1.61%+1,693Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,069 shares; 2025Q1: 14,960 shares; 2025Q2: 14,851 shares; 2025Q3: 16,400 shares 16,400$1.31M1.19%+1,549Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,692 shares; 2025Q1: 18,469 shares; 2025Q2: 17,869 shares; 2025Q3: 15,861 shares 15,861$1.18M1.07%-2,008Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,660 shares; 2025Q1: 14,720 shares; 2025Q2: 14,720 shares; 2025Q3: 14,308 shares 14,308$1.12M1.01%-412Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,991 shares; 2025Q1: 12,534 shares; 2025Q2: 13,593 shares; 2025Q3: 13,478 shares 13,478$874K0.79%-115Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,560 shares; 2025Q3: 12,527 shares 12,527$845K0.76%-33Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,203 shares; 2025Q1: 4,051 shares; 2025Q2: 3,730 shares; 2025Q3: 3,247 shares 3,247$713K0.64%-483Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,205 shares; 2025Q1: 7,690 shares; 2025Q2: 7,690 shares; 2025Q3: 7,423 shares 7,423$668K0.6%-267Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 916 shares; 2025Q1: 907 shares; 2025Q2: 904 shares; 2025Q3: 675 shares 675$624K0.56%-229Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,345 shares; 2025Q1: 6,937 shares; 2025Q2: 6,937 shares; 2025Q3: 6,636 shares 6,636$599K0.54%-301Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,365 shares; 2025Q1: 2,245 shares; 2025Q2: 2,171 shares; 2025Q3: 2,121 shares 2,121$569K0.51%-50Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 985 shares 985$557K0.5%-25Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,462 shares; 2025Q3: 2,383 shares 2,383$511K0.46%-79Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares 740$511K0.46%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,396 shares; 2025Q1: 5,396 shares; 2025Q2: 5,396 shares; 2025Q3: 5,396 shares 5,396$507K0.46%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,643 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,455 shares 1,455$505K0.46%-114Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,968 shares; 2025Q1: 4,217 shares; 2025Q2: 4,347 shares; 2025Q3: 4,527 shares 4,527$464K0.42%+180Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,330 shares; 2025Q1: 8,905 shares; 2025Q2: 9,229 shares; 2025Q3: 9,468 shares 9,468$423K0.38%+239Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 760 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares 660$418K0.38%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,796 shares; 2025Q3: 2,736 shares 2,736$414K0.37%-60Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,484 shares; 2025Q2: 10,965 shares; 2025Q3: 14,050 shares 14,050$360K0.32%+3,085Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,340 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares 1,280$342K0.31%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 601 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares 574$288K0.26%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 527 shares; 2025Q3: 527 shares 527$254K0.23%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares 2,800$234K0.21%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,902 shares; 2025Q1: 2,492 shares; 2025Q2: 2,492 shares; 2025Q3: 2,162 shares 2,162$233K0.21%-330Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,186 shares; 2025Q1: 1,178 shares; 2025Q2: 1,112 shares; 2025Q3: 997 shares 997$227K0.2%-115Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,013 shares 1,013$226K0.2%-270Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,209 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,209 shares 1,209$219K0.2%newTimeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,507 shares 4,507$211K0.19%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNPUNION PAC CORP1,023$235Kshares
HDHOME DEPOT INC546$200Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001941040-25-000637 base2025-11-12acceptance time not in the bulk data set