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Clarity Wealth Development LLC

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13F filer, CIK 2048774, Corvallis, OR

Clarity Wealth Development LLC reported $118,205,976 across 45 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11. Its ten largest share positions make up 75.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-26-000098

Period
2025-12-31
Reported value
$118M
Holdings
45
Top 10 weight
75.89%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSVadded+49,467$1.63M
VTIadded+4,038$1.35M
SCHRadded+39,909$1M
VEAadded+15,659$978K
DFEMadded+25,276$836K

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
SPTIreduced-4,859-$140K
AAPLreduced-147-$40K
AVEMreduced-249-$19.2K
MSFTreduced-32-$15.5K
AVDVreduced-156-$14.7K

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, Q4 2025

Share positions as resolved from 13F-HR 0001941040-26-000098, largest first. % of portfolio is the value over $118,205,976, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,548 shares; 2025Q1: 62,188 shares; 2025Q2: 65,266 shares; 2025Q3: 67,277 shares; 2025Q4: 71,315 shares 71,315$23.9M20.23%+4,038Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 332,281 shares; 2025Q1: 363,762 shares; 2025Q2: 380,726 shares; 2025Q3: 403,900 shares; 2025Q4: 453,367 shares 453,367$14.9M12.61%+49,467Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 189,452 shares; 2025Q1: 188,286 shares; 2025Q2: 191,336 shares; 2025Q3: 197,251 shares; 2025Q4: 212,910 shares 212,910$13.3M11.25%+15,659Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273,259 shares; 2025Q1: 309,649 shares; 2025Q2: 332,843 shares; 2025Q3: 346,868 shares; 2025Q4: 386,777 shares 386,777$9.7M8.21%+39,909Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 173,439 shares; 2025Q1: 183,207 shares; 2025Q2: 188,021 shares; 2025Q3: 198,772 shares; 2025Q4: 224,048 shares 224,048$7.41M6.27%+25,276Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,885 shares; 2025Q1: 122,232 shares; 2025Q2: 124,646 shares; 2025Q3: 130,946 shares; 2025Q4: 146,020 shares 146,020$5.55M4.69%+15,074Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,025 shares; 2025Q1: 136,719 shares; 2025Q2: 139,106 shares; 2025Q3: 147,405 shares; 2025Q4: 171,241 shares 171,241$4.52M3.83%+23,836Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119,566 shares; 2025Q1: 114,891 shares; 2025Q2: 113,127 shares; 2025Q3: 109,833 shares; 2025Q4: 111,489 shares 111,489$4.04M3.42%+1,656Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,644 shares; 2025Q1: 113,938 shares; 2025Q2: 120,767 shares; 2025Q3: 120,351 shares; 2025Q4: 127,177 shares 127,177$3.21M2.72%+6,826Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,995 shares; 2025Q1: 71,240 shares; 2025Q2: 71,876 shares; 2025Q3: 70,593 shares; 2025Q4: 70,724 shares 70,724$3.16M2.67%+131Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,484 shares; 2025Q1: 13,235 shares; 2025Q2: 13,237 shares; 2025Q3: 11,639 shares; 2025Q4: 11,492 shares 11,492$3.12M2.64%-147Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,413 shares; 2025Q1: 20,570 shares; 2025Q2: 20,901 shares; 2025Q3: 23,008 shares; 2025Q4: 25,319 shares 25,319$2.12M1.79%+2,311Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,944 shares; 2025Q1: 60,837 shares; 2025Q2: 59,799 shares; 2025Q3: 58,097 shares; 2025Q4: 58,618 shares 58,618$2.09M1.76%+521Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,998 shares; 2025Q1: 31,955 shares; 2025Q2: 32,186 shares; 2025Q3: 33,879 shares; 2025Q4: 38,493 shares 38,493$2.02M1.71%+4,614Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83,170 shares; 2025Q1: 74,424 shares; 2025Q2: 69,030 shares; 2025Q3: 65,750 shares; 2025Q4: 60,891 shares 60,891$1.76M1.49%-4,859Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,024 shares; 2025Q1: 3,034 shares; 2025Q2: 3,834 shares; 2025Q3: 3,662 shares; 2025Q4: 3,630 shares 3,630$1.76M1.49%-32Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,069 shares; 2025Q1: 14,960 shares; 2025Q2: 14,851 shares; 2025Q3: 16,400 shares; 2025Q4: 17,810 shares 17,810$1.42M1.2%+1,410Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,692 shares; 2025Q1: 18,469 shares; 2025Q2: 17,869 shares; 2025Q3: 15,861 shares; 2025Q4: 15,861 shares 15,861$1.18M1%0Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,660 shares; 2025Q1: 14,720 shares; 2025Q2: 14,720 shares; 2025Q3: 14,308 shares; 2025Q4: 14,059 shares 14,059$1.08M0.92%-249Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,991 shares; 2025Q1: 12,534 shares; 2025Q2: 13,593 shares; 2025Q3: 13,478 shares; 2025Q4: 14,285 shares 14,285$909K0.77%+807Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,560 shares; 2025Q3: 12,527 shares; 2025Q4: 12,562 shares 12,562$800K0.68%+35Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,203 shares; 2025Q1: 4,051 shares; 2025Q2: 3,730 shares; 2025Q3: 3,247 shares; 2025Q4: 3,318 shares 3,318$729K0.62%+71Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,205 shares; 2025Q1: 7,690 shares; 2025Q2: 7,690 shares; 2025Q3: 7,423 shares; 2025Q4: 7,267 shares 7,267$683K0.58%-156Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,365 shares; 2025Q1: 2,245 shares; 2025Q2: 2,171 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares 2,121$666K0.56%0Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,345 shares; 2025Q1: 6,937 shares; 2025Q2: 6,937 shares; 2025Q3: 6,636 shares; 2025Q4: 6,555 shares 6,555$596K0.5%-81Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 916 shares; 2025Q1: 907 shares; 2025Q2: 904 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675$582K0.49%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 985 shares; 2025Q4: 993 shares 993$567K0.48%+8Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,484 shares; 2025Q2: 10,965 shares; 2025Q3: 14,050 shares; 2025Q4: 20,506 shares 20,506$512K0.43%+6,456Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,643 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,455 shares; 2025Q4: 1,445 shares 1,445$507K0.43%-10Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares 740$507K0.43%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,396 shares; 2025Q1: 5,396 shares; 2025Q2: 5,396 shares; 2025Q3: 5,396 shares; 2025Q4: 5,430 shares 5,430$473K0.4%+34Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,462 shares; 2025Q3: 2,383 shares; 2025Q4: 2,383 shares 2,383$465K0.39%0Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,968 shares; 2025Q1: 4,217 shares; 2025Q2: 4,347 shares; 2025Q3: 4,527 shares; 2025Q4: 4,564 shares 4,564$446K0.38%+37Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,330 shares; 2025Q1: 8,905 shares; 2025Q2: 9,229 shares; 2025Q3: 9,468 shares; 2025Q4: 9,591 shares 9,591$432K0.37%+123Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 760 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares 660$406K0.34%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,340 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares 1,280$401K0.34%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,796 shares; 2025Q3: 2,736 shares; 2025Q4: 2,753 shares 2,753$395K0.33%+17Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 601 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574$280K0.24%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares 527$265K0.22%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,902 shares; 2025Q1: 2,492 shares; 2025Q2: 2,492 shares; 2025Q3: 2,162 shares; 2025Q4: 2,170 shares 2,170$232K0.2%+8Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,186 shares; 2025Q1: 1,178 shares; 2025Q2: 1,112 shares; 2025Q3: 997 shares; 2025Q4: 997 shares 997$228K0.19%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,507 shares; 2025Q4: 4,507 shares 4,507$225K0.19%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800$225K0.19%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares 1,013$220K0.19%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,209 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares 1,209$207K0.17%0Timeline

How Q4 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 0001941040-26-000098 base2026-02-11acceptance time not in the bulk data set