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Clarity Wealth Development LLC

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13F filer, CIK 2048774, Corvallis, OR

Clarity Wealth Development LLC reported $122,511,886 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 78.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-26-000245

Period
2026-03-31
Reported value
$123M
Holdings
44
Top 10 weight
78.06%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHRadded+57,395$1.43M
VTIadded+4,156$1.33M
DFSVadded+27,016$947K
VEAadded+7,844$503K
DFEMadded+13,327$460K

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
REETexited-20,506-$512K
ABBVexited-997-$228K
QCOMexited-1,209-$207K
SPTIreduced-3,577-$103K
VIGreduced-301-$64.7K

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, Q1 2026

Share positions as resolved from 13F-HR 0001941040-26-000245, largest first. % of portfolio is the value over $122,511,886, 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; 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; 2026Q1: 75,471 shares 75,471$24.2M19.76%+4,156Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 480,383 shares 480,383$16.8M13.74%+27,016Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 220,754 shares 220,754$14.1M11.55%+7,844Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 444,172 shares 444,172$11.1M9.03%+57,395Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 237,375 shares 237,375$8.2M6.69%+13,327Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 151,141 shares 151,141$5.96M4.87%+5,121Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 178,255 shares 178,255$4.74M3.87%+7,014Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 111,062 shares 111,062$4.01M3.27%-427Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 129,802 shares 129,802$3.25M2.66%+2,625Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 71,281 shares 71,281$3.21M2.62%+557Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,452 shares 11,452$2.91M2.37%-40Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,984 shares 25,984$2.15M1.76%+665Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 58,000 shares 58,000$2.13M1.74%-618Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,189 shares 39,189$2.05M1.67%+696Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 57,314 shares 57,314$1.64M1.34%-3,577Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,152 shares 18,152$1.44M1.17%+342Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,530 shares 3,530$1.31M1.07%-100Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,489 shares 15,489$1.1M0.9%-372Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,510 shares 13,510$1.09M0.89%-549Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,739 shares 14,739$926K0.76%+454Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,900 shares 6,900$689K0.56%-367Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 916 shares; 2025Q1: 907 shares; 2025Q2: 904 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675$673K0.55%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,560 shares; 2025Q3: 12,527 shares; 2025Q4: 12,562 shares; 2026Q1: 12,562 shares 12,562$664K0.54%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,017 shares 3,017$649K0.53%-301Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,987 shares 1,987$570K0.47%-134Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,971 shares 5,971$565K0.46%-584Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,383 shares 2,383$539K0.44%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,430 shares 5,430$524K0.43%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 985 shares; 2025Q4: 993 shares; 2026Q1: 993 shares 993$496K0.4%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares 740$483K0.39%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,445 shares 1,445$437K0.36%0Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,246 shares 9,246$421K0.34%-345Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,527 shares 4,527$412K0.34%-37Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,796 shares; 2025Q3: 2,736 shares; 2025Q4: 2,753 shares; 2026Q1: 2,753 shares 2,753$398K0.32%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 760 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660$381K0.31%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,280 shares 1,280$368K0.3%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,816 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800$260K0.21%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares 527$253K0.21%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403 shares 403$244K0.2%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 601 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 557 shares 557$243K0.2%-17Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,507 shares; 2025Q4: 4,507 shares; 2026Q1: 4,507 shares 4,507$238K0.19%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,143 shares 2,143$227K0.19%-27Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,262 shares 1,262$214K0.17%newTimeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,013 shares 1,013$202K0.16%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
REETISHARES TR20,506$512Kshares
ABBVABBVIE INC997$228Kshares
QCOMQUALCOMM INC1,209$207Kshares

How Q1 2026 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 0001941040-26-000245 base2026-04-22acceptance time not in the bulk data set