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Portfolio (Quarterly) Guide ↗

Clarity Wealth Development LLC

· CIK 0002048774
13F Portfolio $180M AUM 59 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 16 Added 19 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 74,351.0 $27.5M 15.27% -1K -1.5% $370.04 +2.5%
2 VEA VANGUARD TAX-MANAGED FDS 218,102.0 $15.5M 8.63% -3K -1.2% $71.25 +2.5%
3 NUDM NUSHARES ETF TR 66,412.0 $2.7M 1.48% -45K -40.2% $40.02 +2.7%
4 NUSC NUSHARES ETF TR 40,258.0 $2.1M 1.17% -31K -43.5% $52.12 -1.2%
5 NUEM NUSHARES ETF TR 36,973.0 $1.6M 0.87% -21K -36.2% $42.44 +0.4%
6 DFUS DIMENSIONAL ETF TRUST 15,082.0 $1.2M 0.69% -407.0 -2.6% $81.94 +2.4%
7 VCEB VANGUARD WORLD FD 13,868.0 $870K 0.48% -871.0 -5.9% $62.76 -1.9%
8 IVV ISHARES TR 721.0 $540K 0.30% -19.0 -2.6% $748.46 +3.3%
9 SO SOUTHERN CO Utilities 5,396.0 $516K 0.29% -34.0 -0.6% $95.71 -7.8%
10 MA MASTERCARD INCORPORATED Financial Services 986.0 $506K 0.28% -7.0 -0.7% $513.44 +15.9%
11 SPTI SPDR SERIES TRUST 16,888.0 $479K 0.27% -40K -70.5% $28.39 -1.2%
12 NULG NUSHARES ETF TR 3,749.0 $439K 0.24% -778.0 -17.2% $117.06 -2.4%
13 VIG VANGUARD SPECIALIZED FUNDS 1,823.0 $431K 0.24% -1K -39.6% $236.67 +2.7%
14 QQQ INVESCO QQQ TR Financial Services 560.0 $413K 0.23% -100.0 -15.2% $736.65 -2.7%
15 NULV NUSHARES ETF TR 7,554.0 $378K 0.21% -2K -18.3% $49.99 +7.8%
16 AVEM AMERICAN CENTY ETF TR 3,168.0 $306K 0.17% -10K -76.5% $96.49 -1.8%
17 NEE NEXTERA ENERGY INC Utilities 2,740.0 $240K 0.13% -60.0 -2.1% $87.77 -6.8%
18 MUB ISHARES TR 2,099.0 $226K 0.12% -44.0 -2.0% $107.62 -2.2%
19 SLYV SPDR SERIES TRUST 1,847.0 $202K 0.11% -4K -69.1% $109.11 +0.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.7%
Consumer Defensive 16.3%
Financial Services 12.5%
Industrials 10.2%
Consumer Cyclical 5.6%
Utilities 5.6%
Communication Services 3.4%
Healthcare 1.7%