Clarity Wealth Development LLC ETF holdings
Corvallis, OR
Reported $166.0M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$166.0M
ETFs held
33
Change from prior quarter
+47.6%
With price moves
ETFs as a share of its 13F
92.1%
of $180.2M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $27.5M | 74,351 | −1,120 shares |
| DFSV | Dimensional US Small Cap Value ETF | $19.8M | 511,635 | +31,252 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $15.5M | 218,102 | −2,652 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $12.4M | 502,374 | +58,202 shares |
| DFGX | Dimensional International Core Fixed Income ETF | $11.8M | 219,887 | New position |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $10.7M | 262,588 | +25,213 shares |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $8.1M | 337,232 | New position |
| DFSU | Dimensional US Sustainability Core 1 ETF | $7.3M | 156,216 | New position |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $7.1M | 89,754 | +71,602 shares |
| DISV | Dimensional International Small Cap Value ETF | $6.8M | 168,228 | +17,087 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002048774. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Clarity Wealth Development LLC own?
Clarity Wealth Development LLC reported 33 ETF positions worth $166.0M in its Form 13F for June 30, 2026. The largest was VTI, at $27.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.