Clarity Wealth Development LLC: 13F holdings
CIK 20487742026Q2
| Positions | 59 |
|---|---|
| Reported value | $180.2m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 74,351 | $27.5m | 15.3% |
| DIMENSIONAL ETF TRUST | 511,635 | $19.8m | 11.0% |
| VEA VANGUARD TAX-MANAGED FDS | 218,102 | $15.5m | 8.6% |
| SCHR SCHWAB STRATEGIC TR | 502,374 | $12.4m | 6.9% |
| DIMENSIONAL ETF TRUST | 219,887 | $11.8m | 6.5% |
| DFEM DIMENSIONAL ETF TRUST | 262,588 | $10.7m | 5.9% |
| SCHO SCHWAB STRATEGIC TR | 337,232 | $8.1m | 4.5% |
| DIMENSIONAL ETF TRUST | 156,216 | $7.3m | 4.0% |
| VCSH VANGUARD SCOTTSDALE FDS | 89,754 | $7.1m | 3.9% |
| DISV DIMENSIONAL ETF TRUST | 168,228 | $6.8m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2048774")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.