Clarity Wealth Development
Clarity Wealth Development reported 50 stocks worth $177M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VTI (15.8%), VEA (8.7%) and DFGX (8.6%). Compared with Q2 2026, the fund opened new positions in HPE, added to VTI, VEA and DFGX, trimmed AAPL, NUDM and MSFT and sold out of VCEB, SPTI and NULV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $28.1M | 15.8% | 75K | +615 (+1%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $15.4M | 8.7% | 219K | +677 (+0%) | 8 of 8 | |
| 3 |  DFGX Dimensional ETF Trust | $15.1M | 8.6% | 296K | +76K (+35%) | 2 of 8 | |
| 4 |  SCHR Schwab Strategic TR | $13.7M | 7.7% | 579K | +76K (+15%) | 8 of 8 | |
| 5 |  DFSU Dimensional ETF Trust | $11.7M | 6.6% | 248K | +92K (+59%) | 2 of 8 | |
| 6 |  SCHO Schwab Short-Term US Treasury ETF | $11.7M | 6.6% | 488K | +151K (+45%) | 2 of 8 | |
| 7 |  DFEM Dimensional ETF Trust | $10.6M | 6.0% | 266K | +3,429 (+1%) | 8 of 8 | |
| 8 |  VCSH Vanguard Scottsdale Fds | $8.8M | 5.0% | 113K | +24K (+26%) | 8 of 8 | |
| 9 |  DFSB Dimensional ETF Trust | $7.9M | 4.5% | 160K | +88K (+122%) | 2 of 8 | |
| 10 |  VCIT Vanguard Scottsdale Fds | $7.4M | 4.2% | 95K | +19K (+25%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $19.8M | 512K |
 VCEB Vanguard Esg U.s. | $870K | 14K |
 SPTI Spdr Series Trust | $479K | 17K |
 NULV Nushares ETF TR | $378K | 7,554 |
 NEE Nextera Energy Inc | $240K | 2,740 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clarity Wealth Development 13F FAQ
What does Clarity Wealth Development own?
Clarity Wealth Development reported 50 stocks worth $177M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VTI (15.8%), VEA (8.7%) and DFGX (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Clarity Wealth Development buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 17 added to, 20 trimmed and 10 sold out. New positions include HPE. It sold all of VCEB, SPTI and NULV.
When will Clarity Wealth Development file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Clarity Wealth Development's portfolio worth?
The Q3 2026 filing reports $177M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.