We are live on ! Find out more
CWD

Clarity Wealth Development Portfolio holdings

AUM $180M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
+9.04%
1 Year Est. Return
+18.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
+$57.6M
Cap. Flow
+$45.5M
Cap. Flow %
25.24%
Top 10 Hldgs %
70.5%
Holding
62
New
18
Increased
19
Reduced
21
Closed
3

Top Buys

Rank Stock Value
1
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$11.6M
2
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$8.15M
3
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$7.07M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.66M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.11M

Top Sells

Rank Stock Value
1
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$1.72M
2
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.53M
3
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.15M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$954K
5
NUEM icon
Nuveen ESG Emerging Markets Equity ETF
NUEM
+$861K

Sector Composition

Rank Sector Weight
1 Miscellaneous 92.12%
2 Technology 3.38%
3 Consumer Staples 1.23%
4 Financials 0.88%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$27.5M 15.27%
74,351
-1,120
-1% -$400K
DFSV
2
Dimensional US Small Cap Value ETF
DFSV
$8.41B
$19.8M 11.02%
511,635
+31,252
+7% +$1.17M
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$239B
$15.5M 8.63%
218,102
-2,652
-1% -$185K
SCHR
4
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$12.4M 6.88%
502,374
+58,202
+13% +$1.44M
DFGX icon
5
Dimensional International Core Fixed Income ETF
DFGX
$1.75B
$11.8M 6.54%
+219,887
New +$11.6M
DFEM icon
6
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.61B
$10.7M 5.92%
262,588
+25,213
+11% +$991K
SCHO icon
7
Schwab Short-Term US Treasury ETF
SCHO
$14.1B
$8.14M 4.52%
+337,232
New +$8.15M
DFSU
8
Dimensional US Sustainability Core 1 ETF
DFSU
$2.38B
$7.28M 4.04%
+156,216
New +$7.07M
VCSH icon
9
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$7.09M 3.94%
89,754
+71,602
+394% +$5.66M
DISV icon
10
Dimensional International Small Cap Value ETF
DISV
$5.32B
$6.75M 3.75%
168,228
+17,087
+11% +$709K
VCIT icon
11
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.1B
$6.26M 3.47%
75,720
+49,736
+191% +$4.11M
DFGR icon
12
Dimensional Global Real Estate ETF
DFGR
$3.81B
$5.49M 3.05%
189,408
+11,153
+6% +$319K
AAPL icon
13
Apple
AAPL
$4.79T
$3.76M 2.09%
13,005
+1,553
+14% +$444K
DFSB icon
14
Dimensional Global Sustainability Fixed Income ETF
DFSB
$739M
$3.76M 2.08%
+72,072
New +$3.75M
DFSI
15
Dimensional International Sustainability Core 1 ETF
DFSI
$1.2B
$3.35M 1.86%
+74,188
New +$3.33M
SUSB icon
16
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$3.31M 1.84%
132,392
+2,590
+2% +$64.7K
MUNI icon
17
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$2.81M 1.56%
53,358
+14,169
+36% +$742K
NUDM icon
18
Nuveen ESG International Developed Markets Equity ETF
NUDM
$739M
$2.66M 1.48%
66,412
-44,650
-40% -$1.72M
NUSC icon
19
Nuveen ESG Small-Cap ETF
NUSC
$1.3B
$2.1M 1.16%
40,258
-31,023
-44% -$1.53M
DFSE
20
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$652M
$1.64M 0.91%
+33,627
New +$1.61M
NUEM icon
21
Nuveen ESG Emerging Markets Equity ETF
NUEM
$421M
$1.57M 0.87%
36,973
-21,027
-36% -$861K
MSFT icon
22
Microsoft
MSFT
$3.79T
$1.32M 0.73%
3,527
-3
-0.1% -$1.21K
DFUS
23
Dimensional US Equity ETF
DFUS
$21.7B
$1.24M 0.69%
15,082
-407
-3% -$32.2K
VCEB icon
24
Vanguard ESG US Corporate Bond ETF
VCEB
$1.14B
$870K 0.48%
13,868
-871
-6% -$54.7K
GOOG icon
25
Alphabet (Google) Class C
GOOG
$4.15T
$705K 0.39%
1,996
+9
+0.5% +$3.22K
1
2 3

Similar funds

WGS
Washington Growth Strategies Washington, District of Columbia $180M AUM 31.73% 1-Year Est. Return
RFN
Redwood Financial Network Solon, Ohio $180M AUM 25.8% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return
HIM
Haveli Investment Management Austin, Texas $180M AUM
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
ACM
Arrow Capital Management New York $181M AUM
UA
URS Advisory Jupiter, Florida $180M AUM

Clarity Wealth Development's Q2 2026 Portfolio in Review

As of Q2 2026, Clarity Wealth Development held 62 positions worth $180M, up 47% from $123M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Clarity Wealth Development deployed $45.5M of net new capital in Q2 2026, opening 18 new positions and adding to 19 existing holdings. Its largest new stake was Dimensional International Core Fixed Income ETF: 219,887 shares worth $11.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, up from 92% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was Nuveen ESG International Developed Markets Equity ETF, an estimated $1.72M trimmed.

  • Clarity Wealth Development's largest Q2 2026 buy was Dimensional International Core Fixed Income ETF: 219,887 shares worth $11.8M.
  • Clarity Wealth Development added most to Vanguard Short-Term Corporate Bond ETF in Q2 2026, an estimated $5.66M increase.
  • Clarity Wealth Development's biggest Q2 2026 reduction was Nuveen ESG International Developed Markets Equity ETF, cutting an estimated $1.72M.
  • Clarity Wealth Development fully exited Avantis International Small Cap Value ETF in Q2 2026, selling an estimated $689K.
  • Clarity Wealth Development's ten largest holdings make up 71% of its $180M portfolio in Q2 2026.
  • Clarity Wealth Development opened 18 new positions and closed 3 in Q2 2026.
  • Clarity Wealth Development's portfolio value rose 47% quarter-over-quarter to $180M.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.