Institutional Fund
Clarity Wealth Development LLC
Corvallis, ORCIK 20487745 filings on record
Portfolio Value
$122.51M
Q1 2026
Holdings
44
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+3.6%
from $118.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds19.8%
- Dimensional ETF Trust13.7%
- Vanguard Tax-Managed Fds11.5%
- Schwab Strategic Tr9.0%
- Dimensional ETF Trust6.7%
- Dimensional ETF Trust4.9%
- Other34.4%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 75.5K | $24.21M | 19.8% | +4.2K | Added |
| 2 | Dimensional ETF Trust | 480.4K | $16.83M | 13.7% | +27.0K | Added |
| 3 | Vanguard Tax-Managed Fds | 220.8K | $14.15M | 11.5% | +7.8K | Added |
| 4 | Schwab Strategic Tr | 444.2K | $11.06M | 9.0% | +57.4K | Added |
| 5 | Dimensional ETF Trust | 237.4K | $8.20M | 6.7% | +13.3K | Added |
| 6 | Dimensional ETF Trust | 151.1K | $5.96M | 4.9% | +5.1K | Added |
| 7 | Dimensional ETF Trust | 178.3K | $4.74M | 3.9% | +7.0K | Added |
| 8 | Nushares ETF Tr | 111.1K | $4.01M | 3.3% | −427 | Reduced |
| 9 | Ishares Tr | 129.8K | $3.25M | 2.7% | +2.6K | Added |
| 10 | Nushares ETF Tr | 71.3K | $3.21M | 2.6% | +557 | Added |
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