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Super Investors Clarity Wealth Development LLC
CW

Clarity Wealth Development LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$177M
Positions
50
Quarter ended
September 30, 2026
Filed
October 22, 2026

Reported portfolio value by quarter (8 quarters reported)

$180M $89.6M
Q4 24 Q2 25 Q4 25 Q2 26 Q3 26

$92.1M in Q4 2024 → $177M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
VI Vanguard Index Fds 15.8% Added 0.8% 74,966 $28.1M
VT Vanguard Tax-managed Fds 8.7% Added 0.3% 218,779 $15.4M
DE Dimensional ETF Trust 8.5% Added 35% 295,919 $15.1M
SS Schwab Strategic Tr 7.7% Added 15% 578,540 $13.7M
DE Dimensional ETF Trust 6.6% Added 59% 248,403 $11.7M
SS Schwab Strategic Tr 6.6% Added 45% 488,420 $11.7M
DE Dimensional ETF Trust 6.0% Added 1.3% 266,017 $10.6M
VS Vanguard Scottsdale Fds 4.9% Added 26% 113,419 $8.76M
DE Dimensional ETF Trust 4.5% Added 122% 159,833 $7.92M
VS Vanguard Scottsdale Fds 4.2% Added 25% 94,640 $7.41M
DE Dimensional ETF Trust 4.2% Added 0.9% 169,768 $7.35M
DE Dimensional ETF Trust 3.0% Added 3.0% 195,100 $5.28M
DE Dimensional ETF Trust 2.8% Added 50% 111,550 $5.04M
PE Pimco ETF Tr 2.4% Added 58% 84,263 $4.19M
IT Ishares Tr 2.0% Added 7.0% 141,718 $3.46M
Apple Inc 1.8% Trimmed 26% 9,605 $3.2M
DE Dimensional ETF Trust 1.5% Added 64% 55,039 $2.66M
NE Nushares ETF Tr 0.8% Trimmed 44% 37,093 $1.47M
Microsoft Corp 0.8% Trimmed 19% 2,871 $1.47M
DE Dimensional ETF Trust 0.7% Trimmed 1.5% 14,855 $1.23M
NE Nushares ETF Tr 0.5% Trimmed 41% 21,696 $924K
NE Nushares ETF Tr 0.4% Trimmed 60% 16,063 $779K
Alphabet Inc 0.3% Trimmed 12% 1,759 $599K
Costco Wholesale Corporation 0.3% Trimmed 13% 635 $578K
IT Ishares Tr 0.3% Unchanged 721 $552K
Edgewell Personal Care Co 0.3% Unchanged 20,000 $540K
Intel Corp 0.3% Unchanged 4,030 $485K
EH Energizer Hldgs Inc 0.3% Unchanged 21,190 $453K
Alphabet Inc 0.3% Unchanged 1,303 $448K
Nike Inc 0.2% Trimmed 3.0% 12,385 $438K
VS Vanguard Specialized Funds 0.2% Trimmed 1.6% 1,794 $419K
IQ Invesco Qqq Tr 0.2% Trimmed 8.0% 515 $381K
Procter & Gamble Co 0.2% Trimmed 6.5% 2,577 $374K
Southern Co 0.2% Trimmed 20% 4,333 $359K
Mastercard Incorporated 0.2% Trimmed 40% 596 $329K
BH Berkshire Hathaway Inc Del 0.2% Unchanged 612 $305K
General Mills Inc 0.2% Unchanged 9,415 $303K
Jpmorgan Chase & Co 0.2% Unchanged 858 $284K
VI Vanguard Index Fds 0.2% Unchanged 3,034 $273K
Visa Inc 0.2% Trimmed 48% 757 $272K
NE Nushares ETF Tr 0.1% Trimmed 38% 2,322 $264K
DE Dimensional ETF Trust 0.1% Unchanged 4,507 $252K
Qualcomm Inc 0.1% Added 13% 1,339 $246K
HP Hewlett Packard Enterprise C 0.1% New 3,464 $221K
PH Post Hldgs Inc 0.1% Unchanged 3,000 $219K
Abbvie Inc 0.1% Trimmed 13% 810 $212K
AC American Centy ETF Tr 0.1% Trimmed 29% 2,251 $212K
Lockheed Martin Corp 0.1% Unchanged 404 $206K
Nvidia Corporation 0.1% Trimmed 21% 879 $201K
Caterpillar Inc 0.1% Trimmed 6.4% 247 $200K

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 7 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 22, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Exited −511,635 −$19.8M —
DE Dimensional ETF Trust Added +87,761 +$4.35M 4.5%
DE Dimensional ETF Trust Added +92,187 +$4.35M 6.6%
DE Dimensional ETF Trust Added +76,032 +$3.89M 8.5%
SS Schwab Strategic Tr Added +151,188 +$3.61M 6.6%
VS Vanguard Scottsdale Fds Added +23,665 +$1.83M 4.9%
SS Schwab Strategic Tr Added +76,166 +$1.81M 7.7%
DE Dimensional ETF Trust Added +37,362 +$1.69M 2.8%
PE Pimco ETF Tr Added +30,905 +$1.54M 2.4%
VS Vanguard Scottsdale Fds Added +18,920 +$1.48M 4.2%

Showing the 10 largest of 48 changes.

Q2 2026

quarter ended June 30, 2026 · filed July 27, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust New +219,887 +$11.8M 6.5%
SS Schwab Strategic Tr New +337,232 +$8.14M 4.5%
DE Dimensional ETF Trust New +156,216 +$7.28M 4.0%
VS Vanguard Scottsdale Fds Added +71,602 +$5.66M 3.9%
VS Vanguard Scottsdale Fds Added +49,736 +$4.11M 3.5%
DE Dimensional ETF Trust New +72,072 +$3.76M 2.1%
DE Dimensional ETF Trust New +74,188 +$3.35M 1.9%
NE Nushares ETF Tr Trimmed −44,650 −$1.79M 1.5%
DE Dimensional ETF Trust New +33,627 +$1.64M 0.9%
NE Nushares ETF Tr Trimmed −31,023 −$1.62M 1.2%

Showing the 10 largest of 61 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 22, 2026

Company Action Shares changed Value of change % of portfolio
SS Schwab Strategic Tr Added +57,395 +$1.43M 9.0%
VI Vanguard Index Fds Added +4,156 +$1.33M 19.8%
DE Dimensional ETF Trust Added +27,016 +$947K 13.7%
IT Ishares Tr Exited −20,506 −$512K —
VT Vanguard Tax-managed Fds Added +7,844 +$503K 11.5%
DE Dimensional ETF Trust Added +13,327 +$460K 6.7%
Lockheed Martin Corp New +403 +$244K 0.2%
Abbvie Inc Exited −997 −$228K —
Exxon Mobil Corp New +1,262 +$214K 0.2%
Qualcomm Inc Exited −1,209 −$207K —

Showing the 10 largest of 33 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 11, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +49,467 +$1.63M 12.6%
VI Vanguard Index Fds Added +4,038 +$1.35M 20.2%
SS Schwab Strategic Tr Added +39,909 +$1M 8.2%
VT Vanguard Tax-managed Fds Added +15,659 +$978K 11.3%
DE Dimensional ETF Trust Added +25,276 +$836K 6.3%
DE Dimensional ETF Trust Added +23,836 +$630K 3.8%
DE Dimensional ETF Trust Added +15,074 +$573K 4.7%
PE Pimco ETF Tr Added +4,614 +$242K 1.7%
VS Vanguard Scottsdale Fds Added +2,311 +$194K 1.8%
IT Ishares Tr Added +6,826 +$172K 2.7%

Showing the 10 largest of 31 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 12, 2025

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +23,174 +$739K 11.6%
VI Vanguard Index Fds Added +2,011 +$680K 20.5%
Apple Inc Trimmed −1,598 −$430K 2.8%
VT Vanguard Tax-managed Fds Added +5,915 +$365K 11.0%
DE Dimensional ETF Trust Added +10,751 +$358K 6.0%
SS Schwab Strategic Tr Added +14,025 +$355K 7.9%
UP Union Pac Corp Exited −1,023 −$235K —
Nextera Energy Inc New +2,800 +$234K 0.2%
DE Dimensional ETF Trust Added +8,299 +$227K 3.6%
DE Dimensional ETF Trust Added +6,300 +$227K 4.3%

Showing the 10 largest of 41 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 05, 2025

Company Action Shares changed Value of change % of portfolio
VI Vanguard Index Fds Added +3,078 +$935K 19.7%
Nike Inc New +12,560 +$892K 0.9%
SS Schwab Strategic Tr Added +23,194 +$581K 8.3%
DE Dimensional ETF Trust Added +16,964 +$499K 11.2%
PA Procter And Gamble Co New +2,796 +$445K 0.4%
Microsoft Corp Added +800 +$398K 1.9%
Home Depot Inc New +546 +$200K 0.2%
VT Vanguard Tax-managed Fds Added +3,050 +$174K 10.9%
IT Ishares Tr Added +6,829 +$172K 3.0%
SS SPDR Series Trust Trimmed −5,394 −$155K 2.0%

Showing the 10 largest of 31 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 12, 2025

Company Action Shares changed Value of change % of portfolio
SS Schwab Strategic Tr Added +36,390 +$913K 8.7%
DE Dimensional ETF Trust Added +31,481 +$836K 10.8%
DE Dimensional ETF Trust Added +9,347 +$282K 4.1%
DE Dimensional ETF Trust Added +9,768 +$260K 5.4%
IT Ishares Tr New +10,484 +$253K 0.3%
SS SPDR Ser Tr Trimmed −8,746 −$252K 2.4%
Home Depot Inc Exited −562 −$231K —
SS SPDR S&P 500 ETF Tr Exited −369 −$222K —
VW Vanguard World Fd Added +3,543 +$222K 0.9%
Amazon Com Inc Exited −900 −$214K —

Showing the 10 largest of 41 changes.

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