Clarity Wealth Development LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The report details the firm’s investment portfolio, which consists of 50 individual securities held in sole discretion.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with Dimensional ETF Trust funds comprising a significant portion of the holdings. The largest position by share count is the Dimensional ETF Trust Global Sustainability ETF, which the firm holds 248,403 shares. This is followed by the Dimensional ETF Trust International Small Cap V fund, with 169,768 shares, and the Dimensional ETF Trust Emerging Markets Co fund, with 266,017 shares.
Among individual equities, Apple Inc. is the largest holding by share count, with 9,605 shares. Other notable individual stock positions include Costco Wholesale Corporation (635 shares), Berkshire Hathaway Inc. Class B (612 shares), and Mastercard Incorporated Class A (596 shares). The filing also lists positions in major technology companies such as Microsoft (2,871 shares), NVIDIA (879 shares), and Intel (4,030 shares).
The report lists Kay Dee Cole as the Chief Executive Officer and Chief Compliance Officer of the firm. The filing was signed and dated on October 22, 2026.
