Clarity Capital Advisors

Latest statistics and disclosures from Clarity Capital Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFAU, VTI, AVUS, VTIP, VXUS, and represent 30.40% of Clarity Capital Advisors's stock portfolio.
  • Added to shares of these 10 stocks: DFAU, DFAI, VXUS, VTIP, BSV, VEA, VGSH, VGIT, VCSH, BIV.
  • Reduced shares in these 8 stocks: AAPL, DFUV, AVUS, VOO, VTI, IVW, IVV, VUG.
  • Clarity Capital Advisors was a net buyer of stock by $1.5M.
  • Clarity Capital Advisors has $184M in assets under management (AUM), dropping by 7.12%.
  • Central Index Key (CIK): 0002011219

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Portfolio Holdings for Clarity Capital Advisors

Clarity Capital Advisors holds 87 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.9 $14M +3% 315k 45.76
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Vanguard Index Fds Total Stk Mkt (VTI) 7.2 $13M 40k 328.17
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American Centy Etf Tr Us Eqt Etf (AVUS) 6.6 $12M -2% 111k 108.70
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Vanguard Malvern Fds Strm Infproidx (VTIP) 4.5 $8.2M +3% 162k 50.63
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.3 $7.9M +3% 108k 73.46
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American Centy Etf Tr Intl Eqt Etf (AVDE) 4.3 $7.8M 99k 78.90
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Vanguard Bd Index Fds Short Trm Bond (BSV) 4.2 $7.7M +3% 98k 78.91
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.0 $7.4M +4% 203k 36.35
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.7 $6.8M +2% 114k 59.92
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.3 $6.0M -2% 9.9k 612.35
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Vanguard Bd Index Fds Intermed Term (BIV) 3.3 $6.0M 77k 78.09
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Vanguard Index Fds Value Etf (VTV) 3.1 $5.6M 30k 186.49
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Vanguard Index Fds Growth Etf (VUG) 3.0 $5.4M 11k 479.63
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $4.3M 8.5k 502.74
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.3 $4.2M 109k 38.57
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Dimensional Etf Trust Us Equity Market (DFUS) 2.2 $4.0M 55k 72.44
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Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.2M 4.8k 669.33
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.2M 4.8k 666.22
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Apple (AAPL) 1.5 $2.8M -10% 11k 254.63
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Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $2.5M +3% 28k 91.42
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.4 $2.5M -10% 57k 44.69
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Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $2.4M 17k 140.95
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $2.2M +3% 68k 31.53
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Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.1M 7.0k 293.75
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Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.7M 6.9k 254.27
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $1.7M +2% 23k 75.11
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $1.6M 7.7k 208.72
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.9 $1.6M +10% 26k 60.03
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.5M +9% 19k 79.93
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.4M 27k 54.18
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $1.4M 45k 31.38
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $1.4M +13% 23k 58.85
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.3M 50k 26.34
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $1.3M 19k 68.46
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.2M +10% 14k 84.11
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Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $1.1M 25k 46.12
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.5 $941k 36k 26.30
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $926k 29k 31.91
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Vanguard Index Fds Large Cap Etf (VV) 0.5 $866k 2.8k 307.86
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $786k 1.3k 600.21
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $754k 1.00 754200.00
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Ishares Tr S&p 500 Val Etf (IVE) 0.4 $752k 3.6k 206.51
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $718k 31k 23.28
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $717k 11k 65.26
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $688k 4.8k 142.55
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.4 $676k 22k 31.16
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $650k 3.1k 209.36
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Ishares Tr Core Msci Intl (IDEV) 0.3 $637k 7.9k 80.17
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $632k 15k 42.96
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $625k 17k 36.16
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $605k 2.0k 297.57
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $557k 17k 33.37
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Alphabet Cap Stk Cl C (GOOG) 0.3 $531k 2.2k 243.55
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $487k 4.8k 100.70
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $468k 6.6k 71.37
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Microsoft Corporation (MSFT) 0.3 $468k 903.00 517.92
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $466k 6.3k 74.37
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $452k 4.1k 110.47
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $446k 2.1k 215.82
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $445k 13k 35.69
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $444k 8.0k 55.33
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Schwab Strategic Tr Internl Divid (SCHY) 0.2 $435k 16k 27.94
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $429k +2% 2.5k 174.59
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $405k +12% 16k 25.71
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $394k 14k 27.90
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $386k 9.0k 42.79
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $386k 8.2k 46.81
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Consolidated Edison (ED) 0.2 $379k 3.8k 100.52
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Dimensional Etf Trust Global Cr Etf (DGCB) 0.2 $357k 6.4k 55.45
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $356k 3.0k 118.84
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Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $355k 6.4k 55.57
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Select Sector Spdr Tr Financial (XLF) 0.2 $354k 6.6k 53.87
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Teledyne Technologies Incorporated (TDY) 0.2 $352k 600.00 586.04
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $342k 7.7k 44.51
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Amazon (AMZN) 0.2 $329k 1.5k 219.57
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $305k 9.3k 32.79
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Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $293k 7.7k 37.77
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $286k -28% 2.4k 120.70
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.2 $278k 8.8k 31.63
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $273k 4.7k 58.21
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $265k 5.7k 46.42
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $261k 889.00 293.94
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $260k 8.8k 29.64
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Vanguard World Inf Tech Etf (VGT) 0.1 $254k 341.00 746.17
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $247k 7.8k 31.84
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $246k 2.6k 95.15
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $237k 1.6k 145.63
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Past Filings by Clarity Capital Advisors

SEC 13F filings are viewable for Clarity Capital Advisors going back to 2023