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Clarity Capital Advisors

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

Top 5 stock holdings are VTI, DFAU, AVUS, VTIP, BSV, and represent 32.93% of Clarity Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VXUS, BSV, BIV, VTIP, VO, SCHX, VB, VUG, VYM, SCHG.
Started 1 new stock position in VGT.
Reduced shares in these 3 stocks: , VXF, VTI.
Sold out of its position in CHY.
Clarity Capital Advisors was a net buyer of stock by $15M.
Clarity Capital Advisors has $149M in assets under management (AUM), dropping by 7.13%.
Central Index Key (CIK): 0002011219

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Positions held by Clarity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clarity Capital Advisors

Clarity Capital Advisors holds 79 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	8.4	$13M		43k	289.81	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	7.5	$11M	+3%	278k	40.49	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	7.1	$11M		110k	96.93	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	5.0	$7.5M	+15%	156k	48.42	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.8	$7.2M	+27%	94k	77.27	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.9	$5.9M		96k	61.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.7	$5.5M	+3%	116k	47.82	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.6	$5.4M	+8%	185k	29.20	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.5	$5.3M	+39%	70k	74.73	View chart
Vanguard Index Fds Value Etf (VTV)	3.2	$4.8M	+5%	28k	169.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.0	$4.5M	+88%	77k	58.93	View chart
Vanguard Index Fds Growth Etf (VUG)	3.0	$4.5M	+18%	11k	410.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.0	$4.4M	+8%	8.2k	538.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.6	$3.9M		8.5k	453.28	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.4	$3.6M		56k	63.75	View chart
Apple (AAPL)	2.1	$3.2M		13k	250.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$2.9M		4.9k	588.68	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.9	$2.8M		69k	40.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$2.8M		4.7k	586.09	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.8	$2.6M		76k	34.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$2.3M	+22%	26k	89.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$2.1M	+47%	16k	127.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$1.6M	+5%	63k	25.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$1.6M	+143%	5.9k	264.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.3M	+114%	5.6k	240.29	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$1.3M		21k	58.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$1.2M		19k	65.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.2M	+2%	28k	44.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$1.2M	+9%	16k	78.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$1.2M		6.1k	198.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$1.1M	+200%	50k	23.18	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$1.1M		44k	24.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$904k	+14%	11k	80.27	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$866k		24k	35.48	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.6	$851k	+16%	15k	58.00	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.6	$836k	+201%	35k	23.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$808k	+300%	29k	27.87	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$768k	+14%	13k	58.18	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$695k		3.6k	190.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$684k		11k	62.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$669k		1.3k	511.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$652k		2.4k	269.68	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.4	$640k	+101%	22k	29.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$567k	+104%	31k	18.50	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$548k	+2%	4.8k	114.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$513k	+100%	20k	25.86	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$499k	+3%	17k	29.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$492k		6.8k	71.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$486k	+2%	15k	33.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$449k		2.4k	190.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$444k	+2%	17k	26.63	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$442k		6.9k	64.47	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.3	$434k		4.1k	106.04	View chart
Microsoft Corporation (MSFT)	0.3	$411k		975.00	421.48	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$410k		8.0k	51.14	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$397k	-10%	2.1k	190.01	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$360k		16k	23.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$352k		3.5k	101.52	View chart
Amazon (AMZN)	0.2	$344k		1.6k	219.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$342k		3.0k	115.23	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$340k		5.9k	57.41	View chart
Consolidated Edison (ED)	0.2	$337k		3.8k	89.23	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$318k		6.6k	48.33	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$312k		8.1k	38.37	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$303k		8.9k	34.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$285k		1.5k	195.77	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$279k		600.00	464.13	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$274k		5.4k	50.97	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$262k		4.7k	55.66	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$261k	+2%	7.7k	34.14	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$241k		1.5k	161.78	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$240k	+149%	8.7k	27.71	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$237k		8.9k	26.57	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$236k		5.7k	41.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$230k	+201%	10k	22.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$227k		2.6k	88.80	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$211k		8.6k	24.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$211k	NEW	340.00	621.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$208k		1.6k	128.64	View chart

Past Filings by Clarity Capital Advisors

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

Clarity Capital Advisors 2024 Q4 filed Jan. 22, 2025
Clarity Capital Advisors 2024 Q3 filed Nov. 12, 2024
Clarity Capital Advisors 2024 Q2 filed Aug. 12, 2024
Clarity Capital Advisors 2024 Q1 filed April 18, 2024
Clarity Capital Advisors 2023 Q4 filed Feb. 8, 2024

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