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, VEA, VXUS, and represent 31.36% of Clarity Capital Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VUG, VO, VTV, SPXT, VTI, VEA, VXUS, IWF, VGSH, VGT.
  • Started 1 new stock position in SPXT.
  • Reduced shares in these 7 stocks: DFAU, DFAI, VNQ, DFAE, FMB, VTIP, DFAX.
  • Sold out of its position in FMB.
  • Clarity Capital Advisors was a net buyer of stock by $9.3M.
  • Clarity Capital Advisors has $239M in assets under management (AUM), dropping by 11.15%.
  • Central Index Key (CIK): 0002011219

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Portfolio Holdings for Clarity Capital Advisors

Clarity Capital Advisors holds 95 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 8.7 $21M +3% 56k 370.04
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.8 $16M -9% 312k 51.69
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American Centy Etf Tr Us Eqt Etf (AVUS) 5.9 $14M 110k 128.08
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.4 $13M +5% 181k 71.25
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.6 $11M +4% 129k 85.49
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American Centy Etf Tr Intl Eqt Etf (AVDE) 4.1 $9.8M 110k 89.20
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Vanguard Index Fds Value Etf (VTV) 4.0 $9.6M +10% 44k 217.93
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $9.4M 14k 686.82
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Vanguard Bd Index Fds Short Trm Bond (BSV) 3.8 $9.1M +2% 117k 77.91
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Vanguard Malvern Fds Strm Infproidx (VTIP) 3.7 $8.9M 178k 50.23
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.5 $8.3M -7% 202k 41.25
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Vanguard Bd Index Fds Intermed Term (BIV) 2.7 $6.5M 85k 76.70
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Vanguard Index Fds Growth Etf (VUG) 2.4 $5.7M +500% 67k 86.14
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 2.0 $4.8M 109k 44.36
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $4.7M 9.5k 500.39
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Dimensional Etf Trust Us Equi Mark Etf (DFUS) 2.0 $4.7M +2% 57k 81.94
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Ishares Tr Core S&p500 Etf (IVV) 1.5 $3.6M 4.8k 748.95
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.5 $3.6M 4.8k 746.83
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.4 $3.3M 60k 55.01
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Apple (AAPL) 1.2 $2.9M 10k 289.36
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $2.9M +6% 49k 59.69
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $2.7M -7% 67k 40.21
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Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $2.7M 17k 158.03
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Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.7M +300% 33k 80.57
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Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $2.7M -17% 28k 96.43
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $2.5M 26k 96.49
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $2.4M +6% 31k 79.03
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $2.4M +17% 42k 58.20
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.9 $2.2M +7% 37k 58.98
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Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.1M 6.9k 303.10
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.9M 7.9k 242.98
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $1.9M 55k 33.84
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.7M +5% 21k 82.65
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $1.6M -4% 44k 36.84
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $1.6M 19k 82.34
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.5M 50k 29.43
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Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $1.4M 25k 54.02
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.5 $1.1M 36k 31.10
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Vanguard Index Fds Large Cap Etf (VV) 0.4 $978k 2.8k 343.97
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $978k 13k 77.11
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $964k 1.3k 736.41
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Microsoft Corporation (MSFT) 0.4 $915k +8% 2.5k 373.01
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $886k 9.7k 91.21
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $885k 3.6k 246.23
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $884k 32k 27.70
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Proshares Tr Sp500 Ex Tech (SPXT) 0.4 $863k NEW 8.0k 108.26
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $834k 22k 38.06
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $829k 2.3k 365.70
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $826k 3.6k 227.06
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $804k 15k 52.76
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Alphabet Cap Stk Cl C (GOOG) 0.3 $784k +14% 2.2k 353.36
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $749k 1.00 748850.00
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Ishares Tr Core Msci Intl (IDEV) 0.3 $722k 8.1k 89.01
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Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.3 $715k 18k 39.68
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Spdr Index Shs Fds St Str Acwi Etf (CWI) 0.3 $626k 15k 40.67
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $624k 17k 36.26
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $563k 4.1k 137.54
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $562k 6.7k 83.75
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $547k 19k 28.96
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $518k 3.4k 154.29
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $515k 14k 36.13
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $513k 2.6k 197.59
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $512k 13k 40.13
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $503k +299% 4.1k 124.16
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Ishares Tr 0-3 Mth Treasury (SGOV) 0.2 $492k 4.9k 100.67
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $490k 2.1k 236.58
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Spdr Series Trust St Str P500val (SPYV) 0.2 $488k 8.0k 60.79
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.2 $480k 9.0k 53.19
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $469k 9.3k 50.39
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $466k 6.3k 73.41
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Schwab Strategic Tr Internl Divid (SCHY) 0.2 $463k 15k 31.73
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Amazon (AMZN) 0.2 $452k 1.9k 238.34
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.2 $438k 8.5k 51.78
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Consolidated Edison (ED) 0.2 $418k 3.8k 110.63
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World Gold Tr Spdr Gld Minis (GLDM) 0.2 $413k 5.2k 79.42
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $411k 2.8k 148.29
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Teledyne Technologies Incorporated (TDY) 0.2 $400k 600.00 666.90
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $389k 8.0k 48.56
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Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.2 $379k 9.8k 38.79
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Dimensional Etf Trust Global Cr Etf (DGCB) 0.2 $366k 6.7k 54.67
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Dimensional Etf Trust Glob Co Plus Etf (DFGP) 0.2 $363k 6.7k 54.46
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $354k 9.5k 37.26
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $353k 6.6k 53.61
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $328k 4.7k 69.90
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Vanguard World Inf Tech Etf (VGT) 0.1 $327k +701% 2.7k 119.51
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $326k 8.9k 36.87
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Dimensional Etf Trust Us High Prof Etf (DUHP) 0.1 $326k 7.8k 41.73
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $316k 2.3k 137.50
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $313k 8.9k 35.03
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $312k 5.7k 54.63
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $272k 889.00 306.45
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $268k 1.6k 164.25
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $256k 716.00 357.37
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $212k 4.4k 48.12
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TJX Companies (TJX) 0.1 $203k 1.3k 151.50
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Past Filings by Clarity Capital Advisors

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