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 30.54% of Clarity Capital Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VTI, VEA, VTV, VXUS, VOO, BSV, VWO, VCSH, VGSH, VTIP.
  • Started 2 new stock positions in GLDM, SCHC.
  • Reduced shares in these 10 stocks: , , AKRE, VUG, GOOG, VBK, IVW, VYM, IDEV, BND.
  • Sold out of its positions in META, USMV.
  • Clarity Capital Advisors was a net buyer of stock by $17M.
  • Clarity Capital Advisors has $215M in assets under management (AUM), dropping by 7.29%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 8.1 $17M +31% 54k 320.81
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.2 $16M +3% 343k 45.12
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American Centy Etf Tr Us Eqt Etf (AVUS) 5.7 $12M +2% 109k 111.18
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.1 $11M +29% 172k 64.08
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.4 $9.5M +12% 123k 77.11
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American Centy Etf Tr Intl Eqt Etf (AVDE) 4.3 $9.2M 109k 84.84
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Vanguard Malvern Fds Strm Infproidx (VTIP) 4.2 $9.0M +6% 181k 49.95
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Vanguard Bd Index Fds Short Trm Bond (BSV) 4.2 $9.0M +8% 115k 78.41
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.0 $8.5M +2% 219k 38.96
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.8 $8.2M +11% 14k 597.54
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Vanguard Index Fds Value Etf (VTV) 3.7 $7.9M +28% 40k 196.20
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Vanguard Bd Index Fds Intermed Term (BIV) 3.0 $6.5M 85k 77.18
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Vanguard Index Fds Growth Etf (VUG) 2.3 $4.9M 11k 436.81
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $4.5M +11% 9.5k 479.20
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.0 $4.2M 109k 38.86
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Dimensional Etf Trust Us Equity Market (DFUS) 1.8 $3.9M 56k 70.91
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Ishares Tr Core S&p500 Etf (IVV) 1.5 $3.1M 4.8k 653.27
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.4 $3.1M 4.8k 650.28
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Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $3.0M +10% 34k 88.70
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.3 $2.9M 59k 48.46
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Apple (AAPL) 1.2 $2.6M 10k 253.79
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Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $2.5M 17k 148.10
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $2.5M +35% 46k 54.05
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $2.5M 72k 33.86
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Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.4M 8.3k 287.16
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $2.3M +37% 29k 79.27
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $2.1M +35% 36k 58.54
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $2.1M 26k 80.58
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.0 $2.0M +16% 34k 59.55
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Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.8M 6.9k 261.93
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.7M 7.8k 217.25
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.6M +18% 20k 82.75
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $1.6M 55k 29.13
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $1.6M 46k 33.97
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $1.4M 19k 71.13
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Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $1.3M 25k 52.78
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.3M 50k 25.64
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.5 $1.0M 36k 27.85
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $856k 13k 67.53
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Vanguard Index Fds Large Cap Etf (VV) 0.4 $848k 2.8k 298.89
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Microsoft Corporation (MSFT) 0.4 $834k +118% 2.3k 370.16
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $785k 32k 24.75
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $780k 9.7k 80.61
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Ishares Tr S&p 500 Val Etf (IVE) 0.4 $768k 3.6k 211.15
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $756k 1.3k 577.19
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $742k 15k 48.93
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $739k +15% 3.6k 205.81
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $718k 1.00 718140.00
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $709k 22k 32.43
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $686k 18k 38.26
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $685k -5% 2.3k 302.25
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Ishares Tr Core Msci Intl (IDEV) 0.3 $670k 8.0k 83.57
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $566k 17k 32.95
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Spdr Index Shs Fds State Street Spd (CWI) 0.3 $563k 15k 36.59
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Alphabet Cap Stk Cl C (GOOG) 0.3 $558k -8% 1.9k 286.86
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $501k 6.7k 75.10
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $496k 13k 39.44
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $488k 4.8k 100.66
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $488k 3.3k 145.78
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World Gold Tr Spdr Gld Minis (GLDM) 0.2 $482k NEW 5.2k 92.69
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.2 $477k -19% 9.0k 52.85
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $474k +19% 19k 25.10
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $471k 2.6k 184.31
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $470k 4.1k 114.83
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $464k 6.3k 73.64
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Schwab Strategic Tr Internl Divid (SCHY) 0.2 $462k 15k 31.66
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Spdr Series Trust State Street Spd (SPYV) 0.2 $454k 8.0k 56.58
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $445k 2.1k 215.09
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $432k 1.0k 426.26
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Consolidated Edison (ED) 0.2 $428k 3.8k 113.18
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Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $419k 9.2k 45.65
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $413k 14k 29.08
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Amazon (AMZN) 0.2 $395k +19% 1.9k 208.27
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Spdr Index Shs Fds State Street Spd (SPEM) 0.2 $393k 8.4k 46.91
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.2 $369k 8.0k 46.36
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Teledyne Technologies Incorporated (TDY) 0.2 $363k 600.00 605.01
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Dimensional Etf Trust Global Cr Etf (DGCB) 0.2 $358k 6.6k 54.13
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Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $356k 6.6k 53.99
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $343k 2.8k 124.31
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $341k 9.7k 35.04
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $333k 9.4k 35.53
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Select Sector Spdr Tr State Street Fin (XLF) 0.2 $325k 6.6k 49.37
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $297k 8.8k 33.67
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $293k 4.7k 62.45
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Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $286k 7.8k 36.76
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $282k 5.7k 49.40
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $273k 8.8k 30.96
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $260k -2% 2.3k 113.09
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Vanguard World Inf Tech Etf (VGT) 0.1 $238k 341.00 698.73
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $232k 1.6k 142.41
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $229k 889.00 257.48
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TJX Companies (TJX) 0.1 $214k 1.3k 159.70
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $206k 716.00 287.56
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $205k NEW 4.4k 46.74
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $203k 4.0k 50.66
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Past Filings by Clarity Capital Advisors

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