Clarity Capital Advisors, LLC — 13F Holdings & Portfolio

CIK 2011219 · latest 13F-HR filed 2026-04-09

Clarity Capital Advisors, LLC manages $214.6M in 13F-reported U.S. long-equity assets across 95 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (8.11%), DFAU (7.22%), AVUS (5.67%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 31, and trimmed 13.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$214.6M

Long-equity book

Holdings

95

Distinct positions

Period

2026-03-31

Filed 2026-04-09

Q/Q Activity

+2 / −2 / ↑31 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$3.6M +26.2%
  • VANGUARD TAX-MANAGED FDS$2.7M +32.3%
  • VANGUARD INDEX FDS$1.9M +32.0%
  • VANGUARD STAR FDS$1.2M +15.0%
  • VANGUARD BD INDEX FDS$696.6K +8.4%
Show all 31

Top Trims

  • VANGUARD INDEX FDS-$665.7K -12.1%
  • PROFESIONALLY MANAGED PORTFO-$253.4K -34.7%
  • SCHWAB STRATEGIC TR-$191.2K -10.7%
  • APPLE INC-$182.8K -6.6%
  • ALPHABET INC-$112.6K -16.8%
Show all 13

New Positions

  • WORLD GOLD TR$481.7K
  • SCHWAB STRATEGIC TR$205.3K
Show all 2

Exited Positions

  • ISHARES TR$243.2K
  • META PLATFORMS INC$229.1K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $17.4M 8.11% 54,228 SH
2 DIMENSIONAL ETF TRUST DFAU 25434V104 $15.5M 7.22% 343,232 SH
3 AMERICAN CENTY ETF TR AVUS 025072885 $12.2M 5.67% 109,434 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $11.0M 5.12% 171,497 SH
5 VANGUARD STAR FDS VXUS 921909768 $9.5M 4.43% 123,300 SH
6 AMERICAN CENTY ETF TR AVDE 025072703 $9.2M 4.30% 108,685 SH
7 VANGUARD MALVERN FDS VTIP 922020805 $9.0M 4.20% 180,545 SH
8 VANGUARD BD INDEX FDS BSV 921937827 $9.0M 4.20% 115,007 SH
9 DIMENSIONAL ETF TRUST DFAI 25434V203 $8.5M 3.97% 218,875 SH
10 VANGUARD INDEX FDS VOO 922908363 $8.2M 3.81% 13,683 SH
11 VANGUARD INDEX FDS VTV 922908744 $7.9M 3.66% 40,025 SH
12 VANGUARD BD INDEX FDS BIV 921937819 $6.5M 3.04% 84,637 SH
13 VANGUARD INDEX FDS VUG 922908736 $4.9M 2.26% 11,111 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.5M 2.12% 9,479 SH
15 DIMENSIONAL ETF TRUST DFAC 25434V708 $4.2M 1.97% 108,852 SH
16 DIMENSIONAL ETF TRUST DFUS 25434V401 $3.9M 1.84% 55,576 SH
17 ISHARES TR IVV 464287200 $3.1M 1.45% 4,778 SH
18 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.1M 1.44% 4,758 SH
19 VANGUARD INDEX FDS VNQ 922908553 $3.0M 1.39% 33,702 SH
20 DIMENSIONAL ETF TRUST DFUV 25434V724 $2.9M 1.34% 59,185 SH
21 APPLE INC AAPL 037833100 $2.6M 1.20% 10,116 SH
22 VANGUARD WHITEHALL FDS VYM 921946406 $2.5M 1.17% 17,002 SH
23 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.5M 1.16% 45,935 SH
24 DIMENSIONAL ETF TRUST DFAE 25434V302 $2.5M 1.14% 72,384 SH
25 VANGUARD INDEX FDS VO 922908629 $2.4M 1.11% 8,317 SH
26 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $2.3M 1.07% 28,985 SH
27 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $2.1M 0.97% 35,648 SH
28 AMERICAN CENTY ETF TR AVEM 025072604 $2.1M 0.96% 25,496 SH
29 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $2.0M 0.95% 34,267 SH
30 VANGUARD INDEX FDS VB 922908751 $1.8M 0.84% 6,873 SH
31 VANGUARD INDEX FDS VBR 922908611 $1.7M 0.79% 7,823 SH
32 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $1.6M 0.76% 19,661 SH
33 SCHWAB STRATEGIC TR SCHG 808524300 $1.6M 0.75% 54,965 SH
34 DIMENSIONAL ETF TRUST DFAX 25434V880 $1.6M 0.73% 45,937 SH
35 DIMENSIONAL ETF TRUST DFAS 25434V500 $1.4M 0.63% 19,136 SH
36 DIMENSIONAL ETF TRUST DFIV 25434V807 $1.3M 0.62% 25,097 SH
37 SCHWAB STRATEGIC TR SCHX 808524201 $1.3M 0.60% 50,214 SH
38 SCHWAB STRATEGIC TR FNDX 808524771 $1.0M 0.47% 36,080 SH
39 ISHARES TR IJH 464287507 $856.1K 0.40% 12,677 SH
40 VANGUARD INDEX FDS VV 922908637 $847.7K 0.39% 2,836 SH
41 MICROSOFT CORP MSFT 594918104 $834.3K 0.39% 2,254 SH
42 SCHWAB STRATEGIC TR SCHF 808524805 $784.8K 0.37% 31,710 SH
43 AMERICAN CENTY ETF TR AVLV 025072349 $780.3K 0.36% 9,680 SH
44 ISHARES TR IVE 464287408 $768.4K 0.36% 3,639 SH
45 INVESCO QQQ TR QQQ 46090E103 $755.5K 0.35% 1,309 SH
46 SCHWAB STRATEGIC TR FNDF 808524755 $741.7K 0.35% 15,159 SH
47 VANGUARD INDEX FDS VXF 922908652 $738.7K 0.34% 3,589 SH
48 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $718.1K 0.33% 1 SH
49 SCHWAB STRATEGIC TR FNDA 808524763 $708.5K 0.33% 21,847 SH
50 SCHWAB STRATEGIC TR FNDE 808524730 $686.1K 0.32% 17,931 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-09 $214.6M 95 0001172661-26-001425
2025-12-31 2026-02-11 $200.0M 95 0001172661-26-000602