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Clarity Capital Advisors, LLC — 13F Holdings & Portfolio

CIK 2011219 · latest 13F-HR filed 2026-07-13

Backtest portfolio

Clarity Capital Advisors, LLC manages $238.5M in 13F-reported U.S. long-equity assets across 95 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (8.70%), DFAU (6.77%), AVUS (5.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 72, and trimmed 3.

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.

Filer Information
Address
9040 TOWN CENTER PARKWAY
LAKEWOOD RANCH, FL 34202
Phone
(800) 345-4635
Filing Manager
Clarity Capital Advisors, LLC
Lakewood Ranch, FL
Signatory
Jay David Franklin
Chief Compliance Officer
Loading holdings…
AUM

$238.5M

Long-equity book

Holdings

95

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+1 / −1 / ↑72 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$3.3M +19.2%
  • AMERICAN CENTY ETF TR$1.9M +15.5%
  • VANGUARD TAX-MANAGED FDS$1.9M +17.1%
  • VANGUARD INDEX FDS$1.8M +22.7%
  • VANGUARD STAR FDS$1.5M +15.8%
Show all 72 →

Top Trims

  • VANGUARD INDEX FDS-$311.5K -10.4%
  • WORLD GOLD TR-$69.0K -14.3%
  • TJX COS INC NEW-$11.0K -5.1%
Show all 3 →

New Positions

  • PROSHARES TR$863.4K
Show all 1 →

Exited Positions

  • FIRST TR EXCH TRADED FD III$202.5K
Show all 1 →
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 $20.7M 8.70% 56,052 SH
2 DIMENSIONAL ETF TRUST DFAU 25434V104 $16.1M 6.77% 312,273 SH
3 AMERICAN CENTY ETF TR AVUS 025072885 $14.1M 5.89% 109,742 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $12.9M 5.39% 180,541 SH
5 VANGUARD STAR FDS VXUS 921909768 $11.0M 4.61% 128,733 SH
6 AMERICAN CENTY ETF TR AVDE 025072703 $9.8M 4.11% 110,022 SH
7 VANGUARD INDEX FDS VTV 922908744 $9.6M 4.04% 44,201 SH
8 VANGUARD INDEX FDS VOO 922908363 $9.4M 3.96% 13,736 SH
9 VANGUARD BD INDEX FDS BSV 921937827 $9.1M 3.84% 117,442 SH
10 VANGUARD MALVERN FDS VTIP 922020805 $8.9M 3.75% 177,909 SH
11 DIMENSIONAL ETF TRUST DFAI 25434V203 $8.3M 3.49% 201,551 SH
12 VANGUARD BD INDEX FDS BIV 921937819 $6.5M 2.74% 85,163 SH
13 VANGUARD INDEX FDS VUG 922908736 $5.7M 2.41% 66,688 SH
14 DIMENSIONAL ETF TRUST DFAC 25434V708 $4.8M 2.03% 108,954 SH
15 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.7M 1.99% 9,479 SH
16 DIMENSIONAL ETF TRUST DFUS 25434V401 $4.7M 1.95% 56,774 SH
17 ISHARES TR IVV 464287200 $3.6M 1.50% 4,789 SH
18 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.6M 1.49% 4,760 SH
19 DIMENSIONAL ETF TRUST DFUV 25434V724 $3.3M 1.38% 59,716 SH
20 APPLE INC AAPL 037833100 $2.9M 1.23% 10,116 SH
21 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.9M 1.23% 49,011 SH
22 DIMENSIONAL ETF TRUST DFAE 25434V302 $2.7M 1.13% 67,159 SH
23 VANGUARD WHITEHALL FDS VYM 921946406 $2.7M 1.13% 17,055 SH
24 VANGUARD INDEX FDS VO 922908629 $2.7M 1.13% 33,343 SH
25 VANGUARD INDEX FDS VNQ 922908553 $2.7M 1.12% 27,770 SH
26 AMERICAN CENTY ETF TR AVEM 025072604 $2.5M 1.04% 25,617 SH
27 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $2.4M 1.02% 30,862 SH
28 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $2.4M 1.02% 41,712 SH
29 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $2.2M 0.91% 36,967 SH
30 VANGUARD INDEX FDS VB 922908751 $2.1M 0.88% 6,888 SH
31 VANGUARD INDEX FDS VBR 922908611 $1.9M 0.80% 7,863 SH
32 SCHWAB STRATEGIC TR SCHG 808524300 $1.9M 0.78% 54,981 SH
33 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $1.7M 0.72% 20,726 SH
34 DIMENSIONAL ETF TRUST DFAX 25434V880 $1.6M 0.68% 43,936 SH
35 DIMENSIONAL ETF TRUST DFAS 25434V500 $1.6M 0.66% 19,183 SH
36 SCHWAB STRATEGIC TR SCHX 808524201 $1.5M 0.62% 50,346 SH
37 DIMENSIONAL ETF TRUST DFIV 25434V807 $1.4M 0.58% 25,391 SH
38 SCHWAB STRATEGIC TR FNDX 808524771 $1.1M 0.47% 36,217 SH
39 VANGUARD INDEX FDS VV 922908637 $978.2K 0.41% 2,844 SH
40 ISHARES TR IJH 464287507 $977.5K 0.41% 12,677 SH
41 INVESCO QQQ TR QQQ 46090E103 $964.0K 0.40% 1,309 SH
42 MICROSOFT CORP MSFT 594918104 $915.4K 0.38% 2,454 SH
43 AMERICAN CENTY ETF TR AVLV 025072349 $885.7K 0.37% 9,711 SH
44 VANGUARD INDEX FDS VXF 922908652 $884.9K 0.37% 3,594 SH
45 SCHWAB STRATEGIC TR SCHF 808524805 $883.7K 0.37% 31,902 SH
46 PROSHARES TR SPXT 74347B557 $863.4K 0.36% 7,975 SH
47 SCHWAB STRATEGIC TR FNDA 808524763 $833.6K 0.35% 21,903 SH
48 VANGUARD INDEX FDS VBK 922908595 $829.0K 0.35% 2,267 SH
49 ISHARES TR IVE 464287408 $826.3K 0.35% 3,639 SH
50 SCHWAB STRATEGIC TR FNDF 808524755 $804.3K 0.34% 15,245 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $238.5M 95 0001172661-26-002600
2026-03-31 2026-04-09 $214.6M 95 0001172661-26-001425
2025-12-31 2026-02-11 $200.0M 95 0001172661-26-000602