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Q2 2026 13F · SEC CIK 2011219

Clarity Capital Advisors, LLC

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$238.5M
Reported positions
95
Top holdings a year, 3 yrs
+15.4%
Assets under management
$406.3M

Clarity Capital Advisors, LLC is a wealth manager that reported 95 positions worth $238.5M in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Vanguard Index Fds (VTI, 8.7%), Dimensional US Core Equity Market ETF (DFAU, 6.8%), Avantis U.s. Equity ETF (AVUS, 5.9%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 18.8% for the S&P 500.

Clarity Capital Advisors, LLC holdings largest 50 of 95 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clarity Capital Advisors, LLC 13F holdings
Stock% of 13F valueShare changeReported value
VTIVanguard Index Fds8.7%+3.4%$20.7M
DFAUDimensional US Core Equity Market ETF6.8%-9.0%$16.1M
AVUSAvantis U.s. Equity ETF5.9%+0.3%$14.1M
VEAVanguard Tax-Managed Fds5.4%+5.3%$12.9M
VXUSVanguard Star Fds Vanguard Total Intl St4.6%+4.4%$11.0M
AVDEAvantis International Equity ETF4.1%+1.2%$9.8M
VTVVanguard Value ETF4.0%+10.4%$9.6M
VOOVanguard S&p 500 ETF4.0%+0.4%$9.4M
BSVVanguard Bd Index Fds Vanguard Short Ter3.8%+2.1%$9.1M
VTIPVanguard Malvern Fds3.7%-1.5%$8.9M
DFAIDimensional International Core Equity Ma3.5%-7.9%$8.3M
BIVVanguard Bd Index Fds2.7%+0.6%$6.5M
VUGVanguard Indx Fd2.4%+500.2%$5.7M
DFACDimensional U.s. Core Equity 22.0%+0.1%$4.8M
BRK-BBerkshire Hathaway Inc Del2.0%+0.0%$4.7M
DFUSDimensional ETF Trust1.9%+2.2%$4.7M
IVVIshares Core S&p 500 ETF1.5%+0.2%$3.6M
SPYSpdr S&p 500 ETF Tr1.5%+0.0%$3.6M
DFUVDimensional U.s. Marketwide Val1.4%+0.9%$3.3M
AAPLApple Inc1.2%+0.0%$2.9M
VWOVanguard Intl Equity Index F1.2%+6.7%$2.9M
DFAEDimensional ETF Trust1.1%-7.2%$2.7M
VYMVym1.1%+0.3%$2.7M
VOVanguard Index Fds1.1%+300.9%$2.7M
VNQVanguard Real Estate ETF1.1%-17.6%$2.7M
AVEMAmerican Centy ETF Tr1.0%+0.5%$2.5M
VCSHVanguard Scottsdale Fds1.0%+6.5%$2.4M
VGSHVanguard Short-Term Treasury ETF Total1.0%+17.0%$2.4M
VGITVanguard Intermediate Treasury ETF0.9%+7.9%$2.2M
VBVanguard Indx Fd0.9%+0.2%$2.1M
VBRVanguard Small Cap Value ETF0.8%+0.5%$1.9M
SCHGSchwab U.s. Large-Cap Growth ETF0.8%+0.0%$1.9M
VCITVanguard Scottsdale Fds0.7%+5.4%$1.7M
DFAXDimensional World Ex U.s. Core0.7%-4.4%$1.6M
DFASDimensional ETF Trust0.7%+0.2%$1.6M
SCHXSchwab Stratgc Tr0.6%+0.3%$1.5M
DFIVDimensional ETF Trust0.6%+1.2%$1.4M
FNDXSchwab Strategic Tr0.5%+0.4%$1.1M
VVVanguard Inx Lrg0.4%+0.3%$978K
IJHIshares Tr0.4%+0.0%$978K
QQQInvesco Qqq Tr0.4%+0.0%$964K
MSFTMicrosoft Corp0.4%+8.9%$915K
AVLVAmerican Centy Tr ETF Avantis U S Large0.4%+0.3%$886K
VXFVanguard Index Fds0.4%+0.1%$885K
SCHFSchwab Intl Equity0.4%+0.6%$884K
SPXTProshares Tr0.4%—$863K
FNDASchwab Strategic Tr0.3%+0.3%$834K
VBKVanguard Small Cap Growth ETF0.3%—$829K
IVEIshares S&p 500 Value ETF0.3%+0.0%$826K
FNDFSchwab Strategic Tr0.3%+0.6%$804K

What Clarity Capital Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+17.8% /yr
S&P 500 +20.1%
3 years
+15.4% /yr
S&P 500 +18.8%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$238.5M95
Q1 2026$214.6M95
Q4 2025$200.0M95
Q3 2025$183.6M87
Q2 2025$171.4M87
Q1 2025$152.3M82
Q4 2024$149.3M79
Q3 2024$139.4M79
Q2 2024$129.4M78
Q1 2024$125.3M78
Q4 2023$115.2M74

Questions about Clarity Capital Advisors, LLC's portfolio

What stocks does Clarity Capital Advisors, LLC own?

Clarity Capital Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 95 positions worth $238.5M. The largest are Vanguard Index Fds (VTI) at 8.7%, Dimensional US Core Equity Market ETF (DFAU) at 6.8%, Avantis U.s. Equity ETF (AVUS) at 5.9%, Vanguard Tax-Managed Fds (VEA) at 5.4% and Vanguard Star Fds Vanguard Total Intl St (VXUS) at 4.6%.

What did Clarity Capital Advisors, LLC buy last quarter?

In Q2 2026, Clarity Capital Advisors, LLC added Vanguard Indx Fd (VUG) (+500.2% shares), Vanguard Index Fds (VO) (+300.9% shares) and Vanguard Short-Term Treasury ETF Total (VGSH) (+17.0% shares), compared with its Q1 2026 filing.

What did Clarity Capital Advisors, LLC sell last quarter?

In Q2 2026, Clarity Capital Advisors, LLC cut from its top 50 Berkshire Hathaway Inc Del (BRK-A), cut from its top 50 Schwab Fundamental Emerging Markets Equi (FNDE), Vanguard Real Estate ETF (VNQ) (-17.6% shares), Dimensional US Core Equity Market ETF (DFAU) (-9.0% shares) and Dimensional International Core Equity Ma (DFAI) (-7.9% shares), compared with its Q1 2026 filing.

How has Clarity Capital Advisors, LLC's portfolio performed?

A portfolio copying Clarity Capital Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +17.8% against +20.1%.

When is Clarity Capital Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clarity Capital Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Clarity Capital Advisors, LLC manage?

Clarity Capital Advisors, LLC reported $406.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $238.5M.