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Clarity Capital Advisors, LLC Top Holdings and 13F Report (2025)

About Clarity Capital Advisors, LLC

Investment Activity

  • Clarity Capital Advisors, LLC has $171.44 million in total holdings as of June 30, 2025.
  • Clarity Capital Advisors, LLC owns shares of 87 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 5.64% of the portfolio was purchased this quarter.
  • About 0.80% of the portfolio was sold this quarter.
  • This quarter, Clarity Capital Advisors, LLC has purchased 82 new stocks and bought additional shares in 58 stocks.
  • Clarity Capital Advisors, LLC sold shares of 11 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

922908595 - Vanguard Small-Cap Growth ETF
$562,597 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF
$486,735 Holding
922908538 - Vanguard Mid-Cap Growth ETF
$252,949 Holding
92204A702 - Vanguard Information Technology ETF
$225,774 Holding

Largest Purchases this Quarter

Vanguard Total International Stock ETF
22,838 shares (about $1.58M)
Vanguard S&P 500 ETF
1,964 shares (about $1.12M)
Vanguard Small-Cap Growth ETF
2,031 shares (about $562.60K)
Vanguard Intermediate-Term Treasury ETF
8,347 shares (about $499.23K)
Dimensional US Core Equity Market ETF
11,510 shares (about $487.56K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
2,368 shares (about $719.70K)
Vanguard FTSE Developed Markets ETF
5,441 shares (about $310.19K)
Vanguard FTSE Emerging Markets ETF
1,584 shares (about $78.34K)
Dimensional US Marketwide Value ETF
1,414 shares (about $59.78K)
Apple
253 shares (about $51.91K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofClarity Capital Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$12,903,769$487,563 3.9%304,6227.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$12,401,419$719,698 -5.5%40,8047.2%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$11,427,906$320,002 2.9%113,3506.7%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$7,889,717$128,691 1.7%156,9474.6%Manufacturing
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$7,450,932$333,925 4.7%94,6754.3%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$7,307,549$187,172 2.6%98,7374.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$7,180,452$1,577,877 28.2%103,9294.2%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$6,719,026$113,044 1.7%194,3603.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$6,317,764$310,190 -4.7%110,8193.7%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$5,838,293$357,541 6.5%75,4893.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,773,679$1,115,654 24.0%10,1643.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,249,678$22,269 -0.4%29,7033.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,984,900$329,229 7.1%11,3712.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,112,043$17,488 -0.4%8,4652.4%Finance
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$3,889,953$4,444 0.1%108,5372.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$3,709,016$23,725 0.6%55,3422.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,040,499$7,451 0.2%4,8971.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,934,286$1,854 0.1%4,7491.7%Finance
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$2,692,751$59,783 -2.2%63,6891.6%ETF
Apple Inc. stock logo
AAPL
Apple
$2,543,692$51,908 -2.0%12,3981.5%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,391,179$38,029 1.6%26,8491.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,299,334$112,780 5.2%17,2481.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,962,746$302,499 18.2%7,0141.1%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$1,914,329$33,930 1.8%66,1251.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,624,968$301,201 22.8%6,8570.9%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$1,513,547$48,389 3.3%22,0830.9%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,494,593$337,766 29.2%7,6640.9%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,435,013$499,231 53.3%23,9930.8%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,358,920$49,211 3.8%17,0930.8%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,324,352$7,137 0.5%45,0920.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,305,076$78,343 -5.7%26,3870.8%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,216,608$3,568 0.3%49,7790.7%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$1,211,012$368,265 43.7%20,6020.7%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$1,210,946$2,740 0.2%19,0070.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,083,491$85,737 8.6%13,0670.6%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$1,063,176$14,434 1.4%24,8230.6%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$874,267$3,828 0.4%35,6260.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$847,518$146 0.0%29,0150.5%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$800,179$80,161 11.1%2,8050.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.4%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$721,910$551 0.1%1,3090.4%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$711,1440.0%3,6390.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$681,348$4,398 0.6%30,8300.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$681,0550.0%10,9810.4%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$646,345$2,419 0.4%4,8090.4%ETF
Schwab Fundamental U.S. Small Company ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company ETF
$619,650$1,576 0.3%21,6280.4%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$604,151$8,289 1.4%7,9450.4%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$597,711$194,227 48.1%3,1020.3%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$588,976$3,122 0.5%14,7170.3%ETF
Schwab Fundamental Emerging Markets Equity ETF stock logo
FNDE
Schwab Fundamental Emerging Markets Equity ETF
$570,845$3,631 0.6%17,2930.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$562,597$562,597 New Holding2,0310.3%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$503,476$603 0.1%16,7050.3%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$486,735$486,735 New Holding4,8340.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$457,697$34,018 -6.9%6,2160.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$449,140$35,812 -7.4%9030.3%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$439,196$39,725 9.9%6,5340.3%ETF
Schwab International Dividend Equity ETF stock logo
SCHY
Schwab International Dividend Equity ETF
$425,2930.0%15,5500.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$423,047$125,256 42.1%2,0670.2%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$419,8110.0%8,0210.2%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$414,4360.0%4,0940.2%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$408,590$7,076 1.8%12,4150.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$392,844$128,591 48.7%2,3890.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$386,710$31,753 -7.6%2,1800.2%Computer and Technology
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$378,7050.0%3,7740.2%Utilities
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$366,5850.0%3,3300.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$365,045$5,992 1.7%9,0160.2%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$356,142$1,164 0.3%14,0770.2%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$352,013$4,274 1.2%8,2360.2%ETF
DIMENSIONAL ETF TRUST
$348,8530.0%6,4330.2%GLOBAL CR ETF
DIMENSIONAL ETF TRUST
$347,869$218 0.1%6,3840.2%GLOBAL CORE PLUS
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$344,3850.0%6,5760.2%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$334,107$93,011 38.6%14,0200.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$329,085$14,480 -4.2%1,5000.2%Retail/Wholesale
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$326,465$1,202 0.4%2,9870.2%ETF
Schwab Fundamental International Small Equity ETF stock logo
FNDC
Schwab Fundamental International Small Equity ETF
$323,334$1,472 0.5%7,6890.2%ETF
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$307,3860.0%6000.2%Aerospace
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$287,681$3,886 1.4%9,2530.2%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$274,744$889 0.3%7,7260.2%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$261,045$3,849 1.5%8,7480.2%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$253,4660.0%4,6970.1%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$252,949$252,949 New Holding8890.1%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$249,7410.0%5,7080.1%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$244,882$870 0.4%8,7300.1%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$241,567$845 0.4%2,5730.1%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$227,446$1,030 0.5%7,7280.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$225,774$225,774 New Holding3400.1%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$219,538$219,538 New Holding1,6260.1%ETF

Showing largest 100 holdings. View all holdings.
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