Clarity Capital Advisors, LLC Top Holdings and 13F Report (2026) About Clarity Capital Advisors, LLCInvestment ActivityClarity Capital Advisors, LLC has $214.60 million in total holdings as of March 31, 2026.Clarity Capital Advisors, LLC owns shares of 95 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 8.08% of the portfolio was purchased this quarter.About 0.37% of the portfolio was sold this quarter.This quarter, Clarity Capital Advisors, LLC has purchased 95 new stocks and bought additional shares in 53 stocks.Clarity Capital Advisors, LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $17,396,768Dimensional US Core Equity Market ETF $15,486,618Avantis U.S. Equity ETF $12,166,822Vanguard FTSE Developed Markets ETF $10,989,548Vanguard Total International Stock ETF $9,507,669 Largest New Holdings this Quarter 98149E303 - SPDR Gold MiniShares Trust $481,710 Holding808524888 - Schwab International Small-Cap Equity ETF $205,300 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 13,113 shares (about $4.21M)Vanguard FTSE Developed Markets ETF 38,568 shares (about $2.47M)Vanguard Value ETF 8,882 shares (about $1.74M)Vanguard Total International Stock ETF 13,745 shares (about $1.06M)Vanguard S&P 500 ETF 1,384 shares (about $826.99K) Largest Sales this Quarter PROFESIONALLY MANAGED PORTFO 2,125 shares (about $112.31K)Vanguard Growth ETF 202 shares (about $88.23K)Alphabet 192 shares (about $55.08K)Vanguard Small-Cap Growth ETF 133 shares (about $40.20K)iShares S&P 500 Growth ETF 70 shares (about $7.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarity Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$17,396,768$4,206,753 â–²31.9%54,2288.1%ETFDFAUDimensional US Core Equity Market ETF$15,486,618$461,532 â–²3.1%343,2327.2%ETFAVUSAvantis U.S. Equity ETF$12,166,822$250,821 â–²2.1%109,4345.7%ETFVEAVanguard FTSE Developed Markets ETF$10,989,548$2,471,442 â–²29.0%171,4975.1%ETFVXUSVanguard Total International Stock ETF$9,507,669$1,059,878 â–²12.5%123,3004.4%ETFAVDEAvantis International Equity ETF$9,220,874$54,383 â–²0.6%108,6854.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,018,239$512,038 â–²6.0%180,5454.2%ManufacturingBSVVanguard Short-Term Bond ETF$9,017,677$738,934 â–²8.9%115,0074.2%ETFDFAIDimensional International Core Equity Market ETF$8,527,389$244,475 â–²3.0%218,8754.0%ETFVOOVanguard S&P 500 ETF$8,176,100$826,991 â–²11.3%13,6833.8%ETFVTVVanguard Value ETF$7,852,900$1,742,647 â–²28.5%40,0253.7%ETFBIVVanguard Intermediate-Term Bond ETF$6,532,302$63,365 â–²1.0%84,6373.0%ETFVUGVanguard Growth ETF$4,853,340$88,235 â–¼-1.8%11,1112.3%ETFBRK.BBerkshire Hathaway$4,542,337$479,200 â–²11.8%9,4792.1%FinanceDFACDimensional U.S. Core Equity 2 ETF$4,229,974$4,119 â–²0.1%108,8522.0%ETFDFUSDimensional U.S. Equity ETF$3,940,865$5,673 â–²0.1%55,5761.8%ETFIVViShares Core S&P 500 ETF$3,121,314$7,186 â–²0.2%4,7781.5%ETFSPYSPDR S&P 500 ETF Trust$3,094,028$2,601 â–²0.1%4,7581.4%FinanceVNQVanguard Real Estate ETF$2,989,369$281,711 â–²10.4%33,7021.4%ETFDFUVDimensional US Marketwide Value ETF$2,868,082$52,239 â–²1.9%59,1851.3%ETFAAPLApple$2,567,3210.0%10,1161.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$2,518,069$7,405 â–¼-0.3%17,0021.2%Financial ServicesVWOVanguard FTSE Emerging Markets ETF$2,482,801$651,360 â–²35.6%45,9351.2%ETFDFAEDimensional Emerging Core Equity Market ETF$2,450,916$35,045 â–²1.5%72,3841.1%ETFVOVanguard Mid-Cap ETF$2,388,342$3,733 â–²0.2%8,3171.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,297,602$626,539 â–²37.5%28,9851.1%ETFVGSHVanguard Short-Term Treasury ETF$2,086,834$541,144 â–²35.0%35,6481.0%ETFAVEMAvantis Emerging Markets Equity ETF$2,054,484$35,697 â–²1.8%25,4961.0%ETFVGITVanguard Intermediate-Term Treasury ETF$2,040,589$283,992 â–²16.2%34,2671.0%ETFVBVanguard Small-Cap ETF$1,800,242$4,715 â–²0.3%6,8730.8%ETFVBRVanguard Small-Cap Value ETF$1,699,541$12,166 â–²0.7%7,8230.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,626,955$258,926 â–²18.9%19,6610.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,601,140$583 â–²0.0%54,9650.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,560,468$713 â–²0.0%45,9370.7%ETFDFASDimensional U.S. Small Cap ETF$1,361,108$2,703 â–²0.2%19,1360.6%ETFDFIVDimensional International Value ETF$1,324,619$2,058 â–²0.2%25,0970.6%ETFSCHXSchwab US Large-Cap ETF$1,287,488$3,743 â–²0.3%50,2140.6%ETFFNDXSchwab Fundamental U.S. Large Company ETF$1,004,825$4,066 â–²0.4%36,0800.5%ETFIJHiShares Core S&P Mid-Cap ETF$856,0920.0%12,6770.4%ETFVVVanguard Large-Cap ETF$847,666$2,391 â–²0.3%2,8360.4%ETFMSFTMicrosoft$834,347$451,969 â–²118.2%2,2540.4%Computer and TechnologySCHFSchwab International Equity ETF$784,8210.0%31,7100.4%ETFAVLVAvantis U.S. Large Cap Value ETF$780,330$2,177 â–²0.3%9,6800.4%ETFIVEiShares S&P 500 Value ETF$768,3870.0%3,6390.4%ETFQQQInvesco QQQ$755,5440.0%1,3090.4%FinanceFNDFSchwab Fundamental International Equity ETF$741,7440.0%15,1590.3%ETFVXFVanguard Extended Market ETF$738,668$98,379 â–²15.4%3,5890.3%ETFBRK.ABerkshire Hathaway$718,1400.0%10.3%FinanceFNDASchwab Fundamental U.S. Small Company ETF$708,489$1,362 â–²0.2%21,8470.3%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$686,0570.0%17,9310.3%ETFVBKVanguard Small-Cap Growth ETF$685,201$40,199 â–¼-5.5%2,2670.3%ETFIDEViShares Core MSCI International Developed Markets ETF$669,805$4,095 â–¼-0.6%8,0150.3%ETFSCHESchwab Emerging Markets Equity ETF$566,0130.0%17,1780.3%ETFCWISPDR MSCI ACWI ex-US ETF$563,0470.0%15,3880.3%ETFGOOGAlphabet$557,943$55,077 â–¼-9.0%1,9450.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$501,396$751 â–²0.2%6,6760.2%ETFDISVDimensional International Small Cap Value ETF$495,467$237 â–²0.0%12,5630.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$487,910$1,309 â–²0.3%4,8470.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$487,6280.0%3,3450.2%ETFGLDMSPDR Gold MiniShares Trust$481,710$481,710 â–²New Holding5,1970.2%FinancePROFESIONALLY MANAGED PORTFO$476,760$112,306 â–¼-19.1%9,0210.2%AKRE FOCUS ETFSCHBSchwab US Broad Market ETF$473,728$78,662 â–²19.9%18,8740.2%ETFVOEVanguard Mid-Cap Value ETF$471,279$8,110 â–²1.8%2,5570.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$470,1140.0%4,0940.2%ETFBNDVanguard Total Bond Market ETF$463,497$3,167 â–¼-0.7%6,2940.2%ETFSCHYSchwab International Dividend Equity ETF$461,5080.0%14,5770.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$453,8190.0%8,0210.2%ETFVIGVanguard Dividend Appreciation ETF$444,8080.0%2,0680.2%ETFIWFiShares Russell 1000 Growth ETF$431,7990.0%1,0130.2%ETFEDConsolidated Edison$427,6890.0%3,7790.2%UtilitiesSPDWSPDR Portfolio Developed World ex-US ETF$418,9020.0%9,1760.2%ETFSCHASchwab US Small-Cap ETF$413,052$553 â–²0.1%14,2040.2%ETFAMZNAmazon.com$395,296$65,397 â–²19.8%1,8980.2%Retail/WholesaleSPEMSPDR Portfolio Emerging Markets ETF$392,7550.0%8,3730.2%ETFFNDCSchwab Fundamental International Small Equity ETF$368,7500.0%7,9540.2%ETFTDYTeledyne Technologies$363,0060.0%6000.2%AerospaceDIMENSIONAL ETF TRUST$358,1410.0%6,6160.2%GLOBAL CR ETFDIMENSIONAL ETF TRUST$355,9960.0%6,5940.2%GLOBAL CORE PLUSIJRiShares Core S&P Small-Cap ETF$343,096$497 â–²0.1%2,7600.2%ETFDFSVDimensional US Small Cap Value ETF$341,100$911 â–²0.3%9,7350.2%ETFDFICDimensional International Core Equity 2 ETF$333,117$675 â–²0.2%9,3760.2%ETFXLFFinancial Select Sector SPDR Fund$324,6570.0%6,5760.2%ETFDFISDimensional International Small Cap ETF$297,247$269 â–²0.1%8,8280.1%ETFDFATDimensional U.S. Targeted Value ETF$293,3460.0%4,6970.1%ETFDUHPDimensional US High Profitability ETF$286,204$772 â–²0.3%7,7860.1%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$281,9930.0%5,7080.1%ETFSCHMSchwab U.S. Mid-Cap ETF$273,308$681 â–²0.2%8,8280.1%ETFIVWiShares S&P 500 Growth ETF$259,651$7,916 â–¼-3.0%2,2960.1%ETFVGTVanguard Information Technology ETF$238,2660.0%3410.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$232,1350.0%1,6300.1%ETFVOTVanguard Mid-Cap Growth ETF$228,8980.0%8890.1%ETFTJXTJX Companies$213,5190.0%1,3370.1%Retail/WholesaleGOOGLAlphabet$205,8930.0%7160.1%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$205,300$205,300 â–²New Holding4,3920.1%ETFFMBFirst Trust Managed Municipal ETF$202,4880.0%3,9970.1%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$0$243,247 â–¼-100.0%00.0%ETFMETAMeta Platforms$0$229,051 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
