Clarity Capital Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Clarity Capital Advisors, LLC reported 95 stock positions worth $238.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 8.7% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 6.8%) and Avantis U.S. Equity ETF (AVUS, 5.9%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 62 and reduced 6. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +3%) and the biggest sale Dimensional International (DFAI, shares −8%).

Most Recent 13F
Q2 2026
Location
Lakewood Ranch, FL
CIK
0002011219
Portfolio Value
$238.5M (Q2 2026)
SEC Filing
0001172661-26-002600 ↗ filed Jul 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $125.3M Q1 2024 Q2 2024: $129.4M Q2 2024 Q3 2024: $139.4M Q3 2024 Q4 2024: $149.3M Q4 2024 Q1 2025: $152.3M Q1 2025 Q2 2025: $171.4M Q2 2025 Q3 2025: $183.6M Q3 2025 Q4 2025: $200.0M Q4 2025 Q1 2026: $214.6M Q1 2026 Q2 2026: $238.5M $238.5M Q2 2026

Holdings 95 stocks · $238.5M

VTI VG Morningstar TS MKT ETF-US 8.70% 56,052 $20.7M Add +3.4%
DFAU Dimensional US Core Equity M 6.77% 312,273 $16.1M Reduce -9.0%
AVUS Avantis U.S. Equity ETF 5.89% 109,742 $14.1M Add +0.3%
VEA Vanguard Ftse Developed ETF 5.39% 180,541 $12.9M Add +5.3%
VXUS Vanguard Total Intl Stock 4.61% 128,733 $11.0M Add +4.4%
AVDE Avantis International Equity 4.11% 110,022 $9.8M Add +1.2%
VTV Vanguard Mrngstr Val ETF-Aui 4.04% 44,201 $9.6M Add +10.4%
VOO Vanguard S&P 500 ETF 3.96% 13,736 $9.4M Add +0.4%
BSV Vanguard Short-Term Bond ETF 3.84% 117,442 $9.1M Add +2.1%
VTIP Vanguard Short-Term Tips 3.75% 177,909 $8.9M Reduce -1.5%
DFAI Dimensional International Co. 3.49% 201,551 $8.3M Reduce -7.9%
BIV Vanguard Intermediate-Term B 2.74% 85,163 $6.5M Add +0.6%
VUG Vanguard Mrngstar GR ETF-Sui 2.41% 66,688 $5.7M No change
DFAC Dimensional US Core Equity 2 2.03% 108,954 $4.8M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 1.99% 9,479 $4.7M No change
DFUS Dimensional US Eq MKT ETF 1.95% 56,774 $4.7M Add +2.2%
IVV iShares Core S&P 500 ETF 1.50% 4,789 $3.6M Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.49% 4,760 $3.6M Add +0.0%
DFUV Dimensional US Marketwide Va 1.38% 59,716 $3.3M Add +0.9%
AAPL Apple Inc. 1.23% 10,116 $2.9M No change
VWO Vanguard Ftse Emerging Marke 1.23% 49,011 $2.9M Add +6.7%
DFAE Dimensional Emerging Core Eq 1.13% 67,159 $2.7M Reduce -7.2%
VYM Vanguard High DVD Yield ETF 1.13% 17,055 $2.7M Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.13% 33,343 $2.7M Add +0.2%
VNQ Vanguard Real Estate ETF 1.12% 27,770 $2.7M Reduce -17.6%
AVEM Avantis Emerging Markets Eq 1.04% 25,617 $2.5M Add +0.5%
VCSH Vanguard S/T Corp. Bond ETF 1.02% 30,862 $2.4M Add +6.5%
VGSH Vanguard Short-Term Treasury 1.02% 41,712 $2.4M Add +17.0%
VGIT Vanguard Intermediate-Term T 0.91% 36,967 $2.2M Add +7.9%
VB Vanguard Most SM-Cap ETF-Usd 0.88% 6,888 $2.1M Add +0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.80% 7,863 $1.9M Add +0.5%
SCHG Schwab US Large-Cap Growth 0.78% 54,981 $1.9M Add +0.0%
VCIT Vanguard Int-Term Corporate 0.72% 20,726 $1.7M Add +5.4%
DFAX Dimensional World Ex US Core 0.68% 43,936 $1.6M Reduce -4.4%
DFAS Dimensional US Small Cap ETF 0.66% 19,183 $1.6M Add +0.3%
SCHX Schwab US Large-Cap ETF 0.62% 50,346 $1.5M Add +0.3%
DFIV Dimensional International Va 0.57% 25,391 $1.4M Add +1.2%
FNDX Schwab Fndmntl US LRG Co. ETF 0.47% 36,217 $1.1M Add +0.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.41% 2,844 $978K Add +0.3%
IJH iShares Core S&P Midcap ETF 0.41% 12,677 $978K No change
QQQ Invesco QQQ Trust Series 1 0.40% 1,309 $964K No change
MSFT Microsoft Corp. 0.38% 2,454 $915K Add +8.9%
AVLV Avantis US Large Cap Value 0.37% 9,711 $886K Add +0.3%
VXF Vanguard Extended Market ETF 0.37% 3,594 $885K Add +0.1%
SCHF Schwab Intl Equity ETF 0.37% 31,902 $884K Add +0.6%
SPXT Proshares S&P 500 Ex-Technol 0.36% 7,975 $863K New
FNDA Schwab Fndmntl US SM Co. ETF 0.35% 21,903 $834K Add +0.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.35% 2,267 $829K No change
IVE iShares S&P 500 Value ETF 0.35% 3,639 $826K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.34% 15,245 $804K Add +0.6%
GOOG Alphabet Inc. Class C 0.33% 2,218 $784K Add +14.0%
BRK.A Berkshire Hathaway Inc. Class A 0.31% 1 $749K No change
IDEV iShares Core MSCI Dev MKTS 0.30% 8,112 $722K Add +1.2%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.30% 18,017 $715K Add +0.5%
CWI State Street SPDR MSCI Acwi 0.26% 15,388 $626K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.26% 17,199 $624K Add +0.1%
VIOO Vanguard S&P Small-Cap 600 E 0.24% 4,094 $563K No change
VEU Vanguard Ftse All-World Ex-U 0.24% 6,708 $562K Add +0.5%
SCHB Schwab US Broad Market ETF 0.23% 18,897 $547K Add +0.1%
VSS Vanguard Ftse All Wo X-US SC 0.22% 3,355 $518K Add +0.3%
SCHA Schwab US Small-Cap ETF 0.22% 14,245 $515K Add +0.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.22% 2,598 $513K Add +1.6%
DISV Dimensional International SM 0.21% 12,748 $512K Add +1.5%
IWF iShares Russell 1000 Growth 0.21% 4,051 $503K No change
SGOV iShares 0-3 Month Treasury B 0.21% 4,890 $492K Add +0.9%
VIG Vanguard Dividend Apprec ETF 0.21% 2,069 $489K Add +0.1%
SPYV SS SPDR P S&P 500 Value ETF 0.20% 8,021 $488K No change
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.20% 9,021 $480K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.20% 9,309 $469K Add +1.4%
BND Vanguard Total Bond Market 0.20% 6,349 $466K Add +0.9%
SCHY Schwab International DVD ETF 0.19% 14,577 $463K No change
AMZN Amazon.com Inc. 0.19% 1,898 $452K No change
SPEM State Street SP PTF Em ETF 0.18% 8,459 $438K Add +1.0%
ED Consolidated Edison Inc. 0.18% 3,779 $418K No change
GLDM SPDR Gold Minishares Trust 0.17% 5,197 $413K No change
IJR iShares Core S&P Small-Cap E 0.17% 2,768 $410K Add +0.3%
TDY Teledyne Technologies Inc. 0.17% 600 $400K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.16% 8,000 $388K Add +0.6%
DFSV Dimensional US Small Cap Val 0.16% 9,762 $379K Add +0.3%
DGCB Dimensional Global Credit 0.15% 6,692 $366K Add +1.1%
DFGP Dimensional GLBL Core PL Fix 0.15% 6,669 $363K Add +1.1%
DFIC Dimensional International Co. 0.15% 9,491 $354K Add +1.2%
XLF SS Financial Select Sector 0.15% 6,576 $353K No change
DFAT Dimensional US Target Value 0.14% 4,697 $328K No change
VGT Vanguard Info Tech ETF 0.14% 2,734 $327K Add +0.2%
SCHM Schwab US Mid Cap ETF 0.14% 8,854 $326K Add +0.3%
DUHP Dimensional US High Profi Et 0.14% 7,804 $326K Add +0.2%
IVW iShares S&P 500 Growth ETF 0.13% 2,296 $316K No change
DFIS Dimensional International SM 0.13% 8,934 $313K Add +1.2%
DBEF Xtrackers MSCI Eafe Hedged E 0.13% 5,708 $312K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.11% 889 $272K No change
ITOT iShares Core S&P Total U.S. 0.11% 1,630 $268K No change
GOOGL Alphabet Inc. Class A 0.11% 716 $256K No change
SCHC Schwab Intl Small-Cap Equity 0.09% 4,402 $212K Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 1,337 $203K No change

Portfolio Sells Q1 2026 → Q2 2026

DFAI Dimensional International Co. Reduce -7.9% 3.49% −0.49
VTIP Vanguard Short-Term Tips Reduce -1.5% 3.75% −0.46
DFAU Dimensional US Core Equity M Reduce -9.0% 6.77% −0.45
VNQ Vanguard Real Estate ETF Reduce -17.6% 1.12% −0.27
FMB First Trust Managed Municipa Sold out 0.00% −0.09
DFAX Dimensional World Ex US Core Reduce -4.4% 0.68% −0.05
DFAE Dimensional Emerging Core Eq Reduce -7.2% 1.13% −0.01

Portfolio Buys Q1 2026 → Q2 2026

VTI VG Morningstar TS MKT ETF-US Add +3.4% 8.70% +0.59
VTV Vanguard Mrngstr Val ETF-Aui Add +10.4% 4.04% +0.38
SPXT Proshares S&P 500 Ex-Technol New 0.36% +0.36
VEA Vanguard Ftse Developed ETF Add +5.3% 5.39% +0.27
AVUS Avantis U.S. Equity ETF Add +0.3% 5.89% +0.22
VXUS Vanguard Total Intl Stock Add +4.4% 4.61% +0.18
VOO Vanguard S&P 500 ETF Add +0.4% 3.96% +0.15
DFUS Dimensional US Eq MKT ETF Add +2.2% 1.95% +0.11
AVEM Avantis Emerging Markets Eq Add +0.5% 1.04% +0.08
VWO Vanguard Ftse Emerging Marke Add +6.7% 1.23% +0.07
GOOG Alphabet Inc. Class C Add +14.0% 0.33% +0.07
DFAC Dimensional US Core Equity 2 Add +0.1% 2.03% +0.06
IVV iShares Core S&P 500 ETF Add +0.2% 1.50% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 1.49% +0.05
VGSH Vanguard Short-Term Treasury Add +17.0% 1.02% +0.05
DFUV Dimensional US Marketwide Va Add +0.9% 1.38% +0.04
VB Vanguard Most SM-Cap ETF-Usd Add +0.2% 0.88% +0.04
SCHG Schwab US Large-Cap Growth Add +0.0% 0.78% +0.03
DFAS Dimensional US Small Cap ETF Add +0.3% 0.66% +0.03
VXF Vanguard Extended Market ETF Add +0.1% 0.37% +0.03
VGT Vanguard Info Tech ETF Add +0.2% 0.14% +0.03
SCHA Schwab US Small-Cap ETF Add +0.3% 0.22% +0.02
SCHX Schwab US Large-Cap ETF Add +0.3% 0.62% +0.02
FNDA Schwab Fndmntl US SM Co. ETF Add +0.3% 0.35% +0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.3% 0.41% +0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.2% 1.13% +0.01
IJR iShares Core S&P Small-Cap E Add +0.3% 0.17% +0.01
SCHM Schwab US Mid Cap ETF Add +0.3% 0.14% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.5% 0.80% +0.01
SCHB Schwab US Broad Market ETF Add +0.1% 0.23% +0.01
AVLV Avantis US Large Cap Value Add +0.3% 0.37% +0.01
SCHF Schwab Intl Equity ETF Add +0.6% 0.37% +0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.4% 0.47% +0.00
DUHP Dimensional US High Profi Et Add +0.2% 0.14% +0.00
VEU Vanguard Ftse All-World Ex-U Add +0.5% 0.24% +0.00
SPDW Ste STR SPDR PT DW Eu ETF Add +1.4% 0.20% +0.00
SPEM State Street SP PTF Em ETF Add +1.0% 0.18% +0.00
DFSV Dimensional US Small Cap Val Add +0.3% 0.16% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.1% 0.21% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.1% 0.26% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +1.6% 0.22% −0.00
MSFT Microsoft Corp. Add +8.9% 0.38% −0.01
SCHC Schwab Intl Small-Cap Equity Add +0.2% 0.09% −0.01
DFIC Dimensional International Co. Add +1.2% 0.15% −0.01
DFIS Dimensional International SM Add +1.2% 0.13% −0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Add +0.6% 0.34% −0.01
FNDC Schwab Fndmnt Intl SM Eq ETF Add +0.6% 0.16% −0.01
IDEV iShares Core MSCI Dev MKTS Add +1.2% 0.30% −0.01
VSS Vanguard Ftse All Wo X-US SC Add +0.3% 0.22% −0.01
DGCB Dimensional Global Credit Add +1.1% 0.15% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 95$238.5MVTI, DFAU, AVUS, VEA, VXUS
Q1 2026 95$214.6MVTI, DFAU, AVUS, VEA, VXUS
Q4 2025 95$200.0MDFAU, VTI, AVUS, AVDE, VTIP
Q3 2025 87$183.6MDFAU, VTI, AVUS, VTIP, VXUS
Q2 2025 87$171.4MDFAU, VTI, AVUS, VTIP, BSV
Q1 2025 82$152.3MVTI, DFAU, AVUS, VTIP, BSV
Q4 2024 79$149.3MVTI, DFAU, AVUS, VTIP, BSV
Q3 2024 79$139.4MVTI, DFAU, AVUS, VTIP, AVDE
Q2 2024 78$129.4MAVUS, VTI, DFAU, VTIP, AVDE
Q1 2024 78$125.3MAVUS, VTI, DFAU, AVDE, VTIP