Clarity Capital Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Clarity Capital Advisors, LLC reported 79 stock positions worth $139.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 8.8% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 7.6%) and Avantis U.S. Equity ETF (AVUS, 7.4%). Compared with Q2 2024, it opened 1 new position, added to 53 and reduced 14. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +19%) and the biggest sale Avantis U.S. Equity ETF (AVUS, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- Lakewood Ranch, FL
- CIK
- 0002011219
- Portfolio Value
- $139.4M (Q3 2024)
- SEC Filing
- 0001172661-24-004556 ↗ filed Nov 12, 2024
Holdings Value
Holdings 79 stocks · $139.4M
| VTI VG Morningstar TS MKT ETF-US | 8.78% | 43,232 | $12.2M | Add +18.5% |
| DFAU Dimensional US Core Equity M | 7.62% | 267,572 | $10.6M | Add +5.2% |
| AVUS Avantis U.S. Equity ETF | 7.44% | 109,030 | $10.4M | Reduce -10.9% |
| VTIP Vanguard Short-Term Tips | 4.79% | 135,245 | $6.7M | Reduce -1.1% |
| AVDE Avantis International Equity | 4.55% | 94,620 | $6.3M | Reduce -7.5% |
| VEA Vanguard Ftse Developed ETF | 4.26% | 112,453 | $5.9M | Add +0.8% |
| BSV Vanguard Short-Term Bond ETF | 4.14% | 73,349 | $5.8M | Add +7.6% |
| DFAI Dimensional International Co. | 3.89% | 170,494 | $5.4M | Add +5.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.35% | 26,718 | $4.7M | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 2.86% | 7,550 | $4.0M | Reduce -8.5% |
| BIV Vanguard Intermediate-Term B | 2.83% | 50,257 | $3.9M | Add +8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.81% | 8,501 | $3.9M | Add +0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.54% | 9,209 | $3.5M | Add +3.4% |
| DFUS Dimensional US Eq MKT ETF | 2.50% | 56,000 | $3.5M | Add +0.3% |
| AAPL Apple Inc. | 2.12% | 12,651 | $2.9M | Reduce -0.6% |
| DFUV Dimensional US Marketwide Va | 2.06% | 68,902 | $2.9M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 2.01% | 4,857 | $2.8M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.95% | 4,739 | $2.7M | Reduce -0.0% |
| VXUS Vanguard Total Intl Stock | 1.89% | 40,598 | $2.6M | Add +10.3% |
| DFAC Dimensional US Core Equity 2 | 1.87% | 76,152 | $2.6M | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 1.47% | 21,068 | $2.1M | Add +7.4% |
| DFAE Dimensional Emerging Core Eq | 1.18% | 60,232 | $1.7M | Add +5.6% |
| VYM Vanguard High DVD Yield ETF | 1.02% | 11,101 | $1.4M | Add +0.4% |
| AVEM Avantis Emerging Markets Eq | 0.97% | 20,928 | $1.4M | Reduce -7.8% |
| VWO Vanguard Ftse Emerging Marke | 0.94% | 27,258 | $1.3M | Add +1.7% |
| DFAS Dimensional US Small Cap ETF | 0.88% | 18,877 | $1.2M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.88% | 6,077 | $1.2M | Add +8.6% |
| DFAX Dimensional World Ex US Core | 0.86% | 44,301 | $1.2M | Reduce -0.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.81% | 14,273 | $1.1M | Reduce -3.5% |
| SCHX Schwab US Large-Cap ETF | 0.80% | 16,440 | $1.1M | Add +0.6% |
| DFIV Dimensional International Va | 0.66% | 24,177 | $921K | Add +1.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.60% | 11,715 | $841K | Add +0.9% |
| VCIT Vanguard Int-Term Corporate | 0.59% | 9,797 | $820K | Reduce -29.7% |
| VGIT Vanguard Intermediate-Term T | 0.55% | 12,577 | $760K | Add +10.5% |
| SCHG Schwab US Large-Cap Growth | 0.54% | 7,243 | $755K | Add +0.2% |
| IVE iShares S&P 500 Value ETF | 0.51% | 3,639 | $718K | Add +0.6% |
| IJH iShares Core S&P Midcap ETF | 0.49% | 10,981 | $684K | Add +0.4% |
| VGSH Vanguard Short-Term Treasury | 0.49% | 11,501 | $679K | Reduce -15.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.46% | 2,427 | $640K | Add +12.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 1,308 | $638K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.46% | 10,710 | $638K | Add +0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.45% | 2,404 | $633K | Add +0.3% |
| SCHF Schwab Intl Equity ETF | 0.44% | 14,983 | $616K | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 2,592 | $615K | Add +19.6% |
| VSS Vanguard Ftse All Wo X-US SC | 0.42% | 4,687 | $590K | Add +0.5% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.38% | 16,529 | $533K | Add +0.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.38% | 14,213 | $531K | Add +0.9% |
| BND Vanguard Total Bond Market | 0.37% | 6,776 | $509K | Add +0.7% |
| SCHA Schwab US Small-Cap ETF | 0.36% | 9,876 | $509K | Add +0.7% |
| IDEV iShares Core MSCI Dev MKTS | 0.34% | 6,777 | $480K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.34% | 16,224 | $473K | Add +0.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.32% | 4,094 | $443K | No change |
| VXF Vanguard Extended Market ETF | 0.31% | 2,337 | $425K | Add +0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.30% | 8,021 | $424K | Add +0.5% |
| MSFT Microsoft Corp. | 0.30% | 975 | $419K | No change |
| SCHY Schwab International DVD ETF | 0.29% | 15,550 | $407K | No change |
| GOOG Alphabet Inc. Class C | 0.28% | 2,359 | $394K | Reduce -2.2% |
| ED Consolidated Edison Inc. | 0.28% | 3,740 | $389K | Add +0.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.26% | 5,830 | $367K | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 2,938 | $344K | Add +0.4% |
| IVW iShares S&P 500 Growth ETF | 0.24% | 3,465 | $332K | Reduce -10.7% |
| SPEM State Street SP PTF Em ETF | 0.24% | 8,007 | $331K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 8,747 | $329K | No change |
| XLF SS Financial Select Sector | 0.21% | 6,576 | $298K | Add +0.4% |
| AMZN Amazon.com Inc. | 0.21% | 1,566 | $292K | No change |
| SCHM Schwab US Mid Cap ETF | 0.21% | 3,483 | $289K | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,454 | $288K | Add +0.1% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.20% | 7,447 | $284K | Add +0.7% |
| DON Wisdomtree US Midcap Dividen | 0.20% | 5,367 | $274K | Add +0.6% |
| TDY Teledyne Technologies Inc. | 0.19% | 600 | $263K | No change |
| DFAT Dimensional US Target Value | 0.19% | 4,679 | $260K | Add +0.3% |
| DISV Dimensional International SM | 0.19% | 8,879 | $258K | Add +0.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.18% | 1,468 | $246K | Add +3.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.17% | 5,708 | $240K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 2,543 | $232K | Add +0.4% |
| DFIS Dimensional International SM | 0.16% | 8,551 | $229K | Add +0.3% |
| SCHB Schwab US Broad Market ETF | 0.16% | 3,361 | $224K | Add +0.6% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 1,612 | $203K | New |
| XCHYX Calamos Convert & High Inc. | 0.11% | 12,581 | $150K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| AVUS Avantis U.S. Equity ETF | Reduce -10.9% | 7.44% | −1.08 |
| AVDE Avantis International Equity | Reduce -7.5% | 4.55% | −0.37 |
| VTIP Vanguard Short-Term Tips | Reduce -1.1% | 4.79% | −0.34 |
| VOO Vanguard S&P 500 ETF | Reduce -8.5% | 2.86% | −0.33 |
| VCIT Vanguard Int-Term Corporate | Reduce -29.7% | 0.59% | −0.27 |
| VGSH Vanguard Short-Term Treasury | Reduce -15.7% | 0.49% | −0.12 |
| AVEM Avantis Emerging Markets Eq | Reduce -7.8% | 0.97% | −0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.5% | 0.81% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 0.28% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 2.01% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 1.95% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -10.7% | 0.24% | −0.04 |
| DFAX Dimensional World Ex US Core | Reduce -0.5% | 0.86% | −0.02 |
| AAPL Apple Inc. | Reduce -0.6% | 2.12% | +0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| VTI VG Morningstar TS MKT ETF-US | Add +18.5% | 8.78% | +1.25 |
| DFAU Dimensional US Core Equity M | Add +5.2% | 7.62% | +0.25 |
| VNQ Vanguard Real Estate ETF | Add +7.4% | 1.47% | +0.20 |
| DFAI Dimensional International Co. | Add +5.3% | 3.89% | +0.17 |
| VXUS Vanguard Total Intl Stock | Add +10.3% | 1.89% | +0.17 |
| ITOT iShares Core S&P Total U.S. | New | 0.15% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 2.81% | +0.14 |
| BIV Vanguard Intermediate-Term B | Add +8.0% | 2.83% | +0.13 |
| BSV Vanguard Short-Term Bond ETF | Add +7.6% | 4.14% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.8% | 3.35% | +0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +8.6% | 0.88% | +0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +19.6% | 0.44% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +12.9% | 0.46% | +0.06 |
| DFAE Dimensional Emerging Core Eq | Add +5.6% | 1.18% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +10.5% | 0.55% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +1.7% | 0.94% | +0.03 |
| ED Consolidated Edison Inc. | Add +0.8% | 0.28% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +3.8% | 0.18% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.4% | 1.02% | +0.01 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +0.8% | 0.38% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.1% | 0.34% | +0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +0.8% | 0.46% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.6% | 0.51% | +0.01 |
| XLF SS Financial Select Sector | Add +0.4% | 0.21% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 0.25% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +0.7% | 0.36% | +0.01 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Add +0.7% | 0.20% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Add +0.3% | 0.88% | +0.00 |
| DON Wisdomtree US Midcap Dividen | Add +0.6% | 0.20% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.5% | 0.30% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.8% | 4.26% | +0.00 |
| DFIS Dimensional International SM | Add +0.3% | 0.16% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.4% | 0.17% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.9% | 0.60% | +0.00 |
| DFIV Dimensional International Va | Add +1.9% | 0.66% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.21% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.9% | 0.44% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.3% | 0.31% | +0.00 |
| DISV Dimensional International SM | Add +0.4% | 0.19% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.4% | 0.26% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.5% | 0.42% | 0.00 |
| DFAT Dimensional US Target Value | Add +0.3% | 0.19% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.9% | 0.38% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.7% | 0.21% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.6% | 0.16% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.4% | 0.49% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.3% | 0.45% | −0.01 |
| BND Vanguard Total Bond Market | Add +0.7% | 0.37% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.6% | 0.80% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Add +0.1% | 1.87% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 95 | $238.5M | VTI, DFAU, AVUS, VEA, VXUS |
| Q1 2026 | 95 | $214.6M | VTI, DFAU, AVUS, VEA, VXUS |
| Q4 2025 | 95 | $200.0M | DFAU, VTI, AVUS, AVDE, VTIP |
| Q3 2025 | 87 | $183.6M | DFAU, VTI, AVUS, VTIP, VXUS |
| Q2 2025 | 87 | $171.4M | DFAU, VTI, AVUS, VTIP, BSV |
| Q1 2025 | 82 | $152.3M | VTI, DFAU, AVUS, VTIP, BSV |
| Q4 2024 | 79 | $149.3M | VTI, DFAU, AVUS, VTIP, BSV |
| Q3 2024 | 79 | $139.4M | VTI, DFAU, AVUS, VTIP, AVDE |
| Q2 2024 | 78 | $129.4M | AVUS, VTI, DFAU, VTIP, AVDE |
| Q1 2024 | 78 | $125.3M | AVUS, VTI, DFAU, AVDE, VTIP |