Clarity Capital Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Clarity Capital Advisors, LLC reported 82 stock positions worth $152.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.8% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 7.4%) and Avantis U.S. Equity ETF (AVUS, 6.7%). Compared with Q4 2024, it opened 6 new positions, sold out of 3, added to 39 and reduced 11. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +42%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −0%).

Most Recent 13F
Q2 2026
Location
Lakewood Ranch, FL
CIK
0002011219
Portfolio Value
$152.3M (Q1 2025)
SEC Filing
0001172661-25-001494 ↗ filed Apr 14, 2025

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 $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 Q2 2026

Holdings 82 stocks · $152.3M
VTI VG Morningstar TS MKT ETF-US 7.79% 43,172 $11.9M Reduce -0.1%
DFAU Dimensional US Core Equity M 7.40% 293,112 $11.3M Add +5.6%
AVUS Avantis U.S. Equity ETF 6.68% 110,176 $10.2M Add +0.4%
VTIP Vanguard Short-Term Tips 5.06% 154,387 $7.7M Reduce -0.8%
BSV Vanguard Short-Term Bond ETF 4.65% 90,432 $7.1M Reduce -3.4%
AVDE Avantis International Equity 4.19% 96,208 $6.4M Add +0.4%
DFAI Dimensional International Co. 3.92% 191,090 $6.0M Add +3.4%
VEA Vanguard Ftse Developed ETF 3.88% 116,260 $5.9M Add +0.2%
BIV Vanguard Intermediate-Term B 3.56% 70,866 $5.4M Add +0.8%
VTV Vanguard Mrngstr Val ETF-Aui 3.38% 29,829 $5.2M Add +5.6%
VXUS Vanguard Total Intl Stock 3.31% 81,091 $5.0M Add +6.0%
BRK.B Berkshire Hathaway Inc. Class B 2.97% 8,501 $4.5M No change
VOO Vanguard S&P 500 ETF 2.77% 8,200 $4.2M Reduce -0.0%
VUG Vanguard Mrngstar GR ETF-Sui 2.59% 10,620 $3.9M Reduce -2.8%
DFAC Dimensional US Core Equity 2 2.35% 108,413 $3.6M Add +42.3%
DFUS Dimensional US Eq MKT ETF 2.18% 54,988 $3.3M Reduce -2.1%
AAPL Apple Inc. 1.85% 12,651 $2.8M No change
IVV iShares Core S&P 500 ETF 1.80% 4,885 $2.7M Add +0.3%
DFUV Dimensional US Marketwide Va 1.76% 65,103 $2.7M Reduce -5.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.74% 4,746 $2.7M Add +0.1%
VNQ Vanguard Real Estate ETF 1.57% 26,422 $2.4M Add +2.6%
VYM Vanguard High DVD Yield ETF 1.39% 16,402 $2.1M Add +0.3%
DFAE Dimensional Emerging Core Eq 1.10% 64,953 $1.7M Add +2.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.01% 5,933 $1.5M Add +0.3%
VCSH Vanguard S/T Corp. Bond ETF 0.85% 16,474 $1.3M Add +5.6%
AVEM Avantis Emerging Markets Eq 0.84% 21,377 $1.3M Add +0.4%
VWO Vanguard Ftse Emerging Marke 0.83% 27,971 $1.3M Add +0.3%
VB Vanguard Most SM-Cap ETF-Usd 0.81% 5,586 $1.2M Add +0.3%
DFAX Dimensional World Ex US Core 0.77% 44,849 $1.2M Add +1.0%
DFAS Dimensional US Small Cap ETF 0.74% 18,964 $1.1M Add +0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.73% 5,932 $1.1M Reduce -2.9%
SCHX Schwab US Large-Cap ETF 0.72% 49,633 $1.1M Add +0.3%
VCIT Vanguard Int-Term Corporate 0.65% 12,033 $984K Add +6.8%
DFIV Dimensional International Va 0.63% 24,486 $964K Add +0.3%
VGIT Vanguard Intermediate-Term T 0.61% 15,646 $929K Add +6.7%
VGSH Vanguard Short-Term Treasury 0.55% 14,337 $841K Add +8.7%
FNDX Schwab Fndmntl US LRG Co. ETF 0.55% 35,470 $837K Add +0.5%
BRK.A Berkshire Hathaway Inc. Class A 0.52% 1 $798K New
SCHG Schwab US Large-Cap Growth 0.48% 29,010 $726K Add +0.0%
IVE iShares S&P 500 Value ETF 0.46% 3,639 $694K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.43% 2,524 $649K Add +4.3%
IJH iShares Core S&P Midcap ETF 0.42% 10,981 $641K No change
QQQ Invesco QQQ Trust Series 1 0.40% 1,308 $614K No change
SCHF Schwab Intl Equity ETF 0.40% 30,631 $606K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.39% 21,573 $591K Add +0.2%
VSS Vanguard Ftse All Wo X-US SC 0.36% 4,791 $554K No change
IDEV iShares Core MSCI Dev MKTS 0.35% 7,836 $540K Add +14.3%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.35% 17,183 $529K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.35% 14,639 $529K No change
BND Vanguard Total Bond Market 0.32% 6,678 $491K Reduce -2.4%
SCHE Schwab Emrg Mrkts Eqty ETF 0.30% 16,685 $460K No change
ED Consolidated Edison Inc. 0.27% 3,774 $417K No change
SPYV SS SPDR P S&P 500 Value ETF 0.27% 8,021 $410K No change
VIOO Vanguard S&P Small-Cap 600 E 0.26% 4,094 $395K No change
SCHY Schwab International DVD ETF 0.26% 15,550 $395K No change
GOOG Alphabet Inc. Class C 0.24% 2,359 $369K No change
MSFT Microsoft Corp. 0.24% 975 $366K No change
VXF Vanguard Extended Market ETF 0.24% 2,094 $361K Add +0.3%
VEU Vanguard Ftse All-World Ex-U 0.24% 5,943 $360K Add +0.3%
DISV Dimensional International SM 0.23% 12,200 $355K Add +36.6%
DGCB Dimensional Global Credit 0.22% 6,433 $342K New
DFGP Dimensional GLBL Core PL Fix 0.22% 6,380 $341K New
SCHA Schwab US Small-Cap ETF 0.22% 14,031 $329K Reduce -29.3%
XLF SS Financial Select Sector 0.22% 6,576 $328K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.21% 8,868 $323K No change
SPEM State Street SP PTF Em ETF 0.21% 8,136 $320K No change
IJR iShares Core S&P Small-Cap E 0.20% 2,976 $311K Add +0.3%
IVW iShares S&P 500 Growth ETF 0.20% 3,330 $309K Reduce -3.9%
TDY Teledyne Technologies Inc. 0.20% 600 $299K No change
AMZN Amazon.com Inc. 0.20% 1,566 $298K No change
VIG Vanguard Dividend Apprec ETF 0.19% 1,455 $282K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.18% 7,654 $277K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.17% 1,607 $258K Add +7.8%
DUHP Dimensional US High Profi Et 0.17% 7,701 $255K New
DFIC Dimensional International Co. 0.17% 9,128 $253K New
DBEF Xtrackers MSCI Eafe Hedged E 0.16% 5,708 $247K No change
DFAT Dimensional US Target Value 0.16% 4,697 $242K No change
USMV iShares MSCI USA Min Vol Fac 0.16% 2,564 $240K Add +0.3%
SCHM Schwab US Mid Cap ETF 0.15% 8,699 $228K Add +0.3%
DFIS Dimensional International SM 0.15% 8,619 $223K Add +0.1%
SCHB Schwab US Broad Market ETF 0.14% 10,117 $218K No change
DFSV Dimensional US Small Cap Val 0.14% 7,693 $217K New

Portfolio Sells Q4 2024 → Q1 2025
VTI VG Morningstar TS MKT ETF-US Reduce -0.1% 7.79% −0.60
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.8% 2.59% −0.42
DFUS Dimensional US Eq MKT ETF Reduce -2.1% 2.18% −0.21
BSV Vanguard Short-Term Bond ETF Reduce -3.4% 4.65% −0.20
VOO Vanguard S&P 500 ETF Reduce -0.0% 2.77% −0.19
DON Wisdomtree US Midcap Dividen Sold out 0.00% −0.18
VGT Vanguard Info Tech ETF Sold out 0.00% −0.14
ITOT iShares Core S&P Total U.S. Sold out 0.00% −0.14
DFUV Dimensional US Marketwide Va Reduce -5.8% 1.76% −0.13
SCHA Schwab US Small-Cap ETF Reduce -29.3% 0.22% −0.13
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.9% 0.73% −0.09
IVW iShares S&P 500 Growth ETF Reduce -3.9% 0.20% −0.03
BND Vanguard Total Bond Market Reduce -2.4% 0.32% −0.01
VTIP Vanguard Short-Term Tips Reduce -0.8% 5.06% +0.01

Portfolio Buys Q4 2024 → Q1 2025
DFAC Dimensional US Core Equity 2 Add +42.3% 2.35% +0.58
BRK.A Berkshire Hathaway Inc. Class A New 0.52% +0.52
DFAI Dimensional International Co. Add +3.4% 3.92% +0.30
VXUS Vanguard Total Intl Stock Add +6.0% 3.31% +0.29
AVDE Avantis International Equity Add +0.4% 4.19% +0.25
DGCB Dimensional Global Credit New 0.22% +0.22
DFGP Dimensional GLBL Core PL Fix New 0.22% +0.22
VTV Vanguard Mrngstr Val ETF-Aui Add +5.6% 3.38% +0.18
DUHP Dimensional US High Profi Et New 0.17% +0.17
DFIC Dimensional International Co. New 0.17% +0.17
VEA Vanguard Ftse Developed ETF Add +0.2% 3.88% +0.16
DFSV Dimensional US Small Cap Val New 0.14% +0.14
DISV Dimensional International SM Add +36.6% 0.23% +0.07
IDEV iShares Core MSCI Dev MKTS Add +14.3% 0.35% +0.06
DFIV Dimensional International Va Add +0.3% 0.63% +0.05
BIV Vanguard Intermediate-Term B Add +0.8% 3.56% +0.05
VGIT Vanguard Intermediate-Term T Add +6.7% 0.61% +0.04
VCIT Vanguard Int-Term Corporate Add +6.8% 0.65% +0.04
VCSH Vanguard S/T Corp. Bond ETF Add +5.6% 0.85% +0.04
VGSH Vanguard Short-Term Treasury Add +8.7% 0.55% +0.04
VNQ Vanguard Real Estate ETF Add +2.6% 1.57% +0.03
DFAX Dimensional World Ex US Core Add +1.0% 0.77% +0.03
DFAE Dimensional Emerging Core Eq Add +2.5% 1.10% +0.03
VEU Vanguard Ftse All-World Ex-U Add +0.3% 0.24% +0.01
VWO Vanguard Ftse Emerging Marke Add +0.3% 0.83% +0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Add +7.8% 0.17% +0.01
AVEM Avantis Emerging Markets Eq Add +0.4% 0.84% +0.01
USMV iShares MSCI USA Min Vol Fac Add +0.3% 0.16% +0.01
DFIS Dimensional International SM Add +0.1% 0.15% +0.00
VYM Vanguard High DVD Yield ETF Add +0.3% 1.39% −0.01
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.5% 0.55% −0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +4.3% 0.43% −0.01
SCHM Schwab US Mid Cap ETF Add +0.3% 0.15% −0.01
IJR iShares Core S&P Small-Cap E Add +0.3% 0.20% −0.02
VXF Vanguard Extended Market ETF Add +0.3% 0.24% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.3% 1.01% −0.04
FNDA Schwab Fndmntl US SM Co. ETF Add +0.2% 0.39% −0.04
SCHX Schwab US Large-Cap ETF Add +0.3% 0.72% −0.05
SCHG Schwab US Large-Cap Growth Add +0.0% 0.48% −0.06
DFAS Dimensional US Small Cap ETF Add +0.2% 0.74% −0.08
VB Vanguard Most SM-Cap ETF-Usd Add +0.3% 0.81% −0.08
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 1.74% −0.12
IVV iShares Core S&P 500 ETF Add +0.3% 1.80% −0.12
DFAU Dimensional US Core Equity M Add +5.6% 7.40% −0.13
AVUS Avantis U.S. Equity ETF Add +0.4% 6.68% −0.44

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