Clarity Capital Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Clarity Capital Advisors, LLC reported 87 stock positions worth $171.4 million. Its top holding was Dimensional US Core Equity M (DFAU) at 7.5% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 7.2%) and Avantis U.S. Equity ETF (AVUS, 6.7%). Compared with Q1 2025, it opened 5 new positions, added to 58 and reduced 11. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +28%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −0%).

Most Recent 13F
Q2 2026
Location
Lakewood Ranch, FL
CIK
0002011219
Portfolio Value
$171.4M (Q2 2025)
SEC Filing
0001172661-25-003379 ↗ filed Aug 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 Q1 2025 Q2 2025: $171.4M $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 87 stocks · $171.4M
DFAU Dimensional US Core Equity M 7.53% 304,622 $12.9M Add +3.9%
VTI VG Morningstar TS MKT ETF-US 7.23% 40,804 $12.4M Reduce -5.5%
AVUS Avantis U.S. Equity ETF 6.67% 113,350 $11.4M Add +2.9%
VTIP Vanguard Short-Term Tips 4.60% 156,947 $7.9M Add +1.7%
BSV Vanguard Short-Term Bond ETF 4.35% 94,675 $7.5M Add +4.7%
AVDE Avantis International Equity 4.26% 98,737 $7.3M Add +2.6%
VXUS Vanguard Total Intl Stock 4.19% 103,929 $7.2M Add +28.2%
DFAI Dimensional International Co. 3.92% 194,360 $6.7M Add +1.7%
VEA Vanguard Ftse Developed ETF 3.69% 110,819 $6.3M Reduce -4.7%
BIV Vanguard Intermediate-Term B 3.41% 75,489 $5.8M Add +6.5%
VOO Vanguard S&P 500 ETF 3.37% 10,164 $5.8M Add +23.9%
VTV Vanguard Mrngstr Val ETF-Aui 3.06% 29,703 $5.2M Reduce -0.4%
VUG Vanguard Mrngstar GR ETF-Sui 2.91% 11,371 $5.0M Add +7.1%
BRK.B Berkshire Hathaway Inc. Class B 2.40% 8,465 $4.1M Reduce -0.4%
DFAC Dimensional US Core Equity 2 2.27% 108,537 $3.9M Add +0.1%
DFUS Dimensional US Eq MKT ETF 2.16% 55,342 $3.7M Add +0.6%
IVV iShares Core S&P 500 ETF 1.77% 4,897 $3.0M Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.71% 4,749 $2.9M Add +0.1%
DFUV Dimensional US Marketwide Va 1.57% 63,689 $2.7M Reduce -2.2%
AAPL Apple Inc. 1.48% 12,398 $2.5M Reduce -2.0%
VNQ Vanguard Real Estate ETF 1.39% 26,849 $2.4M Add +1.6%
VYM Vanguard High DVD Yield ETF 1.34% 17,248 $2.3M Add +5.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.14% 7,014 $2.0M Add +18.2%
DFAE Dimensional Emerging Core Eq 1.12% 66,125 $1.9M Add +1.8%
VB Vanguard Most SM-Cap ETF-Usd 0.95% 6,857 $1.6M Add +22.8%
AVEM Avantis Emerging Markets Eq 0.88% 22,083 $1.5M Add +3.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.87% 7,664 $1.5M Add +29.2%
VGIT Vanguard Intermediate-Term T 0.84% 23,993 $1.4M Add +53.4%
VCSH Vanguard S/T Corp. Bond ETF 0.79% 17,093 $1.4M Add +3.8%
DFAX Dimensional World Ex US Core 0.77% 45,092 $1.3M Add +0.5%
VWO Vanguard Ftse Emerging Marke 0.76% 26,387 $1.3M Reduce -5.7%
SCHX Schwab US Large-Cap ETF 0.71% 49,779 $1.2M Add +0.3%
VGSH Vanguard Short-Term Treasury 0.71% 20,602 $1.2M Add +43.7%
DFAS Dimensional US Small Cap ETF 0.71% 19,007 $1.2M Add +0.2%
VCIT Vanguard Int-Term Corporate 0.63% 13,067 $1.1M Add +8.6%
DFIV Dimensional International Va 0.62% 24,823 $1.1M Add +1.4%
FNDX Schwab Fndmntl US LRG Co. ETF 0.51% 35,626 $874K Add +0.4%
SCHG Schwab US Large-Cap Growth 0.49% 29,015 $848K Add +0.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.47% 2,805 $800K Add +11.1%
BRK.A Berkshire Hathaway Inc. Class A 0.43% 1 $729K No change
QQQ Invesco QQQ Trust Series 1 0.42% 1,309 $722K Add +0.1%
IVE iShares S&P 500 Value ETF 0.41% 3,639 $711K No change
SCHF Schwab Intl Equity ETF 0.40% 30,830 $681K Add +0.7%
IJH iShares Core S&P Midcap ETF 0.40% 10,981 $681K No change
VSS Vanguard Ftse All Wo X-US SC 0.38% 4,809 $646K Add +0.4%
FNDA Schwab Fndmntl US SM Co. ETF 0.36% 21,628 $620K Add +0.3%
IDEV iShares Core MSCI Dev MKTS 0.35% 7,945 $604K Add +1.4%
VXF Vanguard Extended Market ETF 0.35% 3,102 $598K Add +48.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.34% 14,717 $589K Add +0.5%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.33% 17,293 $571K Add +0.6%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.33% 2,031 $563K New
SCHE Schwab Emrg Mrkts Eqty ETF 0.29% 16,705 $503K Add +0.1%
SGOV iShares 0-3 Month Treasury B 0.28% 4,834 $487K New
BND Vanguard Total Bond Market 0.27% 6,216 $458K Reduce -6.9%
MSFT Microsoft Corp. 0.26% 903 $449K Reduce -7.4%
VEU Vanguard Ftse All-World Ex-U 0.26% 6,534 $439K Add +9.9%
SCHY Schwab International DVD ETF 0.25% 15,550 $425K No change
VIG Vanguard Dividend Apprec ETF 0.25% 2,067 $423K Add +42.1%
SPYV SS SPDR P S&P 500 Value ETF 0.24% 8,021 $420K No change
VIOO Vanguard S&P Small-Cap 600 E 0.24% 4,094 $414K No change
DISV Dimensional International SM 0.24% 12,415 $409K Add +1.8%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.23% 2,389 $393K Add +48.7%
GOOG Alphabet Inc. Class C 0.23% 2,180 $387K Reduce -7.6%
ED Consolidated Edison Inc. 0.22% 3,774 $379K No change
IVW iShares S&P 500 Growth ETF 0.21% 3,330 $367K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.21% 9,016 $365K Add +1.7%
SCHA Schwab US Small-Cap ETF 0.21% 14,077 $356K Add +0.3%
SPEM State Street SP PTF Em ETF 0.21% 8,236 $352K Add +1.2%
DGCB Dimensional Global Credit 0.20% 6,433 $349K No change
DFGP Dimensional GLBL Core PL Fix 0.20% 6,384 $348K Add +0.1%
XLF SS Financial Select Sector 0.20% 6,576 $344K No change
SCHB Schwab US Broad Market ETF 0.19% 14,020 $334K Add +38.6%
AMZN Amazon.com Inc. 0.19% 1,500 $329K Reduce -4.2%
IJR iShares Core S&P Small-Cap E 0.19% 2,987 $326K Add +0.4%
FNDC Schwab Fndmnt Intl SM Eq ETF 0.19% 7,689 $323K Add +0.5%
TDY Teledyne Technologies Inc. 0.18% 600 $307K No change
DFIC Dimensional International Co. 0.17% 9,253 $288K Add +1.4%
DUHP Dimensional US High Profi Et 0.16% 7,726 $275K Add +0.3%
DFIS Dimensional International SM 0.15% 8,748 $261K Add +1.5%
DFAT Dimensional US Target Value 0.15% 4,697 $253K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.15% 889 $253K New
DBEF Xtrackers MSCI Eafe Hedged E 0.15% 5,708 $250K No change
SCHM Schwab US Mid Cap ETF 0.14% 8,730 $245K Add +0.4%
USMV iShares MSCI USA Min Vol Fac 0.14% 2,573 $242K Add +0.3%
DFSV Dimensional US Small Cap Val 0.13% 7,728 $227K Add +0.5%
VGT Vanguard Info Tech ETF 0.13% 340 $226K New
ITOT iShares Core S&P Total U.S. 0.13% 1,626 $220K New

Portfolio Sells Q1 2025 → Q2 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 2.40% −0.57
VTI VG Morningstar TS MKT ETF-US Reduce -5.5% 7.23% −0.56
AAPL Apple Inc. Reduce -2.0% 1.48% −0.36
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.4% 3.06% −0.32
VEA Vanguard Ftse Developed ETF Reduce -4.7% 3.69% −0.19
DFUV Dimensional US Marketwide Va Reduce -2.2% 1.57% −0.19
VWO Vanguard Ftse Emerging Marke Reduce -5.7% 0.76% −0.07
BND Vanguard Total Bond Market Reduce -6.9% 0.27% −0.06
GOOG Alphabet Inc. Class C Reduce -7.6% 0.23% −0.02
AMZN Amazon.com Inc. Reduce -4.2% 0.19% −0.00
MSFT Microsoft Corp. Reduce -7.4% 0.26% +0.02

Portfolio Buys Q1 2025 → Q2 2025
VXUS Vanguard Total Intl Stock Add +28.2% 4.19% +0.88
VOO Vanguard S&P 500 ETF Add +23.9% 3.37% +0.60
VBK Van Morst SML-Cap Gro-Usd Inc. New 0.33% +0.33
VUG Vanguard Mrngstar GR ETF-Sui Add +7.1% 2.91% +0.32
SGOV iShares 0-3 Month Treasury B New 0.28% +0.28
VGIT Vanguard Intermediate-Term T Add +53.4% 0.84% +0.23
VGSH Vanguard Short-Term Treasury Add +43.7% 0.71% +0.15
VOT Vngrd Mrngstr MC GRW ETF-Usd New 0.15% +0.15
VBR Vngrd Mrngst SL-CP Val ETF-U Add +29.2% 0.87% +0.15
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +18.2% 1.14% +0.14
VB Vanguard Most SM-Cap ETF-Usd Add +22.8% 0.95% +0.13
VGT Vanguard Info Tech ETF New 0.13% +0.13
DFAU Dimensional US Core Equity M Add +3.9% 7.53% +0.13
ITOT iShares Core S&P Total U.S. New 0.13% +0.13
VXF Vanguard Extended Market ETF Add +48.1% 0.35% +0.11
AVDE Avantis International Equity Add +2.6% 4.26% +0.08
VIG Vanguard Dividend Apprec ETF Add +42.1% 0.25% +0.06
VOE Vngrd Mrngstr MD-Cap Val ETF Add +48.7% 0.23% +0.06
SCHB Schwab US Broad Market ETF Add +38.6% 0.19% +0.05
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +11.1% 0.47% +0.04
AVEM Avantis Emerging Markets Eq Add +3.3% 0.88% +0.04
VEU Vanguard Ftse All-World Ex-U Add +9.9% 0.26% +0.02
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.42% +0.02
SCHG Schwab US Large-Cap Growth Add +0.0% 0.49% +0.02
VSS Vanguard Ftse All Wo X-US SC Add +0.4% 0.38% +0.01
DFAE Dimensional Emerging Core Eq Add +1.8% 1.12% +0.01
FNDC Schwab Fndmnt Intl SM Eq ETF Add +0.5% 0.19% +0.01
DFIS Dimensional International SM Add +1.5% 0.15% +0.01
DISV Dimensional International SM Add +1.8% 0.24% +0.01
DFIC Dimensional International Co. Add +1.4% 0.17% +0.00
DFAX Dimensional World Ex US Core Add +0.5% 0.77% +0.00
DFAI Dimensional International Co. Add +1.7% 3.92% +0.00
SPDW Ste STR SPDR PT DW Eu ETF Add +1.7% 0.21% +0.00
SCHF Schwab Intl Equity ETF Add +0.7% 0.40% −0.00
IDEV iShares Core MSCI Dev MKTS Add +1.4% 0.35% −0.00
FNDF Schwab Fndmn Intl LRG Co. ETF Add +0.5% 0.34% −0.00
SPEM State Street SP PTF Em ETF Add +1.2% 0.21% −0.01
SCHM Schwab US Mid Cap ETF Add +0.4% 0.14% −0.01
DUHP Dimensional US High Profi Et Add +0.3% 0.16% −0.01
SCHA Schwab US Small-Cap ETF Add +0.3% 0.21% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.1% 0.29% −0.01
DFSV Dimensional US Small Cap Val Add +0.5% 0.13% −0.01
SCHX Schwab US Large-Cap ETF Add +0.3% 0.71% −0.01
DFIV Dimensional International Va Add +1.4% 0.62% −0.01
IJR iShares Core S&P Small-Cap E Add +0.4% 0.19% −0.01
VCIT Vanguard Int-Term Corporate Add +8.6% 0.63% −0.01
FNDE Schwab Fndmntl Em MRK Eq ETF Add +0.6% 0.33% −0.01
USMV iShares MSCI USA Min Vol Fac Add +0.3% 0.14% −0.02
AVUS Avantis U.S. Equity ETF Add +2.9% 6.67% −0.02
DFUS Dimensional US Eq MKT ETF Add +0.6% 2.16% −0.02

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