Clarity Capital Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Clarity Capital Advisors, LLC reported 87 stock positions worth $183.6 million. Its top holding was Dimensional US Core Equity M (DFAU) at 7.9% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 7.2%) and Avantis U.S. Equity ETF (AVUS, 6.6%). Compared with Q2 2025, it added to 50 and reduced 8. The biggest buy was Dimensional US Core Equity M (DFAU, shares +4%) and the biggest sale Dimensional US Marketwide Va (DFUV, shares −11%).

Most Recent 13F
Q2 2026
Location
Lakewood Ranch, FL
CIK
0002011219
Portfolio Value
$183.6M (Q3 2025)
SEC Filing
0001172661-25-004400 ↗ filed Oct 23, 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 Q2 2025 Q3 2025: $183.6M $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 · $183.6M
DFAU Dimensional US Core Equity M 7.86% 315,293 $14.4M Add +3.5%
VTI VG Morningstar TS MKT ETF-US 7.21% 40,338 $13.2M Reduce -1.1%
AVUS Avantis U.S. Equity ETF 6.57% 110,930 $12.1M Reduce -2.1%
VTIP Vanguard Short-Term Tips 4.46% 161,733 $8.2M Add +3.0%
VXUS Vanguard Total Intl Stock 4.31% 107,761 $7.9M Add +3.7%
AVDE Avantis International Equity 4.26% 99,190 $7.8M Add +0.5%
BSV Vanguard Short-Term Bond ETF 4.20% 97,656 $7.7M Add +3.1%
DFAI Dimensional International Co. 4.01% 202,704 $7.4M Add +4.3%
VEA Vanguard Ftse Developed ETF 3.72% 114,089 $6.8M Add +3.0%
VOO Vanguard S&P 500 ETF 3.29% 9,869 $6.0M Reduce -2.9%
BIV Vanguard Intermediate-Term B 3.27% 76,925 $6.0M Add +1.9%
VTV Vanguard Mrngstr Val ETF-Aui 3.06% 30,139 $5.6M Add +1.5%
VUG Vanguard Mrngstar GR ETF-Sui 2.96% 11,342 $5.4M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 2.32% 8,465 $4.3M No change
DFAC Dimensional US Core Equity 2 2.28% 108,651 $4.2M Add +0.1%
DFUS Dimensional US Eq MKT ETF 2.19% 55,425 $4.0M Add +0.1%
IVV iShares Core S&P 500 ETF 1.76% 4,828 $3.2M Reduce -1.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.72% 4,750 $3.2M Add +0.0%
AAPL Apple Inc. 1.53% 11,055 $2.8M Reduce -10.8%
VNQ Vanguard Real Estate ETF 1.39% 27,885 $2.5M Add +3.9%
DFUV Dimensional US Marketwide Va 1.38% 56,897 $2.5M Reduce -10.7%
VYM Vanguard High DVD Yield ETF 1.33% 17,297 $2.4M Add +0.3%
DFAE Dimensional Emerging Core Eq 1.17% 68,200 $2.2M Add +3.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.13% 7,034 $2.1M Add +0.3%
VB Vanguard Most SM-Cap ETF-Usd 0.95% 6,873 $1.7M Add +0.2%
AVEM Avantis Emerging Markets Eq 0.93% 22,624 $1.7M Add +2.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.88% 7,699 $1.6M Add +0.5%
VGIT Vanguard Intermediate-Term T 0.86% 26,402 $1.6M Add +10.0%
VCSH Vanguard S/T Corp. Bond ETF 0.82% 18,796 $1.5M Add +10.0%
VWO Vanguard Ftse Emerging Marke 0.79% 26,693 $1.4M Add +1.2%
DFAX Dimensional World Ex US Core 0.77% 45,160 $1.4M Add +0.1%
VGSH Vanguard Short-Term Treasury 0.75% 23,328 $1.4M Add +13.2%
SCHX Schwab US Large-Cap ETF 0.72% 49,918 $1.3M Add +0.3%
DFAS Dimensional US Small Cap ETF 0.71% 19,052 $1.3M Add +0.2%
VCIT Vanguard Int-Term Corporate 0.66% 14,380 $1.2M Add +10.1%
DFIV Dimensional International Va 0.63% 24,909 $1.1M Add +0.3%
FNDX Schwab Fndmntl US LRG Co. ETF 0.51% 35,774 $941K Add +0.4%
SCHG Schwab US Large-Cap Growth 0.50% 29,019 $926K Add +0.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.47% 2,813 $866K Add +0.3%
QQQ Invesco QQQ Trust Series 1 0.43% 1,309 $786K No change
BRK.A Berkshire Hathaway Inc. Class A 0.41% 1 $754K No change
IVE iShares S&P 500 Value ETF 0.41% 3,639 $752K No change
SCHF Schwab Intl Equity ETF 0.39% 30,830 $718K No change
IJH iShares Core S&P Midcap ETF 0.39% 10,981 $717K No change
VSS Vanguard Ftse All Wo X-US SC 0.37% 4,827 $688K Add +0.4%
FNDA Schwab Fndmntl US SM Co. ETF 0.37% 21,703 $676K Add +0.3%
VXF Vanguard Extended Market ETF 0.35% 3,106 $650K Add +0.1%
IDEV iShares Core MSCI Dev MKTS 0.35% 7,945 $637K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.34% 14,717 $632K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.34% 17,293 $625K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.33% 2,032 $605K Add +0.1%
SCHE Schwab Emrg Mrkts Eqty ETF 0.30% 16,705 $557K No change
GOOG Alphabet Inc. Class C 0.29% 2,180 $531K No change
SGOV iShares 0-3 Month Treasury B 0.27% 4,834 $487K No change
VEU Vanguard Ftse All-World Ex-U 0.26% 6,563 $468K Add +0.4%
MSFT Microsoft Corp. 0.25% 903 $468K No change
BND Vanguard Total Bond Market 0.25% 6,268 $466K Add +0.8%
VIOO Vanguard S&P Small-Cap 600 E 0.25% 4,094 $452K No change
VIG Vanguard Dividend Apprec ETF 0.24% 2,067 $446K No change
DISV Dimensional International SM 0.24% 12,476 $445K Add +0.5%
SPYV SS SPDR P S&P 500 Value ETF 0.24% 8,021 $444K No change
SCHY Schwab International DVD ETF 0.24% 15,550 $434K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.23% 2,458 $429K Add +2.9%
SCHB Schwab US Broad Market ETF 0.22% 15,732 $404K Add +12.2%
SCHA Schwab US Small-Cap ETF 0.21% 14,122 $394K Add +0.3%
SPDW Ste STR SPDR PT DW Eu ETF 0.21% 9,016 $386K No change
SPEM State Street SP PTF Em ETF 0.21% 8,236 $386K No change
ED Consolidated Edison Inc. 0.21% 3,774 $379K No change
DGCB Dimensional Global Credit 0.19% 6,433 $357K No change
IJR iShares Core S&P Small-Cap E 0.19% 2,998 $356K Add +0.4%
DFGP Dimensional GLBL Core PL Fix 0.19% 6,384 $355K No change
XLF SS Financial Select Sector 0.19% 6,576 $354K No change
TDY Teledyne Technologies Inc. 0.19% 600 $352K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.19% 7,689 $342K No change
AMZN Amazon.com Inc. 0.18% 1,500 $329K No change
DFIC Dimensional International Co. 0.17% 9,291 $305K Add +0.4%
DUHP Dimensional US High Profi Et 0.16% 7,748 $293K Add +0.3%
IVW iShares S&P 500 Growth ETF 0.16% 2,366 $286K Reduce -28.9%
DFIS Dimensional International SM 0.15% 8,779 $278K Add +0.3%
DFAT Dimensional US Target Value 0.15% 4,697 $273K No change
DBEF Xtrackers MSCI Eafe Hedged E 0.14% 5,708 $265K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.14% 889 $261K No change
SCHM Schwab US Mid Cap ETF 0.14% 8,767 $260K Add +0.4%
VGT Vanguard Info Tech ETF 0.14% 341 $254K Add +0.3%
DFSV Dimensional US Small Cap Val 0.13% 7,763 $247K Add +0.5%
USMV iShares MSCI USA Min Vol Fac 0.13% 2,583 $246K Add +0.4%
ITOT iShares Core S&P Total U.S. 0.13% 1,630 $237K Add +0.3%

Portfolio Sells Q2 2025 → Q3 2025
DFUV Dimensional US Marketwide Va Reduce -10.7% 1.38% −0.19
AVUS Avantis U.S. Equity ETF Reduce -2.1% 6.57% −0.10
VOO Vanguard S&P 500 ETF Reduce -2.9% 3.29% −0.08
IVW iShares S&P 500 Growth ETF Reduce -28.9% 0.16% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -1.1% 7.21% −0.03
IVV iShares Core S&P 500 ETF Reduce -1.4% 1.76% −0.01
AAPL Apple Inc. Reduce -10.8% 1.53% +0.05
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.3% 2.96% +0.05

Portfolio Buys Q2 2025 → Q3 2025
DFAU Dimensional US Core Equity M Add +3.5% 7.86% +0.33
VXUS Vanguard Total Intl Stock Add +3.7% 4.31% +0.12
DFAI Dimensional International Co. Add +4.3% 4.01% +0.09
DFAE Dimensional Emerging Core Eq Add +3.1% 1.17% +0.05
AVEM Avantis Emerging Markets Eq Add +2.5% 0.93% +0.04
VGSH Vanguard Short-Term Treasury Add +13.2% 0.75% +0.04
VEA Vanguard Ftse Developed ETF Add +3.0% 3.72% +0.04
VCIT Vanguard Int-Term Corporate Add +10.1% 0.66% +0.03
VWO Vanguard Ftse Emerging Marke Add +1.2% 0.79% +0.03
VGIT Vanguard Intermediate-Term T Add +10.0% 0.86% +0.03
SCHB Schwab US Broad Market ETF Add +12.2% 0.22% +0.03
VCSH Vanguard S/T Corp. Bond ETF Add +10.0% 0.82% +0.03
DFUS Dimensional US Eq MKT ETF Add +0.1% 2.19% +0.02
DFAC Dimensional US Core Equity 2 Add +0.1% 2.28% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 1.72% +0.01
SCHG Schwab US Large-Cap Growth Add +0.0% 0.50% +0.01
VGT Vanguard Info Tech ETF Add +0.3% 0.14% +0.01
SCHA Schwab US Small-Cap ETF Add +0.3% 0.21% +0.01
FNDA Schwab Fndmntl US SM Co. ETF Add +0.3% 0.37% +0.01
SCHX Schwab US Large-Cap ETF Add +0.3% 0.72% +0.01
DFIV Dimensional International Va Add +0.3% 0.63% +0.01
VXF Vanguard Extended Market ETF Add +0.1% 0.35% +0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.3% 0.47% +0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +2.9% 0.23% +0.00
DISV Dimensional International SM Add +0.5% 0.24% +0.00
DFAS Dimensional US Small Cap ETF Add +0.2% 0.71% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +0.2% 0.95% +0.00
IJR iShares Core S&P Small-Cap E Add +0.4% 0.19% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.5% 0.88% +0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.4% 0.51% +0.00
DFSV Dimensional US Small Cap Val Add +0.5% 0.13% +0.00
ITOT iShares Core S&P Total U.S. Add +0.3% 0.13% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.1% 0.33% +0.00
DUHP Dimensional US High Profi Et Add +0.3% 0.16% −0.00
DFAX Dimensional World Ex US Core Add +0.1% 0.77% −0.00
AVDE Avantis International Equity Add +0.5% 4.26% −0.00
DFIS Dimensional International SM Add +0.3% 0.15% −0.00
VEU Vanguard Ftse All-World Ex-U Add +0.4% 0.26% −0.00
SCHM Schwab US Mid Cap ETF Add +0.4% 0.14% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +1.5% 3.06% −0.00
DFIC Dimensional International Co. Add +0.4% 0.17% −0.00
VSS Vanguard Ftse All Wo X-US SC Add +0.4% 0.37% −0.00
VNQ Vanguard Real Estate ETF Add +3.9% 1.39% −0.01
USMV iShares MSCI USA Min Vol Fac Add +0.4% 0.13% −0.01
BND Vanguard Total Bond Market Add +0.8% 0.25% −0.01
VYM Vanguard High DVD Yield ETF Add +0.3% 1.33% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.3% 1.13% −0.02
BIV Vanguard Intermediate-Term B Add +1.9% 3.27% −0.13
VTIP Vanguard Short-Term Tips Add +3.0% 4.46% −0.14
BSV Vanguard Short-Term Bond ETF Add +3.1% 4.20% −0.15

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