Clarity Capital Advisors, LLC

Name: Clarity Capital Advisors, LLC 13F holdings, Q4 2025
Creator: Clarity Capital Advisors, LLC
Published: 2026-02-11

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Clarity Capital Advisors, LLC reported 95 stock positions worth $200.0 million. Its top holding was Dimensional US Core Equity M (DFAU) at 7.8% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 6.9%) and Avantis U.S. Equity ETF (AVUS, 6.0%). Compared with Q3 2025, it opened 8 new positions, added to 62 and reduced 10. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +25%) and the biggest sale Avantis U.S. Equity ETF (AVUS, shares −3%).

Most Recent 13F: Q2 2026
Location: Lakewood Ranch, FL
CIK: 0002011219
Portfolio Value: $200.0M (Q4 2025)
SEC Filing: 0001172661-26-000602 ↗ filed Feb 11, 2026

Holdings Value

Holdings 95 stocks · $200.0M


DFAU Dimensional US Core Equity M	7.79%	333,003	$15.6M	Add +5.6%
VTI VG Morningstar TS MKT ETF-US	6.89%	41,115	$13.8M	Add +1.9%
AVUS Avantis U.S. Equity ETF	5.99%	107,178	$12.0M	Reduce -3.4%
AVDE Avantis International Equity	4.45%	108,044	$8.9M	Add +8.9%
VTIP Vanguard Short-Term Tips	4.21%	170,294	$8.4M	Add +5.3%
BSV Vanguard Short-Term Bond ETF	4.16%	105,583	$8.3M	Add +8.1%
VEA Vanguard Ftse Developed ETF	4.15%	132,929	$8.3M	Add +16.5%
VXUS Vanguard Total Intl Stock	4.13%	109,555	$8.3M	Add +1.7%
DFAI Dimensional International Co.	4.05%	212,600	$8.1M	Add +4.9%
VOO Vanguard S&P 500 ETF	3.86%	12,299	$7.7M	Add +24.6%
BIV Vanguard Intermediate-Term B	3.26%	83,816	$6.5M	Add +9.0%
VTV Vanguard Mrngstr Val ETF-Aui	2.97%	31,143	$5.9M	Add +3.3%
VUG Vanguard Mrngstar GR ETF-Sui	2.76%	11,313	$5.5M	Reduce -0.3%
DFAC Dimensional US Core Equity 2	2.15%	108,746	$4.3M	Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B	2.13%	8,479	$4.3M	Add +0.2%
DFUS Dimensional US Eq MKT ETF	2.06%	55,496	$4.1M	Add +0.1%
IVV iShares Core S&P 500 ETF	1.63%	4,767	$3.3M	Reduce -1.3%
SPY SS SPDR S&P 500 ETF Trust-US	1.62%	4,754	$3.2M	Add +0.1%
AAPL Apple Inc.	1.37%	10,116	$2.8M	Reduce -8.5%
DFUV Dimensional US Marketwide Va	1.35%	58,107	$2.7M	Add +2.1%
VNQ Vanguard Real Estate ETF	1.35%	30,526	$2.7M	Add +9.5%
VYM Vanguard High DVD Yield ETF	1.22%	17,052	$2.4M	Reduce -1.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd	1.20%	8,304	$2.4M	Add +18.1%
DFAE Dimensional Emerging Core Eq	1.16%	71,349	$2.3M	Add +4.6%
AVEM Avantis Emerging Markets Eq	0.96%	25,053	$1.9M	Add +10.7%
VWO Vanguard Ftse Emerging Marke	0.91%	33,884	$1.8M	Add +26.9%
SCHG Schwab US Large-Cap Growth	0.90%	54,945	$1.8M	Add +89.3%
VB Vanguard Most SM-Cap ETF-Usd	0.88%	6,855	$1.8M	Reduce -0.3%
VGIT Vanguard Intermediate-Term T	0.88%	29,498	$1.8M	Add +11.7%
VCSH Vanguard S/T Corp. Bond ETF	0.84%	21,081	$1.7M	Add +12.2%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.82%	7,767	$1.6M	Add +0.9%
VGSH Vanguard Short-Term Treasury	0.78%	26,404	$1.6M	Add +13.2%
DFAX Dimensional World Ex US Core	0.75%	45,916	$1.5M	Add +1.7%
VCIT Vanguard Int-Term Corporate	0.69%	16,532	$1.4M	Add +15.0%
SCHX Schwab US Large-Cap ETF	0.67%	50,068	$1.3M	Add +0.3%
DFAS Dimensional US Small Cap ETF	0.67%	19,098	$1.3M	Add +0.2%
DFIV Dimensional International Va	0.63%	25,058	$1.3M	Add +0.6%
FNDX Schwab Fndmntl US LRG Co. ETF	0.49%	35,934	$978K	Add +0.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.45%	2,828	$890K	Add +0.5%
IJH iShares Core S&P Midcap ETF	0.42%	12,677	$837K	Add +15.4%
QQQ Invesco QQQ Trust Series 1	0.40%	1,309	$804K	No change
IVE iShares S&P 500 Value ETF	0.39%	3,639	$772K	No change
SCHF Schwab Intl Equity ETF	0.38%	31,710	$762K	Add +2.9%
BRK.A Berkshire Hathaway Inc. Class A	0.38%	1	$755K	No change
AVLV Avantis US Large Cap Value	0.37%	9,653	$731K	New
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO	0.37%	11,146	$730K	New
VBK Van Morst SML-Cap Gro-Usd Inc.	0.36%	2,400	$725K	Add +18.1%
FNDA Schwab Fndmntl US SM Co. ETF	0.34%	21,805	$687K	Add +0.5%
FNDF Schwab Fndmn Intl LRG Co. ETF	0.34%	15,159	$685K	Add +3.0%
GOOG Alphabet Inc. Class C	0.34%	2,137	$671K	Reduce -2.0%
IDEV iShares Core MSCI Dev MKTS	0.33%	8,064	$665K	Add +1.5%
VXF Vanguard Extended Market ETF	0.33%	3,111	$651K	Add +0.2%
FNDE Schwab Fndmntl Em MRK Eq ETF	0.32%	17,931	$647K	Add +3.7%
SCHE Schwab Emrg Mrkts Eqty ETF	0.28%	17,178	$563K	Add +2.8%
CWI State Street SPDR MSCI Acwi	0.28%	15,388	$553K	New
MSFT Microsoft Corp.	0.25%	1,033	$500K	Add +14.4%
VEU Vanguard Ftse All-World Ex-U	0.25%	6,666	$490K	Add +1.6%
SGOV iShares 0-3 Month Treasury B	0.24%	4,834	$485K	No change
IWF iShares Russell 1000 Growth	0.24%	1,013	$480K	New
VSS Vanguard Ftse All Wo X-US SC	0.24%	3,345	$479K	Reduce -30.7%
DISV Dimensional International SM	0.24%	12,557	$477K	Add +0.7%
BND Vanguard Total Bond Market	0.23%	6,337	$469K	Add +1.1%
SPYV SS SPDR P S&P 500 Value ETF	0.23%	8,021	$456K	No change
VIG Vanguard Dividend Apprec ETF	0.23%	2,068	$454K	Add +0.1%
VIOO Vanguard S&P Small-Cap 600 E	0.23%	4,094	$454K	No change
VOE Vngrd Mrngstr MD-Cap Val ETF	0.22%	2,513	$446K	Add +2.2%
SCHY Schwab International DVD ETF	0.22%	14,577	$435K	Reduce -6.3%
SCHB Schwab US Broad Market ETF	0.21%	15,740	$413K	Add +0.1%
SPDW Ste STR SPDR PT DW Eu ETF	0.20%	9,176	$408K	Add +1.8%
SCHA Schwab US Small-Cap ETF	0.20%	14,185	$404K	Add +0.5%
SPEM State Street SP PTF Em ETF	0.20%	8,373	$392K	Add +1.7%
ED Consolidated Edison Inc.	0.19%	3,779	$375K	Add +0.1%
AMZN Amazon.com Inc.	0.18%	1,584	$366K	Add +5.6%
XLF SS Financial Select Sector	0.18%	6,576	$360K	No change
DGCB Dimensional Global Credit	0.18%	6,616	$359K	Add +2.8%
DFGP Dimensional GLBL Core PL Fix	0.18%	6,594	$357K	Add +3.3%
FNDC Schwab Fndmnt Intl SM Eq ETF	0.18%	7,954	$354K	Add +3.5%
IJR iShares Core S&P Small-Cap E	0.17%	2,756	$331K	Reduce -8.1%
DFIC Dimensional International Co.	0.16%	9,357	$322K	Add +0.7%
DFSV Dimensional US Small Cap Val	0.16%	9,709	$319K	Add +25.1%
TDY Teledyne Technologies Inc.	0.15%	600	$306K	No change
DUHP Dimensional US High Profi Et	0.15%	7,765	$295K	Add +0.2%
IVW iShares S&P 500 Growth ETF	0.15%	2,366	$292K	No change
DFIS Dimensional International SM	0.15%	8,820	$291K	Add +0.5%
DFAT Dimensional US Target Value	0.14%	4,697	$280K	No change
DBEF Xtrackers MSCI Eafe Hedged E	0.14%	5,708	$275K	No change
SCHM Schwab US Mid Cap ETF	0.13%	8,806	$265K	Add +0.4%
VGT Vanguard Info Tech ETF	0.13%	341	$257K	No change
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.12%	889	$248K	No change
USMV iShares MSCI USA Min Vol Fac	0.12%	2,583	$243K	No change
ITOT iShares Core S&P Total U.S.	0.12%	1,630	$242K	No change
META Meta Platforms Inc. Class A	0.11%	347	$229K	New
GOOGL Alphabet Inc. Class A	0.11%	716	$224K	New
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.10%	1,337	$205K	New
FMB First Trust Managed Municipa	0.10%	3,997	$204K	New

Portfolio Sells Q3 2025 → Q4 2025


AVUS Avantis U.S. Equity ETF	Reduce -3.4%	5.99%	−0.58
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -0.3%	2.76%	−0.20
AAPL Apple Inc.	Reduce -8.5%	1.37%	−0.16
VSS Vanguard Ftse All Wo X-US SC	Reduce -30.7%	0.24%	−0.14
IVV iShares Core S&P 500 ETF	Reduce -1.3%	1.63%	−0.13
VYM Vanguard High DVD Yield ETF	Reduce -1.4%	1.22%	−0.10
VB Vanguard Most SM-Cap ETF-Usd	Reduce -0.3%	0.88%	−0.07
IJR iShares Core S&P Small-Cap E	Reduce -8.1%	0.17%	−0.03
SCHY Schwab International DVD ETF	Reduce -6.3%	0.22%	−0.02
GOOG Alphabet Inc. Class C	Reduce -2.0%	0.34%	+0.05

Portfolio Buys Q3 2025 → Q4 2025


VOO Vanguard S&P 500 ETF	Add +24.6%	3.86%	+0.57
VEA Vanguard Ftse Developed ETF	Add +16.5%	4.15%	+0.43
SCHG Schwab US Large-Cap Growth	Add +89.3%	0.90%	+0.39
AVLV Avantis US Large Cap Value	New	0.37%	+0.37
AKRE Akre Focus ETF	New	0.37%	+0.37
CWI State Street SPDR MSCI Acwi	New	0.28%	+0.28
IWF iShares Russell 1000 Growth	New	0.24%	+0.24
AVDE Avantis International Equity	Add +8.9%	4.45%	+0.19
VWO Vanguard Ftse Emerging Marke	Add +26.9%	0.91%	+0.12
META Meta Platforms Inc. Class A	New	0.11%	+0.11
GOOGL Alphabet Inc. Class A	New	0.11%	+0.11
TJX TJX Companies Inc.	New	0.10%	+0.10
FMB First Trust Managed Municipa	New	0.10%	+0.10
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +18.1%	1.20%	+0.08
AVEM Avantis Emerging Markets Eq	Add +10.7%	0.96%	+0.04
DFAI Dimensional International Co.	Add +4.9%	4.05%	+0.04
VCIT Vanguard Int-Term Corporate	Add +15.0%	0.69%	+0.03
VBK Van Morst SML-Cap Gro-Usd Inc.	Add +18.1%	0.36%	+0.03
IJH iShares Core S&P Midcap ETF	Add +15.4%	0.42%	+0.03
VGSH Vanguard Short-Term Treasury	Add +13.2%	0.78%	+0.03
DFSV Dimensional US Small Cap Val	Add +25.1%	0.16%	+0.03
VCSH Vanguard S/T Corp. Bond ETF	Add +12.2%	0.84%	+0.02
VGIT Vanguard Intermediate-Term T	Add +11.7%	0.88%	+0.02
AMZN Amazon.com Inc.	Add +5.6%	0.18%	+0.00
DFIV Dimensional International Va	Add +0.6%	0.63%	−0.00
FNDF Schwab Fndmn Intl LRG Co. ETF	Add +3.0%	0.34%	−0.00
DISV Dimensional International SM	Add +0.7%	0.24%	−0.00
DFIC Dimensional International Co.	Add +0.7%	0.16%	−0.00
MSFT Microsoft Corp.	Add +14.4%	0.25%	−0.00
DFIS Dimensional International SM	Add +0.5%	0.15%	−0.01
SPDW Ste STR SPDR PT DW Eu ETF	Add +1.8%	0.20%	−0.01
BIV Vanguard Intermediate-Term B	Add +9.0%	3.26%	−0.01
DFAE Dimensional Emerging Core Eq	Add +4.6%	1.16%	−0.01
SCHM Schwab US Mid Cap ETF	Add +0.4%	0.13%	−0.01
FNDC Schwab Fndmnt Intl SM Eq ETF	Add +3.5%	0.18%	−0.01
SCHF Schwab Intl Equity ETF	Add +2.9%	0.38%	−0.01
VEU Vanguard Ftse All-World Ex-U	Add +1.6%	0.25%	−0.01
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +2.2%	0.22%	−0.01
DUHP Dimensional US High Profi Et	Add +0.2%	0.15%	−0.01
SCHA Schwab US Small-Cap ETF	Add +0.5%	0.20%	−0.01
SCHB Schwab US Broad Market ETF	Add +0.1%	0.21%	−0.01
SPEM State Street SP PTF Em ETF	Add +1.7%	0.20%	−0.01
IDEV iShares Core MSCI Dev MKTS	Add +1.5%	0.33%	−0.01
DGCB Dimensional Global Credit	Add +2.8%	0.18%	−0.01
DFGP Dimensional GLBL Core PL Fix	Add +3.3%	0.18%	−0.01
VIG Vanguard Dividend Apprec ETF	Add +0.1%	0.23%	−0.02
FNDE Schwab Fndmntl Em MRK Eq ETF	Add +3.7%	0.32%	−0.02
ED Consolidated Edison Inc.	Add +0.1%	0.19%	−0.02
BND Vanguard Total Bond Market	Add +1.1%	0.23%	−0.02
DFAX Dimensional World Ex US Core	Add +1.7%	0.75%	−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