Clarity Capital Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Clarity Capital Advisors, LLC reported 95 stock positions worth $214.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 8.1% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 7.2%) and Avantis U.S. Equity ETF (AVUS, 5.7%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 53 and reduced 8. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +32%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −2%).

Most Recent 13F
Q2 2026
Location
Lakewood Ranch, FL
CIK
0002011219
Portfolio Value
$214.6M (Q1 2026)
SEC Filing
0001172661-26-001425 ↗ filed Apr 9, 2026

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 Q3 2025 Q4 2025: $200.0M Q4 2025 Q1 2026: $214.6M $214.6M Q1 2026 Q2 2026: $238.5M Q2 2026

Holdings 95 stocks · $214.6M
VTI VG Morningstar TS MKT ETF-US 8.11% 54,228 $17.4M Add +31.9%
DFAU Dimensional US Core Equity M 7.22% 343,232 $15.5M Add +3.1%
AVUS Avantis U.S. Equity ETF 5.67% 109,434 $12.2M Add +2.1%
VEA Vanguard Ftse Developed ETF 5.12% 171,497 $11.0M Add +29.0%
VXUS Vanguard Total Intl Stock 4.43% 123,300 $9.5M Add +12.6%
AVDE Avantis International Equity 4.30% 108,685 $9.2M Add +0.6%
VTIP Vanguard Short-Term Tips 4.20% 180,545 $9.0M Add +6.0%
BSV Vanguard Short-Term Bond ETF 4.20% 115,007 $9.0M Add +8.9%
DFAI Dimensional International Co. 3.97% 218,875 $8.5M Add +3.0%
VOO Vanguard S&P 500 ETF 3.81% 13,683 $8.2M Add +11.3%
VTV Vanguard Mrngstr Val ETF-Aui 3.66% 40,025 $7.9M Add +28.5%
BIV Vanguard Intermediate-Term B 3.04% 84,637 $6.5M Add +1.0%
VUG Vanguard Mrngstar GR ETF-Sui 2.26% 11,111 $4.9M Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 2.12% 9,479 $4.5M Add +11.8%
DFAC Dimensional US Core Equity 2 1.97% 108,852 $4.2M Add +0.1%
DFUS Dimensional US Eq MKT ETF 1.84% 55,576 $3.9M Add +0.1%
IVV iShares Core S&P 500 ETF 1.45% 4,778 $3.1M Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.44% 4,758 $3.1M Add +0.1%
VNQ Vanguard Real Estate ETF 1.39% 33,702 $3.0M Add +10.4%
DFUV Dimensional US Marketwide Va 1.34% 59,185 $2.9M Add +1.9%
AAPL Apple Inc. 1.20% 10,116 $2.6M No change
VYM Vanguard High DVD Yield ETF 1.17% 17,002 $2.5M Reduce -0.3%
VWO Vanguard Ftse Emerging Marke 1.16% 45,935 $2.5M Add +35.6%
DFAE Dimensional Emerging Core Eq 1.14% 72,384 $2.5M Add +1.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.11% 8,317 $2.4M Add +0.2%
VCSH Vanguard S/T Corp. Bond ETF 1.07% 28,985 $2.3M Add +37.5%
VGSH Vanguard Short-Term Treasury 0.97% 35,648 $2.1M Add +35.0%
AVEM Avantis Emerging Markets Eq 0.96% 25,496 $2.1M Add +1.8%
VGIT Vanguard Intermediate-Term T 0.95% 34,267 $2.0M Add +16.2%
VB Vanguard Most SM-Cap ETF-Usd 0.84% 6,873 $1.8M Add +0.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.79% 7,823 $1.7M Add +0.7%
VCIT Vanguard Int-Term Corporate 0.76% 19,661 $1.6M Add +18.9%
SCHG Schwab US Large-Cap Growth 0.75% 54,965 $1.6M Add +0.0%
DFAX Dimensional World Ex US Core 0.73% 45,937 $1.6M Add +0.1%
DFAS Dimensional US Small Cap ETF 0.63% 19,136 $1.4M Add +0.2%
DFIV Dimensional International Va 0.62% 25,097 $1.3M Add +0.2%
SCHX Schwab US Large-Cap ETF 0.60% 50,214 $1.3M Add +0.3%
FNDX Schwab Fndmntl US LRG Co. ETF 0.47% 36,080 $1.0M Add +0.4%
IJH iShares Core S&P Midcap ETF 0.40% 12,677 $856K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.40% 2,836 $848K Add +0.3%
MSFT Microsoft Corp. 0.39% 2,254 $834K Add +118.2%
SCHF Schwab Intl Equity ETF 0.37% 31,710 $785K No change
AVLV Avantis US Large Cap Value 0.36% 9,680 $780K Add +0.3%
IVE iShares S&P 500 Value ETF 0.36% 3,639 $768K No change
QQQ Invesco QQQ Trust Series 1 0.35% 1,309 $756K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.35% 15,159 $742K No change
VXF Vanguard Extended Market ETF 0.34% 3,589 $739K Add +15.4%
BRK.A Berkshire Hathaway Inc. Class A 0.33% 1 $718K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.33% 21,847 $708K Add +0.2%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.32% 17,931 $686K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.32% 2,267 $685K Reduce -5.5%
IDEV iShares Core MSCI Dev MKTS 0.31% 8,015 $670K Reduce -0.6%
SCHE Schwab Emrg Mrkts Eqty ETF 0.26% 17,178 $566K No change
CWI State Street SPDR MSCI Acwi 0.26% 15,388 $563K No change
GOOG Alphabet Inc. Class C 0.26% 1,945 $558K Reduce -9.0%
VEU Vanguard Ftse All-World Ex-U 0.23% 6,676 $501K Add +0.1%
DISV Dimensional International SM 0.23% 12,563 $495K Add +0.1%
SGOV iShares 0-3 Month Treasury B 0.23% 4,847 $488K Add +0.3%
VSS Vanguard Ftse All Wo X-US SC 0.23% 3,345 $488K No change
GLDM SPDR Gold Minishares Trust 0.22% 5,197 $482K New
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.22% 9,021 $477K Reduce -19.1%
SCHB Schwab US Broad Market ETF 0.22% 18,874 $474K Add +19.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.22% 2,557 $471K Add +1.8%
VIOO Vanguard S&P Small-Cap 600 E 0.22% 4,094 $470K No change
BND Vanguard Total Bond Market 0.22% 6,294 $463K Reduce -0.7%
SCHY Schwab International DVD ETF 0.22% 14,577 $462K No change
SPYV SS SPDR P S&P 500 Value ETF 0.21% 8,021 $454K No change
VIG Vanguard Dividend Apprec ETF 0.21% 2,068 $445K No change
IWF iShares Russell 1000 Growth 0.20% 1,013 $432K No change
ED Consolidated Edison Inc. 0.20% 3,779 $428K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.20% 9,176 $419K No change
SCHA Schwab US Small-Cap ETF 0.19% 14,204 $413K Add +0.1%
AMZN Amazon.com Inc. 0.18% 1,898 $395K Add +19.8%
SPEM State Street SP PTF Em ETF 0.18% 8,373 $393K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.17% 7,954 $369K No change
TDY Teledyne Technologies Inc. 0.17% 600 $363K No change
DGCB Dimensional Global Credit 0.17% 6,616 $358K No change
DFGP Dimensional GLBL Core PL Fix 0.17% 6,594 $356K No change
IJR iShares Core S&P Small-Cap E 0.16% 2,760 $343K Add +0.1%
DFSV Dimensional US Small Cap Val 0.16% 9,735 $341K Add +0.3%
DFIC Dimensional International Co. 0.16% 9,376 $333K Add +0.2%
XLF SS Financial Select Sector 0.15% 6,576 $325K No change
DFIS Dimensional International SM 0.14% 8,828 $297K Add +0.1%
DFAT Dimensional US Target Value 0.14% 4,697 $293K No change
DUHP Dimensional US High Profi Et 0.13% 7,786 $286K Add +0.3%
DBEF Xtrackers MSCI Eafe Hedged E 0.13% 5,708 $282K No change
SCHM Schwab US Mid Cap ETF 0.13% 8,828 $273K Add +0.3%
IVW iShares S&P 500 Growth ETF 0.12% 2,296 $260K Reduce -3.0%
VGT Vanguard Info Tech ETF 0.11% 341 $238K No change
ITOT iShares Core S&P Total U.S. 0.11% 1,630 $232K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.11% 889 $229K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 1,337 $214K No change
GOOGL Alphabet Inc. Class A 0.10% 716 $206K No change
SCHC Schwab Intl Small-Cap Equity 0.10% 4,392 $205K New
FMB First Trust Managed Municipa 0.09% 3,997 $202K No change

Portfolio Sells Q4 2025 → Q1 2026
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.8% 2.26% −0.50
AKRE Akre Focus ETF Reduce -19.1% 0.22% −0.14
USMV iShares MSCI USA Min Vol Fac Sold out 0.00% −0.12
META Meta Platforms Inc. Class A Sold out 0.00% −0.11
GOOG Alphabet Inc. Class C Reduce -9.0% 0.26% −0.08
VYM Vanguard High DVD Yield ETF Reduce -0.3% 1.17% −0.05
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -5.5% 0.32% −0.04
IVW iShares S&P 500 Growth ETF Reduce -3.0% 0.12% −0.02
IDEV iShares Core MSCI Dev MKTS Reduce -0.6% 0.31% −0.02
BND Vanguard Total Bond Market Reduce -0.7% 0.22% −0.02

Portfolio Buys Q4 2025 → Q1 2026
VTI VG Morningstar TS MKT ETF-US Add +31.9% 8.11% +1.21
VEA Vanguard Ftse Developed ETF Add +29.0% 5.12% +0.97
VTV Vanguard Mrngstr Val ETF-Aui Add +28.5% 3.66% +0.69
VXUS Vanguard Total Intl Stock Add +12.6% 4.43% +0.30
VWO Vanguard Ftse Emerging Marke Add +35.6% 1.16% +0.25
VCSH Vanguard S/T Corp. Bond ETF Add +37.5% 1.07% +0.23
GLDM SPDR Gold Minishares Trust New 0.22% +0.22
VGSH Vanguard Short-Term Treasury Add +35.0% 0.97% +0.20
MSFT Microsoft Corp. Add +118.2% 0.39% +0.14
SCHC Schwab Intl Small-Cap Equity New 0.10% +0.10
VGIT Vanguard Intermediate-Term T Add +16.2% 0.95% +0.07
VCIT Vanguard Int-Term Corporate Add +18.9% 0.76% +0.07
VNQ Vanguard Real Estate ETF Add +10.4% 1.39% +0.04
BSV Vanguard Short-Term Bond ETF Add +8.9% 4.20% +0.04
VXF Vanguard Extended Market ETF Add +15.4% 0.34% +0.02
SCHB Schwab US Broad Market ETF Add +19.9% 0.22% +0.01
AMZN Amazon.com Inc. Add +19.8% 0.18% +0.00
DFSV Dimensional US Small Cap Val Add +0.3% 0.16% −0.00
AVLV Avantis US Large Cap Value Add +0.3% 0.36% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +1.8% 0.22% −0.00
SCHM Schwab US Mid Cap ETF Add +0.3% 0.13% −0.01
IJR iShares Core S&P Small-Cap E Add +0.1% 0.16% −0.01
DFIC Dimensional International Co. Add +0.2% 0.16% −0.01
DFIS Dimensional International SM Add +0.1% 0.14% −0.01
AVEM Avantis Emerging Markets Eq Add +1.8% 0.96% −0.01
DISV Dimensional International SM Add +0.1% 0.23% −0.01
DFIV Dimensional International Va Add +0.2% 0.62% −0.01
VTIP Vanguard Short-Term Tips Add +6.0% 4.20% −0.01
SCHA Schwab US Small-Cap ETF Add +0.1% 0.19% −0.01
VEU Vanguard Ftse All-World Ex-U Add +0.1% 0.23% −0.01
FNDA Schwab Fndmntl US SM Co. ETF Add +0.2% 0.33% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +11.8% 2.12% −0.01
DUHP Dimensional US High Profi Et Add +0.3% 0.13% −0.01
SGOV iShares 0-3 Month Treasury B Add +0.3% 0.23% −0.02
DFUV Dimensional US Marketwide Va Add +1.9% 1.34% −0.02
DFAE Dimensional Emerging Core Eq Add +1.4% 1.14% −0.02
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.4% 0.47% −0.02
DFAX Dimensional World Ex US Core Add +0.1% 0.73% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.7% 0.79% −0.03
DFAS Dimensional US Small Cap ETF Add +0.2% 0.63% −0.03
VB Vanguard Most SM-Cap ETF-Usd Add +0.3% 0.84% −0.05
VOO Vanguard S&P 500 ETF Add +11.3% 3.81% −0.05
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.3% 0.40% −0.05
SCHX Schwab US Large-Cap ETF Add +0.3% 0.60% −0.07
DFAI Dimensional International Co. Add +3.0% 3.97% −0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.2% 1.11% −0.09
AVDE Avantis International Equity Add +0.6% 4.30% −0.15
SCHG Schwab US Large-Cap Growth Add +0.0% 0.75% −0.15
IVV iShares Core S&P 500 ETF Add +0.2% 1.45% −0.18
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 1.44% −0.18

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