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Clarity Capital Advisors reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 13 July 2026, signed by Jay David Franklin, Chief Compliance Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

Clarity Capital Advisors’ reported 13F holdings total $239M across 95 positions as of 30 June 2026. The ten largest make up 51.1% of it, and its value rose 11.2% from the prior quarter.

$239M
Reported 13F value
95
Positions
51.1%
In the 10 largest
+11.2%
Value vs. prior quarter

Largest positions

Vanguard Index FdsTOTAL STK MKT$20.7M
Class
TOTAL STK MKT
Share
8.7%
Dimensional ETF TrustUS CORE EQT MKT$16.1M
Class
US CORE EQT MKT
Share
6.8%
American Centy ETF TRUS EQT ETF$14.1M
Class
US EQT ETF
Share
5.9%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$12.9M
Class
VAN FTSE DEV MKT
Share
5.4%
Vanguard Star FdsVG TL INTL STK F$11M
Class
VG TL INTL STK F
Share
4.6%
American Centy ETF TRINTL EQT ETF$9.81M
Class
INTL EQT ETF
Share
4.1%
Vanguard Index FdsVALUE ETF$9.63M
Class
VALUE ETF
Share
4.0%
Vanguard Index FdsS&P 500 ETF SHS$9.43M
Class
S&P 500 ETF SHS
Share
4.0%
Vanguard BD Index FdsSHORT TRM BOND$9.15M
Class
SHORT TRM BOND
Share
3.8%
Vanguard Malvern FdsSTRM INFPROIDX$8.94M
Class
STRM INFPROIDX
Share
3.7%
Dimensional ETF TrustINTL CORE EQT MK$8.31M
Class
INTL CORE EQT MK
Share
3.5%
Vanguard BD Index FdsINTERMED TERM$6.53M
Class
INTERMED TERM
Share
2.7%
Vanguard Index FdsGROWTH ETF$5.74M
Class
GROWTH ETF
Share
2.4%
Dimensional ETF TrustUS COR EQU 2 ETF$4.83M
Class
US COR EQU 2 ETF
Share
2.0%
Berkshire Hathaway Inc. DelCL B NEW$4.74M
Class
CL B NEW
Share
2.0%
Dimensional ETF TrustUS EQUI MARK ETF$4.65M
Class
US EQUI MARK ETF
Share
2.0%
iShares TRCORE S&P500 ETF$3.59M
Class
CORE S&P500 ETF
Share
1.5%
State Str SPDR S&P 500 ETF TTR UNIT$3.55M
Class
TR UNIT
Share
1.5%
Dimensional ETF TrustUS MKTWIDE VALUE$3.28M
Class
US MKTWIDE VALUE
Share
1.4%
Apple Inc.COM$2.93M
Class
COM
Share
1.2%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$2.93M
Class
FTSE EMR MKT ETF
Share
1.2%
Dimensional ETF TrustEMGR CRE EQT MNG$2.7M
Class
EMGR CRE EQT MNG
Share
1.1%
Vanguard Whitehall FdsHIGH DIV YLD$2.7M
Class
HIGH DIV YLD
Share
1.1%
Vanguard Index FdsMID CAP ETF$2.69M
Class
MID CAP ETF
Share
1.1%
Vanguard Index FdsREAL ESTATE ETF$2.68M
Class
REAL ESTATE ETF
Share
1.1%
American Centy ETF TRAVANTIS EMGMKT$2.47M
Class
AVANTIS EMGMKT
Share
1.0%
Vanguard Scottsdale FdsSHRT TRM CORP BD$2.44M
Class
SHRT TRM CORP BD
Share
1.0%
Vanguard Scottsdale FdsSHORT TERM TREAS$2.43M
Class
SHORT TERM TREAS
Share
1.0%
Vanguard Scottsdale FdsINTER TERM TREAS$2.18M
Class
INTER TERM TREAS
Share
0.9%
Vanguard Index FdsSMALL CP ETF$2.09M
Class
SMALL CP ETF
Share
0.9%
Vanguard Index FdsSM CP VAL ETF$1.91M
Class
SM CP VAL ETF
Share
0.8%
Schwab Strategic TRUS LCAP GR ETF$1.86M
Class
US LCAP GR ETF
Share
0.8%
Vanguard Scottsdale FdsINT-TERM CORP$1.71M
Class
INT-TERM CORP
Share
0.7%
Dimensional ETF TrustWORLD EX US CORE$1.62M
Class
WORLD EX US CORE
Share
0.7%
Dimensional ETF TrustUS SMALL CAP ETF$1.58M
Class
US SMALL CAP ETF
Share
0.7%
Schwab Strategic TRUS LRG CAP ETF$1.48M
Class
US LRG CAP ETF
Share
0.6%
Dimensional ETF TrustINTERNATNAL VAL$1.37M
Class
INTERNATNAL VAL
Share
0.6%
Schwab Strategic TRFUNDAMENTAL US L$1.13M
Class
FUNDAMENTAL US L
Share
0.5%
Vanguard Index FdsLARGE CAP ETF$978K
Class
LARGE CAP ETF
Share
0.4%
iShares TRCORE S&P MCP ETF$978K
Class
CORE S&P MCP ETF
Share
0.4%
Invesco Qqq TRUNIT SER 1$964K
Class
UNIT SER 1
Share
0.4%
Microsoft Corp.COM$915K
Class
COM
Share
0.4%
American Centy ETF TRUS LARGE CAP VLU$886K
Class
US LARGE CAP VLU
Share
0.4%
Vanguard Index FdsEXTEND MKT ETF$885K
Class
EXTEND MKT ETF
Share
0.4%
Schwab Strategic TRINTL EQTY ETF$884K
Class
INTL EQTY ETF
Share
0.4%
Proshares TRSP500 EX TECH$863K
Class
SP500 EX TECH
Share
0.4%
Schwab Strategic TRFUNDAMENTAL US S$834K
Class
FUNDAMENTAL US S
Share
0.3%
Vanguard Index FdsSML CP GRW ETF$829K
Class
SML CP GRW ETF
Share
0.3%
iShares TRS&P 500 VAL ETF$826K
Class
S&P 500 VAL ETF
Share
0.3%
Schwab Strategic TRFUNDAMENTAL INTL$804K
Class
FUNDAMENTAL INTL
Share
0.3%

The share class is shown on a wider screen.

The 50 largest of 95 positions by value, with holdings of the same security combined. The 95 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
2011219
File number
028-23656
Options
0 call, 0 put
In the 25 largest
77.0%
Prior quarter
$215M at 31 March 2026
Positions opened
1
Positions closed
1

Common questions

What are Clarity Capital Advisors’ 13F holdings worth?

$239 million across 95 positions for the quarter ended 30 June 2026.

What is Clarity Capital Advisors’ largest 13F holding?

VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $20.7 million, or 8.7% of reported 13F value, as of 30 June 2026.

How concentrated is Clarity Capital Advisors’ 13F portfolio?

The ten largest positions accounted for 51.1% of reported value and the twenty-five largest for 77.0%, across 95 positions as of 30 June 2026.

Does Form 13F show everything Clarity Capital Advisors manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Clarity Capital Advisors file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Clarity Capital Advisors profile

Sources

  1. Form 13F-HR, accession 0001172661-26-002600, filed 13 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001172661-26-001425, filed 9 April 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Clarity Capital Advisors, LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.