Clarity Capital Advisors

Lakewood Ranch, FLfiles as Clarity Capital Advisors, LLC

$239m in 95 US stocks at the end of 30 June 2026. The top 10 are 51.1% of the money. It changed about 3.4% of the portfolio this quarter.

Value

$239m

Stocks

Top 10 share

51.1%

Turnover

3.4%

What changed this quarter

New

Bought for the first time this quarter.

Proshares TRSPXT
0.4% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTI
8.7% of the fund
+3%
Vanguard Tax-Managed FDSVEA
5.4% of the fund
+5%
Vanguard Star FDSVXUS
4.6% of the fund
+4%
Vanguard Index FDSVTV
4.0% of the fund
+10%
Vanguard BD Index FDSBSV
3.8% of the fund
+2%
Dimensional ETF TrustDFUS
2.0% of the fund
+2%
Vanguard Intl Equity Index FVWO
1.2% of the fund
+7%
Vanguard Scottsdale FDSVCSH
1.0% of the fund
+6%
Vanguard Scottsdale FDSVGSH
1.0% of the fund
+17%
Vanguard Scottsdale FDSVGIT
0.9% of the fund
+8%
Vanguard Scottsdale FDSVCIT
0.7% of the fund
+5%
MicrosoftMSFT
0.4% of the fund
+9%
AlphabetGOOG
0.3% of the fund
+14%

Cut

Sold some of their stake.

Dimensional ETF TrustDFAU
6.8% of the fund
-9%
Dimensional ETF TrustDFAI
3.5% of the fund
-8%
Dimensional ETF TrustDFAE
1.1% of the fund
-7%
Vanguard Index FDSVNQ
1.1% of the fund
-18%
Dimensional ETF TrustDFAX
0.7% of the fund
-4%

Sold out

Sold their entire stake.

First TR Exch Traded FD IIIFMB
-100%

Holdings

Vanguard Index FDSVTI
Share
8.7%
Value
$21m
Shares
56,052
+3%
Dimensional ETF TrustDFAU
Share
6.8%
Value
$16m
Shares
312,273
-9%
American Centy ETF TRAVUS
Share
5.9%
Value
$14m
Shares
109,742
Held
Vanguard Tax-Managed FDSVEA
Share
5.4%
Value
$13m
Shares
180,541
+5%
Vanguard Star FDSVXUS
Share
4.6%
Value
$11m
Shares
128,733
+4%
American Centy ETF TRAVDE
Share
4.1%
Value
$10m
Shares
110,022
Held
Vanguard Index FDSVTV
Share
4.0%
Value
$10m
Shares
44,201
+10%
Vanguard Index FDSVOO
Share
4.0%
Value
$9m
Shares
13,736
Held
Vanguard BD Index FDSBSV
Share
3.8%
Value
$9m
Shares
117,442
+2%
Vanguard Malvern FDSVTIP
Share
3.7%
Value
$9m
Shares
177,909
Held
Dimensional ETF TrustDFAI
Share
3.5%
Value
$8m
Shares
201,551
-8%
Vanguard BD Index FDSBIV
Share
2.7%
Value
$7m
Shares
85,163
Held
Vanguard Index FDSVUG
Share
2.4%
Value
$6m
Shares
66,688
Held
Dimensional ETF TrustDFAC
Share
2.0%
Value
$5m
Shares
108,954
Held
Berkshire HathawayBRK-B
Share
2.0%
Value
$5m
Shares
9,479
Held
Dimensional ETF TrustDFUS
Share
2.0%
Value
$5m
Shares
56,774
+2%
Ishares TRIVV
Share
1.5%
Value
$4m
Shares
4,789
Held
State STR Spdr S&P 500 ETF TSPY
Share
1.5%
Value
$4m
Shares
4,760
Held
Dimensional ETF TrustDFUV
Share
1.4%
Value
$3m
Shares
59,716
Held
AppleAAPL
Share
1.2%
Value
$3m
Shares
10,116
Held
Vanguard Intl Equity Index FVWO
Share
1.2%
Value
$3m
Shares
49,011
+7%
Dimensional ETF TrustDFAE
Share
1.1%
Value
$3m
Shares
67,159
-7%
Vanguard Whitehall FDSVYM
Share
1.1%
Value
$3m
Shares
17,055
Held
Vanguard Index FDSVO
Share
1.1%
Value
$3m
Shares
33,343
Held
Vanguard Index FDSVNQ
Share
1.1%
Value
$3m
Shares
27,770
-18%
American Centy ETF TRAVEM
Share
1.0%
Value
$2m
Shares
25,617
Held
Vanguard Scottsdale FDSVCSH
Share
1.0%
Value
$2m
Shares
30,862
+6%
Vanguard Scottsdale FDSVGSH
Share
1.0%
Value
$2m
Shares
41,712
+17%
Vanguard Scottsdale FDSVGIT
Share
0.9%
Value
$2m
Shares
36,967
+8%
Vanguard Index FDSVB
Share
0.9%
Value
$2m
Shares
6,888
Held
Vanguard Index FDSVBR
Share
0.8%
Value
$2m
Shares
7,863
Held
Schwab Strategic TRSCHG
Share
0.8%
Value
$2m
Shares
54,981
Held
Vanguard Scottsdale FDSVCIT
Share
0.7%
Value
$2m
Shares
20,726
+5%
Dimensional ETF TrustDFAX
Share
0.7%
Value
$2m
Shares
43,936
-4%
Dimensional ETF TrustDFAS
Share
0.7%
Value
$2m
Shares
19,183
Held
Schwab Strategic TRSCHX
Share
0.6%
Value
$1m
Shares
50,346
Held
Dimensional ETF TrustDFIV
Share
0.6%
Value
$1m
Shares
25,391
Held
Schwab Strategic TRFNDX
Share
0.5%
Value
$1m
Shares
36,217
Held
Vanguard Index FDSVV
Share
0.4%
Value
$978,240
Shares
2,844
Held
Ishares TRIJH
Share
0.4%
Value
$977,540
Shares
12,677
Held
Invesco QQQ TRQQQ
Share
0.4%
Value
$963,967
Shares
1,309
Held
MicrosoftMSFT
Share
0.4%
Value
$915,375
Shares
2,454
+9%
American Centy ETF TRAVLV
Share
0.4%
Value
$885,713
Shares
9,711
Held
Vanguard Index FDSVXF
Share
0.4%
Value
$884,937
Shares
3,594
Held
Schwab Strategic TRSCHF
Share
0.4%
Value
$883,673
Shares
31,902
Held
Proshares TRSPXT
Share
0.4%
Value
$863,387
Shares
7,975
New
Schwab Strategic TRFNDA
Share
0.3%
Value
$833,629
Shares
21,903
Held
Vanguard Index FDSVBK
Share
0.3%
Value
$829,042
Shares
2,267
Held
Ishares TRIVE
Share
0.3%
Value
$826,284
Shares
3,639
Held
Schwab Strategic TRFNDF
Share
0.3%
Value
$804,331
Shares
15,245
Held
AlphabetGOOG
Share
0.3%
Value
$783,743
Shares
2,218
+14%
Berkshire Hathaway INC DELBRK-A
Share
0.3%
Value
$748,850
Shares
1
Held
Ishares TRIDEV
Share
0.3%
Value
$722,010
Shares
8,112
Held
Schwab Strategic TRFNDE
Share
0.3%
Value
$714,902
Shares
18,017
Held
Spdr Index SHS FDSCWI
Share
0.3%
Value
$625,830
Shares
15,388
Held
Schwab Strategic TRSCHE
Share
0.3%
Value
$623,646
Shares
17,199
Held
Vanguard Admiral FDSVIOO
Share
0.2%
Value
$563,089
Shares
4,094
Held
Vanguard Intl Equity Index FVEU
Share
0.2%
Value
$561,788
Shares
6,708
Held
Schwab Strategic TRSCHB
Share
0.2%
Value
$547,248
Shares
18,897
Held
Vanguard Intl Equity Index FVSS
Share
0.2%
Value
$517,651
Shares
3,355
Held
Schwab Strategic TRSCHA
Share
0.2%
Value
$514,654
Shares
14,245
Held
Vanguard Index FDSVOE
Share
0.2%
Value
$513,339
Shares
2,598
Held
Dimensional ETF TrustDISV
Share
0.2%
Value
$511,583
Shares
12,748
Held
Ishares TRIWF
Share
0.2%
Value
$502,977
Shares
4,051
Held
Ishares TRSGOV
Share
0.2%
Value
$492,296
Shares
4,890
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$489,483
Shares
2,069
Held
Spdr Series TrustSPYV
Share
0.2%
Value
$487,587
Shares
8,021
Held
Profesionally Managed PortfoAKRE
Share
0.2%
Value
$479,827
Shares
9,021
Held
Spdr Index SHS FDSSPDW
Share
0.2%
Value
$469,063
Shares
9,309
Held
Vanguard BD Index FDSBND
Share
0.2%
Value
$466,056
Shares
6,349
Held
Schwab Strategic TRSCHY
Share
0.2%
Value
$462,528
Shares
14,577
Held
Amazon.comAMZN
Share
0.2%
Value
$452,369
Shares
1,898
Held
Spdr Index SHS FDSSPEM
Share
0.2%
Value
$438,019
Shares
8,459
Held
Consolidated EdisonED
Share
0.2%
Value
$418,053
Shares
3,779
Held
World Gold TRGLDM
Share
0.2%
Value
$412,746
Shares
5,197
Held
Ishares TRIJR
Share
0.2%
Value
$410,458
Shares
2,768
Held
Teledyne TechnologiesTDY
Share
0.2%
Value
$400,140
Shares
600
Held
Schwab Strategic TRFNDC
Share
0.2%
Value
$388,468
Shares
8,000
Held
Dimensional ETF TrustDFSV
Share
0.2%
Value
$378,655
Shares
9,762
Held
Dimensional ETF TrustDGCB
Share
0.2%
Value
$365,860
Shares
6,692
Held
Dimensional ETF TrustDFGP
Share
0.2%
Value
$363,197
Shares
6,669
Held
Dimensional ETF TrustDFIC
Share
0.1%
Value
$353,645
Shares
9,491
Held
Select Sector Spdr TRXLF
Share
0.1%
Value
$352,539
Shares
6,576
Held
Dimensional ETF TrustDFAT
Share
0.1%
Value
$328,341
Shares
4,697
Held
Vanguard World FDVGT
Share
0.1%
Value
$326,743
Shares
2,734
Held
Schwab Strategic TRSCHM
Share
0.1%
Value
$326,445
Shares
8,854
Held
Dimensional ETF TrustDUHP
Share
0.1%
Value
$325,647
Shares
7,804
Held
Ishares TRIVW
Share
0.1%
Value
$315,708
Shares
2,296
Held
Dimensional ETF TrustDFIS
Share
0.1%
Value
$312,952
Shares
8,934
Held
DBX ETF TRDBEF
Share
0.1%
Value
$311,847
Shares
5,708
Held
Vanguard Index FDSVOT
Share
0.1%
Value
$272,437
Shares
889
Held
Ishares TRITOT
Share
0.1%
Value
$267,731
Shares
1,630
Held
AlphabetGOOGL
Share
0.1%
Value
$255,877
Shares
716
Held
Schwab Strategic TRSCHC
Share
<0.1%
Value
$211,838
Shares
4,402
Held
TJX CompaniesTJX
Share
<0.1%
Value
$202,556
Shares
1,337
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	8.7%	$21m	56,052	+3%
Dimensional ETF TrustDFAU	6.8%	$16m	312,273	-9%
American Centy ETF TRAVUS	5.9%	$14m	109,742	Held
Vanguard Tax-Managed FDSVEA	5.4%	$13m	180,541	+5%
Vanguard Star FDSVXUS	4.6%	$11m	128,733	+4%
American Centy ETF TRAVDE	4.1%	$10m	110,022	Held
Vanguard Index FDSVTV	4.0%	$10m	44,201	+10%
Vanguard Index FDSVOO	4.0%	$9m	13,736	Held
Vanguard BD Index FDSBSV	3.8%	$9m	117,442	+2%
Vanguard Malvern FDSVTIP	3.7%	$9m	177,909	Held
Dimensional ETF TrustDFAI	3.5%	$8m	201,551	-8%
Vanguard BD Index FDSBIV	2.7%	$7m	85,163	Held
Vanguard Index FDSVUG	2.4%	$6m	66,688	Held
Dimensional ETF TrustDFAC	2.0%	$5m	108,954	Held
Berkshire HathawayBRK-B	2.0%	$5m	9,479	Held
Dimensional ETF TrustDFUS	2.0%	$5m	56,774	+2%
Ishares TRIVV	1.5%	$4m	4,789	Held
State STR Spdr S&P 500 ETF TSPY	1.5%	$4m	4,760	Held
Dimensional ETF TrustDFUV	1.4%	$3m	59,716	Held
AppleAAPL	1.2%	$3m	10,116	Held
Vanguard Intl Equity Index FVWO	1.2%	$3m	49,011	+7%
Dimensional ETF TrustDFAE	1.1%	$3m	67,159	-7%
Vanguard Whitehall FDSVYM	1.1%	$3m	17,055	Held
Vanguard Index FDSVO	1.1%	$3m	33,343	Held
Vanguard Index FDSVNQ	1.1%	$3m	27,770	-18%
American Centy ETF TRAVEM	1.0%	$2m	25,617	Held
Vanguard Scottsdale FDSVCSH	1.0%	$2m	30,862	+6%
Vanguard Scottsdale FDSVGSH	1.0%	$2m	41,712	+17%
Vanguard Scottsdale FDSVGIT	0.9%	$2m	36,967	+8%
Vanguard Index FDSVB	0.9%	$2m	6,888	Held
Vanguard Index FDSVBR	0.8%	$2m	7,863	Held
Schwab Strategic TRSCHG	0.8%	$2m	54,981	Held
Vanguard Scottsdale FDSVCIT	0.7%	$2m	20,726	+5%
Dimensional ETF TrustDFAX	0.7%	$2m	43,936	-4%
Dimensional ETF TrustDFAS	0.7%	$2m	19,183	Held
Schwab Strategic TRSCHX	0.6%	$1m	50,346	Held
Dimensional ETF TrustDFIV	0.6%	$1m	25,391	Held
Schwab Strategic TRFNDX	0.5%	$1m	36,217	Held
Vanguard Index FDSVV	0.4%	$978,240	2,844	Held
Ishares TRIJH	0.4%	$977,540	12,677	Held
Invesco QQQ TRQQQ	0.4%	$963,967	1,309	Held
MicrosoftMSFT	0.4%	$915,375	2,454	+9%
American Centy ETF TRAVLV	0.4%	$885,713	9,711	Held
Vanguard Index FDSVXF	0.4%	$884,937	3,594	Held
Schwab Strategic TRSCHF	0.4%	$883,673	31,902	Held
Proshares TRSPXT	0.4%	$863,387	7,975	New
Schwab Strategic TRFNDA	0.3%	$833,629	21,903	Held
Vanguard Index FDSVBK	0.3%	$829,042	2,267	Held
Ishares TRIVE	0.3%	$826,284	3,639	Held
Schwab Strategic TRFNDF	0.3%	$804,331	15,245	Held
AlphabetGOOG	0.3%	$783,743	2,218	+14%
Berkshire Hathaway INC DELBRK-A	0.3%	$748,850	1	Held
Ishares TRIDEV	0.3%	$722,010	8,112	Held
Schwab Strategic TRFNDE	0.3%	$714,902	18,017	Held
Spdr Index SHS FDSCWI	0.3%	$625,830	15,388	Held
Schwab Strategic TRSCHE	0.3%	$623,646	17,199	Held
Vanguard Admiral FDSVIOO	0.2%	$563,089	4,094	Held
Vanguard Intl Equity Index FVEU	0.2%	$561,788	6,708	Held
Schwab Strategic TRSCHB	0.2%	$547,248	18,897	Held
Vanguard Intl Equity Index FVSS	0.2%	$517,651	3,355	Held
Schwab Strategic TRSCHA	0.2%	$514,654	14,245	Held
Vanguard Index FDSVOE	0.2%	$513,339	2,598	Held
Dimensional ETF TrustDISV	0.2%	$511,583	12,748	Held
Ishares TRIWF	0.2%	$502,977	4,051	Held
Ishares TRSGOV	0.2%	$492,296	4,890	Held
Vanguard Specialized FundsVIG	0.2%	$489,483	2,069	Held
Spdr Series TrustSPYV	0.2%	$487,587	8,021	Held
Profesionally Managed PortfoAKRE	0.2%	$479,827	9,021	Held
Spdr Index SHS FDSSPDW	0.2%	$469,063	9,309	Held
Vanguard BD Index FDSBND	0.2%	$466,056	6,349	Held
Schwab Strategic TRSCHY	0.2%	$462,528	14,577	Held
Amazon.comAMZN	0.2%	$452,369	1,898	Held
Spdr Index SHS FDSSPEM	0.2%	$438,019	8,459	Held
Consolidated EdisonED	0.2%	$418,053	3,779	Held
World Gold TRGLDM	0.2%	$412,746	5,197	Held
Ishares TRIJR	0.2%	$410,458	2,768	Held
Teledyne TechnologiesTDY	0.2%	$400,140	600	Held
Schwab Strategic TRFNDC	0.2%	$388,468	8,000	Held
Dimensional ETF TrustDFSV	0.2%	$378,655	9,762	Held
Dimensional ETF TrustDGCB	0.2%	$365,860	6,692	Held
Dimensional ETF TrustDFGP	0.2%	$363,197	6,669	Held
Dimensional ETF TrustDFIC	0.1%	$353,645	9,491	Held
Select Sector Spdr TRXLF	0.1%	$352,539	6,576	Held
Dimensional ETF TrustDFAT	0.1%	$328,341	4,697	Held
Vanguard World FDVGT	0.1%	$326,743	2,734	Held
Schwab Strategic TRSCHM	0.1%	$326,445	8,854	Held
Dimensional ETF TrustDUHP	0.1%	$325,647	7,804	Held
Ishares TRIVW	0.1%	$315,708	2,296	Held
Dimensional ETF TrustDFIS	0.1%	$312,952	8,934	Held
DBX ETF TRDBEF	0.1%	$311,847	5,708	Held
Vanguard Index FDSVOT	0.1%	$272,437	889	Held
Ishares TRITOT	0.1%	$267,731	1,630	Held
AlphabetGOOGL	0.1%	$255,877	716	Held
Schwab Strategic TRSCHC	<0.1%	$211,838	4,402	Held
TJX CompaniesTJX	<0.1%	$202,556	1,337	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 39.1% since 30 June 2025.

Where the money is

Financial services2.0%

Technology1.8%

Media & telecom0.4%

Retail & consumer0.3%

Utilities0.2%

Other95.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.