Institutional
Clarity Capital Advisors, LLC
CIK 0002011219
$238.5M
Reported AUM
95
Positions
Q2 2026
Period
2026-07-13
Filed
Editorial summary
Summary for Clarity Capital Advisors, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $364.64 | 1.17% | 19.26% | 65.80% | $20.7M | 8.70% | — | HELD |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $51.26 | 1.16% | 20.90% | 71.75% | $16.1M | 6.77% | — | HELD |
| 3 | AVUS | AMERICAN CENTY ETF TR | $126.33 | 1.24% | 24.28% | 73.66% | $14.1M | 5.89% | — | HELD |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $70.88 | 2.79% | 26.64% | 53.50% | $12.9M | 5.39% | — | HELD |
| 5 | VXUS | VANGUARD STAR FDS | $84.55 | 2.62% | 24.24% | 46.24% | $11.0M | 4.61% | — | HELD |
| 6 | AVDE | AMERICAN CENTY ETF TR | $91.36 | 2.28% | 27.76% | 64.00% | $9.8M | 4.11% | — | HELD |
| 7 | VTV | VANGUARD INDEX FDS | $219.35 | -0.20% | 27.43% | 74.17% | $9.6M | 4.04% | — | HELD |
| 8 | VOO | VANGUARD INDEX FDS | $678.79 | 1.22% | 18.74% | 73.44% | $9.4M | 3.96% | — | HELD |
| 9 | BSV | VANGUARD BD INDEX FDS | $77.66 | 0.05% | 2.41% | 8.45% | $9.1M | 3.84% | — | HELD |
| 10 | VTIP | VANGUARD MALVERN FDS | $49.68 | 0.00% | 3.13% | 16.31% | $8.9M | 3.75% | — | HELD |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $42.26 | 2.19% | 24.48% | 58.30% | $8.3M | 3.49% | — | HELD |
| 12 | BIV | VANGUARD BD INDEX FDS | $75.73 | 0.16% | 1.49% | -0.98% | $6.5M | 2.74% | — | HELD |
| 13 | VUG | VANGUARD INDEX FDS | $83.94 | 2.28% | 11.12% | 64.94% | $5.7M | 2.41% | — | HELD |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $44.11 | 0.85% | 23.18% | 68.21% | $4.8M | 2.03% | — | HELD |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $4.7M | 1.99% | — | HELD |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $80.71 | 1.36% | 19.23% | 70.81% | $4.7M | 1.95% | — | HELD |
| 17 | IVV | ISHARES TR | $742.05 | 1.22% | 20.00% | 75.17% | $3.6M | 1.50% | — | HELD |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $738.76 | 1.27% | 18.63% | 72.84% | $3.6M | 1.49% | — | HELD |
| 19 | DFUV | DIMENSIONAL ETF TRUST | $55.21 | 0.34% | 33.26% | 86.38% | $3.3M | 1.38% | — | HELD |
| 20 | AAPL | APPLE INC | $332.02 | -1.82% | 67.77% | 128.17% | $2.9M | 1.23% | — | HELD |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $58.17 | 2.20% | 17.90% | 27.36% | $2.9M | 1.23% | — | HELD |
| 22 | DFAE | DIMENSIONAL ETF TRUST | $37.22 | 3.40% | 30.87% | 46.95% | $2.7M | 1.13% | — | HELD |
| 23 | VYM | VANGUARD WHITEHALL FDS | $161.27 | -0.25% | 24.05% | 73.00% | $2.7M | 1.13% | — | HELD |
| 24 | VO | VANGUARD INDEX FDS | $80.49 | -0.17% | 15.49% | 39.87% | $2.7M | 1.13% | — | HELD |
| 25 | VNQ | VANGUARD INDEX FDS | $98.90 | -1.75% | 17.59% | 12.35% | $2.7M | 1.12% | — | HELD |
| 26 | AVEM | AMERICAN CENTY ETF TR | $89.20 | 3.88% | 28.04% | 47.37% | $2.5M | 1.04% | — | HELD |
| 27 | VCSH | VANGUARD SCOTTSDALE FDS | $78.71 | 0.12% | 3.06% | 12.13% | $2.4M | 1.02% | — | HELD |
| 28 | VGSH | VANGUARD SCOTTSDALE FDS | $58.15 | 0.04% | 2.62% | 9.75% | $2.4M | 1.02% | — | HELD |
| 29 | VGIT | VANGUARD SCOTTSDALE FDS | $58.49 | 0.10% | 1.25% | -0.79% | $2.2M | 0.91% | — | HELD |
| 30 | VB | VANGUARD INDEX FDS | $293.95 | 0.32% | 25.00% | 39.48% | $2.1M | 0.88% | — | HELD |
| 31 | VBR | VANGUARD INDEX FDS | $243.88 | -0.46% | — | — | $1.9M | 0.80% | — | HELD |
| 32 | SCHG | SCHWAB STRATEGIC TR | $33.67 | 1.31% | — | — | $1.9M | 0.78% | — | HELD |
| 33 | VCIT | VANGUARD SCOTTSDALE FDS | $81.43 | 0.20% | — | — | $1.7M | 0.72% | — | HELD |
| 34 | DFAX | DIMENSIONAL ETF TRUST | $36.47 | 2.59% | — | — | $1.6M | 0.68% | — | HELD |
| 35 | DFAS | DIMENSIONAL ETF TRUST | $80.77 | 0.27% | — | — | $1.6M | 0.66% | — | HELD |
| 36 | SCHX | SCHWAB STRATEGIC TR | $29.13 | 1.11% | — | — | $1.5M | 0.62% | — | HELD |
| 37 | DFIV | DIMENSIONAL ETF TRUST | $57.40 | 2.07% | — | — | $1.4M | 0.58% | — | HELD |
| 38 | FNDX | SCHWAB STRATEGIC TR | $31.58 | 0.13% | — | — | $1.1M | 0.47% | — | HELD |
| 39 | VV | VANGUARD INDEX FDS | $339.98 | 1.35% | — | — | $978K | 0.41% | — | HELD |
| 40 | IJH | ISHARES TR | $74.93 | 0.27% | — | — | $978K | 0.41% | — | HELD |
| 41 | QQQ | INVESCO QQQ TR | $680.91 | 2.90% | — | — | $964K | 0.40% | — | HELD |
| 42 | MSFT | MICROSOFT CORP | $454.63 | 16.41% | — | — | $915K | 0.38% | — | HELD |
| 43 | AVLV | AMERICAN CENTY ETF TR | $91.54 | 0.41% | — | — | $886K | 0.37% | — | HELD |
| 44 | VXF | VANGUARD INDEX FDS | $235.45 | 0.79% | — | — | $885K | 0.37% | — | HELD |
| 45 | SCHF | SCHWAB STRATEGIC TR | $27.49 | 2.80% | — | — | $884K | 0.37% | — | HELD |
| 46 | SPXT | PROSHARES TR | $108.53 | -0.61% | — | — | $863K | 0.36% | — | HELD |
| 47 | FNDA | SCHWAB STRATEGIC TR | $37.01 | -0.18% | — | — | $834K | 0.35% | — | HELD |
| 48 | VBK | VANGUARD INDEX FDS | $338.58 | 1.33% | — | — | $829K | 0.35% | — | HELD |
| 49 | IVE | ISHARES TR | $231.15 | -0.52% | — | — | $826K | 0.35% | — | HELD |
| 50 | FNDF | SCHWAB STRATEGIC TR | $54.19 | 2.57% | — | — | $804K | 0.34% | — | HELD |
| 51 | GOOG | ALPHABET INC | $334.32 | -0.43% | — | — | $784K | 0.33% | — | HELD |
| 52 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $749K | 0.31% | — | HELD |
| 53 | IDEV | ISHARES TR | $90.89 | 2.24% | — | — | $722K | 0.30% | — | HELD |
| 54 | FNDE | SCHWAB STRATEGIC TR | $40.90 | 1.82% | — | — | $715K | 0.30% | — | HELD |
| 55 | CWI | SPDR INDEX SHS FDS | $40.28 | 2.95% | — | — | $626K | 0.26% | — | HELD |
| 56 | SCHE | SCHWAB STRATEGIC TR | $35.70 | 2.35% | — | — | $624K | 0.26% | — | HELD |
| 57 | VIOO | VANGUARD ADMIRAL FDS INC | $134.31 | 0.38% | — | — | $563K | 0.24% | — | HELD |
| 58 | VEU | VANGUARD INTL EQUITY INDEX F | $82.81 | 2.70% | — | — | $562K | 0.24% | — | HELD |
| 59 | SCHB | SCHWAB STRATEGIC TR | $28.56 | 1.20% | — | — | $547K | 0.23% | — | HELD |
| 60 | VSS | VANGUARD INTL EQUITY INDEX F | $150.48 | 1.85% | — | — | $518K | 0.22% | — | HELD |
| 61 | SCHA | SCHWAB STRATEGIC TR | $33.49 | 1.91% | — | — | $515K | 0.22% | — | HELD |
| 62 | VOE | VANGUARD INDEX FDS | $204.14 | -0.86% | — | — | $513K | 0.22% | — | HELD |
| 63 | DISV | DIMENSIONAL ETF TRUST | $42.44 | 2.18% | — | — | $512K | 0.21% | — | HELD |
| 64 | IWF | ISHARES TR | $116.75 | 2.37% | — | — | $503K | 0.21% | — | HELD |
| 65 | SGOV | ISHARES TR | $100.68 | 0.00% | — | — | $492K | 0.21% | — | HELD |
| 66 | VIG | VANGUARD SPECIALIZED FUNDS | $239.34 | 0.33% | — | — | $489K | 0.21% | — | HELD |
| 67 | SPYV | SPDR SERIES TRUST | $61.94 | -0.38% | — | — | $488K | 0.20% | — | HELD |
| 68 | AKRE | PROFESIONALLY MANAGED PORTFO | $57.03 | -2.87% | — | — | $480K | 0.20% | — | HELD |
| 69 | SPDW | SPDR INDEX SHS FDS | $50.26 | 2.72% | — | — | $469K | 0.20% | — | HELD |
| 70 | BND | VANGUARD BD INDEX FDS | $72.46 | 0.10% | — | — | $466K | 0.20% | — | HELD |
| 71 | SCHY | SCHWAB STRATEGIC TR | $33.49 | 0.66% | — | — | $463K | 0.19% | — | HELD |
| 72 | AMZN | AMAZON COM INC | $238.51 | 5.23% | — | — | $452K | 0.19% | — | HELD |
| 73 | SPEM | SPDR INDEX SHS FDS | $50.49 | 2.20% | — | — | $438K | 0.18% | — | HELD |
| 74 | ED | CONSOLIDATED EDISON INC | $109.24 | -2.68% | — | — | $418K | 0.18% | — | HELD |
| 75 | GLDM | WORLD GOLD TR | $81.39 | 1.72% | — | — | $413K | 0.17% | — | HELD |
| 76 | IJR | ISHARES TR | $144.86 | 0.37% | — | — | $410K | 0.17% | — | HELD |
| 77 | TDY | TELEDYNE TECHNOLOGIES INC | $640.59 | 1.46% | — | — | $400K | 0.17% | — | HELD |
| 78 | FNDC | SCHWAB STRATEGIC TR | $49.49 | 2.39% | — | — | $388K | 0.16% | — | HELD |
| 79 | DFSV | DIMENSIONAL ETF TRUST | $39.53 | -0.37% | — | — | $379K | 0.16% | — | HELD |
| 80 | DGCB | DIMENSIONAL ETF TRUST | $53.29 | 0.02% | — | — | $366K | 0.15% | — | HELD |
| 81 | DFGP | DIMENSIONAL ETF TRUST | $53.44 | 0.21% | — | — | $363K | 0.15% | — | HELD |
| 82 | DFIC | DIMENSIONAL ETF TRUST | $38.21 | 2.01% | — | — | $354K | 0.15% | — | HELD |
| 83 | XLF | SELECT SECTOR SPDR TR | $56.71 | 0.04% | — | — | $353K | 0.15% | — | HELD |
| 84 | DFAT | DIMENSIONAL ETF TRUST | $70.57 | -0.58% | — | — | $328K | 0.14% | — | HELD |
| 85 | VGT | VANGUARD WORLD FD | $113.06 | 4.49% | — | — | $327K | 0.14% | — | HELD |
| 86 | SCHM | SCHWAB STRATEGIC TR | $34.53 | 1.14% | — | — | $326K | 0.14% | — | HELD |
| 87 | DUHP | DIMENSIONAL ETF TRUST | $41.06 | 0.51% | — | — | $326K | 0.14% | — | HELD |
| 88 | IVW | ISHARES TR | $132.81 | 2.73% | — | — | $316K | 0.13% | — | HELD |
| 89 | DFIS | DIMENSIONAL ETF TRUST | $36.00 | 1.98% | — | — | $313K | 0.13% | — | HELD |
| 90 | DBEF | DBX ETF TR | $55.21 | 1.33% | — | — | $312K | 0.13% | — | HELD |
| 91 | VOT | VANGUARD INDEX FDS | $293.17 | 0.96% | — | — | $272K | 0.11% | — | HELD |
| 92 | ITOT | ISHARES TR | $161.96 | 1.21% | — | — | $268K | 0.11% | — | HELD |
| 93 | GOOGL | ALPHABET INC | $334.76 | -0.58% | — | — | $256K | 0.11% | — | HELD |
| 94 | SCHC | SCHWAB STRATEGIC TR | $48.38 | 2.25% | — | — | $212K | 0.09% | — | HELD |
| 95 | TJX | TJX COS INC NEW | $158.18 | -2.13% | — | — | $203K | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002600. 13F discloses long positions only — shorts, foreign equities, and options are excluded.