Institutional Manager · CIK 0002011219

Clarity Capital Advisors, LLC

Lakewood Ranch, FL · File #028-23656

Latest AUM

$200.0M

Positions

Top-10 Concentration

54.4%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	VANGUARD INDEX FDS	922908363	+2,430	+$1.5M	+$145,924
ADD	VANGUARD TAX-MANAGED FDS	921943858	+18,840	+$1.2M	+$290,950
ADD	SCHWAB STRATEGIC TR	808524300	+25,926	+$845,705	+$20,603
ADD	DIMENSIONAL ETF TRUST	25434V104	+17,710	+$828,829	+$327,910
NEW	AMERICAN CENTY ETF TR	025072349	+9,653	+$731,376	$0
NEW	PROFESIONALLY MANAGED PORTFO	74316P579	+11,146	+$730,174	$0
ADD	AMERICAN CENTY ETF TR	025072703	+8,854	+$728,858	+$339,168
ADD	VANGUARD BD INDEX FDS	921937827	+7,927	+$624,730	-$9,699
NEW	SPDR INDEX SHS FDS	78463X848	+15,388	+$552,737	$0
ADD	VANGUARD BD INDEX FDS	921937819	+6,891	+$536,674	-$16,141

Sector Allocation

Technology

1.8%$3.6M

Financials

0.4%$804,035

Consumer Discretionary

0.2%$365,619

Utilities

0.2%$375,315

Communication Services

0.1%$229,051

Filing History

Feb 11, 202613F HOLDINGS REPORTQ/E Dec 202595 pos · $200.0M
Oct 23, 202513F HOLDINGS REPORTQ/E Sep 202587 pos · $183.6M
Aug 14, 202513F HOLDINGS REPORTQ/E Jun 202587 pos · $171.4M
Apr 14, 202513F HOLDINGS REPORTQ/E Mar 202582 pos · $152.3M
Jan 22, 202513F HOLDINGS REPORTQ/E Dec 202479 pos · $149.3M
Nov 12, 202413F HOLDINGS REPORTQ/E Sep 202479 pos · $139.4M
Aug 12, 202413F HOLDINGS REPORTQ/E Jun 202478 pos · $129.4M
Apr 18, 202413F HOLDINGS REPORTQ/E Mar 202478 pos · $125.3M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	DIMENSIONAL ETF TRUST	25434V104	333,003	$15.6M	8.53%
2	VANGUARD INDEX FDS	922908769	41,115	$13.8M	7.55%
3	AMERICAN CENTY ETF TR	025072885	107,178	$12.0M	6.56%
4	AMERICAN CENTY ETF TR	025072703	108,044	$8.9M	4.87%
5	VANGUARD MALVERN FDS	922020805	170,294	$8.4M	4.61%
6	VANGUARD BD INDEX FDS	921937827	105,583	$8.3M	4.55%
7	VANGUARD TAX-MANAGED FDS	921943858	132,929	$8.3M	4.55%
8	VANGUARD STAR FDS	921909768	109,555	$8.3M	4.52%
9	DIMENSIONAL ETF TRUST	25434V203	212,600	$8.1M	4.43%
10	VANGUARD INDEX FDS	922908363	12,299	$7.7M	4.22%
11	VANGUARD BD INDEX FDS	921937819	83,816	$6.5M	3.57%
12	VANGUARD INDEX FDS	922908744	31,143	$5.9M	3.26%
13	VANGUARD INDEX FDS	922908736	11,313	$5.5M	3.02%
14	DIMENSIONAL ETF TRUST	25434V708	108,746	$4.3M	2.36%
15	BERKSHIRE HATHAWAY INC DEL	BRK-A	8,479	$4.3M	2.33%
16	DIMENSIONAL ETF TRUST	25434V401	55,496	$4.1M	2.25%
17	ISHARES TR	464287200	4,767	$3.3M	1.79%
18	SPDR S&P 500 ETF TR	SPY	4,754	$3.2M	1.77%
19	APPLE INC	AAPL	10,116	$2.8M	1.51%
20	DIMENSIONAL ETF TRUST	25434V724	58,107	$2.7M	1.48%