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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002011219

Clarity Capital Advisors, LLC

Lakewood Ranch, FL · File #028-23656

Latest AUM
$200.0M
Positions
95
Top-10 Concentration
54.4%
Filings
8

Sector Allocation

Technology
1.8%$3.6M
Financials
0.4%$804,035
Utilities
0.2%$375,315

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V104333,003$15.6M8.53%
2VANGUARD INDEX FDS92290876941,115$13.8M7.55%
3AMERICAN CENTY ETF TR025072885107,178$12.0M6.56%
4AMERICAN CENTY ETF TR025072703108,044$8.9M4.87%
5VANGUARD MALVERN FDS922020805170,294$8.4M4.61%
6VANGUARD BD INDEX FDS921937827105,583$8.3M4.55%
7VANGUARD TAX-MANAGED FDS921943858132,929$8.3M4.55%
8VANGUARD STAR FDS921909768109,555$8.3M4.52%
9DIMENSIONAL ETF TRUST25434V203212,600$8.1M4.43%
10VANGUARD INDEX FDS92290836312,299$7.7M4.22%
11VANGUARD BD INDEX FDS92193781983,816$6.5M3.57%
12VANGUARD INDEX FDS92290874431,143$5.9M3.26%
13VANGUARD INDEX FDS92290873611,313$5.5M3.02%
14DIMENSIONAL ETF TRUST25434V708108,746$4.3M2.36%
15BERKSHIRE HATHAWAY INC DELBRK-A8,479$4.3M2.33%
16DIMENSIONAL ETF TRUST25434V40155,496$4.1M2.25%
17ISHARES TR4642872004,767$3.3M1.79%
18SPDR S&P 500 ETF TRSPY4,754$3.2M1.77%
19APPLE INCAAPL10,116$2.8M1.51%
20DIMENSIONAL ETF TRUST25434V72458,107$2.7M1.48%