Clarity Capital Advisors, LLC
CIK: 0002011219SEC EDGAR →
Portfolio Value
$200.0M
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 333,003 | $15.6M | 7.79% |
| 2 | VANGUARD INDEX FDS | 41,115 | $13.8M | 6.89% |
| 3 | AMERICAN CENTY ETF TR | 107,178 | $12.0M | 5.99% |
| 4 | AMERICAN CENTY ETF TR | 108,044 | $8.9M | 4.45% |
| 5 | VANGUARD MALVERN FDS | 170,294 | $8.4M | 4.21% |
| 6 | VANGUARD BD INDEX FDS | 105,583 | $8.3M | 4.16% |
| 7 | VANGUARD TAX-MANAGED FDS | 132,929 | $8.3M | 4.15% |
| 8 | VANGUARD STAR FDS | 109,555 | $8.3M | 4.13% |
| 9 | DIMENSIONAL ETF TRUST | 212,600 | $8.1M | 4.05% |
| 10 | VANGUARD INDEX FDS | 12,299 | $7.7M | 3.86% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (95)
$15.6M · 333K shares
$13.8M · 41K shares
$12.0M · 107K shares
$8.9M · 108K shares
$8.4M · 170K shares
$8.3M · 106K shares
$8.3M · 133K shares
$8.3M · 110K shares
$8.1M · 213K shares
$7.7M · 12K shares
$6.5M · 84K shares
$5.9M · 31K shares
$5.5M · 11K shares
$4.3M · 109K shares
$4.3M · 8K shares
$4.1M · 55K shares
$3.3M · 5K shares
$3.2M · 5K shares
$2.8M · 10K shares
$2.7M · 58K shares
$2.7M · 31K shares
$2.4M · 17K shares
$2.4M · 8K shares
$2.3M · 71K shares
$1.9M · 25K shares
$1.8M · 34K shares
$1.8M · 55K shares
$1.8M · 7K shares
$1.8M · 29K shares
$1.7M · 21K shares
$1.6M · 8K shares
$1.6M · 26K shares
$1.5M · 46K shares
$1.4M · 17K shares
$1.3M · 50K shares
$1.3M · 19K shares
$1.3M · 25K shares
$977K · 36K shares
$890K · 3K shares
$836K · 13K shares
$804K · 1K shares
$771K · 4K shares
$762K · 32K shares
$754K · 1 shares
$731K · 10K shares
$730K · 11K shares
$725K · 2K shares
$687K · 22K shares
$685K · 15K shares
$670K · 2K shares
$665K · 8K shares
$650K · 3K shares
$646K · 18K shares
$562K · 17K shares
$552K · 15K shares
$499K · 1K shares
$490K · 7K shares
$485K · 5K shares
$479K · 3K shares
$479K · 1K shares
$477K · 13K shares
$469K · 6K shares
$455K · 8K shares
$454K · 2K shares
$454K · 4K shares
$445K · 3K shares
$434K · 15K shares
$412K · 16K shares
$407K · 9K shares
$403K · 14K shares
$391K · 8K shares
$375K · 4K shares
$365K · 2K shares
$360K · 7K shares
$358K · 7K shares
$356K · 7K shares
$354K · 8K shares
$331K · 3K shares
$322K · 9K shares
$319K · 10K shares
$306K · 600 shares
$295K · 8K shares
$291K · 2K shares
$290K · 9K shares
$279K · 5K shares
$274K · 6K shares
$264K · 9K shares
$257K · 341 shares
$248K · 889 shares
$243K · 3K shares
$242K · 2K shares
$229K · 347 shares
$224K · 716 shares
$205K · 1K shares
$204K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $188.5M | 94.3% |
| Unknown | 3 | $5.8M | 2.9% |
| Technology | 3 | $3.6M | 1.8% |
| Communication Services | 3 | $1.1M | 0.6% |
| Consumer Cyclical | 2 | $570K | 0.3% |
| Utilities | 1 | $375K | 0.2% |