Grufity logo
Grufity logo

Latest Clarity Capital Advisors, LLC Stock Portfolio

$239Million | No. of Holdings #94

Clarity Capital Advisors, LLC Performance

2026 Q3-0.08%
YTD-0.57%
2025+15.16%

About Clarity Capital Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clarity Capital Advisors, LLC reported an equity portfolio of $240 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Clarity Capital Advisors, LLC are VB, DFAC, AEMB. The fund has invested 9% of it's portfolio in VANGUARD INDEX FDS and 6.8% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off INVESCO QQQ TR (QQQ), WORLD GOLD TR (GLDM) and DIMENSIONAL ETF TRUST (DFAC) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), DIMENSIONAL ETF TRUST (DFAC) and ISHARES TR (IJR). Clarity Capital Advisors, LLC opened new stock positions in DFA INVT DIMENSIONS GROUP IN, META PLATFORMS INC (META) and NVIDIA CORPORATION (NVDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD BD INDEX FDS (BIV) and VANGUARD MALVERN FDS (VTIP).
Clarity Capital Advisors, LLC Equity Portfolio Value
Last Reported on: 27 Oct, 2026
$239Million
  as of Oct 27, 2026

Clarity Capital Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Clarity Capital Advisors, LLC made a return of -0.08% in the last quarter. In trailing 12 months, it's portfolio return was 1.47%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dfa invt dimensions group in366,925
dfa invt dimensions group in327,691
meta platforms inc251,637
nvidia corporation213,307
New stocks bought by Clarity Capital Advisors, LLC

Additions

Ticker% Inc.
vanguard scottsdale fds9.94
vanguard scottsdale fds7.14
vanguard scottsdale fds5.96
vanguard scottsdale fds5.91
vanguard bd index fds4.64
vanguard bd index fds4.17
vanguard malvern fds3.2
dimensional etf trust2.92
Additions to existing portfolio by Clarity Capital Advisors, LLC

Reductions

Ticker% Reduced
vanguard index fds-2.47
dimensional etf trust-1.71
vanguard index fds-1.68
ishares tr-1.13
vanguard index fds-0.52
consolidated edison inc-0.13
vanguard star fds-0.13
vanguard index fds-0.09
Clarity Capital Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-378,655
dimensional etf trust-325,647
world gold tr-412,746
tjx cos inc new-202,556
invesco qqq tr-963,967
Clarity Capital Advisors, LLC got rid off the above stocks

Sector Distribution

Clarity Capital Advisors, LLC has about 97% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others97
Technology2.2

Market Cap. Distribution

Clarity Capital Advisors, LLC has about 2.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED97
MEGA-CAP2.7

Stocks belong to which Index?

About 3% of the stocks held by Clarity Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97
S&P 5003
Top 5 Winners (%)%
MSFT
microsoft corp
37.5 %
AAPL
apple inc
15.1 %
DFAC
dimensional etf trust
7.8 %
FNDA
schwab strategic tr
6.2 %
FNDA
schwab strategic tr
5.5 %
Top 5 Winners ($)$
AAPL
apple inc
0.4 M
MSFT
microsoft corp
0.3 M
VB
vanguard index fds
0.3 M
VB
vanguard index fds
0.2 M
DFAC
dimensional etf trust
0.2 M
Top 5 Losers (%)%
FNDA
schwab strategic tr
-9.7 %
TDY
teledyne technologies inc
-9.0 %
IJR
ishares tr
-8.3 %
FNDA
schwab strategic tr
-8.0 %
IVOG
vanguard admiral fds inc
-8.0 %
Top 5 Losers ($)$
BIV
vanguard bd index fds
-0.3 M
VB
vanguard index fds
-0.2 M
VTIP
vanguard malvern fds
-0.2 M
BIV
vanguard bd index fds
-0.2 M
VB
vanguard index fds
-0.1 M

Clarity Capital Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clarity Capital Advisors, LLC

Clarity Capital Advisors, LLC has 94 stocks in it's portfolio. About 51.5% of the portfolio is in top 10 stocks. BIV proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Clarity Capital Advisors, LLC last quarter.

$239.97MTotal Value
99.00Positions
27 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Clarity Capital Advisors, LLC, last reported on 27 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Clarity Capital Advisors, LLC's holding in Dbx Etf Tr over time
0.13%5,708
$313.7K
0.13%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Clarity Capital Advisors, LLC's holding in American Centy Etf Tr over time
5.87%110,004
$14.09M
5.87%
increased 0.24 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Clarity Capital Advisors, LLC's holding in American Centy Etf Tr over time
4.14%110,388
$9.95M
4.14%
increased 0.33 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Clarity Capital Advisors, LLC's holding in American Centy Etf Tr over time
1.02%25,922
$2.44M
1.02%
increased 1.19 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Clarity Capital Advisors, LLC's holding in American Centy Etf Tr over time
0.37%9,735
$880.4K
0.37%
increased 0.25 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Clarity Capital Advisors, LLC's holding in Ishares Tr over time
0.3%8,112
$725.8K
0.3%
unchanged 0 percentunchanged
ALTS
Proshares Tr

Proshares Tr

ALTS
Clarity Capital Advisors, LLC's holding in Proshares Tr over time
0.36%7,999
$856.5K
0.36%
increased 0.3 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Clarity Capital Advisors, LLC's holding in Spdr Series Trust over time
0.2%8,021
$490.3K
0.2%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Clarity Capital Advisors, LLC's holding in Vanguard Bd Index Fds over time
3.91%122,895
$9.39M
3.91%
increased 4.64 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Clarity Capital Advisors, LLC's holding in Vanguard Bd Index Fds over time
2.69%88,718
$6.46M
2.69%
increased 4.17 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Clarity Capital Advisors, LLC's holding in Vanguard Bd Index Fds over time
0.19%6,405
$449.3K
0.19%
increased 0.88 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Clarity Capital Advisors, LLC's holding in Vanguard Scottsdale Fds over time
1.06%44,179
$2.54M
1.06%
increased 5.91 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Clarity Capital Advisors, LLC's holding in Vanguard Scottsdale Fds over time
1.05%32,701
$2.53M
1.05%
increased 5.96 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Clarity Capital Advisors, LLC's holding in Vanguard Scottsdale Fds over time
0.94%39,607
$2.24M
0.94%
increased 7.14 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Clarity Capital Advisors, LLC's holding in Vanguard Scottsdale Fds over time
0.74%22,786
$1.78M
0.74%
increased 9.94 percentadded
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Clarity Capital Advisors, LLC's holding in Spdr Index Shs Fds over time
0.26%15,388
$621.8K
0.26%
unchanged 0 percentunchanged
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Clarity Capital Advisors, LLC's holding in Spdr Index Shs Fds over time
0.2%9,309
$467.4K
0.2%
unchanged 0 percentunchanged
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Clarity Capital Advisors, LLC's holding in Spdr Index Shs Fds over time
0.18%8,459
$437.8K
0.18%
unchanged 0 percentunchanged