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Latest Clarity Capital Advisors, LLC Stock Portfolio

Clarity Capital Advisors, LLC Performance:
2025 Q4: 1.92%YTD: 15%2024: 6.37%
Performance for 2025 Q4 is 1.92%, and YTD is 15%, and 2024 is 6.37%.

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

On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clarity Capital Advisors, LLC reported an equity portfolio of $200 Millions as of 31 Dec, 2025.

The top stock holdings of Clarity Capital Advisors, LLC are DFAC, VB, AEMB. The fund has invested 7.8% of it's portfolio in DIMENSIONAL ETF TRUST and 6.9% of portfolio in VANGUARD INDEX FDS.

They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), APPLE INC (AAPL) and ISHARES TR (IJR). Clarity Capital Advisors, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), PROFESIONALLY MANAGED PORTFO and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANGUARD INTL EQUITY INDEX F (VEU) and DIMENSIONAL ETF TRUST (DFAC).

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

Our best estimate is that Clarity Capital Advisors, LLC made a return of 1.92% in the last quarter. In trailing 12 months, it's portfolio return was 15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american centy etf tr731,376
profesionally managed portfo730,174
spdr index shs fds552,737
ishares tr479,636
meta platforms inc229,051
alphabet inc224,108
tjx cos inc new205,377
first tr exch traded fd iii204,387
New stocks bought by Clarity Capital Advisors, LLC

Additions

Ticker% Inc.
schwab strategic tr89.34
vanguard intl equity index f26.94
dimensional etf trust25.07
vanguard index fds24.62
vanguard index fds18.11
vanguard index fds18.06
vanguard tax-managed fds16.51
ishares tr15.44
Additions to existing portfolio by Clarity Capital Advisors, LLC

Reductions

Ticker% Reduced
vanguard intl equity index f-30.7
apple inc-8.49
ishares tr-8.07
schwab strategic tr-6.26
american centy etf tr-3.38
alphabet inc-1.97
vanguard whitehall fds-1.42
ishares tr-1.26
Clarity Capital Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Clarity Capital Advisors, LLC

Sector Distribution

Clarity Capital Advisors, LLC has about 97.1% of it's holdings in Others sector.

Sector%
Others97.1
Technology1.8

Market Cap. Distribution

Clarity Capital Advisors, LLC has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED97.1
MEGA-CAP2.4

Stocks belong to which Index?

About 2.8% of the stocks held by Clarity Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others97.1
S&P 5002.8
Top 5 Winners (%)%
GOOG
alphabet inc
28.6 %
DFAC
dimensional etf trust
8.2 %
FNDA
schwab strategic tr
6.5 %
AAPL
apple inc
6.5 %
DFAC
dimensional etf trust
6.5 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
0.4 M
AEMB
american centy etf tr
0.4 M
DFAC
dimensional etf trust
0.3 M
AEMB
american centy etf tr
0.3 M
VEA
vanguard tax-managed fds
0.3 M
Top 5 Losers (%)%
TDY
teledyne technologies inc
-12.8 %
MSFT
microsoft corp
-6.2 %
VB
vanguard index fds
-5.0 %
VB
vanguard index fds
-3.1 %
DFAC
dimensional etf trust
-2.7 %
Top 5 Losers ($)$
VTIP
vanguard malvern fds
-0.2 M
VB
vanguard index fds
-0.1 M
TDY
teledyne technologies inc
0.0 M
MSFT
microsoft corp
0.0 M
VB
vanguard index fds
0.0 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 95 stocks in it's portfolio. About 49.7% of the portfolio is in top 10 stocks. VTIP proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Clarity Capital Advisors, LLC last quarter.

Last Reported on: 11 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions