Latest Clarity Capital Advisors, LLC Stock Portfolio

Clarity Capital Advisors, LLC Performance:

2026 Q1: -0.96%YTD: -0.96%2025: 15.16%

Performance for 2026 Q1 is -0.96%, and YTD is -0.96%, and 2025 is 15.16%.

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

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clarity Capital Advisors, LLC reported an equity portfolio of $214.6 Millions as of 31 Mar, 2026.

The top stock holdings of Clarity Capital Advisors, LLC are VB, DFAC, AEMB. The fund has invested 8.1% of it's portfolio in VANGUARD INDEX FDS and 7.2% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ISHARES TR (AMPS) and META PLATFORMS INC (META) stocks. They significantly reduced their stock positions in PROFESIONALLY MANAGED PORTFO, ALPHABET INC (GOOG) and VANGUARD INDEX FDS (VB). Clarity Capital Advisors, LLC opened new stock positions in WORLD GOLD TR (GLDM) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD INTL EQUITY INDEX F (VEU).

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

Our best estimate is that Clarity Capital Advisors, LLC made a return of -0.96% in the last quarter. In trailing 12 months, it's portfolio return was 14.66%.

Performance
S&P 500

New Buys

Ticker	$ Bought
world gold tr	481,710
schwab strategic tr	205,300

New stocks bought by Clarity Capital Advisors, LLC

Additions

Ticker	% Inc.
microsoft corp	118
vanguard scottsdale fds	37.49
vanguard intl equity index f	35.57
vanguard scottsdale fds	35.01
vanguard index fds	31.89
vanguard tax-managed fds	29.01
vanguard index fds	28.52
schwab strategic tr	19.91

Additions to existing portfolio by Clarity Capital Advisors, LLC

Reductions

Ticker	% Reduced
profesionally managed portfo	-19.07
alphabet inc	-8.98
vanguard index fds	-5.54
ishares tr	-2.96
vanguard index fds	-1.79
vanguard bd index fds	-0.68
ishares tr	-0.61
vanguard whitehall fds	-0.29

Clarity Capital Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-243,247
meta platforms inc	-229,051

Clarity Capital Advisors, LLC got rid off the above stocks

Sector Distribution

Clarity Capital Advisors, LLC has about 97.4% of it's holdings in Others sector.

Sector	%
Others	97.4
Technology	1.8

Market Cap. Distribution

Clarity Capital Advisors, LLC has about 2.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	97.4
MEGA-CAP	2.1

Stocks belong to which Index?

About 2.6% of the stocks held by Clarity Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	97.4
S&P 500	2.6

Top 5 Winners (%)		%
TDY	teledyne technologies inc	18.5 %
ED	consolidated edison inc	13.9 %
FNDA	schwab strategic tr	8.2 %
DFAC	dimensional etf trust	6.5 %
AEMB	american centy etf tr	6.4 %

Top 5 Winners ($)		$
AEMB	american centy etf tr	0.3 M
VEA	vanguard tax-managed fds	0.2 M
VXUS	vanguard star fds	0.2 M
VB	vanguard index fds	0.2 M
DFAC	dimensional etf trust	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-18.3 %
	profesionally managed portfo	-17.5 %
FNDA	schwab strategic tr	-10.7 %
VB	vanguard index fds	-10.4 %
IJR	ishares tr	-10.0 %

Top 5 Losers ($)		$
VB	vanguard index fds	-0.7 M
VB	vanguard index fds	-0.6 M
DFAC	dimensional etf trust	-0.6 M
VB	vanguard index fds	-0.4 M
	berkshire hathaway inc del	-0.2 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 51% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Clarity Capital Advisors, LLC last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.20	10,116	2,567,320	unchanged	0.00

ACSG	dbx etf tr	0.13	5,708	281,993	unchanged	0.00

AEMB	american centy etf tr	5.67	109,434	12,166,800	added	2.1

AEMB	american centy etf tr	4.30	108,685	9,220,870	added	0.59

AEMB	american centy etf tr	0.96	25,496	2,054,480	added	1.77

AEMB	american centy etf tr	0.36	9,680	780,330	added	0.28

AGT	ishares tr	0.31	8,015	669,805	reduced	-0.61

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.18	1,898	395,296	added	19.82

BIL	spdr series trust	0.21	8,021	453,819	unchanged	0.00

BIV	vanguard bd index fds	4.20	115,007	9,017,680	added	8.93

BIV	vanguard bd index fds	3.04	84,637	6,532,300	added	0.98

BIV	vanguard bd index fds	0.22	6,294	463,497	reduced	-0.68

BNDW	vanguard scottsdale fds	1.07	28,985	2,297,600	added	37.49

BNDW	vanguard scottsdale fds	0.97	35,648	2,086,830	added	35.01

BNDW	vanguard scottsdale fds	0.95	34,267	2,040,590	added	16.17

BNDW	vanguard scottsdale fds	0.76	19,661	1,626,960	added	18.93

CWI	spdr index shs fds	0.26	15,388	563,047	unchanged	0.00

CWI	spdr index shs fds	0.20	9,176	418,902	unchanged	0.00

CWI	spdr index shs fds	0.18	8,373	392,755	unchanged	0.00