Clarity Capital Advisors, LLC

Registered adviser

CIK

2011219

Location

Lakewood Ranch, FL

Portfolio Value

Small $238,787,036

Diversification

Diversified

Filing Date

Global Rank

#5,949 / 8,827 ▼ 81 · as of Jun 2026

Top Industry

Insurance - Diversified 42.8%

Period ended 38 days ago

Filed Oct 27, 2026 · 11d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 282405

Roster of Nov 1, 2026

Regulatory AUM

$406,339,770

Main clients

Individuals and high net worth (89% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$406,339,770	Individuals and high net worth (89%)
Feb 2025 to Feb 2026	$324,264,643	Individuals and high net worth (87%)
Feb 2024 to Jan 2025	$294,046,641	Individuals and high net worth (83%)
May 2023 to Jan 2024	$236,091,681	Individuals and high net worth (81%)
Feb 2023 to Apr 2023	$236,091,681	Individuals and high net worth (81%)
Mar 2022 to Jan 2023	$219,986,830	Individuals and high net worth (77%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.4% of the book (60%+)

Turnover

Low turnover

3.2% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 88.5%; sector active share 82.0% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

94 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.3%

+0.3 pts

Top 5

67.1%

+0.6 pts

Top 10

87.2%

+0.8 pts

HHI

1,250

Diversified+24

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.6%	$226,002,700	82
Financial Services	2.3%	$5,467,073	3
Technology	2.2%	$5,204,878	4
Communication Services	0.5%	$1,253,759	3
Consumer Cyclical	0.2%	$472,886	1
Utilities	0.2%	$385,740	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+5,695	183,604	$9,036,988
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+5,453	122,895	$9,389,178
VEA	Vanguard FTSE Developed Markets ETF	+4,377	184,918	$13,057,059
BIV	Vanguard Bond Index Funds	+3,555	88,718	$6,463,993
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+2,640	39,607	$2,244,132
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+2,467	44,179	$2,542,943
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+2,060	22,786	$1,784,371
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+1,839	32,701	$2,526,152
DFUV	Dimensional U.S. Marketwide Value ETF	+1,742	61,458	$3,380,190
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,521	57,573	$21,546,119
DFAI	Dimensional International Core Equity Market ETF	+888	202,439	$8,387,047
VTV	VANGUARD VALUE INDEX FUND	+843	45,044	$9,733,107
DFAU	Dimensional US Core Equity Market ETF	+725	312,998	$16,388,575
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+575	49,586	$2,940,945
DFAE	Dimensional Emerging Core Equity Market ETF	+453	67,612	$2,657,827
AVDE	Avantis International Equity ETF	+366	110,388	$9,947,062
AVEM	Avantis Emerging Markets Equity ETF	+305	25,922	$2,437,186
AVUS	Avantis U.S. Equity ETF	+262	110,004	$14,090,412
VNQ	VANGUARD REAL ESTATE INDEX FUND	+184	27,954	$2,505,517
SCHX	Schwab U.S. Large-Cap ETF	+137	50,483	$1,514,490
FNDX	Schwab Fundamental U.S. Large Company ETF	+136	36,353	$1,144,028
DGCB	Dimensional Global Credit ETF	+104	6,796	$352,759
DFIV	Dimensional International Value ETF	+100	25,491	$1,423,927
DFAC	Dimensional U.S. Core Equity 2 ETF	+90	109,044	$4,847,005
FNDA	Schwab Strategic Trust	+82	21,985	$769,475
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	−1,648	65,040	$5,860,754
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−751	43,185	$1,598,708
VXUS	Vanguard Total International Stock ETF	−170	128,563	$10,922,712
VB	Vanguard Index Funds	−116	6,772	$1,926,566
VOO	VANGUARD 500 INDEX FUND	−71	13,665	$9,577,251
IVV	iShares Core S&P 500 ETF	−54	4,735	$3,626,299
VO	VANGUARD MID-CAP INDEX FUND	−30	33,313	$2,612,405
ED	Consolidated Edison Inc	−5	3,774	$385,740
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	347	$251,637
NVDA	Nvidia Corp	934	$213,306
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	1,309	$963,947
GLDM	World Gold Trust	5,197	$412,745
TJX	Tjx Companies Inc	1,337	$202,555
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 tracked positions · $238,787,036 total · filing declares 94 positions · $239,971,891 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology Utilities

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	57,573	+1,521	$21,546,119	+3.9%	9.02%
DFAU	Dimensional US Core Equity Market ETF	Added	312,998	+725	$16,388,575	+1.5%	6.86%
AVUS	Avantis U.S. Equity ETF	Added	110,004	+262	$14,090,412	+0.2%	5.90%
VEA	Vanguard FTSE Developed Markets ETF	Added	184,918	+4,377	$13,057,059	+1.5%	5.47%
VXUS	Vanguard Total International Stock ETF	Reduced	128,563	-170	$10,922,712	−0.8%	4.57%
AVDE	Avantis International Equity ETF	Added	110,388	+366	$9,947,062	+1.4%	4.17%
VTV	VANGUARD VALUE INDEX FUND	Added	45,044	+843	$9,733,107	+1.0%	4.08%
VOO	VANGUARD 500 INDEX FUND	Reduced	13,665	-71	$9,577,251	+1.5%	4.01%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	122,895	+5,453	$9,389,178	+2.6%	3.93%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	183,604	+5,695	$9,036,988	+1.1%	3.78%
DFAI	Dimensional International Core Equity Market ETF	Added	202,439	+888	$8,387,047	+0.9%	3.51%
BIV	Vanguard Bond Index Funds	Added	88,718	+3,555	$6,463,993	−1.0%	2.71%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	65,040	-1,648	$5,860,754	+2.0%	2.45%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	109,044	+90	$4,847,005	+0.3%	2.03%
DFUS	Dimensional U.S. Equity Market ETF	Added	56,855	+81	$4,720,670	+1.5%	1.98%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	9,479	0	$4,720,068	−0.5%	1.98%
SPY	Spdr S&P 500 ETF Trust	Added	4,763	+3	$3,632,406	+2.2%	1.52%
IVV	iShares Core S&P 500 ETF	Reduced	4,735	-54	$3,626,299	+1.1%	1.52%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	61,458	+1,742	$3,380,190	+2.9%	1.42%
AAPL	Apple Inc. Technology	Held	10,116	0	$3,368,830	+15.1%	1.41%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	49,586	+575	$2,940,945	+0.5%	1.23%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	67,612	+453	$2,657,827	−1.6%	1.11%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	17,102	+47	$2,654,230	−1.5%	1.11%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	33,313	-30	$2,612,405	−2.8%	1.09%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	44,179	+2,467	$2,542,943	+4.7%	1.06%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	32,701	+1,839	$2,526,152	+3.6%	1.06%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	27,954	+184	$2,505,517	−6.4%	1.05%
AVEM	Avantis Emerging Markets Equity ETF	Added	25,922	+305	$2,437,186	−1.4%	1.02%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	39,607	+2,640	$2,244,132	+2.9%	0.94%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	54,998	+17	$1,976,078	+6.2%	0.83%
VB	Vanguard Index Funds	Reduced	6,772	-116	$1,926,566	−7.7%	0.81%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	7,880	+17	$1,820,516	−4.7%	0.76%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	22,786	+2,060	$1,784,371	+4.2%	0.75%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	43,185	-751	$1,598,708	−1.2%	0.67%
SCHX	Schwab U.S. Large-Cap ETF	Added	50,483	+137	$1,514,490	+2.2%	0.63%
DFAS	Dimensional U.S. Small Cap ETF	Added	19,225	+42	$1,488,399	−5.8%	0.62%
DFIV	Dimensional International Value ETF	Added	25,491	+100	$1,423,927	+3.8%	0.60%
MSFT	Microsoft Corp Technology	Held	2,454	0	$1,258,656	+37.5%	0.53%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	36,353	+136	$1,144,028	+1.6%	0.48%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	2,852	+8	$1,003,476	+2.6%	0.42%
IJH	iShares Core S&P Mid-Cap ETF	Held	12,677	0	$912,110	−6.7%	0.38%
AVLV	Avantis U.S. Large Cap Value ETF	Added	9,735	+24	$880,433	−0.6%	0.37%
SCHF	Schwab International Equity ETF	Held	31,902	0	$876,347	−0.8%	0.37%
SPXT	ProShares S&P 500 Ex-Technology ETF	Added	7,999	+24	$856,452	−0.8%	0.36%
IVE	iShares S&P 500 Value ETF	Held	3,639	0	$830,710	+0.5%	0.35%
FNDF	Schwab Fundamental International Equity ETF	Held	15,245	0	$819,418	+1.9%	0.34%
FNDA	Schwab Strategic Trust	Added	21,985	+82	$769,475	−7.7%	0.32%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Held	2,267	0	$765,860	−7.6%	0.32%
GOOG	Alphabet Inc. Communication Services	Held	2,218	0	$755,761	−3.6%	0.32%
FNDE	Schwab Fundamental Emerging Markets Equity ETF	Held	18,017	0	$754,371	+5.5%	0.32%

Showing the top 50 of 94 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.