Institutional Fund
Clarity Capital Advisors, LLC
Lakewood Ranch, FLCIK 20112195 filings on record
Portfolio Value
$214.60M
Q1 2026
Holdings
95
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+7.3%
from $200.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.1%
- Dimensional ETF Trust7.2%
- American Centy ETF Tr5.7%
- Vanguard Tax-Managed Fds5.1%
- Vanguard Star Fds4.4%
- American Centy ETF Tr4.3%
- Other65.2%
Portfolio Holdings
95 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 54.2K | $17.40M | 8.1% | +13.1K | Added |
| 2 | Dimensional ETF Trust | 343.2K | $15.49M | 7.2% | +10.2K | Added |
| 3 | American Centy ETF Tr | 109.4K | $12.17M | 5.7% | +2.3K | Added |
| 4 | Vanguard Tax-Managed Fds | 171.5K | $10.99M | 5.1% | +38.6K | Added |
| 5 | Vanguard Star Fds | 123.3K | $9.51M | 4.4% | +13.7K | Added |
| 6 | American Centy ETF Tr | 108.7K | $9.22M | 4.3% | +641 | Added |
| 7 | Vanguard Malvern Fds | 180.5K | $9.02M | 4.2% | +10.3K | Added |
| 8 | Vanguard Bd Index Fds | 115.0K | $9.02M | 4.2% | +9.4K | Added |
| 9 | Dimensional ETF Trust | 218.9K | $8.53M | 4.0% | +6.3K | Added |
| 10 | Vanguard Index Fds | 13.7K | $8.18M | 3.8% | +1.4K | Added |
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