Arkolith/Funds/Clarity Capital Advisors, LLC

Clarity Capital Advisors, LLC

CIK 2011219
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Clarity Capital Advisors, LLC holds a focused book of 95 reported positions worth $238.5M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Proshares S&P 500 Ex-Technol and trimmed Dimensional US Core Equity M. Their largest long position is Vanguard Total Stock MKT ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.8%
+14.9%/yr · since Nov '24
Their reported book
+27.0%
held from quarter-end
S&P 500
+30.6%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25May '26Sep '26
Clarity Capital Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.8 points over this window.

Growth of $10,000 cloning Clarity Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
51%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

5% mapped to company sectors

ETFs / funds
94%
Financials
2%
Information Technology
2%
No sector on file yet
1%

+2 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Clarity Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
CBIZ Investment Advisory Services, LLC33 / 80$2.6B
Pandowealth. LLC10 / 80$115.9M
Vestwell Advisors, LLC11 / 80$386.6M
Ashford Advisors, LLC11 / 80$445.1M
Beacon Financial Strategies CORP34 / 80$184.6M
Compass Planning Associates Inc20 / 80$169.7M
Kearns & Associates LLC16 / 80$194.8M
Prosperity Advisers, LLC24 / 80$125.2M

Ranked by the share of each fund's own book sitting in the names it shares with Clarity Capital Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

95 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$20.7M56.1K
8.7%
+3.4%
Added · +2K sh
2Dimensional ETF Trust
US CORE EQT MKT
$16.1M312.3K
6.8%
−9.0%
Reduced · −31K sh
3American Centy ETF TR
US EQT ETF
$14.1M109.7K
5.9%
+0.3%
Added · +308 sh
4Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$12.9M180.5K
5.4%
+5.3%
Added · +9K sh
5Vanguard Star FDS
VG TL INTL STK F
$11.0M128.7K
4.6%
+4.4%
Added · +5K sh
6American Centy ETF TR
INTL EQT ETF
$9.8M110.0K
4.1%
+1.2%
Added · +1K sh
7Vanguard Index FDS
VALUE ETF
$9.6M44.2K
4.0%
+10%
Added · +4K sh
8Vanguard Index FDS
S&P 500 ETF SHS
$9.4M13.7K
4.0%
+0.4%
Added · +53 sh
9Vanguard BD Index FDS
SHORT TRM BOND
$9.1M117.4K
3.8%
+2.1%
Added · +2K sh
10Vanguard Malvern FDS
STRM INFPROIDX
$8.9M177.9K
3.7%
−1.5%
Reduced · −3K sh
11Dimensional ETF Trust
INTL CORE EQT MK
$8.3M201.6K
3.5%
−7.9%
Reduced · −17K sh
12Vanguard BD Index FDS
INTERMED TERM
$6.5M85.2K
2.7%
+0.6%
Added · +526 sh
13Vanguard Index FDS
GROWTH ETF
$5.7M66.7K
2.4%
+500%
Added · +56K sh
14Dimensional ETF Trust
US COR EQU 2 ETF
$4.8M109.0K
2.0%
+0.1%
Added · +102 sh
15Berkshire Hathaway Inc Del
CL B NEW
$4.7M9.5K
2.0%
Held
16Dimensional ETF Trust
US EQUI MARK ETF
$4.7M56.8K
2.0%
+2.1%
Added · +1K sh
17Ishares TR
CORE S&P500 ETF
$3.6M4.8K
1.5%
+0.2%
Added · +11 sh
18State STR SPDR S&P 500 ETF T
TR UNIT
$3.6M4.8K
1.5%
~0%
Added · +2 sh
19Dimensional ETF Trust
US MKTWIDE VALUE
$3.3M59.7K
1.4%
+0.9%
Added · +531 sh
20Apple Inc
COM
$2.9M10.1K
1.2%
Held
21Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.9M49.0K
1.2%
+6.7%
Added · +3K sh
22Dimensional ETF Trust
EMGR CRE EQT MNG
$2.7M67.2K
1.1%
−7.2%
Reduced · −5K sh
23Vanguard Whitehall FDS
HIGH DIV YLD
$2.7M17.1K
1.1%
+0.3%
Added · +53 sh
24Vanguard Index FDS
MID CAP ETF
$2.7M33.3K
1.1%
+301%
Added · +25K sh
25Vanguard Index FDS
REAL ESTATE ETF
$2.7M27.8K
1.1%
−18%
Reduced · −6K sh
26American Centy ETF TR
AVANTIS EMGMKT
$2.5M25.6K
1.0%
+0.5%
Added · +121 sh
27Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.4M30.9K
1.0%
+6.5%
Added · +2K sh
28Vanguard Scottsdale FDS
SHORT TERM TREAS
$2.4M41.7K
1.0%
+17%
Added · +6K sh
29Vanguard Scottsdale FDS
INTER TERM TREAS
$2.2M37.0K
0.9%
+7.9%
Added · +3K sh
30Vanguard Index FDS
SMALL CP ETF
$2.1M6.9K
0.9%
+0.2%
Added · +15 sh
31Vanguard Index FDS
SM CP VAL ETF
$1.9M7.9K
0.8%
+0.5%
Added · +40 sh
32Schwab Strategic TR
US LCAP GR ETF
$1.9M55.0K
0.8%
~0%
Added · +16 sh
33Vanguard Scottsdale FDS
INT-TERM CORP
$1.7M20.7K
0.7%
+5.4%
Added · +1K sh
34Dimensional ETF Trust
WORLD EX US CORE
$1.6M43.9K
0.7%
−4.3%
Reduced · −2K sh
35Dimensional ETF Trust
US SMALL CAP ETF
$1.6M19.2K
0.7%
+0.2%
Added · +47 sh
36Schwab Strategic TR
US LRG CAP ETF
$1.5M50.3K
0.6%
+0.3%
Added · +132 sh
37Dimensional ETF Trust
INTERNATNAL VAL
$1.4M25.4K
0.6%
+1.2%
Added · +294 sh
38Schwab Strategic TR
FUNDAMENTAL US L
$1.1M36.2K
0.5%
+0.4%
Added · +137 sh
39Vanguard Index FDS
LARGE CAP ETF
$978K2.8K
0.4%
+0.3%
Added · +8 sh
40Ishares TR
CORE S&P MCP ETF
$978K12.7K
0.4%
Held
41Invesco QQQ TR
UNIT SER 1
$964K1.3K
0.4%
Held
42Microsoft Corp
COM
$915K2.5K
0.4%
+8.9%
Added · +200 sh
43American Centy ETF TR
US LARGE CAP VLU
$886K9.7K
0.4%
+0.3%
Added · +31 sh
44Vanguard Index FDS
EXTEND MKT ETF
$885K3.6K
0.4%
+0.1%
Added · +5 sh
45Schwab Strategic TR
INTL EQTY ETF
$884K31.9K
0.4%
+0.6%
Added · +192 sh
46Proshares TR
SP500 EX TECH
$863K8.0K
0.4%
New
New position
47Schwab Strategic TR
FUNDAMENTAL US S
$834K21.9K
0.3%
+0.3%
Added · +56 sh
48Vanguard Index FDS
SML CP GRW ETF
$829K2.3K
0.3%
Held
49Ishares TR
S&P 500 VAL ETF
$826K3.6K
0.3%
Held
50Schwab Strategic TR
FUNDAMENTAL INTL
$804K15.2K
0.3%
+0.6%
Added · +86 sh
Showing 50 of 95 positions
Build

Ask your agent what Clarity Capital Advisors, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2011219/holdings"
Ask your agent
Use Arkolith to show Clarity Capital Advisors, LLC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

$238.5M · Q2 2026Q3 2024 · $139.4MQ2 2026 · $238.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202613d95$238.5M13F-HR
Q1 2026Mar 31, 2026Apr 9, 20269d95$214.6M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d95$200.0M13F-HR
Q3 2025Sep 30, 2025Oct 23, 202523d87$183.6M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d87$171.4M13F-HR
Q1 2025Mar 31, 2025Apr 14, 202514d82$152.3M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202522d79$149.3M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202443d79$139.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.