Sponsored

The Analysis of Clarity Capital Advisors, LLC's Holdings & P&L

Currently, Clarity Capital Advisors, LLC holds 95 types of securities in its portfolio with a total value $214.6M. In the most recent quarter, they have increased their positions in VTI (+13.1K shares, valued at $4.2M), VEA (+38.6K shares, valued at $2.5M), VTV (+8.9K shares, valued at $1.7M); decreased their positions in N/A (-2.1K shares, valued at $112.3K), VUG (-202 shares, valued at $88.2K), N/A (-192 shares, valued at $55.1K); initiated new positions in GLDM (+5.2K shares, valued at $481.7K), SCHC (+4.4K shares, valued at $205.3K).

1M P&L

+5.2M+2.44%

3M P&L

-29.1M-11.76%

HY P&L

-15.3M-6.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A195.1M

97.6%

2Consumer Electronics2.6M

1.3%

3Software - Infrastructure834.3K

0.4%

Top Industries by Stock Count

1N/A83 stocks

93.3%

2Internet Retail1 stocks

1.1%

3Consumer Electronics1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS54.2K shares31.89%2026-03-312026-04-09

DFAU DIMENSIONAL ETF TRUST343.2K shares3.07%2026-03-312026-04-09

AVUS AMERICAN CENTY ETF TR109.4K shares2.10%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS171.5K shares29.01%2026-03-312026-04-09

VXUS VANGUARD STAR FDS123.3K shares12.55%2026-03-312026-04-09

AVDE AMERICAN CENTY ETF TR108.7K shares0.59%2026-03-312026-04-09

VTIP VANGUARD MALVERN FDS180.5K shares6.02%2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS115.0K shares8.93%2026-03-312026-04-09

Sponsored

DFAI DIMENSIONAL ETF TRUST218.9K shares2.95%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS13.7K shares11.25%2026-03-312026-04-09

VTV VANGUARD INDEX FDS40.0K shares28.52%2026-03-312026-04-09

BIV VANGUARD BD INDEX FDS84.6K shares0.98%2026-03-312026-04-09

VUG VANGUARD INDEX FDS11.1K shares-1.79%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.5K shares11.79%2026-03-312026-04-09

DFAC DIMENSIONAL ETF TRUST108.9K shares0.10%2026-03-312026-04-09

DFUS DIMENSIONAL ETF TRUST55.6K shares0.14%2026-03-312026-04-09

Sponsored

IVV ISHARES TR4.8K shares0.23%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T4.8K shares0.08%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS33.7K shares10.40%2026-03-312026-04-09

DFUV DIMENSIONAL ETF TRUST59.2K shares1.86%2026-03-312026-04-09

AAPL APPLE INC10.1K shares0.00%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS17.0K shares-0.29%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F45.9K shares35.57%2026-03-312026-04-09

DFAE DIMENSIONAL ETF TRUST72.4K shares1.45%2026-03-312026-04-09

Sponsored

VO VANGUARD INDEX FDS8.3K shares0.16%2026-03-312026-04-09

VCSH VANGUARD SCOTTSDALE FDS29.0K shares37.49%2026-03-312026-04-09

VGSH VANGUARD SCOTTSDALE FDS35.6K shares35.01%2026-03-312026-04-09

AVEM AMERICAN CENTY ETF TR25.5K shares1.77%2026-03-312026-04-09

VGIT VANGUARD SCOTTSDALE FDS34.3K shares16.17%2026-03-312026-04-09

VB VANGUARD INDEX FDS6.9K shares0.26%2026-03-312026-04-09

VBR VANGUARD INDEX FDS7.8K shares0.72%2026-03-312026-04-09

VCIT VANGUARD SCOTTSDALE FDS19.7K shares18.93%2026-03-312026-04-09

Sponsored

SCHG SCHWAB STRATEGIC TR55.0K shares0.04%2026-03-312026-04-09

DFAX DIMENSIONAL ETF TRUST45.9K shares0.05%2026-03-312026-04-09

DFAS DIMENSIONAL ETF TRUST19.1K shares0.20%2026-03-312026-04-09

DFIV DIMENSIONAL ETF TRUST25.1K shares0.16%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR50.2K shares0.29%2026-03-312026-04-09

FNDX SCHWAB STRATEGIC TR36.1K shares0.41%2026-03-312026-04-09

IJH ISHARES TR12.7K shares0.00%2026-03-312026-04-09

VV VANGUARD INDEX FDS2.8K shares0.28%2026-03-312026-04-09

Sponsored

MSFT MICROSOFT CORP2.3K shares118.20%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR31.7K shares0.00%2026-03-312026-04-09

AVLV AMERICAN CENTY ETF TR9.7K shares0.28%2026-03-312026-04-09

IVE ISHARES TR3.6K shares0.00%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR1.3K shares0.00%2026-03-312026-04-09

FNDF SCHWAB STRATEGIC TR15.2K shares0.00%2026-03-312026-04-09

VXF VANGUARD INDEX FDS3.6K shares15.36%2026-03-312026-04-09

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-09

Sponsored

FNDA SCHWAB STRATEGIC TR21.8K shares0.19%2026-03-312026-04-09

FNDE SCHWAB STRATEGIC TR17.9K shares0.00%2026-03-312026-04-09

VBK VANGUARD INDEX FDS2.3K shares-5.54%2026-03-312026-04-09

IDEV ISHARES TR8.0K shares-0.61%2026-03-312026-04-09

SCHE SCHWAB STRATEGIC TR17.2K shares0.00%2026-03-312026-04-09

CWI SPDR INDEX SHS FDS15.4K shares0.00%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.9K shares-8.98%2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F6.7K shares0.15%2026-03-312026-04-09

Sponsored

DISV DIMENSIONAL ETF TRUST12.6K shares0.05%2026-03-312026-04-09

SGOV ISHARES TR4.8K shares0.27%2026-03-312026-04-09

VSS VANGUARD INTL EQUITY INDEX F3.3K shares0.00%2026-03-312026-04-09

GLDM WORLD GOLD TR5.2K sharesnew addition2026-03-312026-04-09

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO9.0K shares-19.07%2026-03-312026-04-09

SCHB SCHWAB STRATEGIC TR18.9K shares19.91%2026-03-312026-04-09

VOE VANGUARD INDEX FDS2.6K shares1.75%2026-03-312026-04-09

VIOO VANGUARD ADMIRAL FDS INC4.1K shares0.00%2026-03-312026-04-09

Sponsored

BND VANGUARD BD INDEX FDS6.3K shares-0.68%2026-03-312026-04-09

SCHY SCHWAB STRATEGIC TR14.6K shares0.00%2026-03-312026-04-09

SPYV SPDR SERIES TRUST8.0K shares0.00%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.00%2026-03-312026-04-09

IWF ISHARES TR1.0K shares0.00%2026-03-312026-04-09

ED CONSOLIDATED EDISON INC3.8K shares0.00%2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS9.2K shares0.00%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR14.2K shares0.13%2026-03-312026-04-09

Sponsored

AMZN AMAZON COM INC1.9K shares19.82%2026-03-312026-04-09

SPEM SPDR INDEX SHS FDS8.4K shares0.00%2026-03-312026-04-09

FNDC SCHWAB STRATEGIC TR8.0K shares0.00%2026-03-312026-04-09

TDY TELEDYNE TECHNOLOGIES INC600 shares0.00%2026-03-312026-04-09

DGCB DIMENSIONAL ETF TRUST6.6K shares0.00%2026-03-312026-04-09

DFGP DIMENSIONAL ETF TRUST6.6K shares0.00%2026-03-312026-04-09

IJR ISHARES TR2.8K shares0.15%2026-03-312026-04-09

DFSV DIMENSIONAL ETF TRUST9.7K shares0.27%2026-03-312026-04-09

Sponsored

DFIC DIMENSIONAL ETF TRUST9.4K shares0.20%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR6.6K shares0.00%2026-03-312026-04-09

DFIS DIMENSIONAL ETF TRUST8.8K shares0.09%2026-03-312026-04-09

DFAT DIMENSIONAL ETF TRUST4.7K shares0.00%2026-03-312026-04-09

DUHP DIMENSIONAL ETF TRUST7.8K shares0.27%2026-03-312026-04-09

DBEF DBX ETF TR5.7K shares0.00%2026-03-312026-04-09

SCHM SCHWAB STRATEGIC TR8.8K shares0.25%2026-03-312026-04-09

IVW ISHARES TR2.3K shares-2.96%2026-03-312026-04-09

Sponsored

VGT VANGUARD WORLD FD341 shares0.00%2026-03-312026-04-09

ITOT ISHARES TR1.6K shares0.00%2026-03-312026-04-09

VOT VANGUARD INDEX FDS889 shares0.00%2026-03-312026-04-09

TJX TJX COS INC NEW1.3K shares0.00%2026-03-312026-04-09

ALPHABET INC ALPHABET INC716 shares0.00%2026-03-312026-04-09

SCHC SCHWAB STRATEGIC TR4.4K sharesnew addition2026-03-312026-04-09

FMB FIRST TR EXCH TRADED FD III4.0K shares0.00%2026-03-312026-04-09

VTI

VANGUARD INDEX FDS

31.89%

Shares54.2K

Event2026-03-31

Filed2026-04-09

DFAU

DIMENSIONAL ETF TRUST

3.07%

Shares343.2K

Event2026-03-31

Filed2026-04-09

AVUS

AMERICAN CENTY ETF TR

2.10%

Shares109.4K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

29.01%

Shares171.5K

Event2026-03-31

Filed2026-04-09

VXUS

VANGUARD STAR FDS

12.55%

Shares123.3K

Event2026-03-31

Filed2026-04-09

AVDE

AMERICAN CENTY ETF TR

0.59%

Shares108.7K

Event2026-03-31

Filed2026-04-09

VTIP

VANGUARD MALVERN FDS

6.02%

Shares180.5K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

8.93%

Shares115.0K

Event2026-03-31

Filed2026-04-09

DFAI

DIMENSIONAL ETF TRUST

2.95%

Shares218.9K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

11.25%

Shares13.7K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

28.52%

Shares40.0K

Event2026-03-31

Filed2026-04-09

BIV

VANGUARD BD INDEX FDS

0.98%

Shares84.6K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

-1.79%

Shares11.1K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

11.79%

Shares9.5K

Event2026-03-31

Filed2026-04-09

DFAC

DIMENSIONAL ETF TRUST

0.10%

Shares108.9K

Event2026-03-31

Filed2026-04-09

DFUS

DIMENSIONAL ETF TRUST

0.14%

Shares55.6K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

0.23%

Shares4.8K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

0.08%

Shares4.8K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

10.40%

Shares33.7K

Event2026-03-31

Filed2026-04-09

DFUV

DIMENSIONAL ETF TRUST

1.86%

Shares59.2K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-09

VYM

VANGUARD WHITEHALL FDS

-0.29%

Shares17.0K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

35.57%

Shares45.9K

Event2026-03-31

Filed2026-04-09

DFAE

DIMENSIONAL ETF TRUST

1.45%

Shares72.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.16%

Shares8.3K

Event2026-03-31

Filed2026-04-09

VCSH

VANGUARD SCOTTSDALE FDS

37.49%

Shares29.0K

Event2026-03-31

Filed2026-04-09

VGSH

VANGUARD SCOTTSDALE FDS

35.01%

Shares35.6K

Event2026-03-31

Filed2026-04-09

AVEM

AMERICAN CENTY ETF TR

1.77%

Shares25.5K

Event2026-03-31

Filed2026-04-09

VGIT

VANGUARD SCOTTSDALE FDS

16.17%

Shares34.3K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.26%

Shares6.9K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

0.72%

Shares7.8K

Event2026-03-31

Filed2026-04-09

VCIT

VANGUARD SCOTTSDALE FDS

18.93%

Shares19.7K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

0.04%

Shares55.0K

Event2026-03-31

Filed2026-04-09

DFAX

DIMENSIONAL ETF TRUST

0.05%

Shares45.9K

Event2026-03-31

Filed2026-04-09

DFAS

DIMENSIONAL ETF TRUST

0.20%

Shares19.1K

Event2026-03-31

Filed2026-04-09

DFIV

DIMENSIONAL ETF TRUST

0.16%

Shares25.1K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB STRATEGIC TR

0.29%

Shares50.2K

Event2026-03-31

Filed2026-04-09

FNDX

SCHWAB STRATEGIC TR

0.41%

Shares36.1K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.28%

Shares2.8K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

118.20%

Shares2.3K

Event2026-03-31

Filed2026-04-09

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares31.7K

Event2026-03-31

Filed2026-04-09

AVLV

AMERICAN CENTY ETF TR

0.28%

Shares9.7K

Event2026-03-31

Filed2026-04-09

IVE

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-09

VXF

VANGUARD INDEX FDS

15.36%

Shares3.6K

Event2026-03-31

Filed2026-04-09

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-09

FNDA

SCHWAB STRATEGIC TR

0.19%

Shares21.8K

Event2026-03-31

Filed2026-04-09

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares17.9K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

-5.54%

Shares2.3K

Event2026-03-31

Filed2026-04-09

IDEV

ISHARES TR

-0.61%

Shares8.0K

Event2026-03-31

Filed2026-04-09

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares17.2K

Event2026-03-31

Filed2026-04-09

CWI

SPDR INDEX SHS FDS

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-8.98%

Shares1.9K

Event2026-03-31

Filed2026-04-09

VEU

VANGUARD INTL EQUITY INDEX F

0.15%

Shares6.7K

Event2026-03-31

Filed2026-04-09

DISV

DIMENSIONAL ETF TRUST

0.05%

Shares12.6K

Event2026-03-31

Filed2026-04-09

SGOV

ISHARES TR

0.27%

Shares4.8K

Event2026-03-31

Filed2026-04-09

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-09

GLDM

WORLD GOLD TR

New

Shares5.2K

Event2026-03-31

Filed2026-04-09

PROFESIONALLY MANAGED PORTFO

-19.07%

Shares9.0K

Event2026-03-31

Filed2026-04-09

SCHB

SCHWAB STRATEGIC TR

19.91%

Shares18.9K

Event2026-03-31

Filed2026-04-09

VOE

VANGUARD INDEX FDS

1.75%

Shares2.6K

Event2026-03-31

Filed2026-04-09

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-09

BND

VANGUARD BD INDEX FDS

-0.68%

Shares6.3K

Event2026-03-31

Filed2026-04-09

SCHY

SCHWAB STRATEGIC TR

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-09

SPYV

SPDR SERIES TRUST

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-09

CONSOLIDATED EDISON INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-09

SPDW

SPDR INDEX SHS FDS

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-09

SCHA

SCHWAB STRATEGIC TR

0.13%

Shares14.2K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

19.82%

Shares1.9K

Event2026-03-31

Filed2026-04-09

SPEM

SPDR INDEX SHS FDS

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-09

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-09

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares600

Event2026-03-31

Filed2026-04-09

DGCB

DIMENSIONAL ETF TRUST

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-09

DFGP

DIMENSIONAL ETF TRUST

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

0.15%

Shares2.8K

Event2026-03-31

Filed2026-04-09

DFSV

DIMENSIONAL ETF TRUST

0.27%

Shares9.7K

Event2026-03-31

Filed2026-04-09

DFIC

DIMENSIONAL ETF TRUST

0.20%

Shares9.4K

Event2026-03-31

Filed2026-04-09

XLF

SELECT SECTOR SPDR TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-09

DFIS

DIMENSIONAL ETF TRUST

0.09%

Shares8.8K

Event2026-03-31

Filed2026-04-09

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-09

DUHP

DIMENSIONAL ETF TRUST

0.27%

Shares7.8K

Event2026-03-31

Filed2026-04-09

DBEF

DBX ETF TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-09

SCHM

SCHWAB STRATEGIC TR

0.25%

Shares8.8K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

-2.96%

Shares2.3K

Event2026-03-31

Filed2026-04-09

VGT

VANGUARD WORLD FD

0.00%

Shares341

Event2026-03-31

Filed2026-04-09

ITOT

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-09

VOT

VANGUARD INDEX FDS

0.00%

Shares889

Event2026-03-31

Filed2026-04-09

TJX

TJX COS INC NEW

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.00%

Shares716

Event2026-03-31

Filed2026-04-09

SCHC

SCHWAB STRATEGIC TR

New

Shares4.4K

Event2026-03-31

Filed2026-04-09

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available