Clarity Capital Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Lakewood Ranch, FL
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$200,016
Net value change ($000)
+16,366 (8.9%)
New positions
8
Sold out positions
0
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 1,670 27.6%
VEA 1,468 21.5%
DFAU 1,157 8.0%
AVDE 1,068 13.6%
SCHG 866 93.5%
DFAI 734 10.0%
AVLV 731 NEW
AKRE 730 NEW
CWI 553 NEW
VTI 547 4.1%
Top Reduces (Value $000, Stocks/ETFs)
VSS -209 -30.4%
AVUS -78 -0.6%
AAPL -65 -2.3%
TDY -46 -13.1%
IJR -25 -7.0%
VOT -13 -5.0%
ED -4 -1.1%
USMV -3 -1.2%
SGOV -2 -0.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type