Clarity Capital Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Lakewood Ranch, FL
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$214,603
Net value change ($000)
+14,587 (7.3%)
New positions
2
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTI 3,612 26.2%
VEA 2,686 32.3%
VTV 1,905 32.0%
VXUS 1,243 15.0%
VWO 661 36.3%
VCSH 617 36.7%
VTIP 595 7.1%
VGSH 536 34.6%
GLDM 482 NEW
VOO 463 6.0%
Top Reduces (Value $000, Stocks/ETFs)
VUG -666 -12.1%
AKRE -253 -34.7%
USMV -243 -100.0%
META -229 -100.0%
SCHG -191 -10.7%
AAPL -183 -6.7%
DFUS -175 -4.3%
SPY -148 -4.6%
IVV -144 -4.4%
GOOGL -113 -16.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type