Clarity Capital Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Lakewood Ranch, FL
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$239,972
Net value change ($000)
+1,434 (0.6%)
New positions
4
Sold out positions
5
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 804 3.9%
AAPL 442 15.1%
DFA INVT DIMENSIONS GROUP IN 367 NEW
MSFT 344 37.6%
DFA INVT DIMENSIONS GROUP IN 328 NEW
META 252 NEW
DFAU 248 1.5%
NVDA 213 NEW
VEA 193 1.5%
VOO 143 1.5%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -964 -100.0%
GLDM -413 -100.0%
DFSV -379 -100.0%
DUHP -326 -100.0%
TJX -203 -100.0%
VNQ -173 -6.5%
VB -162 -7.8%
DFAS -92 -5.8%
VBR -90 -4.7%
VXUS -82 -0.7%
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