Jay David Franklin
Clarity Capital Advisors, Llc
Assets Managed
$238.538M
Holdings
95
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.16%(2Q avg: 9.23%)
Sustained Growth
10 quarters
Portfolio positions
This chart displays the top 10 holdings in Clarity Capital Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 95 positions.
Assets under management
The assets under management (AUM) of Clarity Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 238.538M in assets, with a quarterly growth rate of 11.16% and a 2-quarter average growth rate of 9.23%. The portfolio is managed by Jay David Franklin, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VTI Vanguard Total Stock Mkt Etf
| 8.7% | $20.742M 56,052 shares@ $370.05 avg price | Increased 3.37% |
DFAU Dimensional Us Core Equity M
| 6.77% | $16.141M 312,273 shares@ $51.7 avg price | Decreased -9.01% |
AVUS Avantis U.s. Equity Etf
| 5.9% | $14.056M 109,742 shares@ $128.08 avg price | Increased 0.29% |
VEA Vanguard Ftse Developed Etf
| 5.4% | $12.864M 180,541 shares@ $71.26 avg price | Increased 5.28% |
VXUS Vanguard Total Intl Stock
| 4.62% | $11.005M 128,733 shares@ $85.49 avg price | Increased 4.41% |
AVDE Avantis International Equity
| 4.12% | $9.814M 110,022 shares@ $89.21 avg price | Increased 1.24% |
VTV Vanguard Value Etf
| 4.04% | $9.633M 44,201 shares@ $217.93 avg price | Increased 10.44% |
VOO Vanguard S&p 500 Etf
| 3.96% | $9.434M 13,736 shares@ $686.83 avg price | Increased 0.39% |
BSV Vanguard Short-term Bond Etf
| 3.84% | $9.15M 117,442 shares@ $77.91 avg price | Increased 2.12% |
VTIP Vanguard Short-term Tips
| 3.75% | $8.936M 177,909 shares@ $50.23 avg price | Decreased -1.46% |
1-10 of 95