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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

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 3.37%
8.7%
$20.742M
56,052 shares@ $370.05 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -9.01%
6.77%
$16.141M
312,273 shares@ $51.7 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 0.29%
5.9%
$14.056M
109,742 shares@ $128.08 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 5.28%
5.4%
$12.864M
180,541 shares@ $71.26 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 4.41%
4.62%
$11.005M
128,733 shares@ $85.49 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 1.24%
4.12%
$9.814M
110,022 shares@ $89.21 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 10.44%
4.04%
$9.633M
44,201 shares@ $217.93 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.39%
3.96%
$9.434M
13,736 shares@ $686.83 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 2.12%
3.84%
$9.15M
117,442 shares@ $77.91 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -1.46%
3.75%
$8.936M
177,909 shares@ $50.23 avg price

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