CLARITY CAPITAL ADVISORS, LLC

Filed: 11/12/2024ACC: 0001172661-24-004556

📋 What this filing means

CLARITY CAPITAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $139.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$139.36M

Total AUM (reported)

1.96M

Total Shares

Allocation by class

TOTAL STK MKT$12.24M8.8%

US CORE EQT MKT$10.62M7.6%

US EQT ETF$10.37M7.4%

STRM INFPROIDX$6.67M4.8%

INTL EQT ETF$6.34M4.6%

VAN FTSE DEV MKT$5.94M4.3%

SHORT TRM BOND$5.77M4.1%

Portfolio Concentration

Top 3$33.24M23.8%

4–10$38.79M27.8%

11–25$39.23M28.2%

Rest$28.11M20.2%

Top 3 weight

23.8%

Top 10 weight

51.7%

Voting Authority Distribution

Total shares with voting rights: 1.96M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.96M

% of voting shares100.0%

Investment Discretion (by position count)

Sole79

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings79

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares43.23K

TypeSH

Market value$12.24M

8.78%

Sole

0.00

Shared

0.00

None

43.23K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares267.57K

TypeSH

Market value$10.62M

7.62%

Sole

0.00

Shared

0.00

None

267.57K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares109.03K

TypeSH

Market value$10.37M

7.44%

Sole

0.00

Shared

0.00

None

109.03K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares135.25K

TypeSH

Market value$6.67M

4.79%

Sole

0.00

Shared

0.00

None

135.25K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares94.62K

TypeSH

Market value$6.34M

4.55%

Sole

0.00

Shared

0.00

None

94.62K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares112.45K

TypeSH

Market value$5.94M

4.26%

Sole

0.00

Shared

0.00

None

112.45K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares73.35K

TypeSH

Market value$5.77M

4.14%

Sole

0.00

Shared

0.00

None

73.35K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares170.49K

TypeSH

Market value$5.42M

3.89%

Sole

0.00

Shared

0.00

None

170.49K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares26.72K

TypeSH

Market value$4.66M

3.35%

Sole

0.00

Shared

0.00

None

26.72K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares7.55K

TypeSH

Market value$3.98M

2.86%

Sole

0.00

Shared

0.00

None

7.55K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares50.26K

TypeSH

Market value$3.94M

2.83%

Sole

0.00

Shared

0.00

None

50.26K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares8.50K

TypeSH

Market value$3.91M

2.81%

Sole

0.00

Shared

0.00

None

8.50K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares9.21K

TypeSH

Market value$3.54M

2.54%

Sole

0.00

Shared

0.00

None

9.21K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares56K

TypeSH

Market value$3.48M

2.50%

Sole

0.00

Shared

0.00

None

56K

APPLE INC

SOLE

COM

Shares12.65K

TypeSH

Market value$2.95M

2.12%

Sole

0.00

Shared

0.00

None

12.65K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares68.90K

TypeSH

Market value$2.87M

2.06%

Sole

0.00

Shared

0.00

None

68.90K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares4.86K

TypeSH

Market value$2.80M

2.01%

Sole

0.00

Shared

0.00

None

4.86K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares4.74K

TypeSH

Market value$2.72M

1.95%

Sole

0.00

Shared

0.00

None

4.74K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares40.60K

TypeSH

Market value$2.63M

1.89%

Sole

0.00

Shared

0.00

None

40.60K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares76.15K

TypeSH

Market value$2.61M

1.87%

Sole

0.00

Shared

0.00

None

76.15K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares21.07K

TypeSH

Market value$2.05M

1.47%

Sole

0.00

Shared

0.00

None

21.07K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares60.23K

TypeSH

Market value$1.65M

1.18%

Sole

0.00

Shared

0.00

None

60.23K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares11.10K

TypeSH

Market value$1.42M

1.02%

Sole

0.00

Shared

0.00

None

11.10K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares20.93K

TypeSH

Market value$1.35M

0.97%

Sole

0.00

Shared

0.00

None

20.93K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares27.26K

TypeSH

Market value$1.30M

0.94%

Sole

0.00

Shared

0.00

None

27.26K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	43.23K	SH	$12.24M 8.78%	43.23K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	267.57K	SH	$10.62M 7.62%	267.57K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	109.03K	SH	$10.37M 7.44%	109.03K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	135.25K	SH	$6.67M 4.79%	135.25K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	94.62K	SH	$6.34M 4.55%	94.62K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	112.45K	SH	$5.94M 4.26%	112.45K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	73.35K	SH	$5.77M 4.14%	73.35K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	170.49K	SH	$5.42M 3.89%	170.49K
VANGUARD INDEX FDSSOLE	VALUE ETF	26.72K	SH	$4.66M 3.35%	26.72K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	7.55K	SH	$3.98M 2.86%	7.55K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	50.26K	SH	$3.94M 2.83%	50.26K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	8.50K	SH	$3.91M 2.81%	8.50K
VANGUARD INDEX FDSSOLE	GROWTH ETF	9.21K	SH	$3.54M 2.54%	9.21K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	56K	SH	$3.48M 2.50%	56K
APPLE INCSOLE	COM	12.65K	SH	$2.95M 2.12%	12.65K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	68.90K	SH	$2.87M 2.06%	68.90K
ISHARES TRSOLE	CORE S&P500 ETF	4.86K	SH	$2.80M 2.01%	4.86K
SPDR S&P 500 ETF TRSOLE	TR UNIT	4.74K	SH	$2.72M 1.95%	4.74K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	40.60K	SH	$2.63M 1.89%	40.60K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	76.15K	SH	$2.61M 1.87%	76.15K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	21.07K	SH	$2.05M 1.47%	21.07K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	60.23K	SH	$1.65M 1.18%	60.23K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	11.10K	SH	$1.42M 1.02%	11.10K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	20.93K	SH	$1.35M 0.97%	20.93K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	27.26K	SH	$1.30M 0.94%	27.26K

Page 1 of 4