Filed: 1/22/2025ACC: 0001172661-25-000315
📋 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 $149.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$149.30M
Total AUM (reported)
2.23M
Total Shares
Allocation by class
TOTAL STK MKT$12.52M8.4%
US CORE EQT MKT$11.24M7.5%
US EQT ETF$10.64M7.1%
STRM INFPROIDX$7.53M5.0%
SHORT TRM BOND$7.23M4.8%
INTL EQT ETF$5.88M3.9%
VAN FTSE DEV MKT$5.55M3.7%
Portfolio Concentration
Top 3$34.40M23.0%
4–10$41.62M27.9%
11–25$44.01M29.5%
Rest$29.27M19.6%
Top 3 weight
23.0%
Top 10 weight
50.9%
Voting Authority Distribution
Total shares with voting rights: 2.23M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.23M
shares
% 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
SOLEShares43.20K
TypeSH
Market value$12.52M
8.39%
Sole
0.00
Shared
0.00
None
43.20K
DIMENSIONAL ETF TRUST
SOLEShares277.55K
TypeSH
Market value$11.24M
7.53%
Sole
0.00
Shared
0.00
None
277.55K
AMERICAN CENTY ETF TR
SOLEShares109.77K
TypeSH
Market value$10.64M
7.13%
Sole
0.00
Shared
0.00
None
109.77K
VANGUARD MALVERN FDS
SOLEShares155.56K
TypeSH
Market value$7.53M
5.04%
Sole
0.00
Shared
0.00
None
155.56K
VANGUARD BD INDEX FDS
SOLEShares93.61K
TypeSH
Market value$7.23M
4.84%
Sole
0.00
Shared
0.00
None
93.61K
AMERICAN CENTY ETF TR
SOLEShares95.84K
TypeSH
Market value$5.88M
3.94%
Sole
0.00
Shared
0.00
None
95.84K
VANGUARD TAX-MANAGED FDS
SOLEShares116K
TypeSH
Market value$5.55M
3.72%
Sole
0.00
Shared
0.00
None
116K
DIMENSIONAL ETF TRUST
SOLEShares184.79K
TypeSH
Market value$5.40M
3.61%
Sole
0.00
Shared
0.00
None
184.79K
VANGUARD BD INDEX FDS
SOLEShares70.27K
TypeSH
Market value$5.25M
3.52%
Sole
0.00
Shared
0.00
None
70.27K
VANGUARD INDEX FDS
SOLEShares28.25K
TypeSH
Market value$4.78M
3.20%
Sole
0.00
Shared
0.00
None
28.25K
VANGUARD STAR FDS
SOLEShares76.47K
TypeSH
Market value$4.51M
3.02%
Sole
0.00
Shared
0.00
None
76.47K
VANGUARD INDEX FDS
SOLEShares10.93K
TypeSH
Market value$4.48M
3.00%
Sole
0.00
Shared
0.00
None
10.93K
VANGUARD INDEX FDS
SOLEShares8.20K
TypeSH
Market value$4.42M
2.96%
Sole
0.00
Shared
0.00
None
8.20K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.50K
TypeSH
Market value$3.85M
2.58%
Sole
0.00
Shared
0.00
None
8.50K
DIMENSIONAL ETF TRUST
SOLEShares56.14K
TypeSH
Market value$3.58M
2.40%
Sole
0.00
Shared
0.00
None
56.14K
APPLE INC
SOLEShares12.65K
TypeSH
Market value$3.17M
2.12%
Sole
0.00
Shared
0.00
None
12.65K
ISHARES TR
SOLEShares4.87K
TypeSH
Market value$2.87M
1.92%
Sole
0.00
Shared
0.00
None
4.87K
DIMENSIONAL ETF TRUST
SOLEShares69.14K
TypeSH
Market value$2.83M
1.90%
Sole
0.00
Shared
0.00
None
69.14K
SPDR S&P 500 ETF TR
SOLEShares4.74K
TypeSH
Market value$2.78M
1.86%
Sole
0.00
Shared
0.00
None
4.74K
DIMENSIONAL ETF TRUST
SOLEShares76.18K
TypeSH
Market value$2.63M
1.76%
Sole
0.00
Shared
0.00
None
76.18K
VANGUARD INDEX FDS
SOLEShares25.76K
TypeSH
Market value$2.29M
1.54%
Sole
0.00
Shared
0.00
None
25.76K
VANGUARD WHITEHALL FDS
SOLEShares16.35K
TypeSH
Market value$2.09M
1.40%
Sole
0.00
Shared
0.00
None
16.35K
DIMENSIONAL ETF TRUST
SOLEShares63.34K
TypeSH
Market value$1.61M
1.08%
Sole
0.00
Shared
0.00
None
63.34K
VANGUARD INDEX FDS
SOLEShares5.91K
TypeSH
Market value$1.56M
1.05%
Sole
0.00
Shared
0.00
None
5.91K
VANGUARD INDEX FDS
SOLEShares5.57K
TypeSH
Market value$1.34M
0.90%
Sole
0.00
Shared
0.00
None
5.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 43.20K | SH | $12.52M 8.39% | 0.00 | 0.00 | 43.20K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 277.55K | SH | $11.24M 7.53% | 0.00 | 0.00 | 277.55K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 109.77K | SH | $10.64M 7.13% | 0.00 | 0.00 | 109.77K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 155.56K | SH | $7.53M 5.04% | 0.00 | 0.00 | 155.56K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 93.61K | SH | $7.23M 4.84% | 0.00 | 0.00 | 93.61K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 95.84K | SH | $5.88M 3.94% | 0.00 | 0.00 | 95.84K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 116K | SH | $5.55M 3.72% | 0.00 | 0.00 | 116K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 184.79K | SH | $5.40M 3.61% | 0.00 | 0.00 | 184.79K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 70.27K | SH | $5.25M 3.52% | 0.00 | 0.00 | 70.27K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 28.25K | SH | $4.78M 3.20% | 0.00 | 0.00 | 28.25K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 76.47K | SH | $4.51M 3.02% | 0.00 | 0.00 | 76.47K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 10.93K | SH | $4.48M 3.00% | 0.00 | 0.00 | 10.93K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.20K | SH | $4.42M 2.96% | 0.00 | 0.00 | 8.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.50K | SH | $3.85M 2.58% | 0.00 | 0.00 | 8.50K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 56.14K | SH | $3.58M 2.40% | 0.00 | 0.00 | 56.14K |
APPLE INCSOLE | COM | 12.65K | SH | $3.17M 2.12% | 0.00 | 0.00 | 12.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.87K | SH | $2.87M 1.92% | 0.00 | 0.00 | 4.87K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 69.14K | SH | $2.83M 1.90% | 0.00 | 0.00 | 69.14K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.74K | SH | $2.78M 1.86% | 0.00 | 0.00 | 4.74K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 76.18K | SH | $2.63M 1.76% | 0.00 | 0.00 | 76.18K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 25.76K | SH | $2.29M 1.54% | 0.00 | 0.00 | 25.76K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 16.35K | SH | $2.09M 1.40% | 0.00 | 0.00 | 16.35K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 63.34K | SH | $1.61M 1.08% | 0.00 | 0.00 | 63.34K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.91K | SH | $1.56M 1.05% | 0.00 | 0.00 | 5.91K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.57K | SH | $1.34M 0.90% | 0.00 | 0.00 | 5.57K |
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