Filed: 4/14/2025ACC: 0001172661-25-001494
📋 What this filing means
CLARITY CAPITAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $152.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$152.30M
Total AUM (reported)
2.32M
Total Shares
Allocation by class
TOTAL STK MKT$11.87M7.8%
US CORE EQT MKT$11.27M7.4%
US EQT ETF$10.18M6.7%
STRM INFPROIDX$7.70M5.1%
SHORT TRM BOND$7.08M4.6%
INTL EQT ETF$6.38M4.2%
INTL CORE EQT MK$5.97M3.9%
Portfolio Concentration
Top 3$33.31M21.9%
4–10$43.61M28.6%
11–25$44.53M29.2%
Rest$30.84M20.3%
Top 3 weight
21.9%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 2.32M
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
2.32M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings82
Rows:
VANGUARD INDEX FDS
SOLEShares43.17K
TypeSH
Market value$11.87M
7.79%
Sole
0.00
Shared
0.00
None
43.17K
DIMENSIONAL ETF TRUST
SOLEShares293.11K
TypeSH
Market value$11.27M
7.40%
Sole
0.00
Shared
0.00
None
293.11K
AMERICAN CENTY ETF TR
SOLEShares110.18K
TypeSH
Market value$10.18M
6.68%
Sole
0.00
Shared
0.00
None
110.18K
VANGUARD MALVERN FDS
SOLEShares154.39K
TypeSH
Market value$7.70M
5.06%
Sole
0.00
Shared
0.00
None
154.39K
VANGUARD BD INDEX FDS
SOLEShares90.43K
TypeSH
Market value$7.08M
4.65%
Sole
0.00
Shared
0.00
None
90.43K
AMERICAN CENTY ETF TR
SOLEShares96.21K
TypeSH
Market value$6.38M
4.19%
Sole
0.00
Shared
0.00
None
96.21K
DIMENSIONAL ETF TRUST
SOLEShares191.09K
TypeSH
Market value$5.97M
3.92%
Sole
0.00
Shared
0.00
None
191.09K
VANGUARD TAX-MANAGED FDS
SOLEShares116.26K
TypeSH
Market value$5.91M
3.88%
Sole
0.00
Shared
0.00
None
116.26K
VANGUARD BD INDEX FDS
SOLEShares70.87K
TypeSH
Market value$5.43M
3.56%
Sole
0.00
Shared
0.00
None
70.87K
VANGUARD INDEX FDS
SOLEShares29.83K
TypeSH
Market value$5.15M
3.38%
Sole
0.00
Shared
0.00
None
29.83K
VANGUARD STAR FDS
SOLEShares81.09K
TypeSH
Market value$5.04M
3.31%
Sole
0.00
Shared
0.00
None
81.09K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.50K
TypeSH
Market value$4.53M
2.97%
Sole
0.00
Shared
0.00
None
8.50K
VANGUARD INDEX FDS
SOLEShares8.20K
TypeSH
Market value$4.21M
2.77%
Sole
0.00
Shared
0.00
None
8.20K
VANGUARD INDEX FDS
SOLEShares10.62K
TypeSH
Market value$3.94M
2.59%
Sole
0.00
Shared
0.00
None
10.62K
DIMENSIONAL ETF TRUST
SOLEShares108.41K
TypeSH
Market value$3.58M
2.35%
Sole
0.00
Shared
0.00
None
108.41K
DIMENSIONAL ETF TRUST
SOLEShares54.99K
TypeSH
Market value$3.33M
2.18%
Sole
0.00
Shared
0.00
None
54.99K
APPLE INC
SOLEShares12.65K
TypeSH
Market value$2.81M
1.85%
Sole
0.00
Shared
0.00
None
12.65K
ISHARES TR
SOLEShares4.88K
TypeSH
Market value$2.74M
1.80%
Sole
0.00
Shared
0.00
None
4.88K
DIMENSIONAL ETF TRUST
SOLEShares65.10K
TypeSH
Market value$2.68M
1.76%
Sole
0.00
Shared
0.00
None
65.10K
SPDR S&P 500 ETF TR
SOLEShares4.75K
TypeSH
Market value$2.65M
1.74%
Sole
0.00
Shared
0.00
None
4.75K
VANGUARD INDEX FDS
SOLEShares26.42K
TypeSH
Market value$2.39M
1.57%
Sole
0.00
Shared
0.00
None
26.42K
VANGUARD WHITEHALL FDS
SOLEShares16.40K
TypeSH
Market value$2.12M
1.39%
Sole
0.00
Shared
0.00
None
16.40K
DIMENSIONAL ETF TRUST
SOLEShares64.95K
TypeSH
Market value$1.68M
1.10%
Sole
0.00
Shared
0.00
None
64.95K
VANGUARD INDEX FDS
SOLEShares5.93K
TypeSH
Market value$1.53M
1.01%
Sole
0.00
Shared
0.00
None
5.93K
VANGUARD SCOTTSDALE FDS
SOLEShares16.47K
TypeSH
Market value$1.30M
0.85%
Sole
0.00
Shared
0.00
None
16.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 43.17K | SH | $11.87M 7.79% | 0.00 | 0.00 | 43.17K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 293.11K | SH | $11.27M 7.40% | 0.00 | 0.00 | 293.11K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 110.18K | SH | $10.18M 6.68% | 0.00 | 0.00 | 110.18K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 154.39K | SH | $7.70M 5.06% | 0.00 | 0.00 | 154.39K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 90.43K | SH | $7.08M 4.65% | 0.00 | 0.00 | 90.43K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 96.21K | SH | $6.38M 4.19% | 0.00 | 0.00 | 96.21K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 191.09K | SH | $5.97M 3.92% | 0.00 | 0.00 | 191.09K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 116.26K | SH | $5.91M 3.88% | 0.00 | 0.00 | 116.26K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 70.87K | SH | $5.43M 3.56% | 0.00 | 0.00 | 70.87K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 29.83K | SH | $5.15M 3.38% | 0.00 | 0.00 | 29.83K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 81.09K | SH | $5.04M 3.31% | 0.00 | 0.00 | 81.09K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.50K | SH | $4.53M 2.97% | 0.00 | 0.00 | 8.50K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.20K | SH | $4.21M 2.77% | 0.00 | 0.00 | 8.20K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 10.62K | SH | $3.94M 2.59% | 0.00 | 0.00 | 10.62K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 108.41K | SH | $3.58M 2.35% | 0.00 | 0.00 | 108.41K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 54.99K | SH | $3.33M 2.18% | 0.00 | 0.00 | 54.99K |
APPLE INCSOLE | COM | 12.65K | SH | $2.81M 1.85% | 0.00 | 0.00 | 12.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.88K | SH | $2.74M 1.80% | 0.00 | 0.00 | 4.88K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 65.10K | SH | $2.68M 1.76% | 0.00 | 0.00 | 65.10K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.75K | SH | $2.65M 1.74% | 0.00 | 0.00 | 4.75K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 26.42K | SH | $2.39M 1.57% | 0.00 | 0.00 | 26.42K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 16.40K | SH | $2.12M 1.39% | 0.00 | 0.00 | 16.40K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 64.95K | SH | $1.68M 1.10% | 0.00 | 0.00 | 64.95K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.93K | SH | $1.53M 1.01% | 0.00 | 0.00 | 5.93K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 16.47K | SH | $1.30M 0.85% | 0.00 | 0.00 | 16.47K |
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