Filed: 8/14/2025ACC: 0001172661-25-003379
📋 What this filing means
CLARITY CAPITAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $171.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$171.44M
Total AUM (reported)
2.41M
Total Shares
Allocation by class
US CORE EQT MKT$12.90M7.5%
TOTAL STK MKT$12.40M7.2%
US EQT ETF$11.43M6.7%
STRM INFPROIDX$7.89M4.6%
SHORT TRM BOND$7.45M4.3%
INTL EQT ETF$7.31M4.3%
VG TL INTL STK F$7.18M4.2%
Portfolio Concentration
Top 3$36.73M21.4%
4–10$48.70M28.4%
11–25$49.12M28.7%
Rest$36.88M21.5%
Top 3 weight
21.4%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 2.41M
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
2.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings87
Rows:
DIMENSIONAL ETF TRUST
SOLEShares304.62K
TypeSH
Market value$12.90M
7.53%
Sole
0.00
Shared
0.00
None
304.62K
VANGUARD INDEX FDS
SOLEShares40.80K
TypeSH
Market value$12.40M
7.23%
Sole
0.00
Shared
0.00
None
40.80K
AMERICAN CENTY ETF TR
SOLEShares113.35K
TypeSH
Market value$11.43M
6.67%
Sole
0.00
Shared
0.00
None
113.35K
VANGUARD MALVERN FDS
SOLEShares156.95K
TypeSH
Market value$7.89M
4.60%
Sole
0.00
Shared
0.00
None
156.95K
VANGUARD BD INDEX FDS
SOLEShares94.67K
TypeSH
Market value$7.45M
4.35%
Sole
0.00
Shared
0.00
None
94.67K
AMERICAN CENTY ETF TR
SOLEShares98.74K
TypeSH
Market value$7.31M
4.26%
Sole
0.00
Shared
0.00
None
98.74K
VANGUARD STAR FDS
SOLEShares103.93K
TypeSH
Market value$7.18M
4.19%
Sole
0.00
Shared
0.00
None
103.93K
DIMENSIONAL ETF TRUST
SOLEShares194.36K
TypeSH
Market value$6.72M
3.92%
Sole
0.00
Shared
0.00
None
194.36K
VANGUARD TAX-MANAGED FDS
SOLEShares110.82K
TypeSH
Market value$6.32M
3.69%
Sole
0.00
Shared
0.00
None
110.82K
VANGUARD BD INDEX FDS
SOLEShares75.49K
TypeSH
Market value$5.84M
3.41%
Sole
0.00
Shared
0.00
None
75.49K
VANGUARD INDEX FDS
SOLEShares10.16K
TypeSH
Market value$5.77M
3.37%
Sole
0.00
Shared
0.00
None
10.16K
VANGUARD INDEX FDS
SOLEShares29.70K
TypeSH
Market value$5.25M
3.06%
Sole
0.00
Shared
0.00
None
29.70K
VANGUARD INDEX FDS
SOLEShares11.37K
TypeSH
Market value$4.98M
2.91%
Sole
0.00
Shared
0.00
None
11.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.46K
TypeSH
Market value$4.11M
2.40%
Sole
0.00
Shared
0.00
None
8.46K
DIMENSIONAL ETF TRUST
SOLEShares108.54K
TypeSH
Market value$3.89M
2.27%
Sole
0.00
Shared
0.00
None
108.54K
DIMENSIONAL ETF TRUST
SOLEShares55.34K
TypeSH
Market value$3.71M
2.16%
Sole
0.00
Shared
0.00
None
55.34K
ISHARES TR
SOLEShares4.90K
TypeSH
Market value$3.04M
1.77%
Sole
0.00
Shared
0.00
None
4.90K
SPDR S&P 500 ETF TR
SOLEShares4.75K
TypeSH
Market value$2.93M
1.71%
Sole
0.00
Shared
0.00
None
4.75K
DIMENSIONAL ETF TRUST
SOLEShares63.69K
TypeSH
Market value$2.69M
1.57%
Sole
0.00
Shared
0.00
None
63.69K
APPLE INC
SOLEShares12.40K
TypeSH
Market value$2.54M
1.48%
Sole
0.00
Shared
0.00
None
12.40K
VANGUARD INDEX FDS
SOLEShares26.85K
TypeSH
Market value$2.39M
1.39%
Sole
0.00
Shared
0.00
None
26.85K
VANGUARD WHITEHALL FDS
SOLEShares17.25K
TypeSH
Market value$2.30M
1.34%
Sole
0.00
Shared
0.00
None
17.25K
VANGUARD INDEX FDS
SOLEShares7.01K
TypeSH
Market value$1.96M
1.14%
Sole
0.00
Shared
0.00
None
7.01K
DIMENSIONAL ETF TRUST
SOLEShares66.13K
TypeSH
Market value$1.91M
1.12%
Sole
0.00
Shared
0.00
None
66.13K
VANGUARD INDEX FDS
SOLEShares6.86K
TypeSH
Market value$1.62M
0.95%
Sole
0.00
Shared
0.00
None
6.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 304.62K | SH | $12.90M 7.53% | 0.00 | 0.00 | 304.62K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 40.80K | SH | $12.40M 7.23% | 0.00 | 0.00 | 40.80K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 113.35K | SH | $11.43M 6.67% | 0.00 | 0.00 | 113.35K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 156.95K | SH | $7.89M 4.60% | 0.00 | 0.00 | 156.95K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 94.67K | SH | $7.45M 4.35% | 0.00 | 0.00 | 94.67K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 98.74K | SH | $7.31M 4.26% | 0.00 | 0.00 | 98.74K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 103.93K | SH | $7.18M 4.19% | 0.00 | 0.00 | 103.93K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 194.36K | SH | $6.72M 3.92% | 0.00 | 0.00 | 194.36K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 110.82K | SH | $6.32M 3.69% | 0.00 | 0.00 | 110.82K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 75.49K | SH | $5.84M 3.41% | 0.00 | 0.00 | 75.49K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.16K | SH | $5.77M 3.37% | 0.00 | 0.00 | 10.16K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 29.70K | SH | $5.25M 3.06% | 0.00 | 0.00 | 29.70K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 11.37K | SH | $4.98M 2.91% | 0.00 | 0.00 | 11.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.46K | SH | $4.11M 2.40% | 0.00 | 0.00 | 8.46K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 108.54K | SH | $3.89M 2.27% | 0.00 | 0.00 | 108.54K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 55.34K | SH | $3.71M 2.16% | 0.00 | 0.00 | 55.34K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.90K | SH | $3.04M 1.77% | 0.00 | 0.00 | 4.90K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.75K | SH | $2.93M 1.71% | 0.00 | 0.00 | 4.75K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 63.69K | SH | $2.69M 1.57% | 0.00 | 0.00 | 63.69K |
APPLE INCSOLE | COM | 12.40K | SH | $2.54M 1.48% | 0.00 | 0.00 | 12.40K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 26.85K | SH | $2.39M 1.39% | 0.00 | 0.00 | 26.85K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 17.25K | SH | $2.30M 1.34% | 0.00 | 0.00 | 17.25K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 7.01K | SH | $1.96M 1.14% | 0.00 | 0.00 | 7.01K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 66.13K | SH | $1.91M 1.12% | 0.00 | 0.00 | 66.13K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.86K | SH | $1.62M 0.95% | 0.00 | 0.00 | 6.86K |
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