Filed: 10/23/2025ACC: 0001172661-25-004400
📋 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 $183.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$183.65M
Total AUM (reported)
2.45M
Total Shares
Allocation by class
US CORE EQT MKT$14.43M7.9%
TOTAL STK MKT$13.24M7.2%
US EQT ETF$12.06M6.6%
STRM INFPROIDX$8.19M4.5%
VG TL INTL STK F$7.92M4.3%
INTL EQT ETF$7.83M4.3%
SHORT TRM BOND$7.71M4.2%
Portfolio Concentration
Top 3$39.72M21.6%
4–10$51.88M28.3%
11–25$52.23M28.4%
Rest$39.81M21.7%
Top 3 weight
21.6%
Top 10 weight
49.9%
Voting Authority Distribution
Total shares with voting rights: 2.45M
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
2.45M
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
SOLEShares315.29K
TypeSH
Market value$14.43M
7.86%
Sole
0.00
Shared
0.00
None
315.29K
VANGUARD INDEX FDS
SOLEShares40.34K
TypeSH
Market value$13.24M
7.21%
Sole
0.00
Shared
0.00
None
40.34K
AMERICAN CENTY ETF TR
SOLEShares110.93K
TypeSH
Market value$12.06M
6.57%
Sole
0.00
Shared
0.00
None
110.93K
VANGUARD MALVERN FDS
SOLEShares161.73K
TypeSH
Market value$8.19M
4.46%
Sole
0.00
Shared
0.00
None
161.73K
VANGUARD STAR FDS
SOLEShares107.76K
TypeSH
Market value$7.92M
4.31%
Sole
0.00
Shared
0.00
None
107.76K
AMERICAN CENTY ETF TR
SOLEShares99.19K
TypeSH
Market value$7.83M
4.26%
Sole
0.00
Shared
0.00
None
99.19K
VANGUARD BD INDEX FDS
SOLEShares97.66K
TypeSH
Market value$7.71M
4.20%
Sole
0.00
Shared
0.00
None
97.66K
DIMENSIONAL ETF TRUST
SOLEShares202.70K
TypeSH
Market value$7.37M
4.01%
Sole
0.00
Shared
0.00
None
202.70K
VANGUARD TAX-MANAGED FDS
SOLEShares114.09K
TypeSH
Market value$6.84M
3.72%
Sole
0.00
Shared
0.00
None
114.09K
VANGUARD INDEX FDS
SOLEShares9.87K
TypeSH
Market value$6.04M
3.29%
Sole
0.00
Shared
0.00
None
9.87K
VANGUARD BD INDEX FDS
SOLEShares76.92K
TypeSH
Market value$6.01M
3.27%
Sole
0.00
Shared
0.00
None
76.92K
VANGUARD INDEX FDS
SOLEShares30.14K
TypeSH
Market value$5.62M
3.06%
Sole
0.00
Shared
0.00
None
30.14K
VANGUARD INDEX FDS
SOLEShares11.34K
TypeSH
Market value$5.44M
2.96%
Sole
0.00
Shared
0.00
None
11.34K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.46K
TypeSH
Market value$4.26M
2.32%
Sole
0.00
Shared
0.00
None
8.46K
DIMENSIONAL ETF TRUST
SOLEShares108.65K
TypeSH
Market value$4.19M
2.28%
Sole
0.00
Shared
0.00
None
108.65K
DIMENSIONAL ETF TRUST
SOLEShares55.42K
TypeSH
Market value$4.01M
2.19%
Sole
0.00
Shared
0.00
None
55.42K
ISHARES TR
SOLEShares4.83K
TypeSH
Market value$3.23M
1.76%
Sole
0.00
Shared
0.00
None
4.83K
SPDR S&P 500 ETF TR
SOLEShares4.75K
TypeSH
Market value$3.16M
1.72%
Sole
0.00
Shared
0.00
None
4.75K
APPLE INC
SOLEShares11.05K
TypeSH
Market value$2.81M
1.53%
Sole
0.00
Shared
0.00
None
11.05K
VANGUARD INDEX FDS
SOLEShares27.89K
TypeSH
Market value$2.55M
1.39%
Sole
0.00
Shared
0.00
None
27.89K
DIMENSIONAL ETF TRUST
SOLEShares56.90K
TypeSH
Market value$2.54M
1.38%
Sole
0.00
Shared
0.00
None
56.90K
VANGUARD WHITEHALL FDS
SOLEShares17.30K
TypeSH
Market value$2.44M
1.33%
Sole
0.00
Shared
0.00
None
17.30K
DIMENSIONAL ETF TRUST
SOLEShares68.20K
TypeSH
Market value$2.15M
1.17%
Sole
0.00
Shared
0.00
None
68.20K
VANGUARD INDEX FDS
SOLEShares7.03K
TypeSH
Market value$2.07M
1.13%
Sole
0.00
Shared
0.00
None
7.03K
VANGUARD INDEX FDS
SOLEShares6.87K
TypeSH
Market value$1.75M
0.95%
Sole
0.00
Shared
0.00
None
6.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 315.29K | SH | $14.43M 7.86% | 0.00 | 0.00 | 315.29K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 40.34K | SH | $13.24M 7.21% | 0.00 | 0.00 | 40.34K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 110.93K | SH | $12.06M 6.57% | 0.00 | 0.00 | 110.93K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 161.73K | SH | $8.19M 4.46% | 0.00 | 0.00 | 161.73K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 107.76K | SH | $7.92M 4.31% | 0.00 | 0.00 | 107.76K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 99.19K | SH | $7.83M 4.26% | 0.00 | 0.00 | 99.19K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 97.66K | SH | $7.71M 4.20% | 0.00 | 0.00 | 97.66K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 202.70K | SH | $7.37M 4.01% | 0.00 | 0.00 | 202.70K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 114.09K | SH | $6.84M 3.72% | 0.00 | 0.00 | 114.09K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 9.87K | SH | $6.04M 3.29% | 0.00 | 0.00 | 9.87K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 76.92K | SH | $6.01M 3.27% | 0.00 | 0.00 | 76.92K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 30.14K | SH | $5.62M 3.06% | 0.00 | 0.00 | 30.14K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 11.34K | SH | $5.44M 2.96% | 0.00 | 0.00 | 11.34K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.46K | SH | $4.26M 2.32% | 0.00 | 0.00 | 8.46K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 108.65K | SH | $4.19M 2.28% | 0.00 | 0.00 | 108.65K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 55.42K | SH | $4.01M 2.19% | 0.00 | 0.00 | 55.42K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.83K | SH | $3.23M 1.76% | 0.00 | 0.00 | 4.83K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.75K | SH | $3.16M 1.72% | 0.00 | 0.00 | 4.75K |
APPLE INCSOLE | COM | 11.05K | SH | $2.81M 1.53% | 0.00 | 0.00 | 11.05K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 27.89K | SH | $2.55M 1.39% | 0.00 | 0.00 | 27.89K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 56.90K | SH | $2.54M 1.38% | 0.00 | 0.00 | 56.90K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 17.30K | SH | $2.44M 1.33% | 0.00 | 0.00 | 17.30K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 68.20K | SH | $2.15M 1.17% | 0.00 | 0.00 | 68.20K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 7.03K | SH | $2.07M 1.13% | 0.00 | 0.00 | 7.03K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.87K | SH | $1.75M 0.95% | 0.00 | 0.00 | 6.87K |
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