Filed: 4/9/2026ACC: 0001172661-26-001425
๐ What this filing means
CLARITY CAPITAL ADVISORS, LLC filed this quarterly 13FโHR report disclosing 95 equity positions with a total reported market value of $214.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$214.60M
Total AUM (reported)
2.80M
Total Shares
Allocation by class
TOTAL STK MKT$17.40M8.1%
US CORE EQT MKT$15.49M7.2%
US EQT ETF$12.17M5.7%
VAN FTSE DEV MKT$10.99M5.1%
VG TL INTL STK F$9.51M4.4%
INTL EQT ETF$9.22M4.3%
STRM INFPROIDX$9.02M4.2%
Portfolio Concentration
Top 3$45.05M21.0%
4โ10$64.46M30.0%
11โ25$56.43M26.3%
Rest$48.66M22.7%
Top 3 weight
21.0%
Top 10 weight
51.0%
Voting Authority Distribution
Total shares with voting rights: 2.80M
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
2.80M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings95
Rows:
VANGUARD INDEX FDS
SOLEShares54.23K
TypeSH
Market value$17.40M
8.11%
Sole
0.00
Shared
0.00
None
54.23K
DIMENSIONAL ETF TRUST
SOLEShares343.23K
TypeSH
Market value$15.49M
7.22%
Sole
0.00
Shared
0.00
None
343.23K
AMERICAN CENTY ETF TR
SOLEShares109.43K
TypeSH
Market value$12.17M
5.67%
Sole
0.00
Shared
0.00
None
109.43K
VANGUARD TAX-MANAGED FDS
SOLEShares171.50K
TypeSH
Market value$10.99M
5.12%
Sole
0.00
Shared
0.00
None
171.50K
VANGUARD STAR FDS
SOLEShares123.30K
TypeSH
Market value$9.51M
4.43%
Sole
0.00
Shared
0.00
None
123.30K
AMERICAN CENTY ETF TR
SOLEShares108.69K
TypeSH
Market value$9.22M
4.30%
Sole
0.00
Shared
0.00
None
108.69K
VANGUARD MALVERN FDS
SOLEShares180.54K
TypeSH
Market value$9.02M
4.20%
Sole
0.00
Shared
0.00
None
180.54K
VANGUARD BD INDEX FDS
SOLEShares115.01K
TypeSH
Market value$9.02M
4.20%
Sole
0.00
Shared
0.00
None
115.01K
DIMENSIONAL ETF TRUST
SOLEShares218.88K
TypeSH
Market value$8.53M
3.97%
Sole
0.00
Shared
0.00
None
218.88K
VANGUARD INDEX FDS
SOLEShares13.68K
TypeSH
Market value$8.18M
3.81%
Sole
0.00
Shared
0.00
None
13.68K
VANGUARD INDEX FDS
SOLEShares40.02K
TypeSH
Market value$7.85M
3.66%
Sole
0.00
Shared
0.00
None
40.02K
VANGUARD BD INDEX FDS
SOLEShares84.64K
TypeSH
Market value$6.53M
3.04%
Sole
0.00
Shared
0.00
None
84.64K
VANGUARD INDEX FDS
SOLEShares11.11K
TypeSH
Market value$4.85M
2.26%
Sole
0.00
Shared
0.00
None
11.11K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.48K
TypeSH
Market value$4.54M
2.12%
Sole
0.00
Shared
0.00
None
9.48K
DIMENSIONAL ETF TRUST
SOLEShares108.85K
TypeSH
Market value$4.23M
1.97%
Sole
0.00
Shared
0.00
None
108.85K
DIMENSIONAL ETF TRUST
SOLEShares55.58K
TypeSH
Market value$3.94M
1.84%
Sole
0.00
Shared
0.00
None
55.58K
ISHARES TR
SOLEShares4.78K
TypeSH
Market value$3.12M
1.45%
Sole
0.00
Shared
0.00
None
4.78K
STATE STR SPDR S&P 500 ETF T
SOLEShares4.76K
TypeSH
Market value$3.09M
1.44%
Sole
0.00
Shared
0.00
None
4.76K
VANGUARD INDEX FDS
SOLEShares33.70K
TypeSH
Market value$2.99M
1.39%
Sole
0.00
Shared
0.00
None
33.70K
DIMENSIONAL ETF TRUST
SOLEShares59.19K
TypeSH
Market value$2.87M
1.34%
Sole
0.00
Shared
0.00
None
59.19K
APPLE INC
SOLEShares10.12K
TypeSH
Market value$2.57M
1.20%
Sole
0.00
Shared
0.00
None
10.12K
VANGUARD WHITEHALL FDS
SOLEShares17K
TypeSH
Market value$2.52M
1.17%
Sole
0.00
Shared
0.00
None
17K
VANGUARD INTL EQUITY INDEX F
SOLEShares45.94K
TypeSH
Market value$2.48M
1.16%
Sole
0.00
Shared
0.00
None
45.94K
DIMENSIONAL ETF TRUST
SOLEShares72.38K
TypeSH
Market value$2.45M
1.14%
Sole
0.00
Shared
0.00
None
72.38K
VANGUARD INDEX FDS
SOLEShares8.32K
TypeSH
Market value$2.39M
1.11%
Sole
0.00
Shared
0.00
None
8.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 54.23K | SH | $17.40M 8.11% | 0.00 | 0.00 | 54.23K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 343.23K | SH | $15.49M 7.22% | 0.00 | 0.00 | 343.23K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 109.43K | SH | $12.17M 5.67% | 0.00 | 0.00 | 109.43K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 171.50K | SH | $10.99M 5.12% | 0.00 | 0.00 | 171.50K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 123.30K | SH | $9.51M 4.43% | 0.00 | 0.00 | 123.30K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 108.69K | SH | $9.22M 4.30% | 0.00 | 0.00 | 108.69K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 180.54K | SH | $9.02M 4.20% | 0.00 | 0.00 | 180.54K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 115.01K | SH | $9.02M 4.20% | 0.00 | 0.00 | 115.01K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 218.88K | SH | $8.53M 3.97% | 0.00 | 0.00 | 218.88K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.68K | SH | $8.18M 3.81% | 0.00 | 0.00 | 13.68K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 40.02K | SH | $7.85M 3.66% | 0.00 | 0.00 | 40.02K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 84.64K | SH | $6.53M 3.04% | 0.00 | 0.00 | 84.64K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 11.11K | SH | $4.85M 2.26% | 0.00 | 0.00 | 11.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.48K | SH | $4.54M 2.12% | 0.00 | 0.00 | 9.48K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 108.85K | SH | $4.23M 1.97% | 0.00 | 0.00 | 108.85K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 55.58K | SH | $3.94M 1.84% | 0.00 | 0.00 | 55.58K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.78K | SH | $3.12M 1.45% | 0.00 | 0.00 | 4.78K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.76K | SH | $3.09M 1.44% | 0.00 | 0.00 | 4.76K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 33.70K | SH | $2.99M 1.39% | 0.00 | 0.00 | 33.70K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 59.19K | SH | $2.87M 1.34% | 0.00 | 0.00 | 59.19K |
APPLE INCSOLE | COM | 10.12K | SH | $2.57M 1.20% | 0.00 | 0.00 | 10.12K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 17K | SH | $2.52M 1.17% | 0.00 | 0.00 | 17K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 45.94K | SH | $2.48M 1.16% | 0.00 | 0.00 | 45.94K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 72.38K | SH | $2.45M 1.14% | 0.00 | 0.00 | 72.38K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 8.32K | SH | $2.39M 1.11% | 0.00 | 0.00 | 8.32K |
Page 1 of 4