Filed: 7/13/2026ACC: 0001172661-26-002600
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 $238.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$238.54M
Total AUM (reported)
2.87M
Total Shares
Allocation by class
TOTAL STK MKT$20.74M8.7%
US CORE EQT MKT$16.14M6.8%
US EQT ETF$14.06M5.9%
VAN FTSE DEV MKT$12.86M5.4%
VG TL INTL STK F$11.01M4.6%
INTL EQT ETF$9.81M4.1%
VALUE ETF$9.63M4.0%
Portfolio Concentration
Top 3$50.94M21.4%
4โ10$70.84M29.7%
11โ25$61.86M25.9%
Rest$54.90M23.0%
Top 3 weight
21.4%
Top 10 weight
51.1%
Voting Authority Distribution
Total shares with voting rights: 2.87M
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
2.87M
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
SOLEShares56.05K
TypeSH
Market value$20.74M
8.70%
Sole
0.00
Shared
0.00
None
56.05K
DIMENSIONAL ETF TRUST
SOLEShares312.27K
TypeSH
Market value$16.14M
6.77%
Sole
0.00
Shared
0.00
None
312.27K
AMERICAN CENTY ETF TR
SOLEShares109.74K
TypeSH
Market value$14.06M
5.89%
Sole
0.00
Shared
0.00
None
109.74K
VANGUARD TAX-MANAGED FDS
SOLEShares180.54K
TypeSH
Market value$12.86M
5.39%
Sole
0.00
Shared
0.00
None
180.54K
VANGUARD STAR FDS
SOLEShares128.73K
TypeSH
Market value$11.01M
4.61%
Sole
0.00
Shared
0.00
None
128.73K
AMERICAN CENTY ETF TR
SOLEShares110.02K
TypeSH
Market value$9.81M
4.11%
Sole
0.00
Shared
0.00
None
110.02K
VANGUARD INDEX FDS
SOLEShares44.20K
TypeSH
Market value$9.63M
4.04%
Sole
0.00
Shared
0.00
None
44.20K
VANGUARD INDEX FDS
SOLEShares13.74K
TypeSH
Market value$9.43M
3.96%
Sole
0.00
Shared
0.00
None
13.74K
VANGUARD BD INDEX FDS
SOLEShares117.44K
TypeSH
Market value$9.15M
3.84%
Sole
0.00
Shared
0.00
None
117.44K
VANGUARD MALVERN FDS
SOLEShares177.91K
TypeSH
Market value$8.94M
3.75%
Sole
0.00
Shared
0.00
None
177.91K
DIMENSIONAL ETF TRUST
SOLEShares201.55K
TypeSH
Market value$8.31M
3.49%
Sole
0.00
Shared
0.00
None
201.55K
VANGUARD BD INDEX FDS
SOLEShares85.16K
TypeSH
Market value$6.53M
2.74%
Sole
0.00
Shared
0.00
None
85.16K
VANGUARD INDEX FDS
SOLEShares66.69K
TypeSH
Market value$5.74M
2.41%
Sole
0.00
Shared
0.00
None
66.69K
DIMENSIONAL ETF TRUST
SOLEShares108.95K
TypeSH
Market value$4.83M
2.03%
Sole
0.00
Shared
0.00
None
108.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.48K
TypeSH
Market value$4.74M
1.99%
Sole
0.00
Shared
0.00
None
9.48K
DIMENSIONAL ETF TRUST
SOLEShares56.77K
TypeSH
Market value$4.65M
1.95%
Sole
0.00
Shared
0.00
None
56.77K
ISHARES TR
SOLEShares4.79K
TypeSH
Market value$3.59M
1.50%
Sole
0.00
Shared
0.00
None
4.79K
STATE STR SPDR S&P 500 ETF T
SOLEShares4.76K
TypeSH
Market value$3.55M
1.49%
Sole
0.00
Shared
0.00
None
4.76K
DIMENSIONAL ETF TRUST
SOLEShares59.72K
TypeSH
Market value$3.28M
1.38%
Sole
0.00
Shared
0.00
None
59.72K
APPLE INC
SOLEShares10.12K
TypeSH
Market value$2.93M
1.23%
Sole
0.00
Shared
0.00
None
10.12K
VANGUARD INTL EQUITY INDEX F
SOLEShares49.01K
TypeSH
Market value$2.93M
1.23%
Sole
0.00
Shared
0.00
None
49.01K
DIMENSIONAL ETF TRUST
SOLEShares67.16K
TypeSH
Market value$2.70M
1.13%
Sole
0.00
Shared
0.00
None
67.16K
VANGUARD WHITEHALL FDS
SOLEShares17.05K
TypeSH
Market value$2.70M
1.13%
Sole
0.00
Shared
0.00
None
17.05K
VANGUARD INDEX FDS
SOLEShares33.34K
TypeSH
Market value$2.69M
1.13%
Sole
0.00
Shared
0.00
None
33.34K
VANGUARD INDEX FDS
SOLEShares27.77K
TypeSH
Market value$2.68M
1.12%
Sole
0.00
Shared
0.00
None
27.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 56.05K | SH | $20.74M 8.70% | 0.00 | 0.00 | 56.05K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 312.27K | SH | $16.14M 6.77% | 0.00 | 0.00 | 312.27K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 109.74K | SH | $14.06M 5.89% | 0.00 | 0.00 | 109.74K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 180.54K | SH | $12.86M 5.39% | 0.00 | 0.00 | 180.54K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 128.73K | SH | $11.01M 4.61% | 0.00 | 0.00 | 128.73K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 110.02K | SH | $9.81M 4.11% | 0.00 | 0.00 | 110.02K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 44.20K | SH | $9.63M 4.04% | 0.00 | 0.00 | 44.20K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.74K | SH | $9.43M 3.96% | 0.00 | 0.00 | 13.74K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 117.44K | SH | $9.15M 3.84% | 0.00 | 0.00 | 117.44K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 177.91K | SH | $8.94M 3.75% | 0.00 | 0.00 | 177.91K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 201.55K | SH | $8.31M 3.49% | 0.00 | 0.00 | 201.55K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 85.16K | SH | $6.53M 2.74% | 0.00 | 0.00 | 85.16K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 66.69K | SH | $5.74M 2.41% | 0.00 | 0.00 | 66.69K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 108.95K | SH | $4.83M 2.03% | 0.00 | 0.00 | 108.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.48K | SH | $4.74M 1.99% | 0.00 | 0.00 | 9.48K |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 56.77K | SH | $4.65M 1.95% | 0.00 | 0.00 | 56.77K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.79K | SH | $3.59M 1.50% | 0.00 | 0.00 | 4.79K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.76K | SH | $3.55M 1.49% | 0.00 | 0.00 | 4.76K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 59.72K | SH | $3.28M 1.38% | 0.00 | 0.00 | 59.72K |
APPLE INCSOLE | COM | 10.12K | SH | $2.93M 1.23% | 0.00 | 0.00 | 10.12K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 49.01K | SH | $2.93M 1.23% | 0.00 | 0.00 | 49.01K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 67.16K | SH | $2.70M 1.13% | 0.00 | 0.00 | 67.16K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 17.05K | SH | $2.70M 1.13% | 0.00 | 0.00 | 17.05K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 33.34K | SH | $2.69M 1.13% | 0.00 | 0.00 | 33.34K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 27.77K | SH | $2.68M 1.12% | 0.00 | 0.00 | 27.77K |
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