Clarity-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDF",
  "FNDA",
  null,
  "AVDE",
  null,
  "AVEM",
  "DBEF",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  "SCHY",
  "MSFT",
  "IJR",
  null,
  null,
  "VGIT",
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  null,
  "FNDX",
  null,
  null,
  "SCHX",
  null,
  "SPDW",
  null,
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "VWO",
  "VSS",
  null,
  "VCIT",
  null,
  null,
  "VIG",
  "VYM",
  "AMZN",
  "SCHB",
  "IVE",
  null,
  "VEU",
  "VUG",
  "VEA",
  null,
  null,
  "VXUS",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "TDY",
  "SPYV",
  "BRK-A",
  "BRK-B",
  "ED",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "USMV",
  "QQQ",
  "GOOG",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 82
Total Value: 152302798
Accession Number: 0001172661-25-001494
Form Type: 13F-HR
CIK: clarity-capital-advisors
Manager Name: Clarity-Capital-Advisors

Data Enrichment

68% identified

56 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $152.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:43.2K

Value:$11.9M

% of Portfolio:7.8% ($11.9M/$152.3M)

25434V104

Shares:293.1K

Value:$11.3M

% of Portfolio:7.4% ($11.3M/$152.3M)

025072885

Shares:110.2K

Value:$10.2M

% of Portfolio:6.7% ($10.2M/$152.3M)

922020805

Shares:154.4K

Value:$7.7M

% of Portfolio:5.1% ($7.7M/$152.3M)

921937827

BSV|921937827

Shares:90.4K

Value:$7.1M

% of Portfolio:4.6% ($7.1M/$152.3M)

025072703

AVDE|025072703

Shares:96.2K

Value:$6.4M

% of Portfolio:4.2% ($6.4M/$152.3M)

25434V203

Shares:191.1K

Value:$6.0M

% of Portfolio:3.9% ($6.0M/$152.3M)

921943858

VEA|921943858

Shares:116.3K

Value:$5.9M

% of Portfolio:3.9% ($5.9M/$152.3M)

921937819

BIV|921937819

Shares:70.9K

Value:$5.4M

% of Portfolio:3.6% ($5.4M/$152.3M)

922908744

VTV|922908744

Shares:29.8K

Value:$5.2M

% of Portfolio:3.4% ($5.2M/$152.3M)

921909768

VXUS|921909768

Shares:81.1K

Value:$5.0M

% of Portfolio:3.3% ($5.0M/$152.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.5K

Value:$4.5M

% of Portfolio:3.0% ($4.5M/$152.3M)

922908363

VOO|922908363

Shares:8.2K

Value:$4.2M

% of Portfolio:2.8% ($4.2M/$152.3M)

922908736

VUG|922908736

Shares:10.6K

Value:$3.9M

% of Portfolio:2.6% ($3.9M/$152.3M)

25434V708

DFAC|25434V708

Shares:108.4K

Value:$3.6M

% of Portfolio:2.3% ($3.6M/$152.3M)

25434V401

Shares:55.0K

Value:$3.3M

% of Portfolio:2.2% ($3.3M/$152.3M)

Apple Inc.

AAPL|037833100

Shares:12.7K

Value:$2.8M

% of Portfolio:1.8% ($2.8M/$152.3M)

464287200

IVV|464287200

Shares:4.9K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$152.3M)

25434V724

Shares:65.1K

Value:$2.7M

% of Portfolio:1.8% ($2.7M/$152.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.7K

Value:$2.7M

% of Portfolio:1.7% ($2.7M/$152.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	43.2K	QoQ -0.07% (-31) YoY +17.14% (+6.3K)	All Managers (Combined)	$11.9M	7.8% ($11.9M/$152.3M)	QoQ -5.23% (-$655.4K) YoY +23.87% (+$2.3M)
(cusip25434V104)✕	293.1K	QoQ +5.60% (+15.6K) YoY +23.80% (+56.4K)	All Managers (Combined)	$11.3M	7.4% ($11.3M/$152.3M)	QoQ +0.26% (+$29.2K) YoY +30.24% (+$2.6M)
(cusip025072885)✕	110.2K	QoQ +0.37% (-410) YoY -9.32% (-11.3K)	All Managers (Combined)	$10.2M	6.7% ($10.2M/$152.3M)	QoQ -4.33% (-$461.6K) YoY -6.40% (-$697.0K)
(cusip922020805)✕	154.4K	QoQ -0.75% (-1.2K) YoY +17.88% (+23.4K)	All Managers (Combined)	$7.7M	5.1% ($7.7M/$152.3M)	QoQ +2.27% (-$171.7K) YoY +22.82% (+$1.4M)
(BSVcusip921937827)	90.4K	QoQ -3.39% (-3.2K) YoY +42.20% (+26.8K)	All Managers (Combined)	$7.1M	4.6% ($7.1M/$152.3M)	QoQ -2.12% (-$154.0K) YoY +45.19% (+$2.2M)
(AVDEcusip025072703)	96.2K	QoQ +0.37% (+363) YoY -4.02% (-4.0K)	All Managers (Combined)	$6.4M	4.2% ($6.4M/$152.3M)	QoQ +8.39% (+$493.7K) YoY -0.21% (-$13.6K)
(cusip25434V203)✕	191.1K	QoQ +3.40% (+6.3K) YoY +29.23% (+43.2K)	All Managers (Combined)	$6.0M	3.9% ($6.0M/$152.3M)	QoQ +10.59% (+$571.8K) YoY +33.55% (+$1.5M)
(VEAcusip921943858)	116.3K	QoQ +0.22% (+258) YoY +9.36% (+10.0K)	All Managers (Combined)	$5.9M	3.9% ($5.9M/$152.3M)	QoQ +6.53% (+$362.3K) YoY +10.80% (+$576.0K)
(BIVcusip921937819)	70.9K	QoQ +0.85% (+599) YoY +61.87% (+27.1K)	All Managers (Combined)	$5.4M	3.6% ($5.4M/$152.3M)	QoQ +3.33% (+$175.1K) YoY +64.39% (+$2.1M)
(VTVcusip922908744)	29.8K	QoQ +5.58% (+1.6K) YoY +14.90% (+3.9K)	All Managers (Combined)	$5.2M	3.4% ($5.2M/$152.3M)	QoQ +7.73% (+$369.8K) YoY +21.87% (+$924.9K)
(VXUScusip921909768)	81.1K	QoQ +6.03% (+4.6K) YoY +118.68% (+44.0K)	All Managers (Combined)	$5.0M	3.3% ($5.0M/$152.3M)	QoQ +11.73% (+$529.1K) YoY +125.21% (+$2.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.5K	QoQ 0.00% (+0) YoY +0.56% (+48)	All Managers (Combined)	$4.5M	3.0% ($4.5M/$152.3M)	QoQ +17.49% (+$674.1K) YoY +27.36% (+$972.8K)
(VOOcusip922908363)	8.2K	QoQ -0.03% (-3) YoY +0.26% (+22)	All Managers (Combined)	$4.2M	2.8% ($4.2M/$152.3M)	QoQ -4.65% (-$205.9K) YoY +7.18% (+$282.5K)
(VUGcusip922908736)	10.6K	QoQ -2.80% (-307) YoY +20.47% (+1.8K)	All Managers (Combined)	$3.9M	2.6% ($3.9M/$152.3M)	QoQ -12.19% (-$547.0K) YoY +29.79% (+$903.9K)
(DFACcusip25434V708)	108.4K	QoQ +42.31% (+32.2K) YoY +42.75% (+32.5K)	All Managers (Combined)	$3.6M	2.3% ($3.6M/$152.3M)	QoQ +35.73% (+$941.6K) YoY +47.40% (+$1.2M)
(cusip25434V401)✕	55.0K	QoQ -2.05% (-1.2K) YoY -1.30% (-725)	All Managers (Combined)	$3.3M	2.2% ($3.3M/$152.3M)	QoQ -7.08% (-$253.4K) YoY +4.76% (-$151.1K)
Apple Inc.(AAPLcusip037833100)	12.7K	QoQ 0.00% (-0) YoY -0.82% (-105)	All Managers (Combined)	$2.8M	1.8% ($2.8M/$152.3M)	QoQ -11.29% (-$357.9K) YoY +28.46% (-$622.7K)
(IVVcusip464287200)	4.9K	QoQ +0.26% (-13) YoY +0.24% (+12)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$152.3M)	QoQ -4.29% (-$123.2K) YoY +7.14% (+$183.0K)
(cusip25434V724)✕	65.1K	QoQ -5.84% (-4.0K) YoY -6.41% (-4.5K)	All Managers (Combined)	$2.7M	1.8% ($2.7M/$152.3M)	QoQ -5.17% (-$146.4K) YoY -5.70% (-$162.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.7K	QoQ +0.08% (-4) YoY +0.33% (+16)	All Managers (Combined)	$2.7M	1.7% ($2.7M/$152.3M)	QoQ -4.48% (-$124.5K) YoY +7.29% (+$180.4K)