Clarity Asset Management, Inc.

CIK 0001756759 · AMES, IA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

Clarity Asset Management, Inc. reported 66 positions worth $203.9M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SPYM (12.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$203.9M
2026 Q2
Positions
66
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.4%
Est. Net Flow (Q)
2026 Q2
10 / 66 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SER TRSH$25.3M12.40%287,736
2QQQMINVESCO EXCH TRADED FD TR IISH$19.2M9.41%73,661
3BIVVANGUARD BD INDEX FDSSH$11.3M5.55%147,666
4ESGUISHARES TRSH$9.8M4.78%59,611
5CGMSCAPITAL GRP FIXED INCM ETF TSH$8.7M4.25%316,786
6VFLOVICTORY PORTFOLIOS IISH$8.4M4.09%182,519
7DFIVDIMENSIONAL ETF TRUSTSH$8.2M4.01%151,479
8CGCBCAPITAL GRP FIXED INCM ETF TSH$7.5M3.69%287,324
9CGMUCAPITAL GRP FIXED INCM ETF TSH$7.4M3.62%268,763
10QGROAMERICAN CENTY ETF TRSH$7.3M3.58%61,799

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Clarity Asset Management, Inc. hold as of Q2 2026?

Clarity Asset Management, Inc. reported 66 positions worth $203.9M in its Q2 2026 13F filing. Largest positions: SPYM (12.4%), QQQM (9.4%), BIV (5.6%), ESGU (4.8%) and CGMS (4.2%).

What did Clarity Asset Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Clarity Asset Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.