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Clarity Asset Management, Inc.

Q2 2026 · 13F-HR

Clarity Asset Management, Inc.holdings as filed

Filed 2026-07-16 · accession 0001756759-26-000004

$203.9M
Reported value
66
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SER TR$25.3M12.4%287,736CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$19.2M9.41%73,661CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$11.3M5.55%147,666CommonSOLE
46435G425ESGUISHARES TR$9.8M4.78%59,611CommonSOLE
14020Y300CGMSCAPITAL GRP FIXED INCM ETF T$8.7M4.25%316,786CommonSOLE
92647X830VFLOVICTORY PORTFOLIOS II$8.4M4.09%182,519CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$8.2M4.01%151,479CommonSOLE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$7.5M3.69%287,324CommonSOLE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$7.4M3.62%268,763CommonSOLE
025072307QGROAMERICAN CENTY ETF TR$7.3M3.58%61,799CommonSOLE
67092P805NUDMNUSHARES ETF TR$7.0M3.45%176,041CommonSOLE
92647N535USTBVICTORY PORTFOLIOS II$5.9M2.91%117,432CommonSOLE
025072281AVSUAMERICAN CENTY ETF TR$5.6M2.74%63,109CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$5.2M2.56%103,051CommonSOLE
746729300PVALPUTNAM ETF TRUST$5.1M2.48%99,391CommonSOLE
46434V621DGROISHARES TR$4.4M2.16%58,024CommonSOLE
46138E226INVESCO EXCH TRADED FD TR II$4.4M2.13%72,163CommonSOLE
53656F623INFLLISTED FD TR$4.0M1.96%80,190CommonSOLE
35473M105FGDLFRANKLIN TEMPLETON HOLDINGS$3.7M1.81%69,337CommonSOLE
025072299AVSDAMERICAN CENTY ETF TR$3.7M1.81%46,237CommonSOLE
78464A334BWZSPDR SER TR$3.6M1.75%133,731CommonSOLE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$3.3M1.62%64,594CommonSOLE
02072L607FRDMEA SERIES TRUST$2.9M1.44%40,158CommonSOLE
67092P201NULGNUSHARES ETF TR$2.9M1.41%24,517CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$2.8M1.39%92,844CommonSOLE
921910733ESGVVANGUARD WORLD FD$2.8M1.38%21,255CommonSOLE
14020Y805CGHMCAPITAL GRP FIXED INCM ETF T$1.8M0.89%70,040CommonSOLE
464287150ITOTISHARES TR$1.8M0.87%10,856CommonSOLE
025072562AVIGAMERICAN CENTY ETF TR$1.7M0.85%41,947CommonSOLE
147528103CASYCASEYS GEN STORES INC$1.5M0.74%1,893CommonSOLE
72201R635MINOPIMCO ETF TR$1.2M0.59%26,471CommonSOLE
464287309IVWISHARES TR$1.1M0.54%7,983CommonSOLE
25434V674DFSBDIMENSIONAL ETF TRUST$778,2740.38%14,935CommonSOLE
46431W838MEARISHARES U S ETF TR$752,1890.37%14,930CommonSOLE
46429B747STIPISHARES TR$722,6880.35%7,074CommonSOLE
526107107LIILENNOX INTL INC$648,4020.32%1,132CommonSOLE
97717Y477QGRWWISDOMTREE TR$648,2830.32%9,818CommonSOLE
72201R585PYLDPIMCO ETF TR$605,1800.30%22,820CommonSOLE
316092113FELCFIDELITY COVINGTON TRUST$602,9830.30%14,388CommonSOLE
69374H360COWGPACER FDS TR$587,2010.29%14,625CommonSOLE
97717W125WTMFWISDOMTREE TR$586,4830.29%14,357CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$543,6100.27%12,221CommonSOLE
25434V690DFSIDIMENSIONAL ETF TRUST$492,6170.24%10,923CommonSOLE
88579Y101MMM3M CO$476,7940.23%2,945CommonSOLE
316092352FBCGFIDELITY COVINGTON TRUST$443,0310.22%7,133CommonSOLE
316188606FIGBFIDELITY MERRIMACK STR TR$423,2530.21%9,882CommonSOLE
92647X863UBNDVICTORY PORTFOLIOS II$405,7870.20%18,674CommonSOLE
464287887IJTISHARES TR$401,4590.20%2,248CommonSOLE
31609A404FENIFIDELITY COVINGTON TRUST$389,3200.19%9,701CommonSOLE
88588G109TSMETHRIVENT ETF TRUST$388,5800.19%7,420CommonSOLE
464288414MUBISHARES TR$382,1980.19%3,551CommonSOLE
316092717FIVAFIDELITY COVINGTON TRUST$376,6760.18%9,779CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$368,7620.18%6,116CommonSOLE
464287705IJJISHARES TR$361,9710.18%2,450CommonSOLE
86280R811ELCVSTRATEGY SHS$341,9140.17%10,402CommonSOLE
316188879FTBDFIDELITY MERRIMACK STR TR$320,7840.16%6,509CommonSOLE
09290C848BIDDBLACKROCK ETF TRUST$292,4250.14%9,741CommonSOLE
594918104MSFTMICROSOFT CORP$289,4750.14%776CommonSOLE
46435G524IGROISHARES TR$280,7460.14%3,193CommonSOLE
478160104JNJJOHNSON JOHNSON$259,3070.13%1,021CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$241,9740.12%2,245CommonSOLE
46434G764EMXCISHARES INC$236,6440.12%2,313CommonSOLE
25434V716DFSUDIMENSIONAL ETF TRUST$229,1360.11%4,914CommonSOLE
244199105DEDEERE CO$221,8760.11%350CommonSOLE
46435G516ESGDISHARES TR$209,8030.10%2,041CommonSOLE
25434V583DFGPDIMENSIONAL ETF TRUST$206,9960.10%3,801CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.