Clarity Asset Management, Inc.

Est. AUM

$197.5M

13F long equity, this entity only

Positions

290

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SER TR	PORTFOLIO S&P500	$22.2M	289817	11.23%	SOLE
2	VANGUARD BD INDEX FDS	INTERMED TERM	$10.5M	136446	5.33%	SOLE
3	NUSHARES ETF TR	NUVEEN ESG INTL	$10.3M	286305	5.23%	SOLE
4	ISHARES TR	ESG AWR MSCI USA	$9.6M	68154	4.88%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$9.5M	128901	4.83%	SOLE
6	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$8.9M	37266	4.48%	SOLE
7	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$8.1M	296946	4.09%	SOLE
8	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.5M	142969	3.82%	SOLE
9	VICTORY PORTFOLIOS II	SHARES FREE CASH	$7.4M	186548	3.73%	SOLE
10	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$6.9M	264049	3.51%	SOLE
11	ISHARES TR	NATIONAL MUN ETF	$6.9M	64760	3.48%	SOLE
12	AMERICAN CENTY ETF TR	US QUALITY GROW	$6.3M	59798	3.18%	SOLE
13	VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$5.7M	111951	2.87%	SOLE
14	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.9M	97491	2.50%	SOLE
15	NUSHARES ETF TR	NUVEEN ESG LRGCP	$4.9M	53402	2.46%	SOLE
16	SPDR SER TR	BLOOMBERG SHORT	$4.8M	176725	2.41%	SOLE
17	AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$4.7M	63832	2.38%	SOLE
18	PIMCO ETF TR	MUNI INCOME OPP	$4.0M	88069	2.01%	SOLE
19	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$3.2M	62241	1.61%	SOLE
20	FRANKLIN TEMPLETON HOLDINGS	RESPBLY SRCD GLD	$3.0M	48591	1.53%	SOLE
21	ISHARES U S ETF TR	SHORT MATURITY M	$3.0M	59671	1.52%	SOLE
22	THRIVENT ETF TRUST	SMALL MID CAP	$2.9M	70687	1.49%	SOLE
23	LISTED FD TR	HORIZON KINETICS	$2.6M	50440	1.33%	SOLE
24	VANGUARD WORLD FD	ESG US STK ETF	$2.3M	20535	1.17%	SOLE
25	ISHARES TR	CORE DIV GRWTH	$2.3M	32488	1.15%	SOLE
26	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$2.1M	68393	1.04%	SOLE
27	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$1.7M	40629	0.85%	SOLE
28	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$1.6M	29738	0.83%	SOLE
29	ISHARES TR	CORE S&P TTL STK	$1.5M	10828	0.78%	SOLE
30	NUSHARES ETF TR	NUVEEN ESG LRGVL	$1.5M	32261	0.74%	SOLE
31	EA SERIES TRUST	FREEDOM 100 EM	$1.4M	26027	0.72%	SOLE
32	CASEYS GEN STORES INC	COM	$1.4M	1937	0.71%	SOLE
33	ISHARES TR	S&P 500 GRWT ETF	$1.1M	9592	0.55%	SOLE
34	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$1.0M	38420	0.53%	SOLE
35	PUTNAM ETF TRUST	FOCUSED LAR CAP	$845K	18218	0.43%	SOLE
36	ISHARES TR	0-5 YR TIPS ETF	$662K	6396	0.34%	SOLE
37	PIMCO ETF TR	MULTISECTOR BD	$643K	24537	0.33%	SOLE
38	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$553K	4929	0.28%	SOLE
39	FIDELITY COVINGTON TRUST	ENHANCED LARGE	$529K	14578	0.27%	SOLE
40	LENNOX INTL INC	COM	$524K	1129	0.27%	SOLE
41	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$498K	9620	0.25%	SOLE
42	PACER FDS TR	US LRG CP CASH	$491K	14556	0.25%	SOLE
43	FIDELITY COVINGTON TRUST	ENHANCED INTL	$453K	12190	0.23%	SOLE
44	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$452K	11756	0.23%	SOLE
45	3M CO	COM	$428K	2944	0.22%	SOLE
46	FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$398K	9254	0.20%	SOLE
47	WISDOMTREE TR	FUTRE STRAT FD	$384K	9663	0.19%	SOLE
48	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$381K	7595	0.19%	SOLE
49	DIMENSIONAL ETF TRUST	INTERNATIONAL	$378K	8910	0.19%	SOLE
50	ISHARES TR	INTL DIV GRWTH	$370K	4416	0.19%	SOLE

1–50 of 290

1 / 6

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.