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CIK: 0001756759
Total reported value
$204.6M
$204.6M
66 檔
36.3%
According to the latest 13F quarterly dataset, Clarity Asset Management, Inc. managed an equity portfolio of $204.6M at the end of Q2 2026, spanning 66 distinct U.S. exchange-listed positions.
In Q2 2026, Clarity Asset Management, Inc. adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 137 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.40% | +0.27% | -0.72% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 9.41% | +0.23% | +97.66% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.55% | -0.19% | +8.22% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 4.78% | -0.15% | -12.53% | |
| 5 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 4.25% | -0.08% | +6.68% | |
| 6 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 4.09% | +0.26% | -2.16% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 4.01% | +0.24% | +5.95% | |
| 8 | CGCB | Cap Group Core Bond | ETF-Other | 3.69% | -0.17% | +8.81% | |
| 9 | CGMU | Cap Group Municipal Income | ETF-Other | 3.62% | -0.08% | +599.54% | |
| 10 | QGRO | American Century US Quality | ETF-Other | 3.58% | — | +3.35% | |
| 11 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 3.45% | -0.19% | -38.51% | |
| 12 | USTB | Victoryshares Short-term Bon | ETF-Other | 2.91% | -0.01% | +4.90% | |
| 13 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 2.74% | -0.30% | -51.04% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.56% | +0.01% | +5.70% | |
| 15 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.48% | +0.27% | +445.56% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.16% | +0.09% | +78.60% | |
| 17 | ✓ | Invsc S P Internationl Dvlp Mntm Etf | ETF-Other | 2.13% | +0.17% | — | |
| 18 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 1.96% | +0.15% | +58.98% | |
| 19 | FGDL | Franklin Resp Sourced Gold | ETF-Commodities | 1.81% | +0.17% | +42.70% | |
| 20 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 1.81% | -0.10% | -27.56% | |
| 21 | BWZ | State Street Spdr Bloomberg | ETF-Other | 1.75% | -1.75% | EXIT | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.62% | +0.03% | +3.78% | |
| 23 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.44% | -0.01% | +54.29% | |
| 24 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.41% | -0.18% | -54.09% | |
| 25 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.39% | +0.11% | +35.75% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.38% | +0.15% | +3.51% | |
| 27 | CGHM | Cap Group Muni High-income | ETF-Other | 0.89% | -0.01% | +732.42% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.87% | +0.01% | +0.26% | |
| 29 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.85% | -0.03% | +3.24% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.74% | -0.18% | -2.27% | |
| 31 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.59% | -0.08% | -69.94% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | -16.77% | |
| 33 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.38% | -0.01% | +55.25% | |
| 34 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.37% | -0.01% | -74.98% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.35% | -0.01% | +10.60% | |
| 36 | LII | Lennox International Inc | Stock-Industrials | 0.32% | -0.12% | +0.27% | |
| 37 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.32% | +0.01% | +153.24% | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.30% | -0.01% | -7.00% | |
| 39 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.30% | -0.02% | -1.30% | |
| 40 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.29% | — | +0.47% | |
| 41 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.29% | +0.01% | +48.58% | |
| 42 | CGUS | Cap Group Core Equity | ETF-Other | 0.27% | +0.07% | +3.96% | |
| 43 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.24% | +0.03% | +22.59% | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.23% | +0.01% | +0.03% | |
| 45 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.22% | -0.01% | -6.08% | |
| 46 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-Other | 0.21% | -0.02% | +6.79% | |
| 47 | UBND | Victoryshares Core Plus Bond | ETF-Other | 0.20% | -0.01% | +22.08% | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.20% | -0.02% | +0.18% | |
| 49 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.19% | — | -20.42% | |
| 50 | TSME | Thrivent Sml-mdc Eq Etf-us I | ETF-Other | 0.19% | -0.19% | EXIT |
According to official SEC Form 13F filings, Clarity Asset Management, Inc. reported a total U.S. public equity portfolio value of $204.6M across 66 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, QQQM, BIV) accounted for 36.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
Invsc S P Internationl Dvlp Mntm Etf
市值: $4.4M
Top Position Liquidated / Trimmed
IDMO
前期市值: $1.6M
During Q2 2026, Clarity Asset Management, Inc.'s top holdings by market value included SPYM (12.4%)、QQQM (9.4%)、BIV (5.5%). The largest single position, SPYM, represented 12.4% of total portfolio value.
In Q2 2026, Clarity Asset Management, Inc. made 199 total portfolio adjustments, initiating 1 new buys, adding to 41 positions, trimming 20 holdings, and fully liquidating 137 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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