13F Insight
DOSSIER · 13F-HR · Q3 2026

Clarity Asset Management, Inc.

$205M in tracked AUM across 66 positions as of Q3 2026.

CA
CIK 0001756759 · last filed Sep 30, 2026
Total AUM
$205M
as of Q3 2026
Holdings
66
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Clarity Asset Management, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SER TR
$26M289K12.7%02
QQQM
INVESCO EXCH TRADED FD TR II
$20M76K9.6%03
BIV
VANGUARD BD INDEX FDS
$11M150K5.4%04
ESGU
ISHARES TR
$9M57K4.6%05
VFLO
VICTORY PORTFOLIOS II
$9M174K4.3%06
DFIV
DIMENSIONAL ETF TRUST
$9M156K4.3%07
CGMS
CAPITAL GRP FIXED INCM ETF T
$9M325K4.2%08
QGRO
AMERICAN CENTY ETF TR
$7M63K3.6%09
CGMU
CAPITAL GRP FIXED INCM ETF T
$7M280K3.5%10
CGCB
CAPITAL GRP FIXED INCM ETF T
$7M289K3.5%

Filing history

2026Q3Sep 30
$205M▲ 0.3%
66 positionsView →2026Q2Jun 30
$204M▲ 3.3%
67 positionsView →2026Q1Mar 31
$198M▲ 8.7%
290 positionsView →2025Q4Dec 31
$182M▲ 1.9%
246 positionsView →2025Q3Sep 30
$178M▲ 6.4%
249 positionsLocked2025Q2Jun 30
$168M▲ 7.9%
250 positionsLocked2025Q1Mar 31
$155M▲ 1.1%
215 positionsLocked2024Q4Dec 31
$154M▲ 6.8%
215 positionsLocked2024Q3Sep 30
$144M▲ 2.2%
196 positionsLocked2024Q2Jun 30
$141M▼ 2.7%
196 positionsLocked2024Q1Mar 31
$145M▲ 14.5%
196 positionsLocked2023Q4Dec 31
$126M—
196 positionsLocked