DOSSIER · 13F-HR · Q2 2026

Clarity Asset Management, Inc.

$204M in tracked AUM across 67 positions as of Q2 2026.

CA
CIK 0001756759 · last filed Jun 30, 2026
Total AUM
$204M
as of Q2 2026
Holdings
67
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Clarity Asset Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SER TR
$25M288K12.4%
02
QQQM
INVESCO EXCH TRADED FD TR II
$19M74K9.4%
03
BIV
VANGUARD BD INDEX FDS
$11M148K5.6%
04
ESGU
ISHARES TR
$10M60K4.8%
05
CGMS
CAPITAL GRP FIXED INCM ETF T
$9M317K4.2%
06
VFLO
VICTORY PORTFOLIOS II
$8M183K4.1%
07
DFIV
DIMENSIONAL ETF TRUST
$8M151K4.0%
08
CGCB
CAPITAL GRP FIXED INCM ETF T
$8M287K3.7%
09
CGMU
CAPITAL GRP FIXED INCM ETF T
$7M269K3.6%
10
QGRO
AMERICAN CENTY ETF TR
$7M62K3.6%

Filing history

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 positionsView →
2025Q2Jun 30
$168M 7.9%
250 positionsLocked
2025Q1Mar 31
$155M 1.1%
215 positionsLocked
2024Q4Dec 31
$154M 6.8%
215 positionsLocked
2024Q3Sep 30
$144M 2.2%
196 positionsLocked
2024Q2Jun 30
$141M 2.7%
196 positionsLocked
2024Q1Mar 31
$145M 14.5%
196 positionsLocked
2023Q4Dec 31
$126M
196 positionsLocked