StockDriftsStockDriftsTop 50 Clarity Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SER TR | 12.4% | 287.7K | $25.3M | -0.72%(-2.08K) | $78.16(+16.48%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 9.41% | 73.7K | $19.2M | +97.66%(+36.40K) | $255.38(+16.16%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 5.55% | 147.7K | $11.3M | +8.22%(+11.22K) | $77.48(-2.50%) | 2026-06-30 | |
| ESGU | ISHARES TR | 4.78% | 59.6K | $9.8M | -12.53%(-8.54K) | $100.47(+68.83%) | 2026-06-30 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 4.25% | 316.8K | $8.7M | +6.68%(+19.84K) | $27.41(-0.98%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 4.09% | 182.5K | $8.4M | -2.16%(-4.03K) | $39.43(+34.15%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.01% | 151.5K | $8.2M | +5.95%(+8.51K) | $51.40(+12.72%) | 2026-06-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 3.69% | 287.3K | $7.5M | +8.81%(+23.27K) | $26.37(-2.03%) | 2026-06-30 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 3.62% | 268.8K | $7.4M | +599.54%(+230.34K) | $27.29(-0.50%) | 2026-06-30 | |
| QGRO | AMERICAN CENTY ETF TR | 3.58% | 61.8K | $7.3M | +3.35%(+2.00K) | $109.77(+8.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.32% |
Clarity Asset Management, Inc. reports $203.93M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.4%), QQQM (9.4%) and BIV (5.5%). The top 20 holdings account for 79.01% of reported assets. Its disclosed equity book has returned +34.23% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clarity Asset Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1756759). View Clarity Asset Management, Inc.’s 13F filings on SEC