StockDriftsStockDriftsTop 50 Clarity Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SER TR | 12.67% | 288.8K | $25.9M | +0.36%(+1.04K) | $73.24(+23.20%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 9.64% | 76.3K | $19.7M | +3.63%(+2.67K) | $257.08(+15.06%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 5.36% | 150.4K | $11.0M | +1.88%(+2.77K) | $77.43(-5.33%) | 2026-09-30 | |
| ESGU | ISHARES TR | 4.63% | 56.8K | $9.5M | -4.73%(-2.82K) | $100.47(+66.77%) | 2026-09-30 | |
| VFLO | VICTORY PORTFOLIOS II | 4.35% | 173.8K | $8.9M | -4.78%(-8.72K) | $39.43(+37.28%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.25% | 155.8K | $8.7M | +2.84%(+4.30K) | $51.49(+8.73%) | 2026-09-30 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 4.17% | 325.2K | $8.5M | +2.64%(+8.37K) | $27.39(-3.88%) | 2026-09-30 | |
| QGRO | AMERICAN CENTY ETF TR | 3.58% | 62.5K | $7.3M | +1.16%(+715) | $109.86(+5.85%) | 2026-09-30 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 3.54% | 279.5K | $7.3M | +4.01%(+10.77K) | $27.27(-3.33%) | 2026-09-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 3.52% | 288.6K | $7.2M | +0.44%(+1.25K) | $26.37(-4.52%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.55% |
Clarity Asset Management INC reports $204.65M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.7%), QQQM (9.6%) and BIV (5.4%). The top 20 holdings account for 79.41% of reported assets. Its disclosed equity book has returned +34.63% cumulatively over 11 quarters. Figures reflect the Q3 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