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Clarity Asset Management, Inc.

Portfolio Manager
Clarity Asset Management, Inc.
Performance
-2.61% (2026 Q1)
AUM (13F)
$197.51M
# of Holdings
290
Performance Rank
Allocation (Top 20)
75.55%

Clarity Asset Management, Inc. Holdings Map

Top 50 Clarity Asset Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SER TR
11.23%289.8K$22.2M
+3282.16%(+281.25K)
2025-Q1: 5.4K shares2025-Q2: 5.5K shares2025-Q3: 7.4K shares2025-Q4: 8.6K shares2026-Q1: 289.8K shares
$78.16(+11.79%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
5.33%136.4K$10.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 136.4K shares
$77.53(-1.17%)
2026-03-31
NUDM
NUSHARES ETF TR
5.23%286.3K$10.3M
-31.82%(-133.62K)
2025-Q1: 0 shares2025-Q2: 389.0K shares2025-Q3: 390.4K shares2025-Q4: 419.9K shares2026-Q1: 286.3K shares
$33.94(+14.19%)
2026-03-31
ESGU
ISHARES TR
4.88%68.2K$9.6M
-18.48%(-15.45K)
2025-Q1: 91.6K shares2025-Q2: 84.4K shares2025-Q3: 85.8K shares2025-Q4: 83.6K shares2026-Q1: 68.2K shares
$103.65(+55.78%)
2026-03-31
AVSU
AMERICAN CENTY ETF TR
4.82%128.9K$9.5M
-69.25%(-290.32K)
2025-Q1: 452.7K shares2025-Q2: 425.0K shares2025-Q3: 422.4K shares2025-Q4: 419.2K shares2026-Q1: 128.9K shares
$56.73(+49.58%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
4.48%37.3K$8.9M
+3036.87%(+36.08K)
2025-Q1: 624 shares2025-Q2: 590 shares2025-Q3: 786 shares2025-Q4: 1.2K shares2026-Q1: 37.3K shares
$244.60(+20.26%)
2026-03-31
CGMS
CAPITAL GRP FIXED INCM ETF T
4.09%296.9K$8.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 296.9K shares
$27.43(+0.24%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
3.82%143.0K$7.5M
+15803.11%(+142.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 899 shares2026-Q1: 143.0K shares
$51.32(+8.44%)
2026-03-31
VFLO
VICTORY PORTFOLIOS II
3.73%186.5K$7.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 186.5K shares
$39.43(+8.39%)
2026-03-31
CGCB
CAPITAL GRP FIXED INCM ETF T
3.51%264.0K$6.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 264.0K shares
$26.39(-0.83%)
2026-03-31

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