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Clarity Asset Management, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001756759

$203.9M

disclosed book value

66

positions

12.4%

largest position share

Positions, as of 2026-06-30

top 66 of 66 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYMSPDR SER TR287,736$25.3M12.4%
2QQQMINVESCO EXCH TRADED FD TR II73,661$19.2M9.4%
3BIVVANGUARD BD INDEX FDS147,666$11.3M5.6%
4ESGUISHARES TR59,611$9.8M4.8%
5CGMSCAPITAL GRP FIXED INCM ETF T316,786$8.7M4.2%
6VFLOVICTORY PORTFOLIOS II182,519$8.4M4.1%
7DFIVDIMENSIONAL ETF TRUST151,479$8.2M4%
8CGCBCAPITAL GRP FIXED INCM ETF T287,324$7.5M3.7%
9CGMUCAPITAL GRP FIXED INCM ETF T268,763$7.4M3.6%
10QGROAMERICAN CENTY ETF TR61,799$7.3M3.6%
11NUDMNUSHARES ETF TR176,041$7.0M3.5%
12USTBVICTORY PORTFOLIOS II117,432$5.9M2.9%
13AVSUAMERICAN CENTY ETF TR63,109$5.6M2.7%
14JPSTJ P MORGAN EXCHANGE TRADED F103,051$5.2M2.6%
15PVALPUTNAM ETF TRUST99,391$5.1M2.5%
16DGROISHARES TR58,024$4.4M2.2%
17INVESCO EXCH TRADED FD TR II72,163$4.4M2.1%
18INFLLISTED FD TR80,190$4.0M2%
19FGDLFRANKLIN TEMPLETON HOLDINGS69,337$3.7M1.8%
20AVSDAMERICAN CENTY ETF TR46,237$3.7M1.8%
21BWZSPDR SER TR133,731$3.6M1.8%
22JMSTJ P MORGAN EXCHANGE TRADED F64,594$3.3M1.6%
23FRDMEA SERIES TRUST40,158$2.9M1.4%
24NULGNUSHARES ETF TR24,517$2.9M1.4%
25DBMFLITMAN GREGORY FDS TR92,844$2.8M1.4%
26ESGVVANGUARD WORLD FD21,255$2.8M1.4%
27CGHMCAPITAL GRP FIXED INCM ETF T70,040$1.8M0.9%
28ITOTISHARES TR10,856$1.8M0.9%
29AVIGAMERICAN CENTY ETF TR41,947$1.7M0.9%
30CASYCASEYS GEN STORES INC1,893$1.5M0.7%
31MINOPIMCO ETF TR26,471$1.2M0.6%
32IVWISHARES TR7,983$1.1M0.5%
33DFSBDIMENSIONAL ETF TRUST14,935$778,2740.4%
34MEARISHARES U S ETF TR14,930$752,1890.4%
35STIPISHARES TR7,074$722,6880.4%
36LIILENNOX INTL INC1,132$648,4020.3%
37QGRWWISDOMTREE TR9,818$648,2830.3%
38PYLDPIMCO ETF TR22,820$605,1800.3%
39FELCFIDELITY COVINGTON TRUST14,388$602,9830.3%
40COWGPACER FDS TR14,625$587,2010.3%
41WTMFWISDOMTREE TR14,357$586,4830.3%
42CGUSCAPITAL GROUP CORE EQUITY ET12,221$543,6100.3%
43DFSIDIMENSIONAL ETF TRUST10,923$492,6170.2%
44MMM3M CO2,945$476,7940.2%
45FBCGFIDELITY COVINGTON TRUST7,133$443,0310.2%
46FIGBFIDELITY MERRIMACK STR TR9,882$423,2530.2%
47UBNDVICTORY PORTFOLIOS II18,674$405,7870.2%
48IJTISHARES TR2,248$401,4590.2%
49FENIFIDELITY COVINGTON TRUST9,701$389,3200.2%
50TSMETHRIVENT ETF TRUST7,420$388,5800.2%
51MUBISHARES TR3,551$382,1980.2%
52FIVAFIDELITY COVINGTON TRUST9,779$376,6760.2%
53FDVVFIDELITY COVINGTON TRUST6,116$368,7620.2%
54IJJISHARES TR2,450$361,9710.2%
55ELCVSTRATEGY SHS10,402$341,9140.2%
56FTBDFIDELITY MERRIMACK STR TR6,509$320,7840.2%
57BIDDBLACKROCK ETF TRUST9,741$292,4250.1%
58MSFTMICROSOFT CORP776$289,4750.1%
59IGROISHARES TR3,193$280,7460.1%
60JNJJOHNSON JOHNSON1,021$259,3070.1%
61PFGPRINCIPAL FINANCIAL GROUP IN2,245$241,9740.1%
62EMXCISHARES INC2,313$236,6440.1%
63DFSUDIMENSIONAL ETF TRUST4,914$229,1360.1%
64DEDEERE CO350$221,8760.1%
65ESGDISHARES TR2,041$209,8030.1%
66DFGPDIMENSIONAL ETF TRUST3,801$206,9960.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.