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Portfolio (Quarterly) Guide ↗

Clarity Asset Management, Inc.

· CIK 0001756759
13F Portfolio $204M AUM 67 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 66 New
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WTMF WISDOMTREE TR 14,357.0 $586K 0.29% NEW $40.85 +2.8%
42 CGUS CAPITAL GROUP CORE EQUITY ET 12,221.0 $544K 0.27% NEW $44.48 +0.5%
43 DFSI DIMENSIONAL ETF TRUST 10,923.0 $493K 0.24% NEW $45.10 +3.2%
44 MMM 3M CO Industrials 2,945.0 $477K 0.23% NEW $161.90 +5.2%
45 FBCG FIDELITY COVINGTON TRUST 7,133.0 $443K 0.22% NEW $62.11 -2.0%
46 FIGB FIDELITY MERRIMACK STR TR 9,882.0 $423K 0.21% NEW $42.83 -1.9%
47 UBND VICTORY PORTFOLIOS II 18,674.0 $406K 0.20% NEW $21.73 -1.9%
48 IJT ISHARES TR 2,248.0 $401K 0.20% NEW $178.59 -6.1%
49 FENI FIDELITY COVINGTON TRUST 9,701.0 $389K 0.19% NEW $40.13 +2.1%
50 TSME THRIVENT ETF TRUST 7,420.0 $389K 0.19% NEW $52.37 -11.2%
51 MUB ISHARES TR 3,551.0 $382K 0.19% NEW $107.63 -3.1%
52 FIVA FIDELITY COVINGTON TRUST 9,779.0 $377K 0.18% NEW $38.52 +2.5%
53 FDVV FIDELITY COVINGTON TRUST 6,116.0 $369K 0.18% NEW $60.29 +3.6%
54 IJJ ISHARES TR 2,450.0 $362K 0.18% NEW $147.74 -1.6%
55 ELCV STRATEGY SHS 10,402.0 $342K 0.17% NEW $32.87 -4.6%
56 FTBD FIDELITY MERRIMACK STR TR 6,509.0 $321K 0.16% NEW $49.28 -2.2%
57 BIDD BLACKROCK ETF TRUST 9,741.0 $292K 0.14% NEW $30.02 +2.3%
58 MSFT MICROSOFT CORP Technology 776.0 $289K 0.14% NEW $373.03 +34.3%
59 IGRO ISHARES TR 3,193.0 $281K 0.14% NEW $87.93 +4.5%
60 JNJ JOHNSON JOHNSON Healthcare 1,021.0 $259K 0.13% NEW $253.97 +6.9%
Page 3 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.7%
Consumer Cyclical 20.5%
Industrials 18.3%
Technology 3.9%
Healthcare 3.5%