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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 1 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SER TR 287,736.0 $25.3M 12.40% NEW $87.88 +2.0%
2 QQQM INVESCO EXCH TRADED FD TR II 73,661.0 $19.2M 9.41% NEW $260.62 +11.7%
3 BIV VANGUARD BD INDEX FDS 147,666.0 $11.3M 5.55% NEW $76.70 -2.4%
4 ESGU ISHARES TR 59,611.0 $9.8M 4.78% NEW $163.67 +1.9%
5 CGMS CAPITAL GRP FIXED INCM ETF T 316,786.0 $8.7M 4.25% NEW $27.33 -1.4%
6 VFLO VICTORY PORTFOLIOS II 182,519.0 $8.4M 4.09% NEW $45.75 +21.0%
7 DFIV DIMENSIONAL ETF TRUST 151,479.0 $8.2M 4.01% NEW $54.02 +7.3%
8 CGCB CAPITAL GRP FIXED INCM ETF T 287,324.0 $7.5M 3.69% NEW $26.18 -1.8%
9 CGMU CAPITAL GRP FIXED INCM ETF T 268,763.0 $7.4M 3.62% NEW $27.47 -2.3%
10 QGRO AMERICAN CENTY ETF TR 61,799.0 $7.3M 3.58% NEW $118.05 -0.9%
11 NUDM NUSHARES ETF TR 176,041.0 $7.0M 3.46% NEW $40.02 +2.3%
12 USTB VICTORY PORTFOLIOS II 117,432.0 $5.9M 2.92% NEW $50.62 -0.4%
13 AVSU AMERICAN CENTY ETF TR 63,109.0 $5.6M 2.74% NEW $88.52 -0.4%
14 J P MORGAN EXCHANGE TRADED F 103,051.0 $5.2M 2.56% NEW $50.57
15 PVAL PUTNAM ETF TRUST 99,391.0 $5.1M 2.48% NEW $50.95 +5.6%
16 DGRO ISHARES TR 58,024.0 $4.4M 2.16% NEW $75.79 +4.0%
17 INVESCO EXCH TRADED FD TR II 72,163.0 $4.4M 2.13% NEW $60.29
18 INFL LISTED FD TR 80,190.0 $4.0M 1.96% NEW $49.88 +9.7%
19 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 69,337.0 $3.7M 1.81% NEW $53.37 +8.1%
20 AVSD AMERICAN CENTY ETF TR 46,237.0 $3.7M 1.81% NEW $79.88 +2.2%
Page 1 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%