§ 13F · FUND PROFILE
Clarity Asset Management, Inc..
AUM · $204M (13F)Positions · 67Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SER TR | 288K | $25M | 12.4% | −1% |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | 52K | $16M | 7.7% | +98% |
| 3 | BIV | VANGUARD BD INDEX FDS | 148K | $11M | 5.6% | +8% |
| 4 | ESGU | ISHARES TR | 60K | $10M | 4.8% | −13% |
| 5 | CGMS | CAPITAL GRP FIXED INCM ETF T | 317K | $9M | 4.2% | +7% |
| 6 | VFLO | VICTORY PORTFOLIOS II | 183K | $8M | 4.1% | −2% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 151K | $8M | 4.0% | +6% |
| 8 | CGCB | CAPITAL GRP FIXED INCM ETF T | 287K | $8M | 3.7% | +9% |
| 9 | CGMU | CAPITAL GRP FIXED INCM ETF T | 269K | $7M | 3.6% | +600% |
| 10 | QGRO | AMERICAN CENTY ETF TR | 62K | $7M | 3.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARITY SIGNAL
AC read
Clarity Asset Management, Inc. is a Other fund managing $204 million in assets. The fund runs a portfolio of 67 positions.
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