account_balance
Investment manager · 13F filer · SEC CIK 1756759
Clarity Asset Management, Inc.
Reported value$205Mas of Sep 30, 2026
Positions65 3 new, 4 sold out
Top 10 weight55.7%SPYM alone is 13%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Ser Tr
12.7%
QQQMInvesco Exch Traded Fd Tr II
9.6%Added +4%
BIVVanguard Bd Index FDS
5.4%
ESGUiShares Tr
4.6%Trimmed −5%
VFLOVictory Portfolios II
4.3%Trimmed −5%
DFIVDimensional ETF Trust
4.3%Added +3%
CGMSCapital GRP Fixed Incm ETF T
4.2%Added +3%
QGROAmerican Centy ETF Tr
3.6%
CGMUCapital GRP Fixed Incm ETF T
3.5%Added +4%
CGCBCapital GRP Fixed Incm ETF T
3.5%
NUDMNushares ETF Tr
3.3%Trimmed −5%
USTBVictory Portfolios II
2.9%
SPYMSPDR Ser Tr
12.7%
QQQMInvesco Exch Traded Fd Tr II
9.6%Added +4%
BIVVanguard Bd Index FDS
5.4%
ESGUiShares Tr
4.6%−5%
VFLOVictory Portfolios II
4.3%−5%
DFIVDimensional ETF Trust
4.3%
CGMSCapital GRP Fixed Incm ETF T
4.2%
QGROAmerican Centy ETF Tr
3.6%
CGMUCapital GRP Fixed Incm ETF T
3.5%
CGCB3.5%
NUDM
USTB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Ser Tr 12.7% Held
QQQM Invesco Exch Traded Fd Tr II 9.6% Added +4%
BIV Vanguard Bd Index FDS 5.4% Held
ESGU iShares Tr 4.6% Trimmed −5%
VFLO Victory Portfolios II 4.3% Trimmed −5%
DFIV Dimensional ETF Trust 4.3% Added +3%
CGMS Capital GRP Fixed Incm ETF T 4.2% Added +3%
QGRO American Centy ETF Tr 3.6% Held
CGMU Capital GRP Fixed Incm ETF T 3.5% Added +4%
CGCB Capital GRP Fixed Incm ETF T 3.5% Held
NUDM Nushares ETF Tr 3.3% Trimmed −5%
USTB Victory Portfolios II 2.9% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- JPIB $3.55M
- ESUM $267K
- CVX $206K
arrow_upwardAdded
- CGUS +26%
- DFSI +13%
- ESGV +8%
- PVAL +8%
arrow_downwardTrimmed
- AVSU −10%
- NULG −10%
- MINO −8%
- FELC −7%
remove_circleSold out
- BWZ $3.58M
- TSME $389K
- MUB $382K
- ELCV $342K
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