Clarity Asset Management, Inc.: 13F holdings

CIK 17567592026Q2

Positions66
Reported value$203.9m
Filed2026-07-16

Change since last quarter

Positions66 (-224 vs prior quarter)
Reported value$203.9m (+3.3%)

Top 10 holdings

SecuritySharesValueWeight
SPYM SPDR SER TR287,736$25.3m12.4%
QQQM INVESCO EXCH TRADED FD TR II73,661$19.2m9.4%
BIV VANGUARD BD INDEX FDS147,666$11.3m5.6%
ESGU ISHARES TR59,611$9.8m4.8%
CGMS CAPITAL GRP FIXED INCM ETF T316,786$8.7m4.2%
ACT VICTORY PORTFOLIOS II182,519$8.4m4.1%
DFIV DIMENSIONAL ETF TRUST151,479$8.2m4.0%
CGCB CAPITAL GRP FIXED INCM ETF T287,324$7.5m3.7%
CGMU CAPITAL GRP FIXED INCM ETF T268,763$7.4m3.6%
IWF AMERICAN CENTY ETF TR61,799$7.3m3.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1756759")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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