Institutional Fund
Clarity Asset Management, Inc.
Ames, IACIK 17567595 filings on record
Portfolio Value
$197.51M
Q1 2026
Holdings
290
Reported positions
New Buys
63
Opened this quarter
QoQ Change
+8.7%
from $181.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust11.2%
- Vanguard Bd Index Fds5.3%
- Nushares ETF Tr5.2%
- Ishares Tr4.9%
- American Centy ETF Tr4.8%
- Invesco Exch Traded Fd Tr II4.5%
- Other64.0%
Portfolio Holdings
290 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 289.8K | $22.18M | 11.2% | +281.2K | Added |
| 2 | Vanguard Bd Index Fds | 136.4K | $10.53M | 5.3% | +136.4K | New |
| 3 | Nushares ETF Tr | 286.3K | $10.34M | 5.2% | −133.6K | Reduced |
| 4 | Ishares Tr | 68.2K | $9.64M | 4.9% | −15.4K | Reduced |
| 5 | American Centy ETF Tr | 128.9K | $9.53M | 4.8% | −290.3K | Reduced |
| 6 | Invesco Exch Traded Fd Tr II | 37.3K | $8.86M | 4.5% | +36.1K | Added |
| 7 | Capital Grp Fixed Incm ETF T | 296.9K | $8.09M | 4.1% | +296.9K | New |
| 8 | Dimensional ETF Trust | 143.0K | $7.55M | 3.8% | +142.1K | Added |
| 9 | Victory Portfolios II | 186.5K | $7.36M | 3.7% | +186.5K | New |
| 10 | Capital Grp Fixed Incm ETF T | 264.0K | $6.93M | 3.5% | +264.0K | New |
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