Clarity Asset Management, Inc. Portfolio Holdings

Clarity Asset Management, Inc.

  • $168 Billion
  • Q2 2025

Clarity Asset Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $168 Billion distributed in 250 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $29.2B, Vanguard World Fd Esg U.S. Sto with a value of $20.4B, American Centy ETF Tr Avantis with a value of $14B, Nuveen Esg International Devel with a value of $13.8B, and Ishares Trust Ishares Esg Awar with a value of $11.4B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $155B to 168B.

Clarity Asset Management, Inc. is based out at Ames, IA

Below you can find more details about Clarity Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $168 Billion
ETFs: $143 Billion
Industrials: $1.99 Billion
Financial Services: $1.16 Billion
Technology: $1.15 Billion
Consumer Cyclical: $1.12 Billion
Consumer Defensive: $679 Million
Healthcare: $501 Million
Utilities: $392 Million
Other: $718 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.5 Million 0.0% of portfolio
121
Q2 2025 Added 3.42%
$22.9M
$3.89 Million 0.0% of portfolio
700
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 250
  • Current Value $168 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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