Institutional Manager · CIK 0001756759

Clarity Asset Management, Inc.

AMES, IA · File #028-23969

Latest AUM

$181.7M

Positions

246

Top-10 Concentration

79.2%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	NUSHARES ETF TR	NU	+29,568	+$1.1M	-$550,390
REDUCE	ISHARES TR	46435G425	-2,243	-$334,161	+$290,069
REDUCE	VANGUARD INDEX FDS	922908769	-718	-$240,724	+$12,018
REDUCE	AMERICAN CENTY ETF TR	025072281	-3,141	-$239,658	+$1.2M
ADD	ISHARES TR	464288414	+1,821	+$195,048	+$44,376
ADD	SPDR SER TR	78464A334	+7,046	+$193,131	-$104,593
ADD	PIMCO ETF TR	72201R585	+6,854	+$182,865	-$35,445
ADD	PIMCO ETF TR	72201R643	+1,692	+$166,796	-$17,856
REDUCE	ISHARES TR	464287200	-233	-$158,863	+$3,465
REDUCE	BERKSHIRE HATHAWAY INC DEL	BRK-A	-299	-$150,292	-$16

Sector Allocation

17.3%$31.4M

0.7%$1.2M

0.4%$679,677

0.3%$593,239

0.2%$369,144

0.1%$258,937

Consumer Discretionary

0.1%$194,821

Utilities

0.1%$180,284

Materials

0.1%$93,121

Communication Services

0.0%$25,113

Real Estate

0.0%$774

Filing History

Feb 13, 202613F HOLDINGS REPORTQ/E Dec 2025246 pos · $181.7M
Oct 27, 202513F HOLDINGS REPORTQ/E Sep 2025249 pos · $178.3M
Aug 14, 202513F HOLDINGS REPORTQ/E Jun 2025250 pos · $167.6M
May 14, 202513F HOLDINGS REPORTQ/E Mar 2025215 pos · $155.4M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024215 pos · $153.6M
Nov 15, 202413F HOLDINGS REPORTQ/E Sep 2024196 pos · $143.9M
Aug 15, 202413F HOLDINGS REPORTQ/E Jun 2024196 pos · $140.8M
May 15, 202413F HOLDINGS REPORTQ/E Mar 2024196 pos · $144.8M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	AMERICAN CENTY ETF TR	025072281	419,224	$32.0M	18.27%
2	VANGUARD WORLD FD	921910733	185,143	$22.4M	12.79%
3	AMERICAN CENTY ETF TR	025072299	208,931	$15.5M	8.86%
4	NUSHARES ETF TR	NU	419,920	$15.2M	8.68%
5	ISHARES TR	46435G425	83,604	$12.5M	7.11%
6	NUSHARES ETF TR	NU	103,049	$10.1M	5.76%
7	THRIVENT ETF TRUST	88588G109	236,333	$9.8M	5.62%
8	ISHARES TR	464288414	73,410	$7.9M	4.49%
9	SPDR SER TR	78464A334	262,143	$7.2M	4.10%
10	PIMCO ETF TR	72201R585	228,298	$6.1M	3.48%
11	PIMCO ETF TR	72201R643	61,055	$6.0M	3.44%
12	NUSHARES ETF TR	NU	109,086	$4.9M	2.81%
13	PIMCO ETF TR	72201R635	95,581	$4.3M	2.47%
14	ISHARES U S ETF TR	46431W838	64,674	$3.3M	1.86%
15	J P MORGAN EXCHANGE TRADED F	46641Q654	60,427	$3.1M	1.76%
16	ISHARES TR	464287309	14,890	$1.8M	1.05%
17	ISHARES TR	464287150	10,803	$1.6M	0.92%
18	ISHARES TR	46435G524	11,355	$939,892	0.54%
19	FIDELITY COVINGTON TRUST	31609A404	22,582	$826,036	0.47%
20	CASEYS GEN STORES INC	147528103	1,371	$757,624	0.43%