Clarity Asset Management, Inc.

All 13F Filings

Location
Ames, IA
Most recent 13F
Q4 2025
Holdings value ($000)
181,698
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/13/2026 246 181,698 13F-HR Clarity Asset Management, Inc.
Q3 2025 10/27/2025 249 178,258 13F-HR Clarity Asset Management, Inc.
Q2 2025 8/14/2025 250 167,578 13F-HR Clarity Asset Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 145.9 K 80.3% 2.966 K 0 2.966 K
ETFs 35.65 K 19.6% 473 0 473
Debt 73 0.0% 1 0 1
Other 49 0.0% 0 2 -2
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
181,698
Holdings
246
QoQ value change ($000)
3,440 (1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.