Clarity Asset Management, Inc.

All 13F Filings

Location
Ames, IA
Most recent 13F
Q2 2026
Holdings value ($000)
203,934
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/16/2026 67 203,934 13F-HR Clarity Asset Management, Inc.
Q1 2026 5/4/2026 290 197,513 13F-HR Clarity Asset Management, Inc.
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 30.43 K 14.9% 1.794 K 0 1.794 K
ETFs 165.7 K 81.2% 4.151 K 0 4.151 K
Debt 7.843 K 3.8% 476 0 476
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Fund Snapshot

Q2 2026
Latest filed
7/16/2026
Total value ($000)
203,934
Holdings
67
QoQ value change ($000)
6,421 (3.3%)
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.