Clarity Asset Management, Inc. Portfolio Holdings

Clarity Asset Management, Inc.

  • $178 Billion
  • Q3 2025

Clarity Asset Management, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 249 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 $31.1B, Vanguard World Fd Esg U.S. Sto with a value of $21.9B, American Centy ETF Tr Avantis with a value of $14.8B, Nuveen Esg International Devel with a value of $14.7B, and Ishares Trust Ishares Esg Awar with a value of $12.5B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $168B to 178B.

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 $178 Billion
ETFs: $153 Billion
Industrials: $1.96 Billion
Consumer Cyclical: $1.21 Billion
Financial Services: $1.1 Billion
Technology: $962 Million
Consumer Defensive: $676 Million
Healthcare: $473 Million
Utilities: $411 Million
Other: $731 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.1 Billion 17.43% of portfolio
422,365
Q3 2025 Reduced 0.62%
$0
$21.9 Billion 12.3% of portfolio
185,162
Q3 2025 Reduced 0.36%
$0
$14.8 Billion 8.32% of portfolio
207,371
Q3 2025 Reduced 0.06%
$0
$14.7 Billion 8.24% of portfolio
390,352
Q3 2025 Added 0.35%
$0
$12.5 Billion 7.01% of portfolio
85,847
Q3 2025 Added 1.75%
$0
$10.1 Billion 5.67% of portfolio
101,703
Q3 2025 Reduced 1.58%
-
$9.82 Billion 5.51% of portfolio
-
Q3 2025 Reduced 1.88%
$0
$7.62 Billion 4.28% of portfolio
71,589
Q3 2025 Added 5.09%
$0
$7.1 Billion 3.98% of portfolio
255,097
Q3 2025 Added 2.51%
Pimco ETF Tr
-
$5.94 Billion 3.33% of portfolio
-
Q3 2025 Added 4.41%
$0
$5.87 Billion 3.29% of portfolio
59,363
Q3 2025 Added 2.92%
$0
$4.69 Billion 2.63% of portfolio
107,028
Q3 2025 Added 0.74%
$0
$4.22 Billion 2.37% of portfolio
93,239
Q3 2025 Added 4.99%
$0
$3.2 Billion 1.79% of portfolio
63,347
Q3 2025 Added 3.04%
$0
$3 Billion 1.68% of portfolio
58,757
Q3 2025 Added 3.51%
$0
$1.79 Billion 1.01% of portfolio
14,869
Q3 2025 Added 6.07%
$0
$889 Million 0.5% of portfolio
11,153
Q3 2025 Added 11.6%
Fidelity Covington Trust
-
$784 Million 0.44% of portfolio
-
Q3 2025 Added 13.23%
$20.1B
$774 Million 0.43% of portfolio
1,369
Q3 2025 Added 0.07%
$16.7B
$595 Million 0.33% of portfolio
1,123
Q3 2025 Added 0.18%
Fidelity Covington Trust
-
$589 Million 0.33% of portfolio
-
Q3 2025 Added 16.98%
$0
$575 Million 0.32% of portfolio
5,286
Q3 2025 Added 34.3%
$0
$577 Million 0.32% of portfolio
7,370
Q3 2025 Added 33.95%
$0
$553 Million 0.31% of portfolio
1,684
Q3 2025 Added 0.12%
$0
$480 Million 0.27% of portfolio
17,272
Q3 2025 Added 10.05%
$0
$465 Million 0.26% of portfolio
6,887
Q3 2025 Reduced 1.6%
$91.4B
$457 Million 0.26% of portfolio
2,944
Q3 2025 Added 0.03%
$3.78T
$447 Million 0.25% of portfolio
862
Q3 2025 Reduced 35.33%
$0
$314 Million 0.18% of portfolio
2,419
Q3 2025 Added 0.46%
$0
$316 Million 0.18% of portfolio
2,234
Q3 2025 Added 0.18%
$0
$329 Million 0.18% of portfolio
5,491
Q3 2025 Added 27.76%
$662B
$293 Million 0.16% of portfolio
582
Q3 2025 Reduced 15.28%
$0
$288 Million 0.16% of portfolio
3,651
Q3 2025 Added 32.33%
Blackrock ETF Trust
-
$253 Million 0.14% of portfolio
-
Q3 2025 Added 0.23%
$0
$253 Million 0.14% of portfolio
2,719
Q3 2025 Reduced 0.15%
$522B
$212 Million 0.12% of portfolio
1,146
Q3 2025 Added 0.79%
$0
$192 Million 0.11% of portfolio
287
Q3 2025 Reduced 40.46%
$0
$194 Million 0.11% of portfolio
786
Q3 2025 Added 33.22%
$279B
$187 Million 0.1% of portfolio
1,815
Q3 2025 Reduced 1.84%
$0
$187 Million 0.1% of portfolio
2,544
Q4 2023 New
$303B
$177 Million 0.1% of portfolio
1,140
Q3 2025 Added 0.09%
$0
$173 Million 0.1% of portfolio
1,480
Q3 2025 Added 0.27%
$144B
$160 Million 0.09% of portfolio
349
Q3 2024 Reduced 62.87%
$46.2B
$138 Million 0.08% of portfolio
1,835
Q2 2025 Added 0.49%
$193B
$146 Million 0.08% of portfolio
326
Q2 2025 New
$37.2B
$147 Million 0.08% of portfolio
596
Q3 2025 Added 0.85%
$0
$147 Million 0.08% of portfolio
2,137
Q3 2025 Added 0.38%
$0
$147 Million 0.08% of portfolio
2,236
Q3 2025 Added 0.36%
$317B
$119 Million 0.07% of portfolio
1,421
Q3 2025 Reduced 20.12%

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $178 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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