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Clarity Asset Management, Inc.
Clarity Asset Management, Inc. is a fee-only financial planning and asset management firm operating as a fiduciary team, providing services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and corporations.
Investment Strategy
Customized financial planning and asset management focused on retirement, investment, and estate planning with a fee-only structure.
Latest 13F Filing Activity
Clarity Asset Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 248 equity positions with a total 13F market value of $168M. The fund increased holdings in Nushares Etf TR, SPDR Ser TR, American Centy Etf TR among other positions. Clarity Asset Management, Inc. reduced exposure to Ishares TR, PIMCO Etf TR, Ishares Inc. among others.
Top Holdings
Equity Positions (248)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVSU | AMERICAN CENTY ETF TR | 17.40% | $29.2M | 424,981 | $58.78 | $68.60 | +$925.3K |
E ESGV | VANGUARD WORLD FD | 12.16% | $20.4M | 185,830 | $93.76 | $109.64 | +$1.2M |
A AVSD | AMERICAN CENTY ETF TR | 8.36% | $14.0M | 207,501 | $55.27 | $67.55 | +$2.7M |
N NUDM | NUSHARES ETF TR | 8.24% | $13.8M | 388,993 | $35.49 | $35.49 | +$13.8M |
E ESGU | ISHARES TR | 6.81% | $11.4M | 84,368 | $107.36 | $135.30 | +$244.1K |
Industry Allocation
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