Fund HoldingsClarity Asset Management, Inc.

Total Portfolio Value
$203.93M
Total Bought
$40.58M
Total Sold
$43.16M
Net Transaction
-$2.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
37,26651,602+14,3368,85515,6347.67%+6,779
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
38,420268,763+230,3431,0437,3833.62%+6,340
INVESCO EXCH TRADED FD TR II072,163+72,16304,3512.13%+4,351
PUTNAM ETF TRUST18,21899,391+81,1738455,0642.48%+4,219
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
022,059+22,05903,5631.75%+3,563
SPDR SER TR
ST STR P500ETF
289,817287,736-2,08122,18325,28612.40%+3,104
ISHARES TR
CORE DIV GRWTH
32,48858,024+25,5362,2804,3982.16%+2,118
CAPITAL GRP FIXED INCM ETF T
MUN HIGH ETF
8,41470,040+61,6262131,8110.89%+1,598
EA SERIES TRUST
FREEDOM 100 EM
26,02740,158+14,1311,4222,9281.44%+1,505
LISTED FD TR
HORI KI INFL ETF
50,44080,190+29,7502,6264,0001.96%+1,374
AMERICAN CENTY ETF TR59,79861,799+2,0016,2817,2953.58%+1,015
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
186,548182,519-4,0297,3658,3504.09%+985
VANGUARD BD INDEX FDS136,446147,666+11,22010,53111,3265.55%+795
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
68,39392,844+24,4512,0622,8421.39%+780
FRANKLIN TEMPLETON HOLDINGS(FGDL)48,59169,337+20,7463,0213,7011.81%+680
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
142,969151,479+8,5107,5468,1834.01%+637
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
264,049287,324+23,2756,9347,5223.69%+588
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
296,946316,786+19,8408,0868,6584.25%+572
VANGUARD WORLD FD021,255+21,25502,8111.38%+2,811
WISDOMTREE TR(WT)3,8779,818+5,9412076480.32%+441
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
111,951117,432+5,4815,6625,9442.91%+282
DIMENSIONAL ETF TRUST
GLOBAL SUSTAINA
9,62014,935+5,3154987780.38%+281
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
97,491103,051+5,5604,9345,2112.56%+277
ISHARES TR010,856+10,85601,7830.87%+1,783
WISDOMTREE TR(WT)9,66314,357+4,6943845860.29%+203
STRATEGY SHS
EVEN HIGH DI ETF
5,44610,402+4,9561583420.17%+184
LENNOX INTL INC(LII)01,132+1,13206480.32%+648
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
62,24164,594+2,3533,1733,2941.62%+121
ISHARES TR
ESG AWR MSCI USA
059,611+59,61109,7574.78%+9,757
DIMENSIONAL ETF TRUST
INTERNATIONAL
8,91010,923+2,0133784930.24%+115
FIDELITY COVINGTON TRUST7,5239,779+2,2562623770.18%+115
PACER FDS TR
US LRG CP CASH
14,55614,625+694915870.29%+96
CASEYS GEN STORES INC(CASY)1,9371,893-441,4101,5050.74%+95
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
11,75612,221+4654525440.27%+92
ISHARES TR2,2442,248+43254010.20%+77
FIDELITY COVINGTON TRUST14,57814,388-1905296030.30%+74
VICTORY PORTFOLIOS II
CORE PLUS BD ETF
15,29718,674+3,3773334060.20%+73
FIDELITY COVINGTON TRUST7,5957,133-4623814430.22%+62
ISHARES TR
0-5 YR TIPS ETF
6,3967,074+6786627230.35%+61
PRINCIPAL FINANCIAL GROUP IN(PFG)2,1332,245+1121922420.12%+50
AMERICAN CENTY ETF TR40,62941,947+1,3181,6881,7370.85%+49
3M CO(MMM)02,945+2,94504770.23%+477
FIDELITY COVINGTON TRUST5,9336,116+1833283690.18%+41
ISHARES TR02,450+2,45003620.18%+362
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
3,2353,801+5661752070.10%+32
BLACKROCK ETF TRUST
ISHARES INTL DIV
09,741+9,74102920.14%+292
FIDELITY MERRIMACK STR TR9,2549,882+6283984230.21%+25
DEERE CO(DE)35035001972220.11%+25
ISHARES TR
ESG AW MSCI EAFE
02,041+2,04102100.10%+210
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
5,0494,914-1352072290.11%+22
FIDELITY MERRIMACK STR TR6,1096,509+4003003210.16%+21
ISHARES INC
MSCI EMRG CHN
02,313+2,31302370.12%+237
ISHARES TR07,983+7,98301,0980.54%+1,098
JOHNSON JOHNSON(JNJ)1,0131,021+82482590.13%+12
MICROSOFT CORP(MSFT)0776+77602890.14%+289
GAMESTOP CORP NEW(GME)000000
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)000000
SCHMID GROUP N V000000
KYNDRYL HLDGS INC(KD)000000
HENNESSY ADVISORS INC000000
RAMACO RES INC000000
HIMAX TECHNOLOGIES INC(HIMX)000000
PIONEER PWR SOLUTIONS INC000000
BRIGHTHOUSE FINL INC(BHF)000000
REALTY INCOME CORP(O)000000
BETTER HOME FINANCE HOLDIN000000
CVS HEALTH CORP(CVS)000000
STRYKER CORPORATION(SYK)000000
ISHARES BITCOIN TRUST ETF(IBIT)000000
GENERAL MTRS CO(GM)000000
BIGCOMMERCE HLDGS INC000000
GLOBAL X FDS
GLOBAL X COPPER
000000
ITRON INC(ITRI)000000
UNIFIED SER TR
ONEASCENT EMGRG
000000
FS KKR CAP CORP(FSK)000000
ATI INC(ATI)000000
WILLAMETTE VY VINEYARD INC000000
ARCHER AVIATION INC(ACHR)000000
BEYOND INC000000
SOFI TECHNOLOGIES INC(SOFI)000000
JOBY AVIATION INC(JOBY)000000
WHIRLPOOL CORP(WHR)000000
ETF SER SOLUTIONS
US DIVERSIFIED
000000
NORTHERN LTS FD TR IV
INSPIRE CORP BD
000000
TESLA INC(TSLA)000000
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
000000
ISHARES TR000000
SPROTT PHYSICAL GOLD SILVE(CEF)000000
METLIFE INC(MET)000000
DIREXION SHS ETF TR
DAI SEM BUL ETF
000000
MEDTRONIC PLC(MDT)000000
ISHARES TR000000
LULULEMON ATHLETICA INC(LULU)000000
REGENERON PHARMACEUTICALS(REGN)000000
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
1210-12140-4
ICU MED INC(ICUI)000000
MERCK CO INC(MRK)000000
ISHARES TR
CORE INTL AGGR
1000-10050-5
ISHARES TR000000
ARK ETF TR
3D PRINTING ETF
000000
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