Clarity Asset Management
Clarity Asset Management reported 65 stocks worth $205M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPYM (12.7%), QQQM (9.6%) and BIV (5.4%). Compared with Q2 2026, the fund opened new positions in JPIB, ESUM and CVX, added to SPYM, QQQM and BIV, trimmed ESGU, VFLO and NUDM and sold out of BWZ, TSME and MUB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $25.9M | 12.7% | 289K | +1,036 (+0%) | 8 of 8 | |
| 2 |  QQQM Invesco Nasdaq | $19.7M | 9.6% | 76K | +2,674 (+4%) | 8 of 8 | |
| 3 |  BIV Vanguard Intermediate | $11M | 5.4% | 150K | +2,773 (+2%) | 3 of 8 | |
| 4 |  ESGU Ishares TR | $9.5M | 4.6% | 57K | −2,818 (−5%) | 8 of 8 | |
| 5 |  VFLO Victory Portfolios II | $8.9M | 4.3% | 174K | −8,724 (−5%) | 3 of 8 | |
| 6 |  DFIV Dimensional ETF Trust | $8.7M | 4.3% | 156K | +4,299 (+3%) | 4 of 8 | |
| 7 |  CGMS Capital Group U S Multi | $8.5M | 4.2% | 325K | +8,367 (+3%) | 3 of 8 | |
| 8 |  QGRO American Centy ETF TR | $7.3M | 3.6% | 63K | +715 (+1%) | 3 of 8 | |
| 9 |  CGMU Capital Grp Fixed Incm ETF T | $7.3M | 3.5% | 280K | +11K (+4%) | 3 of 8 | |
| 10 |  CGCB Capital Group Core Bond ETF | $7.2M | 3.5% | 289K | +1,251 (+0%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clarity Asset Management 13F FAQ
What does Clarity Asset Management own?
Clarity Asset Management reported 65 stocks worth $205M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPYM (12.7%), QQQM (9.6%) and BIV (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Clarity Asset Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 40 added to, 19 trimmed and 4 sold out. New positions include JPIB, ESUM and CVX. It sold all of BWZ, TSME and MUB.
When will Clarity Asset Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Clarity Asset Management's portfolio worth?
The Q3 2026 filing reports $205M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.