Clarity Asset Management, Inc.
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$197.5M
Holdings
296
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SER TR
Held since at least Q1 2024
11.2%
02
$BIV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
5.3%
03
$NUDM
NUSHARES ETF TR
Held since at least Q1 2024
5.2%
04
$ESGU
ISHARES TR
Held since at least Q1 2024
4.9%
05
$AVSU
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.8%
06
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: New position (8.5k shares)
4.5%
07
$CGMS
CAPITAL GRP FIXED INCM ETF T
Held since at least Q1 2024
4.1%
08
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.8%
09
$VFLO
VICTORY PORTFOLIOS II
Held since at least Q1 2024
3.7%
10
$CGCB
CAPITAL GRP FIXED INCM ETF T
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.