Clarity Asset Management, Inc.

AMES, IA · CIK 1756759 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAmes, IA

$203.9m reported value +3.3% vs Q1 2026

66positions

55.4%in top 10

0 new 44 added 21 reduced 224 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	287,736	$25.3m12.40%	12.40%	Reduced -2.1k	-2,081 -0.7%
2	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	73,661	$19.2m9.41%	9.41%	Added +36.4k	+36,395 97.7%
3	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	147,666	$11.3m5.55%	5.55%	Added +11.2k	+11,220 8.2%
4	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	59,611	$9.8m4.78%	4.78%	Reduced -8.5k	-8,543 -12.5%
5	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	316,786	$8.7m4.25%	4.25%	Added +19.8k	+19,840 6.7%
6	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	182,519	$8.4m4.09%	4.09%	Reduced -4.0k	-4,029 -2.2%
7	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	151,479	$8.2m4.01%	4.01%	Added +8.5k	+8,510 6.0%
8	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	287,324	$7.5m3.69%	3.69%	Added +23.3k	+23,275 8.8%
9	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	268,763	$7.4m3.62%	3.62%	Added +230.3k	+230,343 599.5%
10	AMERICAN CENTY ETF TR US QUALITY GROW QGRO	QGRO	61,799	$7.3m3.58%	3.58%	Added +2.0k	+2,001 3.4%
11	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	176,041	$7.0m3.45%	3.45%	Reduced -110.3k	-110,264 -38.5%
12	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	117,432	$5.9m2.91%	2.91%	Added +5.5k	+5,481 4.9%
13	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	63,109	$5.6m2.74%	2.74%	Reduced -65.8k	-65,792 -51.0%
14	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	103,051	$5.2m2.56%	2.56%	Added +5.6k	+5,560 5.7%
15	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	99,391	$5.1m2.48%	2.48%	Added +81.2k	+81,173 445.6%
16	ISHARES TR CORE DIV GRWTH DGRO	DGRO	58,024	$4.4m2.16%	2.16%	Added +25.5k	+25,536 78.6%
17	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	72,163	$4.4m2.13%	2.13%	Added +42.4k	+42,425 142.7%
18	LISTED FD TR HORIZON KINETICS INFL	INFL	80,190	$4.0m1.96%	1.96%	Added +29.8k	+29,750 59.0%
19	FRANKLIN TEMPLETON HOLDINGS RESPBLY SRCD GLD FGDL	FGDL	69,337	$3.7m1.81%	1.81%	Added +20.7k	+20,746 42.7%
20	AMERICAN CENTY ETF TR AVANTIS RESPONSI AVSD	AVSD	46,237	$3.7m1.81%	1.81%	Reduced -17.6k	-17,595 -27.6%
21	SPDR SERIES TRUST BLOOMBERG SHORT BWZ	BWZ	133,731	$3.6m1.75%	1.75%	Reduced -43.0k	-42,994 -24.3%
22	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	64,594	$3.3m1.62%	1.62%	Added +2.4k	+2,353 3.8%
23	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	40,158	$2.9m1.44%	1.44%	Added +14.1k	+14,131 54.3%
24	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	24,517	$2.9m1.41%	1.41%	Reduced -28.9k	-28,885 -54.1%
25	LITMAN GREGORY FDS TR IMGP DBI MANAGED DBMF	DBMF	92,844	$2.8m1.39%	1.39%	Added +24.5k	+24,451 35.8%
26	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	21,255	$2.8m1.38%	1.38%	Added +720	+720 3.5%
27	CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I CGHM	CGHM	70,040	$1.8m0.89%	0.89%	Added +61.6k	+61,626 732.4%
28	ISHARES TR CORE S&P TTL STK ITOT	ITOT	10,856	$1.8m0.87%	0.87%	Added +28	+28 0.3%
29	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	41,947	$1.7m0.85%	0.85%	Added +1.3k	+1,318 3.2%
30	CASEYS GEN STORES INC COM CASY	CASY	1,893	$1.5m0.74%	0.74%	Reduced -44	-44 -2.3%
31	PIMCO ETF TR MUNI INCOME OPP MINO	MINO	26,471	$1.2m0.59%	0.59%	Reduced -61.6k	-61,598 -69.9%
32	ISHARES TR S&P 500 GRWT ETF IVW	IVW	7,983	$1.1m0.54%	0.54%	Reduced -1.6k	-1,609 -16.8%
33	DIMENSIONAL ETF TRUST GLOBAL SUSTAINA DFSB	DFSB	14,935	$778.3k0.38%	0.38%	Added +5.3k	+5,315 55.2%
34	ISHARES U S ETF TR SHORT MATURITY M MEAR	MEAR	14,930	$752.2k0.37%	0.37%	Reduced -44.7k	-44,741 -75.0%
35	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	7,074	$722.7k0.35%	0.35%	Added +678	+678 10.6%
36	LENNOX INTL INC COM LII	LII	1,132	$648.4k0.32%	0.32%	Added +3	+3 0.3%
37	WISDOMTREE TR US QUALITY GROW QGRW	QGRW	9,818	$648.3k0.32%	0.32%	Added +5.9k	+5,941 153.2%
38	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	22,820	$605.2k0.30%	0.30%	Reduced -1.7k	-1,717 -7.0%
39	FIDELITY COVINGTON TRUST ENHANCED LARGE FELC	FELC	14,388	$603.0k0.30%	0.30%	Reduced -190	-190 -1.3%
40	PACER FDS TR US LRG CP CASH COWG	COWG	14,625	$587.2k0.29%	0.29%	Added +69	+69 0.5%
41	WISDOMTREE TR FUTRE STRAT FD WTMF	WTMF	14,357	$586.5k0.29%	0.29%	Added +4.7k	+4,694 48.6%
42	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	12,221	$543.6k0.27%	0.27%	Added +465	+465 4.0%
43	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	10,923	$492.6k0.24%	0.24%	Added +2.0k	+2,013 22.6%
44	3M CO COM MMM	MMM	2,945	$476.8k0.23%	0.23%	Added +1	+1 0.0%
45	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	7,133	$443.0k0.22%	0.22%	Reduced -462	-462 -6.1%
46	FIDELITY MERRIMACK STR TR INVESTMENT GR BD FIGB	FIGB	9,882	$423.3k0.21%	0.21%	Added +628	+628 6.8%
47	VICTORY PORTFOLIOS II CORE PLUS BD ETF UBND	UBND	18,674	$405.8k0.20%	0.20%	Added +3.4k	+3,377 22.1%
48	ISHARES TR S&P SML 600 GWT IJT	IJT	2,248	$401.5k0.20%	0.20%	Added +4	+4 0.2%
49	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	9,701	$389.3k0.19%	0.19%	Reduced -2.5k	-2,489 -20.4%
50	THRIVENT ETF TRUST SMALL MID CAP EQ TSME	TSME	7,420	$388.6k0.19%	0.19%	Reduced -63.3k	-63,267 -89.5%
51	ISHARES TR NATIONAL MUN ETF MUB	MUB	3,551	$382.2k0.19%	0.19%	Reduced -61.2k	-61,209 -94.5%
52	FIDELITY COVINGTON TRUST INT VL FCT ETF FIVA	FIVA	9,779	$376.7k0.18%	0.18%	Added +2.3k	+2,256 30.0%
53	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	6,116	$368.8k0.18%	0.18%	Added +183	+183 3.1%
54	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	2,450	$362.0k0.18%	0.18%	Added +8	+8 0.3%
55	STRATEGY SHS EVENTIDE HIGH DI ELCV	ELCV	10,402	$341.9k0.17%	0.17%	Added +5.0k	+4,956 91.0%
56	FIDELITY MERRIMACK STR TR TACTICAL BOND FTBD	FTBD	6,509	$320.8k0.16%	0.16%	Added +400	+400 6.5%
57	BLACKROCK ETF TRUST ISHARES INTL DIV BIDD	BIDD	9,741	$292.4k0.14%	0.14%	Added +548	+548 6.0%
58	MICROSOFT CORP COM MSFT	MSFT	776	$289.5k0.14%	0.14%	Added +4	+4 0.5%
59	ISHARES TR INTL DIV GRWTH IGRO	IGRO	3,193	$280.7k0.14%	0.14%	Reduced -1.2k	-1,223 -27.7%
60	JOHNSON & JOHNSON COM JNJ	JNJ	1,021	$259.3k0.13%	0.13%	Added +8	+8 0.8%
61	PRINCIPAL FINANCIAL GROUP IN COM PFG	PFG	2,245	$242.0k0.12%	0.12%	Added +112	+112 5.2%
62	ISHARES INC MSCI EMRG CHN EMXC	EMXC	2,313	$236.6k0.12%	0.12%	Reduced -452	-452 -16.4%
63	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	4,914	$229.1k0.11%	0.11%	Reduced -135	-135 -2.7%
64	DEERE & CO COM DE	DE	350	$221.9k0.11%	0.11%	Unchanged
65	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	2,041	$209.8k0.10%	0.10%	Added +98	+98 5.0%
66	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	3,801	$207.0k0.10%	0.10%	Added +566	+566 17.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NUSHARES ETF TR NULV	NULV	32,261	$1.5m32.3k shares
INVESCO EXCH TRADED FD TR II SPMO	SPMO	4,929	$552.6k4.9k shares
VANGUARD INDEX FDS VTI	VTI	966	$309.9k966 shares
WALMART INC WMT	WMT	1,725	$214.4k1.7k shares
CHEVRON CORP NEW CVX	CVX	1,009	$208.8k1.0k shares
VANGUARD STAR FDS VXUS	VXUS	2,544	$196.2k2.5k shares
FIDELITY COVINGTON TRUST FELV	FELV	5,414	$189.0k5.4k shares
FIDELITY MERRIMACK STR TR FLTB	FLTB	3,747	$188.4k3.7k shares
FIDELITY COVINGTON TRUST FREL	FREL	6,863	$184.7k6.9k shares
PIMCO ETF TR EMNT	EMNT	1,849	$182.9k1.8k shares
MORGAN STANLEY ETF TRUST EVTR	EVTR	2,980	$151.2k3.0k shares
FIDELITY COVINGTON TRUST FVAL	FVAL	2,157	$149.7k2.2k shares
FIDELITY COVINGTON TRUST FDLO	FDLO	2,253	$145.5k2.3k shares
AMES NATL CORP ATLO	ATLO	5,124	$144.6k5.1k shares
MORGAN STANLEY ETF TRUST EVSD	EVSD	2,806	$142.9k2.8k shares
GARMIN LTD GRMN	GRMN	601	$139.4k601 shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	283	$135.6k283 shares
ISHARES TR XJH	XJH	2,952	$133.9k3.0k shares
ISHARES TR BGRN	BGRN	2,809	$133.3k2.8k shares
BNY MELLON ETF TRUST II BKDV	BKDV	4,332	$128.5k4.3k shares
FIDELITY COVINGTON TRUST FFEM	FFEM	3,629	$128.3k3.6k shares
ISHARES TR IVE	IVE	585	$123.5k585 shares
PARKER-HANNIFIN CORP PH	PH	137	$122.9k137 shares
AMERICAN CENTY ETF TR AVDV	AVDV	1,207	$120.5k1.2k shares
APPLE INC AAPL	AAPL	444	$112.7k444 shares