Clarity Asset Management, Inc.

13F filer, CIK 1756759, AMES, IA

Clarity Asset Management, Inc. reported $153,593,698 across 215 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 78.56% of the portfolio.

Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001756759-25-000001

Period: 2024-12-31
Reported value: $154M
Holdings: 215
Top 10 weight: 78.56%
New: 32
Sold out: 13

Largest buys vs the previous quarter

Security	Shares change	Approx. value
PYLDnew	+268,384	$6.96M
HEFAnew	+90,810	$3.16M
EMXCadded	+52,619	$2.92M
BIDDnew	+8,918	$220K
FELCnew	+5,245	$173K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
EUSBexited	-35,549	-$1.57M
AVSUreduced	-9,465	-$626K
ESGVreduced	-4,506	-$473K
ESGUreduced	-2,781	-$358K
NULGreduced	-4,071	-$349K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001756759-25-000001, largest first. % of portfolio is the value over $153,593,698, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AVSUAMERICAN CENTY ETF TR	379,408	$25.1M	16.33%	-9,465	Timeline
ESGVVANGUARD WORLD FD	165,390	$17.3M	11.29%	-4,506	Timeline
AVSDAMERICAN CENTY ETF TR	276,400	$15.4M	10.02%	+3,081	Timeline
NULGNUSHARES ETF TR	171,580	$14.7M	9.59%	-4,071	Timeline
MUBISHARES TR	98,435	$10.5M	6.83%	+1,599	Timeline
ESGUISHARES TR	80,792	$10.4M	6.78%	-2,781	Timeline
EMXCISHARES INC	143,749	$7.97M	5.19%	+52,619	Timeline
PYLDPIMCO ETF TR	268,384	$6.96M	4.53%	new	Timeline
MINOPIMCO ETF TR	148,566	$6.69M	4.36%	+2,710	Timeline
NULVNUSHARES ETF TR	142,095	$5.59M	3.64%	-1,245	Timeline
MEARISHARES U S ETF TR	98,917	$4.94M	3.22%	+1,003	Timeline
EMNTPIMCO ETF TR	41,318	$4.07M	2.65%	+1,472	Timeline
HEFAISHARES TR	90,810	$3.16M	2.05%	new	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	47,522	$2.41M	1.57%	+884	Timeline
IVWISHARES TR	15,030	$1.53M	0.99%	-366	Timeline
ITOTISHARES TR	10,903	$1.4M	0.91%	+45	Timeline
IVEISHARES TR	4,513	$861K	0.56%	-153	Timeline
IGROISHARES TR	12,670	$861K	0.56%	-463	Timeline
SUSBISHARES TR	28,782	$711K	0.46%	+3,248	Timeline
ESGDISHARES TR	9,179	$699K	0.46%	-93	Timeline
LIILENNOX INTL INC	1,117	$680K	0.44%	+2	Timeline
CASYCASEYS GEN STORES INC	1,365	$541K	0.35%	+2	Timeline
FRELFIDELITY COVINGTON TRUST	18,568	$502K	0.33%	-375	Timeline
VTIVANGUARD INDEX FDS	1,679	$487K	0.32%	+4	Timeline
MMM3M CO	2,941	$380K	0.25%	+1	Timeline
MSFTMICROSOFT CORP	843	$356K	0.23%	-209	Timeline
IJTISHARES TR	2,220	$301K	0.2%	+6	Timeline
IJJISHARES TR	2,389	$299K	0.19%	-38	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	589	$267K	0.17%	-2	Timeline
BIDDBLACKROCK ETF TRUST	8,918	$220K	0.14%	new	Timeline
AVUSAMERICAN CENTY ETF TR	2,160	$209K	0.14%	+11	Timeline
JNJJOHNSON & JOHNSON	1,434	$207K	0.14%	+12	Timeline
IVVISHARES TR	348	$205K	0.13%	+29	Timeline
AAPLAPPLE INC	792	$198K	0.13%	0	Timeline
WMTWALMART INC	2,161	$195K	0.13%	-26	Timeline
FELCFIDELITY COVINGTON TRUST	5,245	$173K	0.11%	new	Timeline
AMZNAMAZON COM INC	750	$165K	0.11%	0	Timeline
CVXCHEVRON CORPORATION	1,133	$164K	0.11%	+1	Timeline
VXUSVANGUARD STAR FDS	2,544	$150K	0.1%	0	Timeline
DEDEERE & CO	349	$148K	0.1%	0	Timeline
VOOVANGUARD INDEX FDS	267	$144K	0.09%	+2	Timeline
FVALFIDELITY COVINGTON TRUST	2,278	$140K	0.09%	+3	Timeline
FDLOFIDELITY COVINGTON TRUST	2,211	$134K	0.09%	+8	Timeline
SUSLISHARES TR	1,258	$130K	0.08%	-2	Timeline
AVDEAMERICAN CENTY ETF TR	2,080	$128K	0.08%	-87	Timeline
PHPARKER-HANNIFIN CORP	199	$127K	0.08%	-3	Timeline
TCOMTRIP COM GROUP LTD	1,826	$125K	0.08%	0	Timeline
GRMNGARMIN LTD	589	$121K	0.08%	+5	Timeline
IBDNORTHERN LTS FD TR IV	4,855	$114K	0.07%	+83	Timeline
LOWLOWES COS INC	426	$105K	0.07%	-4	Timeline
VTWOVANGUARD SCOTTSDALE FDS	1,148	$103K	0.07%	+4	Timeline
LNTALLIANT ENERGY CORP	1,654	$97.8K	0.06%	+13	Timeline
JMSIJ P MORGAN EXCHANGE TRADED F	1,949	$97.6K	0.06%	new	Timeline
CINFCINCINNATI FINL CORP	661	$95K	0.06%	-12	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	1,224	$94.8K	0.06%	+4	Timeline
EMREMERSON ELEC CO	757	$93.8K	0.06%	+3	Timeline
PGPROCTER & GAMBLE CO	548	$91.8K	0.06%	new	Timeline
DISDISNEY WALT CO	811	$90.3K	0.06%	0	Timeline
DFGXDIMENSIONAL ETF TRUST	1,710	$89.5K	0.06%	new	Timeline
WFCWELLS FARGO & CO	1,270	$89.2K	0.06%	+4	Timeline
TSMETHRIVENT ETF TRUST	2,318	$84.9K	0.06%	new	Timeline
INTCINTEL CORP	4,085	$81.9K	0.05%	-630	Timeline
DOVDOVER CORP	431	$80.9K	0.05%	-2	Timeline
ATLOAMES NATL CORP	4,878	$80.1K	0.05%	+3,021	Timeline
KOCOCA COLA CO	1,272	$79.2K	0.05%	+18	Timeline
AWRAMER STATES WTR CO	1,011	$78.5K	0.05%	-6	Timeline
IBMINTERNATIONAL BUSINESS MACHS	357	$78.4K	0.05%	+3	Timeline
BGRNISHARES TR	1,643	$76.6K	0.05%	+33	Timeline
NUSCNUSHARES ETF TR	1,802	$75.5K	0.05%	-73	Timeline
HEARTLAND FINL USA INCHEARTLAND FINL USA INC	1,164	$71.4K	0.05%	-207
SHVISHARES TR	641	$70.6K	0.05%	+10	Timeline
MZTIMARZETTI COMPANY	407	$70.4K	0.05%	+6	Timeline
STIPISHARES TR	692	$69.6K	0.05%	+4	Timeline
NDSNNORDSON CORP	332	$69.4K	0.05%	-2	Timeline
CLCOLGATE PALMOLIVE CO	751	$68.3K	0.04%	+4	Timeline
NWNNORTHWEST NAT HLDG CO	1,717	$67.9K	0.04%	+20	Timeline
GPCGENUINE PARTS CO	558	$65.2K	0.04%	+31	Timeline
GOOGLALPHABET INC	341	$64.5K	0.04%	+1	Timeline
TDSTELEPHONE & DATA SYS INC	1,774	$60.5K	0.04%	-126	Timeline
ABMABM INDS INC	1,163	$59.5K	0.04%	+5	Timeline
GEGE AEROSPACE	337	$56.2K	0.04%	0	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	1,022	$51.2K	0.03%	+9	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	624	$50.9K	0.03%	new	Timeline
CBSHCOMMERCE BANCSHARES INC	762	$47.5K	0.03%	+31	Timeline
XOMEXXON MOBIL CORP	437	$47K	0.03%	+100	Timeline
UBSIUNITED BANKSHARES INC WEST V	1,226	$46K	0.03%	+12	Timeline
TRTOOTSIE ROLL INDS INC	1,423	$46K	0.03%	+4	Timeline
SPGIS&P GLOBAL INC	92	$45.6K	0.03%	+1	Timeline
GWWWW GRAINGER INC	43	$45.3K	0.03%	-3	Timeline
ABTABBOTT LABORATORIES	401	$45.3K	0.03%	-4	Timeline
NFGNATIONAL FUEL GAS CO	742	$45K	0.03%	-5	Timeline
FRTFEDERAL RLTY INVT TR NEW	399	$44.7K	0.03%	-6	Timeline
RPMRPM INTL INC	363	$44.6K	0.03%	-11	Timeline
KVUEKENVUE INC	2,089	$44.6K	0.03%	new	Timeline
BKHBLACK HILLS CORP	758	$44.3K	0.03%	-5	Timeline
SYYSYSCO CORP	579	$44.3K	0.03%	+4	Timeline
HRLHORMEL FOODS CORP	1,386	$43.5K	0.03%	+33	Timeline
FTSFORTIS INC	1,038	$43.1K	0.03%	+9	Timeline
ITWILLINOIS TOOL WKS INC	170	$43K	0.03%	-2	Timeline
GRCGORMAN RUPP CO	1,121	$42.5K	0.03%	+5	Timeline
ABBVABBVIE INC	238	$42.3K	0.03%	-6	Timeline
KMBKIMBERLY-CLARK CORP	311	$40.8K	0.03%	+4	Timeline
PEPPEPSICO INC	267	$40.6K	0.03%	+7	Timeline
MSAMSA SAFETY INC	244	$40.5K	0.03%	+8	Timeline
BDXBECTON DICKINSON & CO	178	$40.3K	0.03%	+4	Timeline
EDCONSOLIDATED EDISON INC	445	$39.7K	0.03%	-6	Timeline
MFCMANULIFE FINL CORP	1,292	$39.7K	0.03%	+10	Timeline
PPGPPG INDS INC	329	$39.3K	0.03%	+10	Timeline
CWTCALIFORNIA WTR SVC GROUP	855	$38.8K	0.03%	+4	Timeline
MSEXMIDDLESEX WTR CO	737	$38.8K	0.03%	+4	Timeline
SPYMSPDR SERIES TRUST	553	$38.1K	0.02%	new	Timeline
MGVVANGUARD WORLD FD	304	$37.9K	0.02%	-68	Timeline
SWKSTANLEY BLACK & DECKER INC	471	$37.8K	0.02%	+5	Timeline
HTOH2O AMERICA	767	$37.8K	0.02%	+5	Timeline
ADMARCHER DANIELS MIDLAND CO	743	$37.5K	0.02%	+42	Timeline
IUSVISHARES TR	405	$37.5K	0.02%	+1	Timeline
IBCPINDEPENDENT BK CORP MICH	1,063	$37K	0.02%	0	Timeline
FULFULLER H B CO	546	$36.8K	0.02%	+23	Timeline
TNCTENNANT CO	439	$35.8K	0.02%	+25	Timeline
FQALFIDELITY COVINGTON TRUST	529	$34.6K	0.02%	-29	Timeline
SCLSTEPAN CO	524	$33.9K	0.02%	+36	Timeline
AVEMAMERICAN CENTY ETF TR	572	$33.6K	0.02%	-45	Timeline
NUENUCOR CORP	276	$32.2K	0.02%	+19	Timeline
GDXVANECK ETF TRUST	924	$31.3K	0.02%	+11	Timeline
JPMJPMORGAN CHASE & CO	123	$29.5K	0.02%	+1	Timeline
ETENERGY TRANSFER L P	1,491	$29.2K	0.02%	+27	Timeline
PRFINVESCO EXCHANGE TRADED FD T	693	$28K	0.02%	+3	Timeline
GEVGE VERNOVA INC	84	$27.6K	0.02%	new	Timeline
USBUS BANCORP	562	$26.9K	0.02%	+6	Timeline
PFEPFIZER INC	1,000	$26.5K	0.02%	new	Timeline
IXUSISHARES TR	392	$26K	0.02%	+8	Timeline
HDHOME DEPOT INC	66	$25.5K	0.02%	+1	Timeline
SOLVSOLVENTUM CORP	385	$25.4K	0.02%	new	Timeline
CUZCOUSINS PPTYS INC	815	$25K	0.02%	+9	Timeline
BNDXVANGUARD CHARLOTTE FDS	491	$24.1K	0.02%	-362	Timeline
IJRISHARES TR	193	$22.2K	0.01%	+17	Timeline
WTBAWEST BANCORPORATION INC	1,000	$21.6K	0.01%	0	Timeline
NUVNUVEEN MUN VALUE FD INC	2,489	$21.4K	0.01%	new	Timeline
SMMUPIMCO ETF TR	423	$21.1K	0.01%	+3	Timeline
GDGENERAL DYNAMICS CORP	80	$21.1K	0.01%	0	Timeline
BACBANK OF AMER CORP	465	$20.4K	0.01%	+3	Timeline
TMTOYOTA MOTOR CORP	102	$19.8K	0.01%	+2	Timeline
IJHISHARES TR	316	$19.7K	0.01%	+2	Timeline
ESMLISHARES TR	463	$19.4K	0.01%	+2	Timeline
ESGEISHARES INC	567	$18.9K	0.01%	+8	Timeline
METAMETA PLATFORMS INC	32	$18.8K	0.01%	0	Timeline
FUTYFIDELITY COVINGTON TRUST	384	$18.7K	0.01%	+3	Timeline
VPUVANGUARD WORLD FD	107	$17.5K	0.01%	+1	Timeline
CCJCAMECO CORP	328	$16.8K	0.01%	new	Timeline
FBNDFIDELITY MERRIMACK STR TR	354	$15.9K	0.01%	+116	Timeline
FDMOFIDELITY COVINGTON TRUST	225	$15.7K	0.01%	-18	Timeline
DFASDIMENSIONAL ETF TRUST	229	$14.9K	0.01%	+1	Timeline
UUNITY SOFTWARE INC	650	$14.6K	0.01%	new	Timeline
HDVISHARES TR	129	$14.5K	0.01%	+1	Timeline
TJXTJX COS INC NEW	119	$14.4K	0.01%	new	Timeline
PRUPRUDENTIAL FINL INC	121	$14.4K	0.01%	+1	Timeline
NUMVNUSHARES ETF TR	405	$14.1K	0.01%	+7	Timeline
QQQMINVESCO EXCH TRADED FD TR II	65	$13.7K	0.01%	new	Timeline
GLDSPDR GOLD TR	55	$13.4K	0.01%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	68	$13.3K	0.01%	+27	Timeline
COPCONOCOPHILLIPS	116	$11.5K	0.01%	+1	Timeline
FIDIFIDELITY COVINGTON TRUST	573	$11.2K	0.01%	+71	Timeline
AWKAMERICAN WTR WKS CO INC NEW	89	$11K	0.01%	+1	Timeline
SIRISIRIUSXM HOLDINGS INC	480	$10.9K	0.01%	new	Timeline
AGGISHARES TR	102	$9.93K	0.01%	+1	Timeline
DFISDIMENSIONAL ETF TRUST	388	$9.52K	0.01%	+3	Timeline
CSCOCISCO SYS INC	157	$9.29K	0.01%	+1	Timeline
LULULULULEMON ATHLETICA INC	24	$9.18K	0.01%	0	Timeline
FDEMFIDELITY COVINGTON TRUST	321	$8.11K	0.01%	+17	Timeline
NVDANVIDIA CORPORATION	51	$6.8K	<0.01%	-73	Timeline
EAGGISHARES TR	143	$6.63K	<0.01%	-60	Timeline
UBERUBER TECHNOLOGIES INC	100	$6.03K	<0.01%	new	Timeline
XYZBLOCK INC	70	$5.95K	<0.01%	new	Timeline
COWZPACER FDS TR	103	$5.82K	<0.01%	new	Timeline
VOLATILITY SHS TRVOLATILITY SHS TR	725	$5.66K	<0.01%	new
PRNTARK ETF TR	261	$5.51K	<0.01%	+1	Timeline
ICUIICU MED INC	34	$5.28K	<0.01%	0	Timeline
WHRWHIRLPOOL CORP	44	$5.01K	<0.01%	+1	Timeline
SUSAISHARES TR	38	$4.6K	<0.01%	0	Timeline
ZSZSCALER INC	25	$4.51K	<0.01%	new	Timeline
IAUISHARES GOLD TR	87	$4.29K	<0.01%	0	Timeline
FLTBFIDELITY MERRIMACK STR TR	84	$4.18K	<0.01%	+4	Timeline
SUBISHARES TR	39	$4.11K	<0.01%	-52	Timeline
TENBTENABLE HLDGS INC	100	$3.94K	<0.01%	new	Timeline
MRKMERCK & CO INC	38	$3.78K	<0.01%	0	Timeline
METMETLIFE INC	45	$3.66K	<0.01%	+1	Timeline
WWJDNORTHERN LTS FD TR IV	126	$3.65K	<0.01%	+7	Timeline
FANFIRST TR EXCHANGE-TRADED FD	242	$3.58K	<0.01%	0	Timeline
REGNREGENERON PHARMACEUTICALS	5	$3.56K	<0.01%	0	Timeline
MPMP MATERIALS CORP	225	$3.51K	<0.01%	new	Timeline
MDTMEDTRONIC PLC	39	$3.12K	<0.01%	0	Timeline
SRPTSAREPTA THERAPEUTICS INC	25	$3.04K	<0.01%	0	Timeline
FSKFS KKR CAP CORP	117	$2.54K	<0.01%	+8	Timeline
VTVVANGUARD INDEX FDS	14	$2.43K	<0.01%	0	Timeline
IEMGISHARES INC	45	$2.37K	<0.01%	0	Timeline
WVVIWILLAMETTE VALLEY VINEYARDS	700	$2.35K	<0.01%	0	Timeline
SSENTINELONE INC	100	$2.22K	<0.01%	new	Timeline
IEFAISHARES TR	30	$2.13K	<0.01%	0	Timeline
ILTBISHARES TR	44	$2.13K	<0.01%	+1	Timeline
MINTPIMCO ETF TR	21	$2.12K	<0.01%	new	Timeline
SOXLDIREXION SHARES ETF TRUST	73	$1.98K	<0.01%	+1	Timeline
ACHRARCHER AVIATION INC	200	$1.95K	<0.01%	new	Timeline
QBTSD-WAVE QUANTUM INC	225	$1.89K	<0.01%	new	Timeline
XSOEWISDOMTREE TR	61	$1.87K	<0.01%	0	Timeline
KDKYNDRYL HLDGS INC	52	$1.8K	<0.01%	0	Timeline
TAT&T INC	62	$1.41K	<0.01%	+1	Timeline
PIPRPIPER SANDLER COS	4	$1.17K	<0.01%	0	Timeline
AKROAKERO THERAPEUTICS INC	42	$1.17K	<0.01%	0	Timeline
IGIBISHARES TR	20	$1.03K	<0.01%	0	Timeline
GMGENERAL MTRS CO	17	$906	<0.01%	0	Timeline
HNNAHENNESSY ADVISORS INC	67	$852	<0.01%	+1	Timeline
APLDAPPLIED DIGITAL CORP	100	$764	<0.01%	new	Timeline
OREALTY INCOME CORP	13	$694	<0.01%	0	Timeline
BHFBRIGHTHOUSE FINL INC	14	$673	<0.01%	0	Timeline
CVSCVS HEALTH CORP	12	$538	<0.01%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
EUSBISHARES TR	35,549	$1.57M	shares
ISRGINTUITIVE SURGICAL INC	326	$160K	shares
SGOVISHARES TR	694	$69.9K	shares
TGTTARGET CORP	393	$61.3K	shares
DMXFISHARES TR	562	$40.5K	shares
USXFISHARES TR	754	$37K	shares
RTXRTX CORPORATION	115	$13.9K	shares
IDHQINVESCO EXCH TRADED FD TR II	218	$6.93K	shares
JPSTJ P MORGAN EXCHANGE TRADED F	42	$2.14K	shares
ZIMZIM INTEGRATED SHIPPING SERV	50	$1.28K	shares
GLDMWORLD GOLD TR	20	$1.04K	shares
FSMDFIDELITY COVINGTON TRUST	24	$980	shares
AVGOBROADCOM INC	3	$551	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001756759-25-000001	base		2025-02-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC