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Lindsay Fields

Clarity Asset Management, Inc.

Assets Managed
$203.934M
Holdings
66
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
3.26%(2Q avg: 5.98%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Clarity Asset Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Clarity Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 203.934M in assets, with a quarterly growth rate of 3.26% and a 2-quarter average growth rate of 5.98%. The portfolio is managed by Lindsay Fields, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.71%
12.4%
$25.286M
287,736 shares@ $87.88 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 97.67%
9.42%
$19.197M
73,661 shares@ $260.62 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 8.23%
5.56%
$11.326M
147,666 shares@ $76.71 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Decreased -12.53%
4.79%
$9.757M
59,611 shares@ $163.68 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
Increased 6.69%
4.25%
$8.658M
316,786 shares@ $27.33 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Decreased -2.15%
4.1%
$8.35M
182,519 shares@ $45.75 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 5.96%
4.02%
$8.183M
151,479 shares@ $54.02 avg price
CGCB
Cap Group Core Bond
Recent Activity
Increased 8.82%
3.69%
$7.522M
287,324 shares@ $26.19 avg price
CGMU
Cap Group Municipal Income
Recent Activity
Increased 599.54%
3.63%
$7.383M
268,763 shares@ $27.47 avg price
QGRO
American Century Us Quality
Recent Activity
Increased 3.35%
3.58%
$7.295M
61,799 shares@ $118.06 avg price

1-10 of 66