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Ruth Thortvedt

Clarity Asset Management, Inc.

Assets Managed
$197.513M
Holdings
290
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
8.71%(2Q avg: 5.32%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Clarity Asset Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 290 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 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 197.513M in assets, with a quarterly growth rate of 8.71% and a 2-quarter average growth rate of 5.32%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 3282.16%
11.24%
$22.183M
289,817 shares@ $76.55 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
New Position
5.34%
$10.531M
136,446 shares@ $77.19 avg price
NUDM
Nuveen Esg Intl Devel Mrk Eq
Recent Activity
Decreased -31.81%
5.24%
$10.338M
286,305 shares@ $36.11 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Decreased -18.47%
4.88%
$9.638M
68,154 shares@ $141.43 avg price
AVSU
Avantis Resp Us Equity Etf
Recent Activity
Decreased -69.25%
4.83%
$9.53M
128,901 shares@ $73.94 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 3036.87%
4.49%
$8.855M
37,266 shares@ $237.62 avg price
CGMS
Cap Group Us Multi-sect Bond
Recent Activity
New Position
4.1%
$8.086M
296,946 shares@ $27.24 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 15803.12%
3.83%
$7.546M
142,969 shares@ $52.78 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
New Position
3.73%
$7.365M
186,548 shares@ $39.48 avg price
CGCB
Cap Group Core Bond
Recent Activity
New Position
3.52%
$6.934M
264,049 shares@ $26.26 avg price

1-10 of 290