Clarity Asset Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Clarity Asset Management, Inc. reported 249 stock positions worth $178.3 million. Its top holding was Avantis Resp US Equity ETF (AVSU) at 17.4% of the portfolio, followed by Vanguard ESG US Stock ETF (ESGV, 12.3%) and Avantis Reps Intern Equi ETF (AVSD, 8.3%). Compared with Q2 2025, it opened 17 new positions, sold out of 18, added to 136 and reduced 38. The biggest buy was iShares ESG Aware MSCI USA (ESGU, shares +2%) and the biggest sale Microsoft (MSFT, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- AMES, IA
- CIK
- 0001756759
- Portfolio Value
- $178.3M (Q3 2025)
- SEC Filing
- 0001756759-25-000008 ↗ filed Oct 27, 2025
Holdings Value
Holdings 249 stocks · $178.3M
| AVSU Avantis Resp US Equity ETF | 17.43% | 422,365 | $31.1M | Reduce -0.6% |
| ESGV Vanguard ESG US Stock ETF | 12.30% | 185,162 | $21.9M | Reduce -0.4% |
| AVSD Avantis Reps Intern Equi ETF | 8.32% | 207,371 | $14.8M | Reduce -0.1% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 8.24% | 390,352 | $14.7M | Add +0.3% |
| ESGU iShares ESG Aware MSCI USA | 7.01% | 85,847 | $12.5M | Add +1.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 5.67% | 101,703 | $10.1M | Reduce -1.6% |
| TSME Thrivent SML-MDC Eq ETF-US I | 5.51% | 236,639 | $9.8M | Reduce -1.9% |
| MUB iShares National Muni Bond E | 4.28% | 71,589 | $7.6M | Add +5.1% |
| BWZ State Street SPDR Bloomberg | 3.98% | 255,097 | $7.1M | Add +2.5% |
| PYLD PIMCO Multisector Bond Actv | 3.33% | 221,444 | $5.9M | Add +4.4% |
| EMNT PIMCO Enhcd St M-Active ESG | 3.29% | 59,363 | $5.9M | Add +2.9% |
| NULV Nuveen ESG Large-Cap Val ETF | 2.63% | 107,028 | $4.7M | Add +0.7% |
| MINO PIMCO Municipal Income Oppor | 2.37% | 93,239 | $4.2M | Add +5.0% |
| MEAR Ishrs Short Mat Muni Act ETF | 1.79% | 63,347 | $3.2M | Add +3.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.68% | 58,757 | $3.0M | Add +3.5% |
| IVW iShares S&P 500 Growth ETF | 1.01% | 14,869 | $1.8M | Add +6.1% |
| ITOT iShares Core S&P Total U.S. | 0.90% | 10,998 | $1.6M | Add +0.3% |
| IGRO iShares Intl Div Growth ETF | 0.50% | 11,153 | $889K | Add +11.6% |
| FENI Fidelity Enhanced Intl ETF | 0.44% | 22,232 | $784K | Add +13.2% |
| CASY Casey's General Stores Inc. | 0.43% | 1,369 | $774K | Add +0.1% |
| LII Lennox International Inc. | 0.33% | 1,123 | $595K | Add +0.2% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.33% | 17,579 | $589K | Add +17.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.32% | 7,370 | $577K | Add +34.0% |
| AVUS Avantis U.S. Equity ETF | 0.32% | 5,286 | $575K | Add +34.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 1,684 | $553K | Add +0.1% |
| FREL Fidelity MSCI RL Est Indx | 0.27% | 17,272 | $480K | Add +10.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.26% | 6,887 | $465K | Reduce -1.6% |
| MMM 3M Co. | 0.26% | 2,944 | $457K | Add +0.0% |
| MSFT Microsoft Corp. | 0.25% | 862 | $447K | Reduce -35.3% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 5,491 | $329K | Add +27.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.18% | 2,234 | $316K | Add +0.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.18% | 2,419 | $314K | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 582 | $293K | Reduce -15.3% |
| AVDE Avantis International Equity | 0.16% | 3,651 | $288K | Add +32.3% |
| BIDD iShares International Divide | 0.14% | 9,056 | $253K | Add +0.2% |
| ESGD iShares Trust iShares ESG Aw | 0.14% | 2,719 | $253K | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.12% | 1,146 | $212K | Add +0.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.11% | 786 | $194K | Add +33.2% |
| IVV iShares Core S&P 500 ETF | 0.11% | 287 | $192K | Reduce -40.5% |
| WMT Walmart Inc. | 0.10% | 1,815 | $187K | Reduce -1.8% |
| VXUS Vanguard Total Intl Stock | 0.10% | 2,544 | $187K | No change |
| CVX Chevron Corp. | 0.10% | 1,140 | $177K | Add +0.1% |
| SUSL iShares ESG MSCI USA Leaders | 0.10% | 1,480 | $173K | Add +0.3% |
| DE Deere & Co. | 0.09% | 349 | $160K | No change |
| FDLO Fidelity Low Volat Fact ETF | 0.08% | 2,236 | $147K | Add +0.4% |
| FVAL Fidelity Value Factor ETF | 0.08% | 2,137 | $147K | Add +0.4% |
| GRMN Garmin Ltd. | 0.08% | 596 | $147K | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 0.08% | 326 | $146K | No change |
| TCOM Trip.com Group Ltd.-ADR | 0.08% | 1,835 | $138K | No change |
| VOO Vanguard S&P 500 ETF | 0.07% | 209 | $128K | Add +8.3% |
| SUSB iShares ESG Aware 1-5 Year U | 0.07% | 5,006 | $127K | Add +1.1% |
| AVEM Avantis Emerging Markets Eq | 0.07% | 1,650 | $124K | Add +31.7% |
| IVE iShares S&P 500 Value ETF | 0.07% | 593 | $123K | Reduce -0.5% |
| PH Parker Hannifin Corp. | 0.07% | 161 | $122K | Reduce -6.4% |
| WFC Wells Fargo & Co. | 0.07% | 1,421 | $119K | Reduce -20.1% |
| VTWO Vanguard Russell 2000 ETF | 0.06% | 1,165 | $114K | Add +0.3% |
| AAPL Apple Inc. | 0.06% | 443 | $113K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.06% | 813 | $112K | Add +38.0% |
| FBND Fidelity Total Bond ETF | 0.06% | 2,281 | $105K | Add +85.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 364 | $103K | Add +0.8% |
| PFG Principal Financial Group | 0.06% | 1,237 | $103K | Add +0.3% |
| ATLO Ames National Corp. | 0.06% | 5,036 | $102K | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 337 | $101K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 467 | $101K | Add +31.9% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 2,003 | $101K | Add +0.9% |
| LNT Alliant Energy Corp. | 0.05% | 1,404 | $95K | Reduce -16.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 818 | $94K | Add +0.4% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.05% | 1,710 | $92K | No change |
| LOW Lowe's Cos Inc. | 0.05% | 347 | $87K | Reduce -7.5% |
| CINF Cincinnati Financial Corp. | 0.05% | 531 | $84K | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.05% | 342 | $83K | No change |
| EMR Emerson Electric Co. | 0.05% | 630 | $83K | Reduce -1.9% |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 180 | $79K | No change |
| NVDA Nvidia Corp. | 0.04% | 421 | $79K | Add +144.8% |
| UMBF Umb Financial Corp. | 0.04% | 646 | $76K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.04% | 484 | $74K | Add +0.8% |
| NUSC Nuveen ESG Small-Cap ETF | 0.04% | 1,677 | $74K | Reduce -6.9% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 521 | $73K | Add +0.8% |
| BGRN iShares Usd Green Bond ETF | 0.04% | 1,505 | $72K | Add +1.1% |
| PTL Inspire 500 ETF | 0.04% | 285 | $71K | Add +88.7% |
| JPM JPMorgan Chase & Co. | 0.04% | 218 | $69K | Add +0.5% |
| NDSN Nordson Corp. | 0.04% | 302 | $69K | Reduce -0.7% |
| GPC Genuine Parts Co. | 0.04% | 493 | $68K | Add +0.8% |
| KO The Coca-Cola Co. | 0.04% | 1,030 | $68K | Add +0.7% |
| AMZN Amazon.com Inc. | 0.04% | 306 | $67K | Reduce -29.8% |
| FBTC Fidelity Wise Origin Bitcoin | 0.04% | 666 | $66K | No change |
| MZTI The Marzetti Company | 0.04% | 362 | $63K | Add +0.6% |
| DOV Dover Corp. | 0.03% | 369 | $62K | Reduce -0.5% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.03% | 834 | $61K | Add +0.6% |
| FLRG Fidelity US Multifactor ETF | 0.03% | 1,524 | $59K | Add +0.3% |
| NWN Northwest Natural Holding Co. | 0.03% | 1,295 | $58K | Add +1.2% |
| MINT PIMCO Enhanced Short Maturit | 0.03% | 532 | $54K | Add +108.6% |
| JPST JPMorgan Ultra-Short Income | 0.03% | 1,031 | $52K | Add +1.1% |
| GEV GE Vernova Inc. | 0.03% | 84 | $52K | No change |
| EUSB Ishr ESG Advn Universal BD-$ | 0.03% | 1,170 | $51K | Add +0.9% |
| CL Colgate-Palmolive Co. | 0.03% | 640 | $51K | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.03% | 441 | $50K | Add +0.2% |
| USXF iShares ESG Advance MSCI USA | 0.03% | 819 | $47K | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 257 | $47K | Add +51.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 1,093 | $47K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -35.3% | 0.25% | −0.15 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -1.6% | 5.67% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -40.5% | 0.11% | −0.07 |
| INTC Intel Corp. | Reduce -91.1% | 0.01% | −0.05 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.04 |
| AVSD Avantis Reps Intern Equi ETF | Reduce -0.1% | 8.32% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.3% | 0.16% | −0.04 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.03 |
| IGM iShares Expanded Tech Sector | Sold out | 0.00% | −0.02 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -29.8% | 0.04% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -20.1% | 0.07% | −0.02 |
| USB US Bancorp | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.01 |
| SUN Sunoco LP | Sold out | 0.00% | −0.01 |
| FUTY Fidelity MSCI US Utilities | Sold out | 0.00% | −0.01 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.01 |
| ABBV Abbvie Inc. | Reduce -42.3% | 0.02% | −0.01 |
| LNT Alliant Energy Corp. | Reduce -16.5% | 0.05% | −0.01 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.01 |
| DOV Dover Corp. | Reduce -0.5% | 0.03% | −0.01 |
| EMR Emerson Electric Co. | Reduce -1.9% | 0.05% | −0.00 |
| PH Parker Hannifin Corp. | Reduce -6.4% | 0.07% | −0.00 |
| TGT Target Corp. | Reduce -0.2% | 0.02% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.1% | 0.14% | −0.00 |
| WMT Walmart Inc. | Reduce -1.8% | 0.10% | −0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -1.6% | 0.26% | −0.00 |
| SPGI S&P Global Inc. | Reduce -1.7% | 0.02% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -6.9% | 0.04% | −0.00 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -23.9% | 0.00% | −0.00 |
| FUL H.B. Fuller Co. | Reduce -2.1% | 0.02% | −0.00 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.00 |
| IEO iShares U.S. Oil & Gas Explo | Sold out | 0.00% | −0.00 |
| TTAN Servicetitan Inc. Class A | Sold out | 0.00% | −0.00 |
| MSA Msa Safety Inc. | Reduce -2.1% | 0.02% | −0.00 |
| NUE Nucor Corp. | Reduce -2.5% | 0.02% | −0.00 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -0.5% | 0.07% | −0.00 |
| SUB iShares Short-Term National | Reduce -23.1% | 0.00% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -7.5% | 0.05% | −0.00 |
| PIPR Piper Sandler Cos | Sold out | 0.00% | −0.00 |
| TNC Tennant Co. | Reduce -2.2% | 0.02% | −0.00 |
| NDSN Nordson Corp. | Reduce -0.7% | 0.04% | −0.00 |
| ITW Illinois Tool Works | Reduce -0.8% | 0.02% | −0.00 |
| FSMD Fidelity Small-Mid Multifact | Reduce -2.9% | 0.00% | −0.00 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.02% | −0.00 |
| SYY Sysco Corp. | Reduce -1.4% | 0.02% | +0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| ESGU iShares ESG Aware MSCI USA | Add +1.8% | 7.01% | +0.20 |
| IVW iShares S&P 500 Growth ETF | Add +6.1% | 1.01% | +0.09 |
| AVUS Avantis U.S. Equity ETF | Add +34.3% | 0.32% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +34.0% | 0.32% | +0.09 |
| FENI Fidelity Enhanced Intl ETF | Add +13.2% | 0.44% | +0.05 |
| FELV Fidelity Enh LRG Cap Val ETF | Add +17.0% | 0.33% | +0.05 |
| AVDE Avantis International Equity | Add +32.3% | 0.16% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +27.8% | 0.18% | +0.04 |
| MUB iShares National Muni Bond E | Add +5.1% | 4.28% | +0.03 |
| QQQM Invesco Nasdaq 100 ETF | Add +33.2% | 0.11% | +0.03 |
| IGRO iShares Intl Div Growth ETF | Add +11.6% | 0.50% | +0.03 |
| NVDA Nvidia Corp. | Add +144.8% | 0.04% | +0.03 |
| MINO PIMCO Municipal Income Oppor | Add +5.0% | 2.37% | +0.03 |
| FBND Fidelity Total Bond ETF | Add +85.8% | 0.06% | +0.03 |
| BLES Inspire Global Hope ETF | New | 0.02% | +0.02 |
| PTL Inspire 500 ETF | Add +88.7% | 0.04% | +0.02 |
| AOA iShares Core 80/20 Aggressiv | New | 0.02% | +0.02 |
| AVEM Avantis Emerging Markets Eq | Add +31.7% | 0.07% | +0.02 |
| CASY Casey's General Stores Inc. | Add +0.1% | 0.43% | +0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +38.0% | 0.06% | +0.02 |
| FREL Fidelity MSCI RL Est Indx | Add +10.1% | 0.27% | +0.02 |
| JNJ Johnson & Johnson | Add +0.8% | 0.12% | +0.02 |
| WWJD Inspire International ETF | New | 0.02% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +0.3% | 0.90% | +0.01 |
| MINT PIMCO Enhanced Short Maturit | Add +108.6% | 0.03% | +0.01 |
| IBD Inspire Corporate Bond ETF | Add +902.6% | 0.02% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +31.9% | 0.06% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +51.2% | 0.03% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.01% | +0.01 |
| GRMN Garmin Ltd. | Add +0.8% | 0.08% | +0.01 |
| FDLS Inspire Fidelis Multi Factor | New | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +8.3% | 0.07% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.31% | +0.01 |
| BITU Proshares Ultra Bitcoin ETF | Add +165.0% | 0.01% | +0.00 |
| ATLO Ames National Corp. | Add +1.0% | 0.06% | +0.00 |
| VGSH Vanguard Short-Term Treasury | New | 0.00% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | Add +0.3% | 0.06% | +0.00 |
| GRC Gorman-Rupp Co. | Add +0.4% | 0.02% | +0.00 |
| GPC Genuine Parts Co. | Add +0.8% | 0.04% | +0.00 |
| BIBL Inspire 100 ETF | New | 0.00% | +0.00 |
| UMBF Umb Financial Corp. | Add +0.5% | 0.04% | +0.00 |
| NWN Northwest Natural Holding Co. | Add +1.2% | 0.03% | +0.00 |
| RUM Rum Group Inc. | New | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +0.1% | 0.10% | +0.00 |
| SUSL iShares ESG MSCI USA Leaders | Add +0.3% | 0.10% | +0.00 |
| FVAL Fidelity Value Factor ETF | Add +0.4% | 0.08% | +0.00 |
| FE Firstenergy Corp. | New | 0.00% | +0.00 |
| NEE Nextera Energy Inc. | New | 0.00% | +0.00 |
| WEC WEC Energy Group Inc. | New | 0.00% | +0.00 |
| DTE DTE Energy Company | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 66 | $203.9M | SPYM, QQQM, BIV, ESGU, CGMS |
| Q1 2026 | 290 | $197.5M | SPYM, BIV, NUDM, ESGU, AVSU |
| Q4 2025 | 246 | $181.7M | AVSU, ESGV, AVSD, NUDM, ESGU |
| Q3 2025 | 249 | $178.3M | AVSU, ESGV, AVSD, NUDM, ESGU |
| Q2 2025 | 250 | $167.6M | AVSU, ESGV, AVSD, NUDM, ESGU |
| Q1 2025 | 215 | $155.4M | AVSU, ESGV, AVSD, ESGU, HEFA |
| Q4 2024 | 215 | $153.6M | AVSU, ESGV, AVSD, NULG, MUB |
| Q3 2024 | 196 | $143.9M | AVSU, ESGV, AVSD, NULG, ESGU |
| Q2 2024 | 196 | $140.8M | AVSU, ESGV, AVSD, NULG, MUB |
| Q1 2024 | 196 | $144.8M | AVSU, ESGV, AVSD, NULG, MUB |