13F Filings History of Clarity Asset Management, Inc.

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$181,698,243
Signature - Title
Ruth Thortvedt - Compliance Consultant
Location
Ames, IA
Summary
This page shows a list of all the recent 13F filings made by Clarity Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clarity Asset Management, Inc. reported 246 stock holdings with total value $181,698,243 as of Q4 2025. Top holdings included AVSU, ESGV, AVSD, NUDM, and ESGU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 246 $181,698,243 +$3,873,546 -$2,551,149 +$1,322,397 AVSU, ESGV, AVSD, NUDM, ESGU 13F-HR 13 Feb 2026, 15:32
Q3 2025 249 $178,258,487 +$3,064,796 -$1,820,111 +$1,244,685 AVSU, ESGV, AVSD, NUDM, ESGU 13F-HR 27 Oct 2025, 13:21
Q2 2025 250 $167,577,711 +$26,644,229 -$26,802,840 -$158,611 AVSU, ESGV, AVSD, NUDM, ESGU 13F-HR 14 Aug 2025, 12:01
Q1 2025 215 $155,350,580 +$28,647,404 -$23,845,658 +$4,801,746 AVSU, ESGV, AVSD, ESGU, HEFA 13F-HR 14 May 2025, 13:45
Q4 2024 215 $153,593,698 +$15,070,558 -$4,139,319 +$10,931,239 AVSU, ESGV, AVSD, NULG, MUB 13F-HR 13 Feb 2025, 18:54
Q3 2024 196 $143,865,729 +$12,307,857 -$16,396,574 -$4,088,717 AVSU, ESGV, AVSD, NULG, ESGU 13F-HR 14 Nov 2024, 17:41
Q2 2024 196 $140,827,470 +$4,614,176 -$9,860,650 -$5,246,474 AVSU, ESGV, AVSD, NULG, MUB 13F-HR 15 Aug 2024, 09:59
Q1 2024 196 $144,781,305 +$44,015,141 -$33,056,964 +$10,958,177 AVSU, ESGV, AVSD, NULG, MUB 13F-HR 15 May 2024, 11:48
Q4 2023 196 $126,484,685 $0 $0 $0 ESGU, AVSU, AVSD, NULV, ESGD 13F-HR 15 Feb 2024, 18:21