Clarity Asset Management, Inc.

RIA/Wealth

Clarity Asset Management, Inc. is a RIA/Wealth based in Ames, IA led by Donald Lee Erickson, reporting $222.4M in AUM as of Q3 2025 with 96% ETF concentration, 76% concentrated in top 10 holdings, 17% allocation to AVSU, and minimal technology exposure.

CEODonald Lee Erickson

Portfolio Value: $178.0M
Positions: 248
Top Holding: AVSU at 17.46%
Last Reported: Q3 2025

Address2117 Philadelphia Street, Suite 100, Ames, IA, 50010, United States

Top Holdings

Largest long holdings in Clarity Asset Management, Inc.'s portfolio (76.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 AVSU Avantis Responsible U.S. Equity AVSU	ETF ETF	$31.1M	17.46%	-$192.5K Sold	— 422.4K shares	Q4 2023 Held for 1y 11m
2 Vanguard ESG U.S. Stock ESGV	ETF ETF	$21.9M	12.32%	-$79.1K Sold	— 185.2K shares	Q4 2023 Held for 1y 11m
3 Avantis Responsible International Equity AVSD	ETF ETF	$14.8M	8.34%	-$9.3K Sold	— 207.4K shares	Q4 2023 Held for 1y 11m
4 Nuveen ESG International Developed Markets Equity NUDM	ETF ETF	$14.7M	8.25%	+$51.1K Bought	— 390.4K shares	Q2 2025 Held for 5 months
5 iShares ESG Aware MSCI USA ETF ESGU	ETF ETF	$12.5M	7.02%	+$215.3K Bought	— 85.8K shares	Q4 2023 Held for 1y 11m
6 Nuveen ESG Large-Cap Growth NULG	ETF ETF	$10.1M	5.68%	-$161.9K Sold	— 101.7K shares	Q1 2024 Held for 1y 8m
7 Thrivent Small-Mid Cap ESG TSME	ETF ETF	$9.8M	5.52%	-$188.6K Sold	— 236.6K shares	Q4 2024 Held for 11 months
8 iShares National Muni Bond MUB	ETF ETF	$7.6M	4.28%	+$369.4K Bought	— 71.6K shares	Q4 2023 Held for 1y 11m
9 SPDR Bloomberg Short Term International Treasury Bond BWZ	ETF ETF	$7.1M	3.99%	+$173.6K Bought	— 255.1K shares	Q2 2025 Held for 5 months
10 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$5.9M	3.34%	+$251.2K Bought	— 221.4K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Clarity Asset Management, Inc.'s latest filing

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Market Value

$178.0M

Prior: $167.3M

Q/Q Change

+6.38%

+$10.7M

Net Flows % of MV

+0.683%

Turnover Ratio

1.34%

New Purchases

16 stocks

$135.4K

Added To

135 stocks

+$2.9M

Sold Out Of

18 stocks

$476.2K

Reduced Holdings

38 stocks

-$1.3M

Increased Positions

Position	Shares Δ	Change
1 Inspire Global Hope BLES	New	0 → 820.0 +$34.8K
2 iShares Core Aggressive Allocation AOA	New	0 → 382.0 +$33.7K
3 Vanguard Growth VUG	New	0 → 40.0 +$19.3K
4 Inspire Fidelis Multi Factor FDLS	New	0 → 422.0 +$14.7K
5 Vanguard Short-Term Treasury VGSH	New	0 → 110.0 +$6.5K

Decreased Positions

Position	Shares Δ	Change
1 iShares 0-5 Year TIPS Bond STIP	Sold	704.0 → 0 −$72.4K
2 iShares 0-3 Month Treasury Bond SGOV	Sold	717.0 → 0 −$72.2K
3 iShares Short Treasury Bond SHV	Sold	652.0 → 0 −$72.0K
4 iShares U.S. Technology IYW	Sold	300.0 → 0 −$52.0K
5 iShares Expanded Tech Sector ETF IGM	Sold	350.0 → 0 −$39.3K