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Clarity Financial LLC 13F holdings

Filed 2026-07-20 · Clarity Financial LLC · 132 positions · $1.2B

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TickerCompanySharesValue% of portfolio
MBBISHARES TR1.2M$110.8M9.4%
IEIISHARES TR536.5K$63.0M5.4%
MSFTMICROSOFT CORP152.5K$56.9M4.8%
GOOGALPHABET INC151.9K$53.7M4.6%
ABBVABBVIE INC198.8K$50.0M4.2%
AMZNAMAZON COM INC209.2K$49.9M4.2%
COSTCOSTCO WHOLESALE CORPORATION52.7K$49.3M4.2%
NVDANVIDIA CORPORATION234.5K$46.9M4.0%
LLYELI LILLY & CO36.6K$44.0M3.7%
AAPLAPPLE INC150.2K$43.5M3.7%
XLKSELECT SECTOR SPDR TR185.5K$35.3M3.0%
PLTRPALANTIR TECHNOLOGIES INC296.8K$34.6M2.9%
RTXRTX CORPORATION160.5K$30.5M2.6%
GEVGE VERNOVA INC25.1K$29.5M2.5%
MGKVANGUARD WORLD FD311.6K$27.4M2.3%
VRTVERTIV HOLDINGS CO72.7K$24.3M2.1%
JPMJPMORGAN CHASE & CO73.0K$23.9M2.0%
AVGOBROADCOM INC62.7K$23.7M2.0%
WMTWALMART INC197.9K$22.4M1.9%
SHYISHARES TR266.7K$21.9M1.9%
XLFSELECT SECTOR SPDR TR407.2K$21.8M1.9%
BLKBLACKROCK INC19.6K$18.9M1.6%
XLVSELECT SECTOR SPDR TR110.1K$17.5M1.5%
VZVERIZON COMMUNICATIONS INC412.3K$17.5M1.5%
BXSLBLACKSTONE SECD LENDING FD718.1K$17.0M1.4%
XLPSELECT SECTOR SPDR TR204.8K$17.0M1.4%
XLCSELECT SECTOR SPDR TR153.9K$16.5M1.4%
AEPAMERICAN ELEC PWR CO INC120.1K$16.4M1.4%
OKEEURONEOK INC NEW186.5K$16.2M1.4%
TLTISHARES TR184.7K$16.0M1.4%
KMIKINDER MORGAN INC DEL487.3K$15.6M1.3%
EXMOCEXXON MOBIL CORP111.9K$15.3M1.3%
XLYSELECT SECTOR SPDR TR114.9K$13.5M1.1%
XLUSELECT SECTOR SPDR TR242.1K$11.0M0.9%
APLDAPPLIED DIGITAL CORP282.1K$10.5M0.9%
XLISELECT SECTOR SPDR TR48.1K$8.9M0.8%
SPYSTATE STR SPDR S&P 500 ETF T9.9K$7.4M0.6%
XLBSELECT SECTOR SPDR TR141.4K$7.2M0.6%
VTVVANGUARD INDEX FDS31.3K$6.8M0.6%
LGROALPS ETF TR112.5K$5.8M0.5%
BILSPDR SERIES TRUST42.6K$3.9M0.3%
SPYMSPDR SERIES TRUST42.1K$3.7M0.3%
BIZDVANECK ETF TRUST214.1K$2.7M0.2%
SPYSTATE STR SPDR S&P 500 ETF T2.7K$2.0M0.2%
MAINMAIN STR CAP CORP36.6K$1.9M0.2%
VYMVANGUARD WHITEHALL FDS11.9K$1.9M0.2%
AGGISHARES TR18.2K$1.8M0.2%
VTIVANGUARD INDEX FDS4.2K$1.6M0.1%
IEFISHARES TR15.1K$1.4M0.1%
SMHVANECK ETF TRUST1.9K$1.3M0.1%
IVVISHARES TR1.7K$1.3M0.1%
IJHISHARES TR15.0K$1.2M0.1%
ANETARISTA NETWORKS INC6.7K$1.1M0.1%
VUGVANGUARD INDEX FDS12.1K$1.0M0.1%
PWRQUANTA SVCS INC1.4K$1.0M0.1%
BRK-BBERKSHIRE HATHAWAY INC DEL2.0K$991,8820.1%
METAMETA PLATFORMS INC1.7K$962,7570.1%
MOALTRIA GROUP INC12.4K$893,7730.1%
GOOGLALPHABET INC2.4K$857,6050.1%
DUKDUKE ENERGY CORP NEW6.6K$840,7310.1%
Top Fund Holdings
13F
Top Fund Holdings

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