Clarity Financial LLC 13F Holdings

CIK 0001862145 · Houston, TX

As of Sep 30, 2025, Clarity Financial LLC reported 118 positions worth .0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES 3-7 YEAR TREASURY BOND ETFIEI—1,316,381 57.3M15.61%
ABBVIE INCABBVEquity205,855$47.7M4.73%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—530,933$44.0M4.37%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services75,389$37.9M3.76%
MICROSOFT CORPMSFTTechnology71,513$37.0M3.68%
ALPHABET INCGOOGEquity147,001$35.8M3.55%
COSTCO WHOLESALE CORPCOSTConsumer Defensive34,280$31.7M3.15%
NVIDIA CORPNVDATechnology169,865$31.7M3.15%
PALANTIR TECHNOLOGIES INCPLTRTechnology172,119$31.4M3.12%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—103,195$29.1M2.89%
ELI LILLY & COLLYHealthcare37,674$28.7M2.85%
VANGUARD WORLD FUNDMGK—70,923$28.5M2.83%
PROCTER & GAMBLE COPGConsumer Defensive175,479$27.0M2.68%
PALO ALTO NETWORKS INCPANWTechnology128,259$26.1M2.59%
AMAZON.COM INCAMZNEquity110,859$24.3M2.42%
DUKE ENERGY CORPDUKUtilities172,067$21.3M2.11%
GE VERNOVA INCGEVUtilities32,840$20.2M2.00%
THE HEALTH CARE SELECT SECTOR SPDR FUNDXLVEquity142,695 9.9M1.97%
THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDXLC—158,933 8.8M1.87%
KINDER MORGAN INCKMIEnergy655,070 8.5M1.84%
META PLATFORMS INCMETACommunication Services25,027 8.4M1.82%
WALMART INCWMTConsumer Defensive176,307 8.2M1.80%
BLACKROCK INCBLKFinancial Services15,343 7.9M1.78%
ANNALY CAPITAL MANAGEMENT INCNLYReal Estate857,303 7.3M1.72%
THE FINANCIAL SELECT SECTOR SPDR FUNDXLFEquity311,028 6.8M1.66%