Clarity Financial LLC

CIK 0001862145 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Clarity Financial LLC reported 132 positions worth $1.18B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: MBB (9.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.18B
2026 Q2
Positions
132
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.2%
Est. Net Flow (Q)
2026 Q2
10 / 132 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MBBISHARES TRSH$110.8M9.41%1,172,019
2IEIISHARES TRSH$63.0M5.35%536,456
3MSFTMICROSOFT CORPSH$56.9M4.83%152,532
4GOOGALPHABET INCSH$53.7M4.56%151,877
5ABBVABBVIE INCSH$50.0M4.25%198,762
6AMZNAMAZON COM INCSH$49.9M4.24%209,200
7COSTCOSTCO WHOLESALE CORPORATIONSH$49.3M4.19%52,658
8NVDANVIDIA CORPORATIONSH$46.9M3.99%234,496
9LLYELI LILLY & COSH$44.0M3.73%36,647
10AAPLAPPLE INCSH$43.5M3.69%150,242

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Clarity Financial LLC hold as of Q2 2026?

Clarity Financial LLC reported 132 positions worth $1.18B in its Q2 2026 13F filing. Largest positions: MBB (9.4%), IEI (5.4%), MSFT (4.8%), GOOG (4.6%) and ABBV (4.2%).

What did Clarity Financial LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Clarity Financial LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.