Clarity Financial LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Clarity Financial LLC held in its portfolio 113 assets valued at $1,081,294,458 (i.e. $1.08B).
The most valuable assets in the portfolio included: ISHARES TR ($162.11M), META PLATFORMS INC ($45.84M), and ALPHABET INC ($42.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 113 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clarity Financial LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 1358263 | 162108690 | 3 7 YR TREAS BD |
| META PLATFORMS INC | 69445 | 45840266 | CL A |
| ALPHABET INC | 135413 | 42492522 | CAP STK CL C |
| ABBVIE INC | 181985 | 41581665 | COM |
| BERKSHIRE HATHAWAY INC DEL | 78215 | 39314744 | CL B NEW |
| MICROSOFT CORP | 75753 | 36635626 | COM |
| ELI LILLY & CO | 33871 | 36399999 | COM |
| AMAZON COM INC | 157618 | 36381271 | COM |
| NVIDIA CORPORATION | 171989 | 32075934 | COM |
| JPMORGAN CHASE & CO. | 98849 | 31850984 | COM |
| PALANTIR TECHNOLOGIES INC | 178471 | 31723213 | CL A |
| COSTCO WHSL CORP NEW | 36245 | 31255840 | COM |
| SELECT SECTOR SPDR TR | 209927 | 30223182 | STATE STREET TEC |
| VANGUARD WORLD FD | 71974 | 29708644 | MEGA GRWTH IND |
| SELECT SECTOR SPDR TR | 312120 | 29027352 | STATE STREET CON |
| KINDER MORGAN INC DEL | 1043392 | 28682855 | COM |
| SELECT SECTOR SPDR TR | 463753 | 25399776 | STATE STREET FIN |
| BLACKROCK INC | 22846 | 24452516 | COM |
| PALO ALTO NETWORKS INC | 130629 | 24061794 | COM |
| GE VERNOVA INC | 34792 | 22738724 | COM |
| DUKE ENERGY CORP NEW | 191138 | 22403316 | COM NEW |
| ISHARES TR | 251489 | 20828292 | 1 3 YR TREAS BD |
| WALMART INC | 181700 | 20243149 | COM |
| ALTRIA GROUP INC | 345386 | 19914956 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 885169 | 19792382 | COM NEW |
| VERIZON COMMUNICATIONS INC | 471127 | 19189001 | COM |
| VISA INC | 52059 | 18257649 | COM CL A |
| SELECT SECTOR SPDR TR | 153340 | 18051241 | STATE STREET COM |
| EXXON MOBIL CORP | 131811 | 15862158 | COM |
| SELECT SECTOR SPDR TR | 86788 | 13434783 | STATE STREET HEA |
| ISHARES TR | 136223 | 11873187 | 20 YR TR BD ETF |
| RTX CORPORATION | 64319 | 11796097 | COM |
| SELECT SECTOR SPDR TR | 62393 | 9678412 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 188091 | 8029592 | STATE STREET UTI |
| SPDR SERIES TRUST | 93175 | 7800115 | STATE STREET SPD |
| ISHARES TR | 246757 | 5473065 | MORTGE REL ETF |
| ALPS ETF TR | 115709 | 5440624 | ALERIAN MLP |
| GLOBAL X FDS | 304414 | 5272450 | GLOBX SUPDV US |
| APPLE INC | 16804 | 4568385 | COM |
| SELECT SECTOR SPDR TR | 56751 | 2573645 | STATE STREET MAT |
| ISHARES TR | 18939 | 1891624 | CORE US AGGBD ET |
| SPDR S&P 500 ETF TR | 2728 | 1860482 | TR UNIT |
| VANGUARD WHITEHALL FDS | 12593 | 1807307 | HIGH DIV YLD |
| BROADCOM INC | 4338 | 1501382 | COM |
| ISHARES TR | 14316 | 1376581 | 7-10 YR TRSY BD |
| CBRE GROUP INC | 8001 | 1286481 | CL A |
| ISHARES TR | 1686 | 1154776 | CORE S&P500 ETF |
| ALPHABET INC | 3400 | 1064123 | CAP STK CL A |
| VANGUARD INDEX FDS | 2926 | 981127 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 1959 | 955718 | GROWTH ETF |
| ISHARES TR | 14263 | 941358 | CORE S&P MCP ETF |
| ARISTA NETWORKS INC | 7093 | 929396 | COM SHS |
| PROCTER AND GAMBLE CO | 6055 | 867728 | COM |
| BOEING CO | 3822 | 829833 | COM |
| VANECK ETF TRUST | 2281 | 821424 | SEMICONDUCTR ETF |
| ISHARES GOLD TR | 9428 | 765271 | ISHARES NEW |
| CHEVRON CORP NEW | 4990 | 760543 | COM |
| ISHARES TR | 7696 | 739076 | MSCI EAFE ETF |
| ADVANCED MICRO DEVICES INC | 3443 | 737292 | COM |
| QUANTA SVCS INC | 1532 | 646606 | COM |
| VANGUARD SPECIALIZED FUNDS | 2937 | 645599 | DIV APP ETF |
| AMERICAN ELEC PWR CO INC | 5190 | 598451 | COM |
| ISHARES TR | 5214 | 523361 | 0-3 MNTH TREASRY |
| ISHARES TR | 4246 | 466678 | TIPS BD ETF |
| ISHARES TR | 2209 | 464641 | RUS 1000 VAL ETF |
| ISHARES TR | 4784 | 463474 | S&P MC 400GR ETF |
| SPROTT ASSET MANAGEMENT LP | 19231 | 454811 | PHYSICAL SILVER |
| BALL CORP | 8575 | 454218 | COM |
| JOHNSON & JOHNSON | 2166 | 448251 | COM |
| 3M CO | 2619 | 419258 | COM |
| PHILIP MORRIS INTL INC | 2595 | 416238 | COM |
| ISHARES TR | 3075 | 404666 | S&P MC 400VL ETF |
| SLB LIMITED | 10424 | 400073 | COM STK |
| BLACKROCK CORE BD TR | 40008 | 383677 | SHS BEN INT |
| SPROTT ASSET MANAGEMENT LP | 11523 | 380503 | PHYSICAL GOLD TR |
| SCHWAB STRATEGIC TR | 13880 | 373511 | US LRG CAP ETF |
| PRUDENTIAL FINL INC | 3200 | 361191 | COM |
| ISHARES TR | 1733 | 344208 | MSCI USA QLT FCT |
| ENTERPRISE PRODS PARTNERS L | 10472 | 335748 | COM |
| CARDINAL HEALTH INC | 1632 | 335376 | COM |
| NIKE INC | 5097 | 324730 | CL B |
| VANGUARD WORLD FD | 4950 | 321804 | EXTENDED DUR |
| VANGUARD INDEX FDS | 512 | 321354 | S&P 500 ETF SHS |
| ISHARES TR | 2896 | 319029 | TRUST ISHARE 0-1 |
| INVESCO EXCHANGE TRADED FD T | 1655 | 317032 | S&P500 EQL WGT |
| EATON CORP PLC | 984 | 313414 | SHS |
| SELECT SECTOR SPDR TR | 6848 | 306179 | STATE STREET ENE |
| VERTEX PHARMACEUTICALS INC | 645 | 292417 | COM |
| AFLAC INC | 2638 | 290892 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 13280 | 290872 | SHORT TERM TREA |
| PROSHARES TR | 2942 | 277420 | PSHS ULTRA TECH |
| ISHARES TR | 2843 | 267724 | MSCI USA MIN VOL |
| COMCAST CORP NEW | 8898 | 265949 | CL A |
| AUTOMATIC DATA PROCESSING IN | 1021 | 262670 | COM |
| DOVER CORP | 1343 | 262207 | COM |
| KIMBERLY-CLARK CORP | 2500 | 252242 | COM |
| ISHARES TR | 1948 | 251604 | EXPND TEC SC ETF |
| NETFLIX INC | 2660 | 249402 | COM |
| NETAPP INC | 2244 | 240310 | COM |
| HOME DEPOT INC | 698 | 240182 | COM |
| PUBLIC STORAGE OPER CO | 925 | 240024 | COM |
| SPDR DOW JONES INDL AVERAGE | 499 | 239804 | UT SER 1 |
| UNITEDHEALTH GROUP INC | 719 | 237449 | COM |
| DORCHESTER MINERALS LP | 10520 | 235227 | COM UNIT |
| VANGUARD TAX-MANAGED FDS | 3734 | 233263 | VAN FTSE DEV MKT |
| AES CORP | 15804 | 226633 | COM |
| ISHARES TR | 3145 | 224584 | EAFE VALUE ETF |
| MASTERCARD INCORPORATED | 370 | 211092 | CL A |
| COCA COLA CO | 2984 | 208608 | COM |
| SPDR GOLD TR | 514 | 203756 | GOLD SHS |
| MCDONALDS CORP | 655 | 200188 | COM |
| NUVEEN MUN VALUE FD INC | 12255 | 111030 | COM |
| HEARTBEAM INC | 10504 | 25210 | COM |
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