Clarity Financial LLC

Est. AUM

$919.3M

13F long equity only

Positions

118

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	3 7 YR TREAS BD	$109.2M	920,520	11.88%	SOLE
2	ISHARES TR	MBS ETF	$53.2M	560,574	5.79%	SOLE
3	ABBVIE INC	COM	$39.7M	182,676	4.32%	SOLE
4	MICROSOFT CORP	COM	$38.4M	103,603	4.17%	SOLE
5	ALPHABET INC	CAP STK CL C	$38.0M	132,396	4.13%	SOLE
6	COSTCO WHOLESALE CORPORATION	COM	$36.2M	36,372	3.94%	SOLE
7	AMAZON COM INC	COM	$33.5M	161,082	3.65%	SOLE
8	ELI LILLY & CO	COM	$31.8M	34,626	3.46%	SOLE
9	NVIDIA CORPORATION	COM	$29.4M	168,526	3.20%	SOLE
10	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$29.2M	61,019	3.18%	SOLE
11	APPLE INC	COM	$28.1M	110,740	3.06%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET TEC	$26.2M	197,512	2.86%	SOLE
13	GE VERNOVA INC	COM	$25.5M	29,161	2.77%	SOLE
14	VANGUARD WORLD FD	MEGA GRWTH IND	$23.0M	62,697	2.51%	SOLE
15	ISHARES TR	1 3 YR TREAS BD	$21.6M	262,188	2.35%	SOLE
16	PALANTIR TECHNOLOGIES INC	CL A	$21.1M	144,481	2.30%	SOLE
17	DUKE ENERGY CORP NEW	COM NEW	$20.7M	157,710	2.25%	SOLE
18	SELECT SECTOR SPDR TR	STATE STREET FIN	$19.9M	402,258	2.16%	SOLE
19	EXXON MOBIL CORP	COM	$19.5M	115,182	2.13%	SOLE
20	VERIZON COMMUNICATIONS INC	COM	$19.4M	385,515	2.11%	SOLE
21	WALMART INC	COM	$18.7M	150,653	2.04%	SOLE
22	BLACKROCK INC	COM	$17.7M	18,407	1.93%	SOLE
23	PALO ALTO NETWORKS INC	COM	$17.2M	107,504	1.87%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET COM	$16.8M	151,375	1.83%	SOLE
25	JPMORGAN CHASE & CO	COM	$15.6M	52,989	1.70%	SOLE
26	KINDER MORGAN INC DEL	COM	$15.3M	456,993	1.67%	SOLE
27	SELECT SECTOR SPDR TR	STATE STREET CON	$13.2M	160,842	1.43%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET HEA	$12.5M	85,305	1.36%	SOLE
29	ISHARES TR	20 YR TR BD ETF	$12.4M	143,376	1.35%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET CON	$12.3M	112,862	1.34%	SOLE
31	RTX CORPORATION	COM	$11.9M	61,453	1.29%	SOLE
32	SALESFORCE INC	COM	$9.8M	52,233	1.06%	SOLE
33	SERVICENOW INC	COM	$9.2M	88,465	1.01%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET UTI	$8.4M	183,660	0.92%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET IND	$7.7M	47,504	0.84%	SOLE
36	ISHARES TR	EXPANDED TECH	$5.1M	63,192	0.55%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	44,086	0.37%	SOLE
38	ALPS ETF TR	ALERIAN MLP	$2.8M	53,897	0.31%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET MAT	$2.8M	55,928	0.30%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	27,673	0.28%	SOLE
41	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	3,010	0.21%	SOLE
42	ISHARES TR	CORE US AGGBD ET	$1.8M	18,253	0.20%	SOLE
43	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.8M	11,861	0.19%	SOLE
44	ISHARES TR	7-10 YR TRSY BD	$1.4M	14,502	0.15%	SOLE
45	VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	4,125	0.14%	SOLE
46	ISHARES TR	CORE S&P500 ETF	$1.1M	1,750	0.12%	SOLE
47	CHEVRON CORPORATION	COM	$983K	4,749	0.11%	SOLE
48	ISHARES TR	CORE S&P MCP ETF	$971K	14,376	0.11%	SOLE
49	META PLATFORMS INC	CL A	$940K	1,644	0.10%	SOLE
50	ALPHABET INC	CAP STK CL A	$923K	3,210	0.10%	SOLE

1–50 of 118

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.