13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001862145
Total reported value
$1.2B
$1.2B
108 檔
22.6%
During the Q1 2025 filing period, Clarity Financial LLC (CIK: 0001862145) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 108 reported positions.
In Q1 2025, Clarity Financial LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 7.95% | -0.03% | +3.65% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 7.81% | -6.53% | +3.50% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.27% | -0.49% | -3.52% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 4.38% | -0.07% | -11.92% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.12% | +0.63% | +13.81% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.95% | +0.25% | +4.37% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | +0.66% | +32.31% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.41% | +0.14% | +22.30% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.17% | -0.02% | +38.45% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.88% | +0.43% | +12.19% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | +0.59% | +4.58% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.75% | +0.12% | +22.23% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.73% | +0.27% | -11.49% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +0.79% | -3.73% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.32% | +0.33% | +20.88% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 2.32% | -2.18% | +9.00% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.16% | +0.02% | +38.47% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.12% | -0.43% | +8.96% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.03% | -3.10% | +7.27% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.78% | -0.83% | -43.33% | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 1.74% | +0.01% | — | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.74% | +0.64% | — | |
| 23 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.72% | — | +4.28% | |
| 24 | GEV | GE Vernova Inc | Stock-Industrials | 1.64% | -0.27% | +8.39% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 1.55% | -0.31% | +38.32% | |
| 26 | OKE | Oneok Inc | Stock-Energy | 1.54% | +1.38% | NEW | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.14% | +4.49% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.50% | +1.30% | +7.75% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.46% | +0.01% | +5.28% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.45% | -0.18% | +102.10% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.44% | +0.01% | -7.14% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.23% | -0.20% | +19.05% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.23% | -1.82% | +12.93% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | -0.01% | +8.70% | |
| 35 | PSA | Public Storage | Stock-Real Estate | 0.88% | -0.01% | +10.12% | |
| 36 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.63% | — | +17.04% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-Other | 0.63% | -0.08% | +17.32% | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.62% | — | +18.66% | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.62% | -0.01% | — | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.44% | +0.05% | -39.84% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.06% | — | |
| 42 | XLB | Ss Materials Select Sector | ETF-Other | 0.29% | +0.31% | +16.23% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.63% | -7.52% | |
| 44 | NINEQ | Nine Energy Service Inc | Stock-Other | 0.25% | — | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.20% | -0.05% | +7.02% | |
| 46 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.20% | -0.02% | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.18% | -0.03% | +25.72% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.59% | -73.39% | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.11% | -0.01% | -14.05% | |
| 50 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.11% | — | +0.88% |
According to official SEC Form 13F filings, Clarity Financial LLC reported a total U.S. public equity portfolio value of $1.2B across 108 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEF, IEI, SHY) accounted for 22.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEF
市值: $69.1M
During Q1 2025, Clarity Financial LLC's top holdings by market value included IEF (8.0%)、IEI (7.8%)、SHY (6.3%). The largest single position, IEF, represented 8.0% of total portfolio value.
In Q1 2025, Clarity Financial LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.