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CIK: 0001862145
Total reported value
$1.2B
$1.2B
116 檔
28.2%
As reported in its official Q4 2025 Form 13F filing, Clarity Financial LLC's tracked investment portfolio stood at $1.2B with 116 total positions.
In Q4 2025, Clarity Financial LLC displayed an active expansion posture, initiating 5 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 14.99% | -6.53% | +3.18% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.24% | -0.02% | +177.48% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.93% | +0.43% | -7.88% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 3.85% | -0.07% | -11.60% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.64% | -3.10% | +3.75% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | +0.66% | +5.93% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.37% | +0.27% | -10.09% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.36% | +0.59% | +42.18% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | +0.79% | +1.25% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.95% | +0.33% | +111.16% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.93% | +0.64% | +3.69% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.89% | +0.25% | +5.73% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.80% | +0.14% | +103.43% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.75% | -0.18% | +1.48% | |
| 15 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.65% | -0.35% | +59.28% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 2.35% | -0.31% | +49.10% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 2.26% | -0.33% | +48.90% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.23% | -1.82% | +1.85% | |
| 19 | GEV | GE Vernova Inc | Stock-Industrials | 2.10% | -0.27% | +5.94% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 2.07% | -2.18% | +11.08% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.93% | -0.49% | -52.63% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.87% | -0.14% | +3.06% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 1.84% | -0.01% | +1890.47% | |
| 24 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.83% | — | +3.25% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.77% | -0.63% | +697.05% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | -0.01% | +6.60% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.67% | -0.43% | -3.52% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | -0.83% | -1.62% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.42% | +0.02% | -2.55% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.27% | -0.20% | +134.15% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 1.24% | +0.12% | -39.18% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.10% | +0.01% | +0.88% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 1.09% | +1.30% | +3.17% | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.90% | -0.08% | +129.99% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.74% | +0.01% | +19.90% | |
| 36 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.51% | — | -3.91% | |
| 37 | AMLP | Alerian Mlp ETF | ETF-Other | 0.50% | +0.19% | -3.29% | |
| 38 | DIV | Global X Superdividend Use | ETF-Other | 0.49% | — | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.63% | -6.91% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.36% | +0.05% | -2.89% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | -0.06% | -4.86% | |
| 42 | XLB | Ss Materials Select Sector | ETF-Other | 0.24% | +0.31% | +95.40% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.17% | -0.05% | +5.64% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.59% | -63.65% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.17% | -0.03% | -0.08% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +1.93% | -0.21% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.13% | -0.03% | -14.26% | |
| 48 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.12% | -0.02% | -1.23% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | -15.66% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | -0.03% | +0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +2.4% | +177.48% | Add |
| 2 | MO | Altria Group Inc | +1.7% | +1890.47% | Add |
| 3 | VZ | Verizon Communications Inc | +1.5% | +697.05% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +1.5% | +111.16% | Add |
| 5 | AMZN | Amazon.com Inc | +0.9% | +42.18% | Add |
| 6 | KMI | Kinder Morgan, Inc. | +0.8% | +59.28% | Add |
| 7 | XLF | Ss Financial Select Sector | +0.7% | +49.10% | Add |
| 8 | LLY | Eli Lilly & Co | +0.5% | -10.09% | Trim |
| 9 | BLK | Blackrock Inc | +0.5% | +48.90% | Add |
| 10 | XLI | Ss Industrial Select Sector | +0.5% | +129.99% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.4% | -7.88% | Trim |
| 12 | NLY | Annaly Capital Management In | +0.1% | +3.25% | Add |
| 13 | XLY | Ss Consumer Disc Select Sect | +0.1% | +134.15% | Add |
| 14 | GEV | GE Vernova Inc | +0.1% | +5.94% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +3.06% | Add |
| 16 | RTX | Rtx CORP | +0.1% | +3.17% | Add |
| 17 | V | Visa Inc-class A Shares | 0% | +6.60% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | +0.27% | Add |
| 19 | XOM | Exxon Mobil CORP | 0% | -1.62% | Trim |
| 20 | PHYS | Sprott Physical Gold Trust | 0% | -51.62% | Trim |
| 21 | IEF | Ishares 7-10 Year Treasury B | 0% | -14.26% | Trim |
| 22 | DUK | Duke Energy CORP | 0% | +11.08% | Add |
| 23 | SGOV | Ishares 0-3 Month Treasury B | 0% | -42.37% | Trim |
| 24 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | +1.48% | Add |
| 25 | XLK | Ss Technology Select Sector | -0.1% | +103.43% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +3.75% | Add |
| 27 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -2.55% | Trim |
| 28 | NVDA | Nvidia CORP | -0.2% | +1.25% | Add |
| 29 | PLTR | Palantir Technologies Inc-a | -0.2% | +3.69% | Add |
| 30 | XLC | Ss Comm Select Sector Spdr | -0.2% | -3.52% | Trim |
| 31 | COST | Costco Wholesale CORP | -0.3% | +5.73% | Add |
| 32 | MSFT | Microsoft CORP | -0.3% | +5.93% | Add |
| 33 | PANW | Palo Alto Networks Inc | -0.4% | +1.85% | Add |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.6% | +19.90% | Add |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | -0.6% | +3.18% | Add |
| 36 | XLV | Ss Health Care Select Sector | -0.7% | -39.18% | Trim |
| 37 | ABBV | Abbvie Inc | -0.9% | -11.60% | Trim |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | -2.4% | -52.63% | Trim |
| 39 | PG | Procter & Gamble Co/the | -2.6% | -96.55% | Trim |
| 40 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 41 | DIV | Global X Superdividend Use | — | NEW | New buy |
| 42 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 43 | NINEQ | Nine Energy Service Inc | — | EXIT | Sold out |
| 44 | TFLO | Ishares Treasury Floating Ra | — | EXIT | Sold out |
| 45 | TUA | Sim St Treas Fut Strat ETF | — | NEW | New buy |
| 46 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 48 | AEHR | Aehr Test Systems | — | EXIT | Sold out |
| 49 | AES | Aes CORP | — | NEW | New buy |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Clarity Financial LLC reported a total U.S. public equity portfolio value of $1.2B across 116 disclosed positions in Q4 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 IEI, META, GOOG) accounted for 28.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
DIV
市值: $5.3M
Top Position Liquidated / Trimmed
NOW
前期市值: $16.0M
During Q4 2025, Clarity Financial LLC's top holdings by market value included IEI (15.0%)、META (4.2%)、GOOG (3.9%). The largest single position, IEI, represented 15.0% of total portfolio value.
In Q4 2025, Clarity Financial LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 12 holdings, and fully liquidating 6 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.
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