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CIK: 0001862145
Total reported value
$1.2B
$1.2B
118 檔
23.7%
According to the latest 13F quarterly dataset, Clarity Financial LLC managed an equity portfolio of $1.2B at the end of Q1 2026, spanning 118 distinct U.S. exchange-listed positions.
Clarity Financial LLC executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 14 holdings and trimming 57 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 11.88% | -6.53% | -32.23% | |
| 2 | MBB | Ishares Mbs ETF | ETF-Other | 5.79% | +3.62% | — | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 4.32% | -0.07% | +0.38% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | +0.66% | +36.76% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.13% | +0.43% | -2.23% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.94% | +0.25% | +0.35% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.65% | +0.59% | +2.20% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.46% | +0.27% | +2.23% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.20% | +0.79% | -2.01% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.18% | -3.10% | -21.99% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.63% | +559.01% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.86% | +0.14% | -5.91% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 2.77% | -0.27% | -16.18% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.51% | -0.18% | -12.89% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.35% | -0.49% | +4.25% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.30% | +0.64% | -19.05% | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 2.25% | -2.18% | -17.49% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 2.16% | -0.31% | -13.26% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 2.13% | -0.83% | -12.62% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.11% | -0.63% | -18.17% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 2.04% | -0.14% | -17.09% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 1.93% | -0.33% | -19.43% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.87% | -1.82% | -17.70% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.83% | -0.43% | -1.28% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | +0.33% | -46.39% | |
| 26 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.67% | -0.35% | -56.20% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.43% | +0.02% | -18.57% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 1.36% | +0.12% | -1.71% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.35% | +0.01% | +5.25% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.34% | -0.20% | -1.51% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 1.29% | +1.30% | -4.46% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 1.06% | -1.06% | EXIT | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 1.01% | -1.01% | EXIT | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.92% | +0.01% | -2.36% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-Other | 0.84% | -0.08% | -23.86% | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.55% | -0.55% | EXIT | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.06% | -3.87% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-Other | 0.31% | +0.19% | -53.42% | |
| 39 | XLB | Ss Materials Select Sector | ETF-Other | 0.30% | +0.31% | -1.45% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.28% | +0.05% | -35.11% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.59% | +10.34% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.20% | -0.05% | -3.62% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | -0.03% | -5.81% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.15% | -0.03% | +1.30% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | -0.01% | +40.98% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | +3.80% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.06% | -4.83% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | -0.01% | +0.79% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | -0.02% | -97.63% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | -0.03% | -5.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.6% | +559.01% | Add |
| 2 | COST | Costco Wholesale CORP | +1.1% | +0.35% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | +36.76% | Add |
| 4 | GEV | GE Vernova Inc | +0.7% | -16.18% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.7% | -12.62% | Trim |
| 6 | ABBV | Abbvie Inc | +0.5% | +0.38% | Add |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.4% | +4.25% | Add |
| 8 | VZ | Verizon Communications Inc | +0.3% | -18.17% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.3% | +2.20% | Add |
| 10 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +5.25% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | -2.01% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | -2.23% | Trim |
| 13 | RTX | Rtx CORP | +0.2% | -4.46% | Trim |
| 14 | DUK | Duke Energy CORP | +0.2% | -17.49% | Trim |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | -2.36% | Trim |
| 16 | WMT | Walmart Inc | +0.2% | -17.09% | Trim |
| 17 | XLC | Ss Comm Select Sector Spdr | +0.2% | -1.28% | Trim |
| 18 | XLV | Ss Health Care Select Sector | +0.1% | -1.71% | Trim |
| 19 | LLY | Eli Lilly & Co | +0.1% | +2.23% | Add |
| 20 | XLY | Ss Consumer Disc Select Sect | +0.1% | -1.51% | Trim |
| 21 | XLK | Ss Technology Select Sector | +0.1% | -5.91% | Trim |
| 22 | XLB | Ss Materials Select Sector | +0.1% | -1.45% | Trim |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +40.98% | Add |
| 24 | CVX | Chevron CORP | 0% | -4.83% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +10.34% | Add |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -3.87% | Trim |
| 27 | SLB | Slb LTD | 0% | +27.00% | Add |
| 28 | EDV | Vanguard Extended Dur Treas | 0% | +60.61% | Add |
| 29 | AGG | Ishares Core U.s. Aggregate | 0% | -3.62% | Trim |
| 30 | SGOV | Ishares 0-3 Month Treasury B | 0% | +28.25% | Add |
| 31 | PWR | Quanta Services Inc | 0% | -7.44% | Trim |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +47.46% | Add |
| 33 | EPD | Enterprise Products Partners | 0% | +10.08% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | +0.55% | Add |
| 35 | VYM | Vanguard High Dvd Yield ETF | 0% | -5.81% | Trim |
| 36 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.79% | Add |
| 37 | IEF | Ishares 7-10 Year Treasury B | 0% | +1.30% | Add |
| 38 | XLP | Ss Consumer Staples Sel Sect | 0% | -18.57% | Trim |
| 39 | DMLP | Dorchester Minerals LP | 0% | +0.57% | Add |
| 40 | PHYS | Sprott Physical Gold Trust | 0% | +4.76% | Add |
| 41 | VIG | Vanguard Dividend Apprec ETF | 0% | -4.90% | Trim |
| 42 | SCHX | Schwab US Large-cap ETF | 0% | -6.74% | Trim |
| 43 | TIP | Ishares Tips Bond ETF | 0% | +7.58% | Add |
| 44 | KO | Coca-cola Co/the | 0% | +5.66% | Add |
| 45 | QUAL | Ishares Msci USA Quality Fac | 0% | +10.96% | Add |
| 46 | CAH | Cardinal Health Inc | 0% | +3.31% | Add |
| 47 | DOV | Dover CORP | 0% | — | Unchanged |
| 48 | PM | Philip Morris International | 0% | +0.23% | Add |
| 49 | AES | Aes CORP | 0% | +7.15% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | 0% | +3.80% | Add |
According to official SEC Form 13F filings, Clarity Financial LLC reported a total U.S. public equity portfolio value of $1.2B across 118 disclosed positions in Q1 2026.
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, MBB, ABBV) accounted for 23.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
MBB
市值: $53.2M
Top Position Liquidated / Trimmed
REM
前期市值: $5.5M
During Q1 2026, Clarity Financial LLC's top holdings by market value included IEI (11.9%)、MBB (5.8%)、ABBV (4.3%). The largest single position, IEI, represented 11.9% of total portfolio value.
In Q1 2026, Clarity Financial LLC made 123 total portfolio adjustments, initiating 16 new buys, adding to 36 positions, trimming 57 holdings, and fully liquidating 14 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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