Filed: 1/28/2026ACC: 0002085853-26-000132
📋 What this filing means
CLARITY FINANCIAL LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $1.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$1.08B
Total AUM (reported)
9.32M
Total Shares
Allocation by class
COM$449.74M41.6%
3 7 YR TREAS BD$162.11M15.0%
CL A$79.33M7.3%
CAP STK CL C$42.49M3.9%
COM NEW$42.20M3.9%
CL B NEW$39.31M3.6%
STATE STREET TEC$30.22M2.8%
Portfolio Concentration
Top 3$250.44M23.2%
4–10$254.24M23.5%
11–25$370.62M34.3%
Rest$206.00M19.1%
Top 3 weight
23.2%
Top 10 weight
46.7%
Voting Authority Distribution
Total shares with voting rights: 9.32M
Sole
Full voting authority
44.33K
shares
% of voting shares0.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.27M
shares
% of voting shares99.5%
Investment Discretion (by position count)
Sole116
Shared0
Other0
Dominant voting typeNone · 99.5% of voting shares
Institutional Holdings116
Rows:
ISHARES TR
SOLEShares1.36M
TypeSH
Market value$162.11M
14.99%
Sole
7.35K
Shared
0.00
None
1.35M
META PLATFORMS INC
SOLEShares69.44K
TypeSH
Market value$45.84M
4.24%
Sole
248.00
Shared
0.00
None
69.20K
ALPHABET INC
SOLEShares135.41K
TypeSH
Market value$42.49M
3.93%
Sole
457.00
Shared
0.00
None
134.96K
ABBVIE INC
SOLEShares181.99K
TypeSH
Market value$41.58M
3.85%
Sole
636.00
Shared
0.00
None
181.35K
BERKSHIRE HATHAWAY INC DEL
SOLEShares78.22K
TypeSH
Market value$39.31M
3.64%
Sole
349.00
Shared
0.00
None
77.87K
MICROSOFT CORP
SOLEShares75.75K
TypeSH
Market value$36.64M
3.39%
Sole
237.00
Shared
0.00
None
75.52K
ELI LILLY & CO
SOLEShares33.87K
TypeSH
Market value$36.40M
3.37%
Sole
120.00
Shared
0.00
None
33.75K
AMAZON COM INC
SOLEShares157.62K
TypeSH
Market value$36.38M
3.36%
Sole
538.00
Shared
0.00
None
157.08K
NVIDIA CORPORATION
SOLEShares171.99K
TypeSH
Market value$32.08M
2.97%
Sole
570.00
Shared
0.00
None
171.42K
JPMORGAN CHASE & CO.
SOLEShares98.85K
TypeSH
Market value$31.85M
2.95%
Sole
349.00
Shared
0.00
None
98.50K
PALANTIR TECHNOLOGIES INC
SOLEShares178.47K
TypeSH
Market value$31.72M
2.93%
Sole
528.00
Shared
0.00
None
177.94K
COSTCO WHSL CORP NEW
SOLEShares36.24K
TypeSH
Market value$31.26M
2.89%
Sole
114.00
Shared
0.00
None
36.13K
SELECT SECTOR SPDR TR
SOLEShares209.93K
TypeSH
Market value$30.22M
2.80%
Sole
1.35K
Shared
0.00
None
208.58K
VANGUARD WORLD FD
SOLEShares71.97K
TypeSH
Market value$29.71M
2.75%
Sole
606.00
Shared
0.00
None
71.37K
KINDER MORGAN INC DEL
SOLEShares1.04M
TypeSH
Market value$28.68M
2.65%
Sole
3.68K
Shared
0.00
None
1.04M
SELECT SECTOR SPDR TR
SOLEShares463.75K
TypeSH
Market value$25.40M
2.35%
Sole
3.04K
Shared
0.00
None
460.71K
BLACKROCK INC
SOLEShares22.85K
TypeSH
Market value$24.45M
2.26%
Sole
83.00
Shared
0.00
None
22.76K
PALO ALTO NETWORKS INC
SOLEShares130.63K
TypeSH
Market value$24.06M
2.23%
Sole
469.00
Shared
0.00
None
130.16K
GE VERNOVA INC
SOLEShares34.79K
TypeSH
Market value$22.74M
2.10%
Sole
114.00
Shared
0.00
None
34.68K
DUKE ENERGY CORP NEW
SOLEShares191.14K
TypeSH
Market value$22.40M
2.07%
Sole
664.00
Shared
0.00
None
190.47K
ISHARES TR
SOLEShares251.49K
TypeSH
Market value$20.83M
1.93%
Sole
1.55K
Shared
0.00
None
249.94K
WALMART INC
SOLEShares181.70K
TypeSH
Market value$20.24M
1.87%
Sole
633.00
Shared
0.00
None
181.07K
ALTRIA GROUP INC
SOLEShares345.39K
TypeSH
Market value$19.91M
1.84%
Sole
1.07K
Shared
0.00
None
344.31K
ANNALY CAPITAL MANAGEMENT IN
SOLEShares885.17K
TypeSH
Market value$19.79M
1.83%
Sole
3.14K
Shared
0.00
None
882.02K
VERIZON COMMUNICATIONS INC
SOLEShares471.13K
TypeSH
Market value$19.19M
1.77%
Sole
1.73K
Shared
0.00
None
469.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 3 7 YR TREAS BD | 1.36M | SH | $162.11M 14.99% | 7.35K | 0.00 | 1.35M |
META PLATFORMS INCSOLE | CL A | 69.44K | SH | $45.84M 4.24% | 248.00 | 0.00 | 69.20K |
ALPHABET INCSOLE | CAP STK CL C | 135.41K | SH | $42.49M 3.93% | 457.00 | 0.00 | 134.96K |
ABBVIE INCSOLE | COM | 181.99K | SH | $41.58M 3.85% | 636.00 | 0.00 | 181.35K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 78.22K | SH | $39.31M 3.64% | 349.00 | 0.00 | 77.87K |
MICROSOFT CORPSOLE | COM | 75.75K | SH | $36.64M 3.39% | 237.00 | 0.00 | 75.52K |
ELI LILLY & COSOLE | COM | 33.87K | SH | $36.40M 3.37% | 120.00 | 0.00 | 33.75K |
AMAZON COM INCSOLE | COM | 157.62K | SH | $36.38M 3.36% | 538.00 | 0.00 | 157.08K |
NVIDIA CORPORATIONSOLE | COM | 171.99K | SH | $32.08M 2.97% | 570.00 | 0.00 | 171.42K |
JPMORGAN CHASE & CO.SOLE | COM | 98.85K | SH | $31.85M 2.95% | 349.00 | 0.00 | 98.50K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 178.47K | SH | $31.72M 2.93% | 528.00 | 0.00 | 177.94K |
COSTCO WHSL CORP NEWSOLE | COM | 36.24K | SH | $31.26M 2.89% | 114.00 | 0.00 | 36.13K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 209.93K | SH | $30.22M 2.80% | 1.35K | 0.00 | 208.58K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 71.97K | SH | $29.71M 2.75% | 606.00 | 0.00 | 71.37K |
KINDER MORGAN INC DELSOLE | COM | 1.04M | SH | $28.68M 2.65% | 3.68K | 0.00 | 1.04M |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 463.75K | SH | $25.40M 2.35% | 3.04K | 0.00 | 460.71K |
BLACKROCK INCSOLE | COM | 22.85K | SH | $24.45M 2.26% | 83.00 | 0.00 | 22.76K |
PALO ALTO NETWORKS INCSOLE | COM | 130.63K | SH | $24.06M 2.23% | 469.00 | 0.00 | 130.16K |
GE VERNOVA INCSOLE | COM | 34.79K | SH | $22.74M 2.10% | 114.00 | 0.00 | 34.68K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 191.14K | SH | $22.40M 2.07% | 664.00 | 0.00 | 190.47K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 251.49K | SH | $20.83M 1.93% | 1.55K | 0.00 | 249.94K |
WALMART INCSOLE | COM | 181.70K | SH | $20.24M 1.87% | 633.00 | 0.00 | 181.07K |
ALTRIA GROUP INCSOLE | COM | 345.39K | SH | $19.91M 1.84% | 1.07K | 0.00 | 344.31K |
ANNALY CAPITAL MANAGEMENT INSOLE | COM NEW | 885.17K | SH | $19.79M 1.83% | 3.14K | 0.00 | 882.02K |
VERIZON COMMUNICATIONS INCSOLE | COM | 471.13K | SH | $19.19M 1.77% | 1.73K | 0.00 | 469.40K |
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