CLARITY FINANCIAL LLC

PrivateCIK: 1862145
Location

HOUSTON, TX

118
Positions
$919.30M
Total AUM (reported)
6.75M
Total Shares

Allocation by class

TOTAL AUM$919.30M118 positions
COM$428.53M46.6%
3 7 YR TREAS BD$109.17M11.9%
MBS ETF$53.23M5.8%
CAP STK CL C$37.98M4.1%
CL B NEW$29.24M3.2%
STATE STREET TEC$26.25M2.9%
STATE STREET CON$25.49M2.8%

Portfolio Concentration

Top 322.0%4–1025.7%11–2533.8%Rest18.4%TOP 1047.7%0%100%
Top 3$202.13M22.0%
4–10$236.60M25.7%
11–25$311.06M33.8%
Rest$169.51M18.4%

Top 3 weight

22.0%

Top 10 weight

47.7%

Voting Authority Distribution

Total shares with voting rights: 6.75M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

6.75M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole118
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings118
Rows:

ISHARES TR

SOLE
3 7 YR TREAS BD
Shares920.52K
TypeSH
Market value$109.17M
11.88%
Sole
0.00
Shared
0.00
None
920.52K

ISHARES TR

SOLE
MBS ETF
Shares560.57K
TypeSH
Market value$53.23M
5.79%
Sole
0.00
Shared
0.00
None
560.57K

ABBVIE INC

SOLE
COM
Shares182.68K
TypeSH
Market value$39.73M
4.32%
Sole
0.00
Shared
0.00
None
182.68K

MICROSOFT CORP

SOLE
COM
Shares103.60K
TypeSH
Market value$38.35M
4.17%
Sole
0.00
Shared
0.00
None
103.60K

ALPHABET INC

SOLE
CAP STK CL C
Shares132.40K
TypeSH
Market value$37.98M
4.13%
Sole
0.00
Shared
0.00
None
132.40K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares36.37K
TypeSH
Market value$36.24M
3.94%
Sole
0.00
Shared
0.00
None
36.37K

AMAZON COM INC

SOLE
COM
Shares161.08K
TypeSH
Market value$33.55M
3.65%
Sole
0.00
Shared
0.00
None
161.08K

ELI LILLY & CO

SOLE
COM
Shares34.63K
TypeSH
Market value$31.85M
3.46%
Sole
0.00
Shared
0.00
None
34.63K

NVIDIA CORPORATION

SOLE
COM
Shares168.53K
TypeSH
Market value$29.39M
3.20%
Sole
0.00
Shared
0.00
None
168.53K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares61.02K
TypeSH
Market value$29.24M
3.18%
Sole
0.00
Shared
0.00
None
61.02K

APPLE INC

SOLE
COM
Shares110.74K
TypeSH
Market value$28.10M
3.06%
Sole
0.00
Shared
0.00
None
110.74K

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares197.51K
TypeSH
Market value$26.25M
2.86%
Sole
0.00
Shared
0.00
None
197.51K

GE VERNOVA INC

SOLE
COM
Shares29.16K
TypeSH
Market value$25.45M
2.77%
Sole
0.00
Shared
0.00
None
29.16K

VANGUARD WORLD FD

SOLE
MEGA GRWTH IND
Shares62.70K
TypeSH
Market value$23.04M
2.51%
Sole
0.00
Shared
0.00
None
62.70K

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares262.19K
TypeSH
Market value$21.65M
2.35%
Sole
0.00
Shared
0.00
None
262.19K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares144.48K
TypeSH
Market value$21.13M
2.30%
Sole
0.00
Shared
0.00
None
144.48K

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares157.71K
TypeSH
Market value$20.65M
2.25%
Sole
0.00
Shared
0.00
None
157.71K

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares402.26K
TypeSH
Market value$19.86M
2.16%
Sole
0.00
Shared
0.00
None
402.26K

EXXON MOBIL CORP

SOLE
COM
Shares115.18K
TypeSH
Market value$19.54M
2.13%
Sole
0.00
Shared
0.00
None
115.18K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares385.51K
TypeSH
Market value$19.35M
2.11%
Sole
0.00
Shared
0.00
None
385.51K

WALMART INC

SOLE
COM
Shares150.65K
TypeSH
Market value$18.72M
2.04%
Sole
0.00
Shared
0.00
None
150.65K

BLACKROCK INC

SOLE
COM
Shares18.41K
TypeSH
Market value$17.70M
1.93%
Sole
0.00
Shared
0.00
None
18.41K

PALO ALTO NETWORKS INC

SOLE
COM
Shares107.50K
TypeSH
Market value$17.24M
1.87%
Sole
0.00
Shared
0.00
None
107.50K

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares151.38K
TypeSH
Market value$16.78M
1.83%
Sole
0.00
Shared
0.00
None
151.38K

JPMORGAN CHASE & CO

SOLE
COM
Shares52.99K
TypeSH
Market value$15.59M
1.70%
Sole
0.00
Shared
0.00
None
52.99K
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