13F Insight
DOSSIER · 13F-HR · Q2 2026

Clarity Financial LLC

$1.2B in tracked AUM across 132 positions as of Q2 2026.

CF
CIK 0001862145 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
132
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Clarity Financial LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MBB
ISHARES TR
$111M1.2M9.4%02
IEI
ISHARES TR
$63M536K5.4%03
MSFT
MICROSOFT CORP
$57M153K4.8%04
GOOG
ALPHABET INC
$54M152K4.6%05
ABBV
ABBVIE INC
$50M199K4.2%06
AMZN
AMAZON COM INC
$50M209K4.2%07
COST
COSTCO WHOLESALE CORPORATION
$49M53K4.2%08
NVDA
NVIDIA CORPORATION
$47M235K4.0%09
LLY
ELI LILLY & CO
$44M37K3.7%10
AAPL
APPLE INC
$43M150K3.7%

Filing history

2026Q2Jun 30
$1.2B▲ 28.0%
132 positionsView →2026Q1Mar 31
$919M▼ 15.0%
118 positionsView →2025Q4Dec 31
$1.1B▲ 7.3%
116 positionsView →2025Q3Sep 30
$1.0B▲ 8.4%
119 positionsView →2025Q2Jun 30
$929M▲ 6.9%
111 positionsLocked2025Q1Mar 31
$869M▲ 3.9%
108 positionsLocked2024Q4Dec 31
$837M▼ 3.0%
121 positionsLocked2024Q3Sep 30
$862M▲ 27.3%
157 positionsLocked2024Q2Jun 30
$677M▲ 2.4%
125 positionsLocked2024Q1Mar 31
$661M▲ 14.7%
120 positionsLocked2023Q4Dec 31
$577M▼ 3.1%
112 positionsLocked2023Q3Sep 30
$595M▼ 15.2%
116 positionsLocked
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