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Clarity Financial LLC

Q2 2026 13F filing

Updated 53 days ago

132 disclosed positions worth $1.2B

Portfolio value
$1.2B
Total holdings
132
New positions
20
Closed positions
11
Increased
59
Decreased
35
Turnover
23.5%
Filed
2026-07-20

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+109.1%
Value
$110.8M
Shares
1.17M
% Port
9.41%
E

ISHARES TR

-41.7%
Value
$63M
Shares
536.5K
% Port
5.35%
M

MICROSOFT CORP

+47.2%
Value
$56.9M
Shares
152.5K
% Port
4.83%
G

ALPHABET INC

+14.7%
Value
$53.7M
Shares
151.9K
% Port
4.56%
A

ABBVIE INC

+8.8%
Value
$50M
Shares
198.8K
% Port
4.25%
A

AMAZON COM INC

+29.9%
Value
$49.9M
Shares
209.2K
% Port
4.24%
C

COSTCO WHOLESALE CORPORATION

+44.8%
Value
$49.3M
Shares
52.7K
% Port
4.19%
N

NVIDIA CORPORATION

+39.1%
Value
$46.9M
Shares
234.5K
% Port
3.99%
L
9.LLY

ELI LILLY & CO

+5.8%
Value
$44M
Shares
36.6K
% Port
3.73%
A
10.AAPL

APPLE INC

+35.7%
Value
$43.5M
Shares
150.2K
% Port
3.69%
S

SELECT SECTOR SPDR TR

-6.1%
Value
$35.3M
Shares
185.5K
% Port
3.00%
P
12.PLTR

PALANTIR TECHNOLOGIES INC

+105.4%
Value
$34.6M
Shares
296.8K
% Port
2.94%
R
13.RTX

RTX CORPORATION

+161.2%
Value
$30.5M
Shares
160.5K
% Port
2.59%
G
14.GEV

GE VERNOVA INC

-14.0%
Value
$29.5M
Shares
25.1K
% Port
2.50%
V
15.VGES

VANGUARD WORLD FD

+397.1%
Value
$27.4M
Shares
311.6K
% Port
2.33%
V
16.VRT

VERTIV HOLDINGS CO

Value
$24.3M
Shares
72.7K
% Port
2.07%
J

JPMORGAN CHASE & CO

+37.8%
Value
$23.9M
Shares
73.0K
% Port
2.03%
A
18.AVGO

BROADCOM INC

+2422.3%
Value
$23.7M
Shares
62.7K
% Port
2.01%
W
19.WMT

WALMART INC

+31.3%
Value
$22.4M
Shares
197.9K
% Port
1.90%
?
20.N/A

ISHARES TR

+1.7%
Value
$21.9M
Shares
266.7K
% Port
1.86%
S

SELECT SECTOR SPDR TR

+1.2%
Value
$21.8M
Shares
407.2K
% Port
1.85%
B
22.BSTZ

BLACKROCK INC

+6.5%
Value
$18.9M
Shares
19.6K
% Port
1.60%
S

SELECT SECTOR SPDR TR

+29.0%
Value
$17.5M
Shares
110.1K
% Port
1.48%
V
24.VZ

VERIZON COMMUNICATIONS INC

+7.0%
Value
$17.5M
Shares
412.3K
% Port
1.48%
B
25.BXSL

BLACKSTONE SECD LENDING FD

Value
$17M
Shares
718.1K
% Port
1.45%
A
26.AAPL

SELECT SECTOR SPDR TR

+27.3%
Value
$17M
Shares
204.8K
% Port
1.45%
S

SELECT SECTOR SPDR TR

+1.7%
Value
$16.5M
Shares
153.9K
% Port
1.40%
A
28.AEP

AMERICAN ELEC PWR CO INC

Value
$16.4M
Shares
120.1K
% Port
1.40%
O
29.OKE

ONEOK INC NEW

Value
$16.2M
Shares
186.5K
% Port
1.38%
E
30.ETHA

ISHARES TR

+28.8%
Value
$16M
Shares
184.7K
% Port
1.36%
E

KINDER MORGAN INC DEL

+6.6%
Value
$15.6M
Shares
487.3K
% Port
1.32%
X
32.XOM

EXXON MOBIL CORP

-2.9%
Value
$15.3M
Shares
111.9K
% Port
1.30%
S

SELECT SECTOR SPDR TR

+1.8%
Value
$13.5M
Shares
114.9K
% Port
1.14%
?
34.N/A

SELECT SECTOR SPDR TR

+31.8%
Value
$11M
Shares
242.1K
% Port
0.93%
A
35.APLD

APPLIED DIGITAL CORP

Value
$10.5M
Shares
282.1K
% Port
0.89%
S

SELECT SECTOR SPDR TR

+1.4%
Value
$8.9M
Shares
48.1K
% Port
0.76%
S
37.SPY

STATE STR SPDR S&P 500 ETF T

+228.9%
Value
$7.4M
Shares
9.9K
% Port
0.63%
?
38.N/A

SELECT SECTOR SPDR TR

+152.9%
Value
$7.2M
Shares
141.4K
% Port
0.61%
V
39.VGES

VANGUARD INDEX FDS

+827.8%
Value
$6.8M
Shares
31.3K
% Port
0.58%
?
40.N/A

ALPS ETF TR

+108.7%
Value
$5.8M
Shares
112.5K
% Port
0.50%
?
41.N/A

SPDR SERIES TRUST

+53.9%
Value
$3.9M
Shares
42.6K
% Port
0.33%
S

SPDR SERIES TRUST

-4.6%
Value
$3.7M
Shares
42.1K
% Port
0.31%
?
43.N/A

VANECK ETF TRUST

Value
$2.7M
Shares
214.1K
% Port
0.23%
S
44.SPY

STATE STR SPDR S&P 500 ETF T

-10.0%
Value
$2M
Shares
2.7K
% Port
0.17%
M
45.MAIN

MAIN STR CAP CORP

Value
$1.9M
Shares
36.6K
% Port
0.16%
V
46.VGES

VANGUARD WHITEHALL FDS

+0.4%
Value
$1.9M
Shares
11.9K
% Port
0.16%
E
47.ETHA

ISHARES TR

-0.6%
Value
$1.8M
Shares
18.2K
% Port
0.15%
V
48.VGES

VANGUARD INDEX FDS

+2.5%
Value
$1.6M
Shares
4.2K
% Port
0.13%
E
49.ETHA

ISHARES TR

+4.0%
Value
$1.4M
Shares
15.1K
% Port
0.12%
H
50.HODL

VANECK ETF TRUST

-0.1%
Value
$1.3M
Shares
1.9K
% Port
0.11%