Clarity Financial LLC Portfolio Holdings

Clarity Financial LLC

  • $929 Billion
  • Q2 2025

Clarity Financial LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $929 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $69.7B, Ishares Barclays 3 7 Yr Treas with a value of $69.1B, Ishares Barclays 1 3 Year Trea with a value of $52.8B, Abb Vie Inc. with a value of $37.6B, and Microsoft Corp with a value of $34.6B.

Examining the 13F form we can see an increase of $59.9B in the current position value, from $869B to 929B.

Below you can find more details about Clarity Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $929 Billion
ETFs: $401 Billion
Technology: $126 Billion
Consumer Defensive: $73.8 Billion
Financial Services: $67.2 Billion
Healthcare: $67 Billion
Energy: $42 Billion
Communication Services: $36.7 Billion
Consumer Cyclical: $26.2 Billion
Other: $41.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$69.7 Billion 7.5% of portfolio
727,656
Q2 2025 Added 0.36%
$0
$69.1 Billion 7.44% of portfolio
580,450
Q2 2025 Added 1.0%
$0
$52.8 Billion 5.68% of portfolio
637,040
Q2 2025 Reduced 3.39%
$331B
$37.6 Billion 4.04% of portfolio
202,483
Q2 2025 Added 11.39%
$3.77T
$34.6 Billion 3.72% of portfolio
69,506
Q2 2025 Reduced 13.9%
$417B
$33.2 Billion 3.58% of portfolio
33,581
Q2 2025 Reduced 7.61%
$622B
$33 Billion 3.55% of portfolio
67,912
Q2 2025 Added 104.85%
$1.17T
$32.8 Billion 3.53% of portfolio
184,981
Q2 2025 Added 15.49%
$293B
$30.3 Billion 3.26% of portfolio
222,019
Q2 2025 Added 23.59%
$0
$29.3 Billion 3.16% of portfolio
115,877
Q2 2025 Reduced 19.38%
$738B
$28.6 Billion 3.08% of portfolio
36,705
Q2 2025 Added 27.63%
$0
$27 Billion 2.9% of portfolio
73,621
Q2 2025 Added 80.15%
$2.32T
$24.7 Billion 2.66% of portfolio
112,703
Q2 2025 Reduced 11.2%
Ge Vernova Inc
-
$24.5 Billion 2.64% of portfolio
-
Q2 2025 Reduced 0.67%
$416B
$24.5 Billion 2.63% of portfolio
154,859
Q2 2025 Reduced 18.92%
$58.9B
$22.4 Billion 2.41% of portfolio
109,395
Q2 2025 Added 74.48%
$93B
$19.9 Billion 2.14% of portfolio
168,368
Q2 2025 Added 1.93%
$0
$19.5 Billion 2.1% of portfolio
180,067
Q2 2025 Reduced 5.59%
$0
$19.4 Billion 2.08% of portfolio
143,717
Q2 2025 Reduced 12.25%
$260B
$16.9 Billion 1.82% of portfolio
172,793
Q2 2025 Added 14.14%
$575B
$16.8 Billion 1.8% of portfolio
47,217
Q2 2025 Added 95.77%
$0
$16.6 Billion 1.79% of portfolio
317,704
Q2 2025 Added 17.38%
$0
$15.7 Billion 1.69% of portfolio
193,704
Q2 2025 Reduced 15.79%
$855B
$15.5 Billion 1.67% of portfolio
53,479
Q2 2025 Reduced 34.98%
$452B
$15.3 Billion 1.65% of portfolio
141,900
Q2 2025 Added 9.19%
$36.1B
$15 Billion 1.61% of portfolio
183,416
Q2 2025 Added 35.61%
Annaly Capital Management In
-
$14.3 Billion 1.54% of portfolio
-
Q2 2025 Added 3.26%
$0
$14 Billion 1.51% of portfolio
171,308
Q2 2025 Added 6.49%
$0
$12.7 Billion 1.36% of portfolio
143,596
Q2 2025 Added 4.47%
$0
$11 Billion 1.18% of portfolio
50,668
Q2 2025 Reduced 6.66%
$219B
$9.03 Billion 0.97% of portfolio
61,852
Q2 2025 Reduced 36.98%
$60.6B
$8.59 Billion 0.92% of portfolio
292,181
Q2 2025 Added 3,011.62%
Blackrock Inc
-
$8.38 Billion 0.9% of portfolio
-
Q2 2025 New
$194B
$8.24 Billion 0.89% of portfolio
8,018
Q2 2025 New
$51.1B
$7.7 Billion 0.83% of portfolio
26,240
Q2 2025 Added 2.5%
$0
$5.74 Billion 0.62% of portfolio
62,626
Q2 2025 Added 49.02%
$0
$5 Billion 0.54% of portfolio
49,675
Q2 2025 Reduced 6.71%
$0
$4.68 Billion 0.5% of portfolio
31,751
Q2 2025 Reduced 23.59%
$3.45T
$3.34 Billion 0.36% of portfolio
16,303
Q2 2025 Reduced 89.88%
$0
$3.33 Billion 0.36% of portfolio
45,860
Q2 2025 Reduced 5.08%
$0
$3.1 Billion 0.33% of portfolio
145,019
Q2 2025 Reduced 40.8%
$0
$2.82 Billion 0.3% of portfolio
57,720
Q2 2025 New
$0
$2.7 Billion 0.29% of portfolio
65,205
Q2 2025 Reduced 49.4%
$0
$2.65 Billion 0.29% of portfolio
30,165
Q2 2025 Added 1.28%
$180B
$2.45 Billion 0.26% of portfolio
56,669
Q2 2025 Added 4.92%
$45.9B
$1.85 Billion 0.2% of portfolio
13,198
Q1 2025 New
$0
$1.75 Billion 0.19% of portfolio
13,110
Q2 2025 Added 7.33%
$0
$1.68 Billion 0.18% of portfolio
2,720
Q2 2025 Added 2.53%
$0
$1.62 Billion 0.17% of portfolio
16,303
Q2 2025 Reduced 9.45%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $929 Billion
  • Prior Value $869 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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