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 Market Cap. of $200 Billions or more