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
$23.3M
$1.51 Billion 0.16% of portfolio
1,954,670
Q4 2024 Reduced 20.8%
$0
$895 Million 0.1% of portfolio
2,041
Q4 2024 Added 38.94%
$119B
$965 Million 0.1% of portfolio
16,461
Q2 2025 Added 4.41%
$0
$889 Million 0.1% of portfolio
2,926
Q2 2025 Added 9.79%
$0
$842 Million 0.09% of portfolio
3,018
Q2 2025 Added 30.54%
$129B
$800 Million 0.09% of portfolio
3,817
Q2 2025 Reduced 0.68%
$0
$729 Million 0.08% of portfolio
8,151
Q2 2025 Added 12.33%
$308B
$684 Million 0.07% of portfolio
4,775
Q2 2025 Added 13.02%
$146B
$681 Million 0.07% of portfolio
2,469
Q2 2025 Added 1.94%
$1.44T
$629 Million 0.07% of portfolio
3,567
Q2 2025 Added 15.4%
$58.3B
$531 Million 0.06% of portfolio
8,520
Q2 2025 Added 16.6%
$0
$590 Million 0.06% of portfolio
11,642
Q2 2025 Reduced 35.75%
$256B
$598 Million 0.06% of portfolio
4,216
Q2 2025 Added 31.63%
$54.7B
$518 Million 0.06% of portfolio
1,370
Q1 2024 New
$257B
$473 Million 0.05% of portfolio
2,595
Q2 2025 Reduced 0.08%
$0
$444 Million 0.05% of portfolio
2,167
Q2 2025 Reduced 10.71%
$56.2B
$493 Million 0.05% of portfolio
4,753
Q2 2025 Added 9.04%
$1.69T
$419 Million 0.05% of portfolio
568
Q2 2025 Reduced 15.98%
$16.1B
$480 Million 0.05% of portfolio
8,565
Q2 2025 Reduced 0.02%
$87.3B
$446 Million 0.05% of portfolio
2,930
Q2 2025 Added 15.22%
$0
$464 Million 0.05% of portfolio
4,219
Q2 2025 Added 1.32%
$0
$453 Million 0.05% of portfolio
730
Q2 2025 Reduced 0.14%
$0
$403 Million 0.04% of portfolio
15,895
Q2 2025 Reduced 2.75%
$466B
$331 Million 0.04% of portfolio
2,170
Q2 2025 Added 4.53%
$146B
$362 Million 0.04% of portfolio
1,013
Q2 2025 Reduced 16.49%
$0
$359 Million 0.04% of portfolio
29,362
Q2 2025 Added 0.09%
$0
$327 Million 0.04% of portfolio
2,965
Q2 2025 New
$50.4B
$414 Million 0.04% of portfolio
12,257
Q2 2025 Reduced 24.46%
Arista Networks Inc
-
$406 Million 0.04% of portfolio
-
Q2 2025 Reduced 97.97%
$0
$333 Million 0.04% of portfolio
4,951
Q2 2025 Added 13.04%
$0
$327 Million 0.04% of portfolio
1,788
Q2 2025 Reduced 62.89%
$92B
$354 Million 0.04% of portfolio
4,978
Q2 2025 Added 26.7%
$146B
$342 Million 0.04% of portfolio
9,580
Q2 2025 Reduced 5.99%
$39.8B
$407 Million 0.04% of portfolio
3,792
Q1 2025 Reduced 20.2%
$0
$389 Million 0.04% of portfolio
40,008
Q1 2025 Reduced 12.09%
$952M
$293 Million 0.03% of portfolio
10,520
Q3 2024 Added 40.64%
$24.3B
$246 Million 0.03% of portfolio
1,343
Q4 2024 Added 22.87%
$39.9B
$282 Million 0.03% of portfolio
1,678
Q2 2025 Reduced 19.71%
$0
$294 Million 0.03% of portfolio
517
Q2 2025 Reduced 5.14%
$122B
$324 Million 0.03% of portfolio
1,052
Q2 2025 Added 3.04%
$27B
$239 Million 0.03% of portfolio
2,244
Q2 2025 New
$69.1B
$283 Million 0.03% of portfolio
9,124
Q2 2025 Reduced 0.04%
$0
$293 Million 0.03% of portfolio
3,852
Q2 2024 New
$124B
$233 Million 0.03% of portfolio
504
Q2 2025 Added 2.44%
$0
$316 Million 0.03% of portfolio
12,945
Q4 2024 Added 200.0%
$69B
$287 Million 0.03% of portfolio
2,722
Q2 2025 Added 6.49%
$0
$267 Million 0.03% of portfolio
2,843
Q2 2025 Reduced 7.18%
$330B
$233 Million 0.03% of portfolio
746
Q2 2025 Reduced 19.26%
$0
$316 Million 0.03% of portfolio
3,732
Q2 2025 Added 66.46%

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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