Clarity Financial LLC Top Holdings and 13F Report (2025) About Clarity Financial LLCInvestment ActivityClarity Financial LLC has $1.01 billion in total holdings as of September 30, 2025.Clarity Financial LLC owns shares of 118 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 17.06% of the portfolio was purchased this quarter.About 15.08% of the portfolio was sold this quarter.This quarter, Clarity Financial LLC has purchased 109 new stocks and bought additional shares in 47 stocks.Clarity Financial LLC sold shares of 43 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares 3-7 Year Treasury Bond ETF $157,320,713AbbVie $47,663,603iShares 1-3 Year Treasury Bond ETF $44,046,222Berkshire Hathaway $37,901,040Microsoft $37,040,213 Largest New Holdings this Quarter 464287804 - iShares Core S&P Small-Cap ETF $1,353,711 Holding464287507 - iShares Core S&P Mid-Cap ETF $934,719 Holding464287606 - iShares S&P Mid-Cap 400 Growth ETF $458,738 Holding464287705 - iShares S&P Mid-Cap 400 Value ETF $398,915 Holding64110L106 - Netflix $278,149 Holding Largest Purchases this Quarter iShares 3-7 Year Treasury Bond ETF 735,931 shares (about $87.95M)Meta Platforms 24,459 shares (about $17.96M)Kinder Morgan 362,889 shares (about $10.27M)ServiceNow 9,400 shares (about $8.65M)BLACKROCK INC 7,355 shares (about $8.58M) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 710,959 shares (about $68.58M)Alphabet 37,980 shares (about $9.25M)PALANTIR TECHNOLOGIES INC 49,900 shares (about $9.10M)iShares 1-3 Year Treasury Bond ETF 106,107 shares (about $8.80M)GE VERNOVA INC 13,550 shares (about $8.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarity Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEIiShares 3-7 Year Treasury Bond ETF$157,320,713$87,951,125 ▲126.8%1,316,38115.6%ETFABBVAbbVie$47,663,603$780,752 ▲1.7%205,8554.7%MedicalSHYiShares 1-3 Year Treasury Bond ETF$44,046,222$8,802,641 ▼-16.7%530,9334.4%ManufacturingBRK.BBerkshire Hathaway$37,901,040$3,758,984 ▲11.0%75,3893.8%FinanceMSFTMicrosoft$37,040,213$1,039,527 ▲2.9%71,5133.7%Computer and TechnologyGOOGAlphabet$35,802,069$9,250,023 ▼-20.5%147,0013.6%Computer and TechnologyCOSTCostco Wholesale$31,730,835$647,020 ▲2.1%34,2803.1%Retail/WholesaleNVDANVIDIA$31,693,502$2,240,086 ▲7.6%169,8653.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$31,397,988$9,102,770 ▼-22.5%172,1193.1%CL AXLKTechnology Select Sector SPDR Fund$29,086,595$3,574,555 ▼-10.9%103,1952.9%ETFLLYEli Lilly and Company$28,745,186$739,345 ▲2.6%37,6742.9%MedicalMGKVanguard Mega Cap Growth ETF$28,540,942$1,085,733 ▼-3.7%70,9232.8%ETFPGProcter & Gamble$26,962,340$5,858,519 ▲27.8%175,4792.7%Consumer StaplesPANWPalo Alto Networks$26,116,023$3,841,077 ▲17.2%128,2592.6%Computer and TechnologyAMZNAmazon.com$24,341,352$404,888 ▼-1.6%110,8592.4%Retail/WholesaleDUKDuke Energy$21,293,329$457,752 ▲2.2%172,0672.1%UtilitiesGE VERNOVA INC$20,193,473$8,331,960 ▼-29.2%32,8402.0%COMXLVHealth Care Select Sector SPDR Fund$19,858,853$142,232 ▼-0.7%142,6952.0%ETFXLCCommunication Services Select Sector SPDR Fund$18,812,863$2,501,627 ▼-11.7%158,9331.9%ETFKMIKinder Morgan$18,545,028$10,273,386 ▲124.2%655,0701.8%EnergyMETAMeta Platforms$18,379,365$17,962,236 ▲4,306.2%25,0271.8%Computer and TechnologyWMTWalmart$18,170,176$362,152 ▲2.0%176,3071.8%Retail/WholesaleBLACKROCK INC$17,888,006$8,575,004 ▲92.1%15,3431.8%COMNLYAnnaly Capital Management$17,326,103$1,938,039 ▲12.6%857,3031.7%FinanceXLFFinancial Select Sector SPDR Fund$16,755,057$359,636 ▼-2.1%311,0281.7%ETFVVisa$16,671,228$552,351 ▲3.4%48,8351.7%Business ServicesNOWServiceNow$16,029,534$8,650,684 ▲117.2%17,4181.6%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$15,885,461$704,861 ▲4.6%202,6981.6%ETFXOMExxon Mobil$15,105,817$893,432 ▼-5.6%133,9761.5%EnergyJPMJPMorgan Chase & Co.$14,765,917$2,102,973 ▼-12.5%46,8121.5%FinanceXLUUtilities Select Sector SPDR Fund$13,681,450$1,258,356 ▼-8.4%156,8791.4%ETFTLTiShares 20+ Year Treasury Bond ETF$12,068,550$764,651 ▼-6.0%135,0401.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$11,727,548$414,579 ▼-3.4%48,9381.2%FinanceRTXRTX$10,431,318$81,657 ▲0.8%62,3401.0%AerospaceREMiShares Mortgage Real Estate ETF$5,641,556$2,455,494 ▲77.1%256,7850.6%ETFAMLPAlerian MLP ETF$5,615,199$2,906,410 ▲107.3%119,6510.6%ETFAAPLApple$4,596,248$317,773 ▲7.4%18,0510.5%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$4,184,086$712,848 ▼-14.6%27,1290.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,029,170$1,716,721 ▼-29.9%43,9150.4%ETFSPLGSPDR Portfolio S&P 500 ETF$3,776,653$183,944 ▲5.1%48,2080.4%ETFXLBMaterials Select Sector SPDR Fund$2,602,846$100,554 ▼-3.7%29,0430.3%ETFVZVerizon Communications$2,597,843$107,238 ▲4.3%59,1090.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,802,660$1,149,244 ▲175.9%7,5040.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,797,310$162,909 ▲10.0%17,9280.2%FinanceVYMVanguard High Dividend Yield ETF$1,776,457$71,464 ▼-3.9%12,6030.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,610,565$68,577,929 ▼-97.7%16,6970.2%ETFAVGOBroadcom$1,434,119$619,571 ▲76.1%4,3470.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,353,711$1,353,711 ▲New Holding11,3920.1%ETFIVViShares Core S&P 500 ETF$1,337,931$849,342 ▲173.8%1,9990.1%ETFCBRECBRE Group$1,276,394$803,084 ▼-38.6%8,1010.1%FinanceMOAltria Group$1,146,302$58,861 ▲5.4%17,3520.1%Consumer StaplesARISTA NETWORKS INC$1,054,358$476,035 ▲82.3%7,2360.1%COM SHSVTIVanguard Total Stock Market ETF$979,382$19,036 ▲2.0%2,9840.1%ETFNINENine Energy Service$957,825$277,332 ▼-22.5%1,515,7850.1%EnergyIJHiShares Core S&P Mid-Cap ETF$934,719$934,719 ▲New Holding14,3230.1%ETFVUGVanguard Growth ETF$918,933$59,951 ▼-6.1%1,9160.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$910,997$4,091,078 ▼-81.8%9,0470.1%ETFBABoeing$824,902$1,079 ▲0.1%3,8220.1%AerospaceGOOGLAlphabet$824,387$42,787 ▼-4.9%3,3910.1%Computer and TechnologySMHVanEck Semiconductor ETF$749,873$234,947 ▼-23.9%2,2980.1%ManufacturingCVXChevron$733,607$7,920 ▼-1.1%4,7240.1%EnergyIAUiShares Gold Trust$729,083$109,082 ▲17.6%10,0190.1%FinanceEFAiShares MSCI EAFE ETF$711,155$49,856 ▼-6.6%7,6170.1%FinanceSPROTT ASSET MANAGEMENT LP$705,519$234,709 ▲49.9%23,8190.1%PHYSICAL GOLD TRAMDAdvanced Micro Devices$681,414$647 ▼-0.1%4,2120.1%Computer and TechnologyAEPAmerican Electric Power$562,753$28,014 ▲5.2%5,0020.1%UtilitiesPWRQuanta Services$562,377$5,388 ▼-0.9%1,3570.1%ConstructionTIPiShares TIPS Bond ETF$522,734$53,497 ▲11.4%4,7000.1%ETFVIGVanguard Dividend Appreciation ETF$515,193$47,483 ▲10.2%2,3870.1%ETFTFLOiShares Treasury Floating Rate Bond ETF$490,101$98,850 ▼-16.8%9,6880.0%ETFSPROTT ASSET MANAGEMENT LP$483,230$22,247 ▲4.8%30,7790.0%PHYSICAL SILVERMMM3M$470,014$15,362 ▲3.4%3,0290.0%Multi-Sector ConglomeratesIJKiShares S&P Mid-Cap 400 Growth ETF$458,738$458,738 ▲New Holding4,7840.0%ETFIWDiShares Russell 1000 Value ETF$449,7300.0%2,2090.0%ETFBALLBall$432,352$504 ▲0.1%8,5750.0%IndustrialsPMPhilip Morris International$420,9090.0%2,5950.0%Consumer StaplesIJJiShares S&P Mid-Cap 400 Value ETF$398,915$398,915 ▲New Holding3,0750.0%ETFBHKBlackRock Core Bond Trust$397,6800.0%40,0080.0%Financial ServicesJNJJohnson & Johnson$396,595$5,748 ▼-1.4%2,1390.0%MedicalETNEaton$379,1150.0%1,0130.0%IndustrialsHDHome Depot$356,162$108,186 ▲43.6%8790.0%Retail/WholesaleSLBSLB$355,730$65,544 ▼-15.6%10,3500.0%EnergyEDVVanguard Extended Duration Treasury ETF$354,074$15,195 ▲4.5%5,1730.0%ETFQUALiShares MSCI USA Quality Factor ETF$347,7660.0%1,7880.0%ETFNKENIKE$347,1160.0%4,9780.0%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$340,9710.0%12,9450.0%ETFPRUPrudential Financial$331,945$61,410 ▼-15.6%3,2000.0%FinanceVEAVanguard FTSE Developed Markets ETF$330,758$107,017 ▲47.8%5,5200.0%ETFAFLAflac$330,520$26,473 ▲8.7%2,9590.0%FinanceSHViShares Short Treasury Bond ETF$326,927$663 ▼-0.2%2,9590.0%ETFXLEEnergy Select Sector SPDR Fund$315,366$18,046 ▼-5.4%3,5300.0%ETFEPDEnterprise Products Partners$313,778$28,457 ▲10.0%10,0340.0%EnergyVOOVanguard S&P 500 ETF$313,152$3,677 ▼-1.2%5110.0%ETFPSAPublic Storage$311,955$7,267,396 ▼-95.9%1,0800.0%FinanceADPAutomatic Data Processing$299,707$9,100 ▼-2.9%1,0210.0%Computer and TechnologyCMCSAComcast$299,176$1,822 ▼-0.6%9,5220.0%Consumer DiscretionaryCAHCardinal Health$296,497$33,119 ▲12.6%1,8890.0%MedicalROMProShares Ultra Technology$282,871$74,030 ▼-20.7%3,0530.0%ETFNFLXNetflix$278,149$278,149 ▲New Holding2320.0%Consumer DiscretionaryDMLPDorchester Minerals$272,3630.0%10,5200.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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