Clarity Financial LLC Top Holdings and 13F Report (2026) About Clarity Financial LLCInvestment ActivityClarity Financial LLC has $919.30 million in total holdings as of March 31, 2026.Clarity Financial LLC owns shares of 118 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 13.05% of the portfolio was purchased this quarter.About 28.25% of the portfolio was sold this quarter.This quarter, Clarity Financial LLC has purchased 116 new stocks and bought additional shares in 36 stocks.Clarity Financial LLC sold shares of 57 stocks and completely divested from 14 stocks this quarter.Largest Holdings iShares 3-7 Year Treasury Bond ETF $109,173,652iShares MBS ETF $53,226,504AbbVie $39,730,144Microsoft $38,350,876Alphabet $37,979,092 Largest New Holdings this Quarter 464288588 - iShares MBS ETF $53,226,504 Holding79466L302 - Salesforce $9,750,334 Holding81762P102 - ServiceNow $9,248,966 Holding464287515 - iShares Expanded Tech-Software Sector ETF $5,058,520 Holding922908744 - Vanguard Value ETF $661,194 Holding Largest Purchases this Quarter iShares MBS ETF 560,574 shares (about $53.23M)Apple 93,936 shares (about $23.84M)Microsoft 27,850 shares (about $10.31M)Salesforce 52,233 shares (about $9.75M)ServiceNow 88,465 shares (about $9.25M) Largest Sales this Quarter iShares 3-7 Year Treasury Bond ETF 437,743 shares (about $51.92M)Meta Platforms 67,801 shares (about $38.78M)Altria Group 333,013 shares (about $21.97M)Kinder Morgan 586,399 shares (about $19.66M)Annaly Capital Management 875,643 shares (about $18.52M) 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$109,173,652$51,916,310 ▼-32.2%920,52011.9%ETFMBBiShares MBS ETF$53,226,504$53,226,504 ▲New Holding560,5745.8%ETFABBVAbbVie$39,730,144$150,285 ▲0.4%182,6764.3%MedicalMSFTMicrosoft$38,350,876$10,309,276 ▲36.8%103,6034.2%Computer and TechnologyGOOGAlphabet$37,979,092$865,456 ▼-2.2%132,3964.1%Computer and TechnologyCOSTCostco Wholesale$36,242,080$126,546 ▲0.4%36,3723.9%Retail/WholesaleAMZNAmazon.com$33,548,470$721,446 ▲2.2%161,0823.6%Retail/WholesaleLLYEli Lilly and Company$31,847,870$694,424 ▲2.2%34,6263.5%MedicalNVDANVIDIA$29,391,016$603,949 ▼-2.0%168,5263.2%Computer and TechnologyBRK.BBerkshire Hathaway$29,240,280$8,240,316 ▼-22.0%61,0193.2%FinanceAAPLApple$28,104,621$23,839,947 ▲559.0%110,7403.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$26,249,372$1,649,955 ▼-5.9%197,5122.9%ETFGE VERNOVA INC$25,454,699$4,915,312 ▼-16.2%29,1612.8%COMMGKVanguard Mega Cap Growth ETF$23,037,294$3,408,727 ▼-12.9%62,6972.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$21,648,846$883,416 ▲4.3%262,1882.4%ManufacturingPALANTIR TECHNOLOGIES INC$21,134,713$4,972,065 ▼-19.0%144,4812.3%CL ADUKDuke Energy$20,650,549$4,377,063 ▼-17.5%157,7102.2%UtilitiesXLFFinancial Select Sector SPDR Fund$19,859,478$3,036,008 ▼-13.3%402,2582.2%ETFXOMExxonMobil$19,541,768$2,821,275 ▼-12.6%115,1822.1%EnergyVZVerizon Communications$19,352,878$4,297,728 ▼-18.2%385,5152.1%Computer and TechnologyWALMART INC$18,723,138$3,858,518 ▼-17.1%150,6532.0%COMBLACKROCK INC$17,702,243$4,269,042 ▼-19.4%18,4071.9%COMPANWPalo Alto Networks$17,235,005$3,707,392 ▼-17.7%107,5041.9%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$16,781,430$217,840 ▼-1.3%151,3751.8%ETFJPMJPMorgan Chase & Co.$15,587,358$13,490,276 ▼-46.4%52,9891.7%FinanceKMIKinder Morgan$15,322,976$19,661,959 ▼-56.2%456,9931.7%EnergyXLPConsumer Staples Select Sector SPDR Fund$13,185,836$3,007,684 ▼-18.6%160,8421.4%ETFXLVHealth Care Select Sector SPDR Fund$12,506,520$217,422 ▼-1.7%85,3051.4%ETFTLTiShares 20+ Year Treasury Bond ETF$12,429,278$620,094 ▲5.3%143,3761.4%ETFXLYConsumer Discretionary Select Sector SPDR Fund$12,299,703$188,317 ▼-1.5%112,8621.3%FinanceRTXRTX$11,854,308$552,853 ▼-4.5%61,4531.3%AerospaceCRMSalesforce$9,750,334$9,750,334 ▲New Holding52,2331.1%Computer and TechnologyNOWServiceNow$9,248,966$9,248,966 ▲New Holding88,4651.0%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$8,428,152$203,338 ▼-2.4%183,6600.9%ETFXLIIndustrial Select Sector SPDR Fund$7,682,866$2,408,012 ▼-23.9%47,5040.8%ETFIGViShares Expanded Tech-Software Sector ETF$5,058,520$5,058,520 ▲New Holding63,1920.6%ETFSPLGSPDR Portfolio S&P 500 ETF$3,374,352$136,012 ▼-3.9%44,0860.4%ETFAMLPAlerian MLP ETF$2,837,121$3,253,764 ▼-53.4%53,8970.3%ETFXLBMaterials Select Sector SPDR Fund$2,794,718$41,125 ▼-1.5%55,9280.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,535,915$1,372,196 ▼-35.1%27,6730.3%ETFSPYSPDR S&P 500 ETF Trust$1,957,326$183,377 ▲10.3%3,0100.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,811,941$68,098 ▼-3.6%18,2530.2%FinanceVYMVanguard High Dividend Yield ETF$1,756,602$108,408 ▼-5.8%11,8610.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,384,102$17,752 ▲1.3%14,5020.2%ETFVTIVanguard Total Stock Market ETF$1,323,464$384,687 ▲41.0%4,1250.1%ETFIVViShares Core S&P 500 ETF$1,143,086$41,804 ▲3.8%1,7500.1%ETFCVXChevron$982,591$49,864 ▼-4.8%4,7490.1%EnergyIJHiShares Core S&P Mid-Cap ETF$970,811$7,631 ▲0.8%14,3760.1%ETFMETAMeta Platforms$940,308$38,779,698 ▼-97.6%1,6440.1%Computer and TechnologyGOOGLAlphabet$923,126$54,640 ▼-5.6%3,2100.1%Computer and TechnologyVUGVanguard Growth ETF$836,890$18,782 ▼-2.2%1,9160.1%ETFCBRECBRE Group$830,370$253,446 ▼-23.4%6,1300.1%FinanceARISTA NETWORKS INC$826,678$44,201 ▼-5.1%6,7330.1%COM SHSMOAltria Group$816,462$21,974,659 ▼-96.4%12,3730.1%Consumer StaplesPWRQuanta Services$778,523$62,589 ▼-7.4%1,4180.1%ConstructionAVGOBroadcom$769,569$573,307 ▼-42.7%2,4860.1%Computer and TechnologyBABoeing$763,877$3,184 ▲0.4%3,8380.1%AerospaceEFAiShares MSCI EAFE ETF$749,295$1,748 ▲0.2%7,7140.1%FinanceSMHVanEck Semiconductor ETF$739,489$134,940 ▼-15.4%1,9290.1%ManufacturingSLBSLB$680,301$144,611 ▲27.0%13,2380.1%EnergySGOViShares 0-3 Month Treasury Bond ETF$673,093$148,268 ▲28.3%6,6870.1%ETFVTVVanguard Value ETF$661,194$661,194 ▲New Holding3,3700.1%ETFVIGVanguard Dividend Appreciation ETF$600,766$30,974 ▼-4.9%2,7930.1%ETFVOTVanguard Mid-Cap Growth ETF$578,265$578,265 ▲New Holding2,2470.1%ETFIAUiShares Gold Trust$570,219$260,954 ▼-31.4%6,4680.1%FinanceJNJJohnson & Johnson$532,404$2,933 ▲0.6%2,1780.1%MedicalEDVVanguard Extended Duration Treasury ETF$516,357$194,852 ▲60.6%7,9500.1%ETFPGProcter & Gamble$515,287$359,415 ▼-41.1%3,5670.1%Consumer StaplesTIPiShares TIPS Bond ETF$504,124$35,536 ▲7.6%4,5680.1%ETFIWDiShares Russell 1000 Value ETF$471,9970.0%2,2090.1%ETFVOOVanguard S&P 500 ETF$451,134$145,199 ▲47.5%7550.0%ETFEPDEnterprise Products Partners$436,201$39,957 ▲10.1%11,5280.0%EnergyPMPhilip Morris International$430,049$992 ▲0.2%2,6010.0%Consumer StaplesVVisa$427,938$15,305,130 ▼-97.3%1,4160.0%Business ServicesSPROTT ASSET MANAGEMENT LP$427,796$19,421 ▲4.8%12,0710.0%PHYSICAL GOLD TRMMM3M$404,051$23,674 ▲6.2%2,7820.0%Multi-Sector ConglomeratesUPSUnited Parcel Service$398,769$398,769 ▲New Holding4,0530.0%TransportationSPROTT ASSET MANAGEMENT LP$379,216$89,828 ▼-19.2%15,5480.0%PHYSICAL SILVERQUALiShares MSCI USA Quality Factor ETF$368,851$36,444 ▲11.0%1,9230.0%ETFCAHCardinal Health$356,269$11,411 ▲3.3%1,6860.0%MedicalTSMTaiwan Semiconductor Manufacturing$353,938$353,938 ▲New Holding1,0470.0%Computer and TechnologyAMDAdvanced Micro Devices$341,502$358,791 ▼-51.2%1,6790.0%Computer and TechnologySCHXSchwab US Large-Cap ETF$331,910$23,973 ▼-6.7%12,9450.0%ETFXLEEnergy Select Sector SPDR Fund$318,725$100,769 ▼-24.0%5,2030.0%ETFETNEaton$318,684$33,263 ▼-9.5%8910.0%IndustrialsBHKBlackRock Core Bond Trust$316,093$50,380 ▼-13.7%34,5080.0%Financial ServicesSHViShares Short Treasury Bond ETF$310,010$9,715 ▼-3.0%2,8080.0%ETFAFLAflac$302,361$12,946 ▲4.5%2,7560.0%FinanceVRTXVertex Pharmaceuticals$288,0180.0%6450.0%MedicalDMLPDorchester Minerals$286,718$1,626 ▲0.6%10,5800.0%EnergyAEHRAehr Test Systems$286,703$286,703 ▲New Holding7,7320.0%Computer and TechnologyDOVDover$279,9480.0%1,3430.0%IndustrialsUSMViShares MSCI USA Min Vol Factor ETF$263,6860.0%2,8430.0%ETFMGVVanguard Mega Cap Value ETF$253,663$253,663 ▲New Holding1,7500.0%ETFBKNGBooking$252,619$252,619 ▲New Holding600.0%Retail/WholesalePSAPublic Storage$250,5720.0%9250.0%FinanceIGMiShares Expanded Tech Sector ETF$242,708$11,851 ▲5.1%2,0480.0%ETFKIMBERLY-CLARK CORP$241,352$193 ▲0.1%2,5020.0%COMKOCocaCola$239,782$12,852 ▲5.7%3,1530.0%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$239,2750.0%3,7340.0%ETFShowing 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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