Clarity Financial LLC
CIK: 0001862145SEC EDGAR →
Portfolio Value
$1.1B
Holdings
116
As of
Q4 2025
New Positions
9
Closed Positions
11
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,358,263 | $162.1M | 14.99% |
| 2 | META PLATFORMS INC | 69,445 | $45.8M | 4.24% |
| 3 | ALPHABET INC | 135,413 | $42.5M | 3.93% |
| 4 | ABBVIE INC | 181,985 | $41.6M | 3.85% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 78,215 | $39.3M | 3.64% |
| 6 | MICROSOFT CORP | 75,753 | $36.6M | 3.39% |
| 7 | ELI LILLY & CO | 33,871 | $36.4M | 3.37% |
| 8 | AMAZON COM INC | 157,618 | $36.4M | 3.36% |
| 9 | NVIDIA CORPORATION | 171,989 | $32.1M | 2.97% |
| 10 | JPMORGAN CHASE & CO. | 98,849 | $31.9M | 2.95% |
Quarterly Changes
Top Buys
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $483.9M | 44.8% |
| Technology | 10 | $132.9M | 12.3% |
| Communication Services | 5 | $89.9M | 8.3% |
| Healthcare | 7 | $79.3M | 7.3% |
| Consumer Defensive | 6 | $72.7M | 6.7% |
| Unknown | 7 | $56.9M | 5.3% |
| Energy | 6 | $46.3M | 4.3% |
| Utilities | 4 | $46.0M | 4.3% |
| Consumer Cyclical | 5 | $37.6M | 3.5% |
| Real Estate | 3 | $21.3M | 2.0% |
| Industrials | 7 | $14.5M | 1.3% |