Clarity Financial LLC Q3 2025 Filing

Filed October 10, 2025

Portfolio Value

$1.0B

Holdings

118

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (118 positions)

StockValue
IEIISHARES TR
$157.3M
ABBVABBVIE INC
$47.7M
SHYISHARES TR
$44.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$37.9M
MSFTMICROSOFT CORP
$37.0M
GOOGALPHABET INC
$35.8M
COSTCOSTCO WHSL CORP NEW
$31.7M
NVDANVIDIA CORPORATION
$31.7M
PLTRPALANTIR TECHNOLOGIES INC
$31.4M
XLKSELECT SECTOR SPDR TR
$29.1M
LLYELI LILLY & CO
$28.7M
MGKVANGUARD WORLD FD
$28.5M
PGPROCTER AND GAMBLE CO
$27.0M
PANWPALO ALTO NETWORKS INC
$26.1M
AMZNAMAZON COM INC
$24.3M
DUKDUKE ENERGY CORP NEW
$21.3M
GEVGE VERNOVA INC
$20.2M
XLVSELECT SECTOR SPDR TR
$19.9M
XLCSELECT SECTOR SPDR TR
$18.8M
KMIKINDER MORGAN INC DEL
$18.5M
METAMETA PLATFORMS INC
$18.4M
WMTWALMART INC
$18.2M
BLKBLACKROCK INC
$17.9M
NLYANNALY CAPITAL MANAGEMENT IN
$17.3M
XLFSELECT SECTOR SPDR TR
$16.8M
VVISA INC
$16.7M
NOWSERVICENOW INC
$16.0M
XLFISELECT SECTOR SPDR TR
$15.9M
XOMEXXON MOBIL CORP
$15.1M
JPMJPMORGAN CHASE & CO.
$14.8M
XLUSELECT SECTOR SPDR TR
$13.7M
TLTISHARES TR
$12.1M
XLYSELECT SECTOR SPDR TR
$11.7M
RTXRTX CORPORATION
$10.4M
REMISHARES TR
$5.6M
AMLPALPS ETF TR
$5.6M
AAPLAPPLE INC
$4.6M
XLISELECT SECTOR SPDR TR
$4.2M
BILSPDR SERIES TRUST
$4.0M
SPYMSPDR SERIES TRUST
$3.8M
XLBSELECT SECTOR SPDR TR
$2.6M
BACVERIZON COMMUNICATIONS INC
$2.6M
SPYSPDR S&P 500 ETF TR
$1.8M
AGGISHARES TR
$1.8M
VYMVANGUARD WHITEHALL FDS
$1.8M
IEFISHARES TR
$1.6M
AVGOBROADCOM INC
$1.4M
IJRISHARES TR
$1.4M
IVVISHARES TR
$1.3M
CBRECBRE GROUP INC
$1.3M
MOALTRIA GROUP INC
$1.1M
ANETARISTA NETWORKS INC
$1.1M
VTIVANGUARD INDEX FDS
$979K
NINEQNINE ENERGY SERVICE INC
$958K
IJHISHARES TR
$935K
VUGVANGUARD INDEX FDS
$919K
SGOVISHARES TR
$911K
BABOEING CO
$825K
GOOGLALPHABET INC
$824K
SMHVANECK ETF TRUST
$750K
CVXCHEVRON CORP NEW
$734K
IAU*ISHARES GOLD TR
$729K
EFAISHARES TR
$711K
PHYS/USPROTT ASSET MANAGEMENT LP
$706K
AMDADVANCED MICRO DEVICES INC
$681K
AEPAMERICAN ELEC PWR CO INC
$563K
PWRQUANTA SVCS INC
$562K
TIPISHARES TR
$523K
VIGVANGUARD SPECIALIZED FUNDS
$515K
TFLOISHARES TR
$490K
PSLV/USPROTT ASSET MANAGEMENT LP
$483K
MMM3M CO
$470K
IJKISHARES TR
$459K
IWDISHARES TR
$450K
BALLBALL CORP
$432K
4I1PHILIP MORRIS INTL INC
$421K
IJJISHARES TR
$399K
BHKBLACKROCK CORE BD TR
$398K
JNJJOHNSON & JOHNSON
$397K
ETNEATON CORP PLC
$379K
HDHOME DEPOT INC
$356K
SLBSCHLUMBERGER LTD
$356K
EDVVANGUARD WORLD FD
$354K
QUALISHARES TR
$348K
NKENIKE INC
$347K
SCHXSCHWAB STRATEGIC TR
$341K
PRUPRUDENTIAL FINL INC
$332K
VEAVANGUARD TAX-MANAGED FDS
$331K
AFLAFLAC INC
$331K
SHVISHARES TR
$327K
XLESELECT SECTOR SPDR TR
$315K
EPDENTERPRISE PRODS PARTNERS L
$314K
VOOVANGUARD INDEX FDS
$313K
PSAPUBLIC STORAGE OPER CO
$312K
ADPAUTOMATIC DATA PROCESSING IN
$300K
CMCSACOMCAST CORP NEW
$299K
CAHCARDINAL HEALTH INC
$296K
ROMPROSHARES TR
$283K
NFLXNETFLIX INC
$278K
DMLPDORCHESTER MINERALS LP
$272K
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