Clarity Financial LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$1.1T

Holdings

116

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (116 positions)

StockValue
IEIISHARES TR
$162.1B
METAMETA PLATFORMS INC
$45.8B
GOOGALPHABET INC
$42.5B
ABBVABBVIE INC
$41.6B
BRK/BBERKSHIRE HATHAWAY INC DEL
$39.3B
MSFTMICROSOFT CORP
$36.6B
LLYELI LILLY & CO
$36.4B
AMZNAMAZON COM INC
$36.4B
NVDANVIDIA CORPORATION
$32.1B
JPMJPMORGAN CHASE & CO.
$31.9B
PLTRPALANTIR TECHNOLOGIES INC
$31.7B
COSTCOSTCO WHSL CORP NEW
$31.3B
XLKSELECT SECTOR SPDR TR
$30.2B
MGKVANGUARD WORLD FD
$29.7B
KMIKINDER MORGAN INC DEL
$28.7B
XLFSELECT SECTOR SPDR TR
$25.4B
BLKBLACKROCK INC
$24.5B
PANWPALO ALTO NETWORKS INC
$24.1B
GEVGE VERNOVA INC
$22.7B
DUKDUKE ENERGY CORP NEW
$22.4B
SHYISHARES TR
$20.8B
WMTWALMART INC
$20.2B
MOALTRIA GROUP INC
$19.9B
NLYANNALY CAPITAL MANAGEMENT IN
$19.8B
BACVERIZON COMMUNICATIONS INC
$19.2B
VVISA INC
$18.3B
XLCSELECT SECTOR SPDR TR
$18.1B
XOMEXXON MOBIL CORP
$15.9B
XLFISELECT SECTOR SPDR TR
$15.3B
XLYSELECT SECTOR SPDR TR
$13.7B
XLVSELECT SECTOR SPDR TR
$13.4B
TLTISHARES TR
$11.9B
RTXRTX CORPORATION
$11.8B
XLISELECT SECTOR SPDR TR
$9.7B
XLUSELECT SECTOR SPDR TR
$8.0B
REMISHARES TR
$5.5B
AMLPALPS ETF TR
$5.4B
DIVGLOBAL X FDS
$5.3B
AAPLAPPLE INC
$4.6B
BILSPDR SERIES TRUST
$3.9B
SPYMSPDR SERIES TRUST
$3.7B
XLBSELECT SECTOR SPDR TR
$2.6B
AGGISHARES TR
$1.9B
SPYSPDR S&P 500 ETF TR
$1.9B
VYMVANGUARD WHITEHALL FDS
$1.8B
AVGOBROADCOM INC
$1.5B
IEFISHARES TR
$1.4B
CBRECBRE GROUP INC
$1.3B
IVVISHARES TR
$1.2B
GOOGLALPHABET INC
$1.1B
VTIVANGUARD INDEX FDS
$981.0M
VUGVANGUARD INDEX FDS
$955.0M
IJHISHARES TR
$941.0M
ANETARISTA NETWORKS INC
$929.0M
PGPROCTER AND GAMBLE CO
$867.0M
BABOEING CO
$829.0M
SMHVANECK ETF TRUST
$821.0M
IAU*ISHARES GOLD TR
$765.0M
CVXCHEVRON CORP NEW
$760.0M
EFAISHARES TR
$739.0M
AMDADVANCED MICRO DEVICES INC
$737.0M
PWRQUANTA SVCS INC
$646.0M
VIGVANGUARD SPECIALIZED FUNDS
$645.0M
AEPAMERICAN ELEC PWR CO INC
$598.0M
SGOVISHARES TR
$523.0M
TIPISHARES TR
$466.0M
IWDISHARES TR
$464.0M
IJKISHARES TR
$463.0M
PSLV/USPROTT ASSET MANAGEMENT LP
$454.0M
BALLBALL CORP
$454.0M
JNJJOHNSON & JOHNSON
$448.0M
MMM3M CO
$419.0M
4I1PHILIP MORRIS INTL INC
$416.0M
IJJISHARES TR
$404.0M
SLBSLB LIMITED
$400.0M
BHKBLACKROCK CORE BD TR
$383.0M
PHYS/USPROTT ASSET MANAGEMENT LP
$380.0M
SCHXSCHWAB STRATEGIC TR
$373.0M
PRUPRUDENTIAL FINL INC
$361.0M
QUALISHARES TR
$344.0M
CAHCARDINAL HEALTH INC
$335.0M
EPDENTERPRISE PRODS PARTNERS L
$335.0M
NKENIKE INC
$324.0M
VOOVANGUARD INDEX FDS
$321.0M
EDVVANGUARD WORLD FD
$321.0M
SHVISHARES TR
$319.0M
RSPINVESCO EXCHANGE TRADED FD T
$317.0M
ETNEATON CORP PLC
$313.0M
XLESELECT SECTOR SPDR TR
$306.0M
VRTXVERTEX PHARMACEUTICALS INC
$292.0M
TUASIMPLIFY EXCHANGE TRADED FUN
$290.0M
AFLAFLAC INC
$290.0M
ROMPROSHARES TR
$277.0M
USMVISHARES TR
$267.0M
CMCSACOMCAST CORP NEW
$265.0M
DOVDOVER CORP
$262.0M
ADPAUTOMATIC DATA PROCESSING IN
$262.0M
KMBKIMBERLY-CLARK CORP
$252.0M
IGMISHARES TR
$251.0M
NFLXNETFLIX INC
$249.0M
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