Clarity Financial LLC
CIK 1862145
13F filing for Q2 2026・No. 2,313
- Holdings
- US$1.18B
- Quarter change
- +US$257.68M
- Entries
- 132
- Net bought (estimate)
- +US$172.64M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 11
- Cut 36
- Added 58
- Corporate actions 0
- Unchanged 13
Largest holdings
127 stocks worth US$1.17B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MBBISHARES TRMBS ETF | Added | 1,172,019 | US$110.78M | 9.48% |
| ISHARES TR3 7 YR TREAS BD | Cut | 536,456 | US$63.01M | 5.39% |
| MSFTMicrosoftCOM | Added | 152,532 | US$56.9M | 4.87% |
| GOOGALPHABET INCCAP STK CL C | Added | 151,877 | US$53.66M | 4.59% |
| ABBVABBVIE INCCOM | Added | 198,762 | US$50.02M | 4.28% |
| AMZNAmazonCOM | Added | 209,200 | US$49.86M | 4.27% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Added | 52,658 | US$49.26M | 4.21% |
| NVDANvidiaCOM | Added | 234,496 | US$46.92M | 4.01% |
| LLYELI LILLY & COCOM | Added | 36,647 | US$43.96M | 3.76% |
| AAPLAppleCOM | Added | 150,242 | US$43.47M | 3.72% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.