EdgeMarket › What Clarity Financial Llc reported owning
What Clarity Financial Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
919.3MPositions
118Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IEI iShares 3-7 Year Treasury Bond ETF | 109.2M | 11.9% | 920.5K | 116.41 | -2.1% |
| MBB iShares MBS ETF | 53.2M | 5.8% | 560.6K | 93.12 | -0.6% |
| ABBV AbbVie Inc. | 39.7M | 4.3% | 182.7K | 264.96 | +26.7% |
| MSFT MICROSOFT CORP | 38.4M | 4.2% | 103.6K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 38.0M | 4.1% | 132.4K | 341.75 | +70.7% |
| COST COSTCO WHOLESALE CORP /NEW | 36.2M | 3.9% | 36.4K | 947.74 | -4.7% |
| AMZN AMAZON COM INC | 33.5M | 3.6% | 161.1K | 258.63 | +15.6% |
| LLY ELI LILLY & Co | 31.8M | 3.5% | 34.6K | 1,255.40 | +78.0% |
| NVDA NVIDIA CORP | 29.4M | 3.2% | 168.5K | 214.72 | +22.4% |
| unmapped CUSIP 084670702 | 29.2M | 3.2% | 61.0K | — | — |
| AAPL Apple Inc. | 28.1M | 3.1% | 110.7K | 309.35 | +36.9% |
| XLK State Street Technology Select Sector SPDR ETF | 26.2M | 2.9% | 197.5K | 183.31 | +41.1% |
| GEV GE Vernova Inc. | 25.5M | 2.8% | 29.2K | 956.85 | +58.3% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 23.0M | 2.5% | 62.7K | 88.95 | +17.2% |
| SHY iShares 1-3 Year Treasury Bond ETF | 21.6M | 2.4% | 262.2K | 82.00 | -0.9% |
| PLTR Palantir Technologies Inc. | 21.1M | 2.3% | 144.5K | 179.94 | +15.3% |
| DUK Duke Energy CORP | 20.7M | 2.2% | 157.7K | 119.85 | -3.7% |
| XLF State Street Financial Select Sector SPDR ETF | 19.9M | 2.2% | 402.3K | 57.48 | +8.7% |
| XOM ExxonMobil Holdings Corp | 19.5M | 2.1% | 115.2K | 165.11 | +52.1% |
| VZ VERIZON COMMUNICATIONS INC | 19.4M | 2.1% | 385.5K | 49.45 | +9.7% |
| WMT Walmart Inc. | 18.7M | 2.0% | 150.7K | 103.70 | +1.1% |
| BLK BlackRock, Inc. | 17.7M | 1.9% | 18.4K | 1,156.55 | +2.5% |
| PANW Palo Alto Networks Inc | 17.2M | 1.9% | 107.5K | 357.87 | +94.0% |
| XLC State Street Communication Services Select Sec | 16.8M | 1.8% | 151.4K | 111.40 | +1.4% |
| JPM JPMORGAN CHASE & CO | 15.6M | 1.7% | 53.0K | 351.58 | +20.3% |
| KMI KINDER MORGAN, INC. | 15.3M | 1.7% | 457.0K | 30.98 | +16.6% |
| XLP State Street Consumer Staples Select Sector SP | 13.2M | 1.4% | 160.8K | 85.99 | +3.3% |
| XLV State Street Health Care Select Sector SPDR ET | 12.5M | 1.4% | 85.3K | 174.62 | +27.0% |
| TLT iShares 20 Year Treasury Bond ETF | 12.4M | 1.4% | 143.4K | 82.05 | -5.5% |
| XLY State Street Consumer Discretionary Select Sec | 12.3M | 1.3% | 112.9K | 118.02 | +3.7% |
| RTX RTX Corp | 11.9M | 1.3% | 61.5K | 209.91 | +34.1% |
| CRM Salesforce, Inc. | 9.8M | 1.1% | 52.2K | 209.17 | -15.1% |
| NOW ServiceNow, Inc. | 9.2M | 1.0% | 88.5K | 128.48 | -27.8% |
| XLU State Street Utilities Select Sector SPDR ETF | 8.4M | 0.9% | 183.7K | 42.77 | -0.7% |
| XLI State Street Industrial Select Sector SPDR ETF | 7.7M | 0.8% | 47.5K | 180.25 | +19.2% |
| IGV iShares Expanded Tech-Software Sector ETF | 5.1M | 0.6% | 63.2K | 103.37 | -2.8% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 3.4M | 0.4% | 44.1K | 90.13 | +20.1% |
| AMLP Alerian MLP ETF | 2.8M | 0.3% | 53.9K | 54.75 | +13.9% |
| XLB State Street Materials Select Sector SPDR ETF | 2.8M | 0.3% | 55.9K | 53.54 | +18.8% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 2.5M | 0.3% | 27.7K | 91.60 | -0.1% |
| SPY SPDR S&P 500 ETF TRUST | 2.0M | 0.2% | 3.0K | 765.72 | +20.0% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.8M | 0.2% | 18.3K | 97.35 | -1.7% |
| VYM Vanguard High Dividend Yield ETF | 1.8M | 0.2% | 11.9K | 164.97 | +19.9% |
| IEF iShares 7-10 Year Treasury Bond ETF | 1.4M | 0.2% | 14.5K | 92.82 | -2.8% |
| VTI Vanguard Morningstar Total Stock Market ETF | 1.3M | 0.1% | 4.1K | 378.24 | +20.5% |
| IVV iShares Core S&P 500 ETF | 1.1M | 0.1% | 1.8K | 769.31 | +20.0% |
| CVX CHEVRON CORP | 982.6K | 0.1% | 4.7K | 205.27 | +34.0% |
| IJH iShares Core S&P Mid-Cap ETF | 970.8K | 0.1% | 14.4K | 76.77 | +20.8% |
| META Meta Platforms, Inc. | 940.3K | 0.1% | 1.6K | 549.90 | -26.5% |
| GOOGL Alphabet Inc. | 923.1K | 0.1% | 3.2K | 344.82 | +73.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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