Clarity Financial LLC — 13F holdings

Clarity Financial LLC reported 132 holdings worth $1.18B in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

1. MBB ISHARES TR — $111M (9.4%)
2. IEI ISHARES TR — $63.0M (5.4%)
3. MSFT MICROSOFT CORP — $56.9M (4.8%)
4. GOOG ALPHABET INC — $53.7M (4.6%)
5. ABBV ABBVIE INC — $50.0M (4.2%)
6. AMZN AMAZON COM INC — $49.9M (4.2%)
7. COST COSTCO WHSL CORP NEW — $49.3M (4.2%)
8. NVDA NVIDIA CORPORATION — $46.9M (4.0%)
9. LLY ELI LILLY & CO — $44.0M (3.7%)
10. AAPL APPLE INC — $43.5M (3.7%)