Clarity Financial LLC

All 13F Filings

Location
Houston, TX
Most recent 13F
Q2 2026
Holdings value ($000)
1,176,975
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/20/2026 132 1,176,975 13F-HR Clarity Financial LLC
Q1 2026 5/1/2026 118 919,299 13F-HR Clarity Financial LLC
Q4 2025 1/28/2026 116 1,081,294 13F-HR Clarity Financial LLC
Q3 2025 10/10/2025 119 1,007,548 13F-HR Clarity Financial LLC
Q2 2025 7/18/2025 111 929,275 13F-HR Clarity Financial LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 8.029 K (0.7% of total reported value) · QoQ Δ: +8.029 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 734.4 K 62.8% 189.3 K 0 189.3 K
ETFs 434.6 K 37.2% 60.38 K 0 60.38 K
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Fund Snapshot

Q2 2026
Latest filed
7/20/2026
Total value ($000)
1,176,975
Holdings
132
QoQ value change ($000)
257,676 (28.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.