Clarity Financial LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,176,975
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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.