Clarity Financial LLC
SEC Form 13F institutional filer · CIK 0001862145
13F-HR · 78 reported holdings · 2026-03-31
Reported long-US-equity value
$0.67B
Top-10 concentration
49.0%
Clarity Financial LLC — $675M AUM allocation strategy
Clarity Financial LLC files SEC Form 13F and reports $675M of long US equity value across 78 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.9%, followed by Health Care 10.6% and Communication Services 8.5%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Clarity Financial LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$675M
total across 78 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AAPL +93.9K sh · +$23.5M+$MSFT +27.9K sh · +$1.72M+$AMZN +3.46K sh · −$2.83M
Biggest trims (shares)
−$KMI −586K sh · −$13.4M−$MO −333K sh · −$19.1M−$VZ −85.6K sh · +$164K
Exited to nil (held last quarter, gone now)
$AEP ($598K last qtr)$BALL ($454K last qtr)$PRU ($361K last qtr)$NKE ($325K last qtr)$CMCSA ($266K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software8.2%—
- Consumer Staples Merchandise Retail8.1%—
- Biotechnology5.9%—
- Interactive Media & Services5.6%—
- Broadline Retail5.0%—
- Pharmaceuticals4.7%—
- Semiconductors4.4%—
- Multi-Sector Holdings4.3%—
- Other holdings53.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $ABBV | AbbVie Inc | 183K | $39.7M | +691 | 5.9% |
| $MSFT | Microsoft Corporation | 104K | $38.4M | +27.9K | 5.7% |
| $GOOGL | Alphabet Inc | 132K | $38M | -3.02K | 5.6% |
| $COST | Costco Wholesale Corporation | 36.4K | $36.2M | +127 | 5.4% |
| $AMZN | Amazon.com Inc | 161K | $33.5M | +3.46K | 5.0% |
| $LLY | Eli Lilly and Company | 34.6K | $31.8M | +755 | 4.7% |
| $NVDA | NVIDIA Corporation | 169K | $29.4M | -3.46K | 4.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 61K | $29.2M | -17.2K | 4.3% |
| $AAPL | Apple Inc | 111K | $28.1M | +93.9K | 4.2% |
…and 69 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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