Clarity Financial LLC holds a diversified book of 127 stocks worth $1.2B as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Vertiv Holdings Co-A and trimmed Ishares 3-7 Year Treasury Bo. Their largest long position is Ishares MBS ETF at 9% of the equity book. They also disclosed $8.0M in put options (a bearish bet) and $61K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1862145/holdings"
Use Arkolith to show Clarity Financial LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.5 points over this window.
Growth of $10,000 cloning Clarity Financial LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clarity Financial LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $811.0B |
| MORGAN STANLEY | 80 / 80 | $619.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $576.2B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $499.7B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $282.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $185.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $175.3B |
| UBS Group AG | 80 / 80 | $169.6B |
Ranked by how many of Clarity Financial LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR MBS ETF | $110.8M | 1.17M | 9.5% | ▲+109% Added · +611K sh | |
| 2 | Ishares TR 3 7 YR TREAS BD | $63.0M | 536.5K | 5.4% | ▼−42% Reduced · −384K sh | |
| 3 | Microsoft Corp COM | $56.9M | 152.5K | 4.9% | ▲+47% Added · +49K sh | |
| 4 | Alphabet Inc CAP STK CL C | $53.7M | 151.9K | 4.6% | ▲+15% Added · +19K sh | |
| 5 | Abbvie Inc COM | $50.0M | 198.8K | 4.3% | ▲+8.8% Added · +16K sh | |
| 6 | Amazon Com Inc COM | $49.9M | 209.2K | 4.3% | ▲+30% Added · +48K sh | |
| 7 | Costco Wholesale Corporation COM | $49.3M | 52.7K | 4.2% | ▲+45% Added · +16K sh | |
| 8 | Nvidia Corporation COM | $46.9M | 234.5K | 4.0% | ▲+39% Added · +66K sh | |
| 9 | Eli Lilly & Co COM | $44.0M | 36.6K | 3.8% | ▲+5.8% Added · +2K sh | |
| 10 | Apple Inc COM | $43.5M | 150.2K | 3.7% | ▲+36% Added · +40K sh | |
| 11 | Select Sector SPDR TR ST STR TECHN ETF | $35.3M | 185.5K | 3.0% | ▼−6.1% Reduced · −12K sh | |
| 12 | Palantir Technologies Inc CL A | $34.6M | 296.8K | 3.0% | ▲+105% Added · +152K sh | |
| 13 | RTX Corporation COM | $30.5M | 160.5K | 2.6% | ▲+161% Added · +99K sh | |
| 14 | Ge Vernova Inc COM | $29.5M | 25.1K | 2.5% | ▼−14% Reduced · −4K sh | |
| 15 | Vanguard World FD MEGA GRWTH IND | $27.4M | 311.6K | 2.3% | ▲+397% Added · +249K sh | |
| 16 | Vertiv Holdings Co COM CL A | $24.3M | 72.7K | 2.1% | ▲New New position | |
| 17 | JPMorgan Chase & Co COM | $23.9M | 73.0K | 2.0% | ▲+38% Added · +20K sh | |
| 18 | Broadcom Inc COM | $23.7M | 62.7K | 2.0% | ▲25× Added · +60K sh | |
| 19 | Walmart Inc COM | $22.4M | 197.9K | 1.9% | ▲+31% Added · +47K sh | |
| 20 | Ishares TR 1 3 YR TREAS BD | $21.9M | 266.7K | 1.9% | ▲+1.7% Added · +5K sh | |
| 21 | Select Sector SPDR TR ST STR FINL ETF | $21.8M | 407.2K | 1.9% | ▲+1.2% Added · +5K sh | |
| 22 | BlackRock Inc COM | $18.9M | 19.6K | 1.6% | ▲+6.5% Added · +1K sh | |
| 23 | Select Sector SPDR TR ST STR CARE ETF | $17.5M | 110.1K | 1.5% | ▲+29% Added · +25K sh | |
| 24 | Verizon Communications Inc COM | $17.5M | 412.3K | 1.5% | ▲+6.9% Added · +27K sh | |
| 25 | Blackstone Secd Lending FD COMMON STOCK | $17.0M | 718.1K | 1.5% | ▲New New position | |
| 26 | Select Sector SPDR TR ST STR STAPL ETF | $17.0M | 204.8K | 1.5% | ▲+27% Added · +44K sh | |
| 27 | Select Sector SPDR TR ST STR SVC ETF | $16.5M | 153.9K | 1.4% | ▲+1.7% Added · +3K sh | |
| 28 | American Elec PWR Co Inc COM | $16.4M | 120.1K | 1.4% | ▲New New position | |
| 29 | Oneok Inc New COM | $16.2M | 186.5K | 1.4% | ▲New New position | |
| 30 | Ishares TR 20 YR TR BD ETF | $16.0M | 184.7K | 1.4% | ▲+29% Added · +41K sh | |
| 31 | Kinder Morgan Inc Del COM | $15.6M | 487.3K | 1.3% | ▲+6.6% Added · +30K sh | |
| 32 | Exxon Mobil Corp COM | $15.3M | 111.9K | 1.3% | ▼−2.9% Reduced · −3K sh | |
| 33 | Select Sector SPDR TR ST STR DISCR ETF | $13.5M | 114.9K | 1.2% | ▲+1.8% Added · +2K sh | |
| 34 | Select Sector SPDR TR ST STR UTIL ETF | $11.0M | 242.1K | 0.9% | ▲+32% Added · +58K sh | |
| 35 | Applied Digital Corp COM NEW | $10.5M | 282.1K | 0.9% | ▲New New position | |
| 36 | Select Sector SPDR TR ST STR INDL ETF | $8.9M | 48.1K | 0.8% | ▲+1.3% Added · +640 sh | |
| 37 | Select Sector SPDR TR ST STR MATER ETF | $7.2M | 141.4K | 0.6% | ▲+153% Added · +86K sh | |
| 38 | Vanguard Index FDS VALUE ETF | $6.8M | 31.3K | 0.6% | ▲+828% Added · +28K sh | |
| 39 | ALPS ETF TR ALERIAN MLP | $5.8M | 112.5K | 0.5% | ▲+109% Added · +59K sh | |
| 40 | SPDR Series Trust ST STR BLO 1 ETF | $3.9M | 42.6K | 0.3% | ▲+54% Added · +15K sh | |
| 41 | SPDR Series Trust ST STR P500ETF | $3.7M | 42.1K | 0.3% | ▼−4.6% Reduced · −2K sh | |
| 42 | Vaneck ETF Trust BDC INCOME ETF | $2.7M | 214.1K | 0.2% | ▲New New position | |
| 43 | State STR SPDR S&P 500 ETF T TR UNIT | $2.0M | 2.7K | 0.2% | ▼−10.0% Reduced · −300 sh | |
| 44 | Main STR Cap Corp COM | $1.9M | 36.6K | 0.2% | ▲New New position | |
| 45 | Vanguard Whitehall FDS HIGH DIV YLD | $1.9M | 11.9K | 0.2% | ▲+0.4% Added · +46 sh | |
| 46 | Ishares TR CORE US AGGBD ET | $1.8M | 18.2K | 0.2% | ▼−0.6% Reduced · −102 sh | |
| 47 | Vanguard Index FDS TOTAL STK MKT | $1.6M | 4.2K | 0.1% | ▲+2.4% Added · +101 sh | |
| 48 | Ishares TR 7-10 YR TRSY BD | $1.4M | 15.1K | 0.1% | ▲+4.0% Added · +584 sh | |
| 49 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.3M | 1.9K | 0.1% | ▼−0.1% Reduced · −1 sh | |
| 50 | Ishares TR CORE S&P500 ETF | $1.3M | 1.7K | 0.1% | ▼−3.6% Reduced · −64 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $7.4M | 10K |
| PUT · bearish | PHILLIPS 66PSX | $575K | 3K |
| CALL · bullish | AMAZON.COM INCAMZN | $24K | 100 |
| CALL · bullish | NVIDIA CORPNVDA | $20K | 100 |
| CALL · bullish | ARISTA NETWORKS INCANET | $17K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 132 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 118 | $919.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 116 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 119 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 111 | $929.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 108 | $869.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 121 | $836.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 157 | $862.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.