account_balance
Investment manager · 13F filer · SEC CIK 1862145
Clarity Financial LLC
Reported value$1.14Bas of Sep 30, 2026
Positions133 16 new, 10 sold out
Top 10 weight47.9%MBB alone is 9%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MBBiShares Tr
9.0%
MSFTMicrosoft Corp
5.3%Trimmed −23%
IEIiShares Tr
5.2%Trimmed −2%
ABBVAbbVie Inc.
4.3%Trimmed −5%
GOOGAlphabet Inc.
4.3%Trimmed −5%
AAPLApple Inc.
4.2%Trimmed −4%
NVDANVIDIA Corp
4.1%Trimmed −13%
COSTCostco Wholesale Corp
4.0%Trimmed −5%
AMZNAmazon.com Inc
3.9%Trimmed −14%
LLYELI Lilly & Co
3.5%Trimmed −4%
PLTRPalantir Technologies Inc.
3.2%−34%
XLKSelect Sector SPDR Tr
3.1%
MBBiShares Tr
9.0%
MSFTMicrosoft Corp
5.3%−23%
IEIiShares Tr
5.2%−2%
ABBVAbbVie Inc.
4.3%−5%
GOOGAlphabet Inc.
4.3%−5%
AAPLApple Inc.
4.2%
NVDANVIDIA Corp
4.1%
COSTCostco Wholesale Corp
4.0%
AMZNAmazon.com Inc
3.9%
LLY3.5%PLTR3.2%XLK3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MBB iShares Tr 9.0% Held
MSFT Microsoft Corp 5.3% Trimmed −23%IEI iShares Tr 5.2% Trimmed −2%
ABBV AbbVie Inc. 4.3% Trimmed −5%GOOG Alphabet Inc. 4.3% Trimmed −5%AAPL Apple Inc. 4.2% Trimmed −4%NVDA NVIDIA Corp 4.1% Trimmed −13%COST Costco Wholesale Corp 4.0% Trimmed −5%AMZN Amazon.com Inc 3.9% Trimmed −14%LLY ELI Lilly & Co 3.5% Trimmed −4%PLTR Palantir Technologies Inc. 3.2% Trimmed −34%XLK Select Sector SPDR Tr 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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