Clarity Financial LLC - Portfolio overview

Clarity Financial LLC has 138 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. IEI - ISHARES TR, 11.66%
  2. MBB - ISHARES TR, 5.69%
  3. ABBV - ABBVIE INC, 4.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.