Clarity Financial LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 138 distinct positions held by the firm, with a total value of approximately $1,158,237,747.
The portfolio is heavily weighted toward large-cap technology and energy companies. The largest holding is Microsoft Corporation, for which the firm holds 60,259,775 shares. Other significant positions include NVIDIA Corporation (46,366,413 shares), Amazon.com Inc. (445,652,57 shares), and Applied Digital Corp. (13,857,148 shares).
Energy stocks also comprise a substantial portion of the portfolio. ExxonMobil Holdings Corp. is held in the amount of 17,999,861 shares, while Kinder Morgan Inc. is held at 14,059,422 shares. Additionally, the firm holds shares in Chevron Corporation (863,157 shares) and Phillips 66 (950,925 shares).
The filing also reveals holdings in several exchange-traded funds (ETFs). The firm holds significant positions in the iShares Core S&P 500 ETF (1,334,840 shares) and the iShares 1-3 Year Treasury Bond ETF (21,113,165 shares). Other notable ETF holdings include the Vanguard Morningstar Large Cap Growth ETF (23,774,213 shares) and the VanEck Semiconductor ETF (1,184,914 shares).
Clarity Financial LLC is managed by Connie Mack, who serves as the Managing Member and Chief Compliance Officer. The firm is headquartered in Houston, Texas.
