Loading…
CIK 0001862145 • 6 13F filings • May 14, 2025 – Jul 20, 2026
Import this data to Google Sheets with:
=jivedata("clarity-financial-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $419K | 0.0%Prev: 0.0% | 2,619 SH | Decreased-410 SH |
| ABBVIE INC | COM | $41.6M | 3.8%Prev: 4.7% | 181,985 SH | Decreased-23,870 SH |
| ADVANCED MICRO DEVICES INC | COM | $737K | 0.1%Prev: 0.1% | 3,443 SH | Increased-769 SH |
| AES CORP | COM | $227K | 0.0% | 15,804 SH | New |
| AFLAC INC | COM | $291K | 0.0%Prev: 0.0% | 2,638 SH | Decreased-321 SH |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.1%Prev: 0.1% | 3,400 SH | Increased+9 SH |
| ALPHABET INC | CAP STK CL C | $42.5M | 3.9%Prev: 3.6% | 135,413 SH | Increased-11,588 SH |
| ALPS ETF TR | ALERIAN MLP | $5.4M | 0.5%Prev: 0.6% | 115,709 SH | Decreased-3,942 SH |
| ALTRIA GROUP INC | COM | $19.9M | 1.8%Prev: 0.1% | 345,386 SH | Increased+328,034 SH |
| AMAZON COM INC | COM | $36.4M | 3.4%Prev: 2.4% | 157,618 SH | Increased+46,759 SH |
| AMERICAN ELEC PWR CO INC | COM | $598K | 0.1%Prev: 0.1% | 5,190 SH | Increased+188 SH |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $19.8M | 1.8%Prev: 1.7% | 885,169 SH | Increased+27,866 SH |
| APPLE INC | COM | $4.6M | 0.4%Prev: 0.5% | 16,804 SH | Decreased-1,247 SH |
| ARISTA NETWORKS INC | COM SHS | $929K | 0.1%Prev: 0.1% | 7,093 SH | Decreased-143 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $263K | 0.0%Prev: 0.0% | 1,021 SH | Decreased |
| BALL CORP | COM | $454K | 0.0%Prev: 0.0% | 8,575 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $39.3M | 3.6%Prev: 3.8% | 78,215 SH | Increased+2,826 SH |
| BLACKROCK CORE BD TR | SHS BEN INT | $384K | 0.0%Prev: 0.0% | 40,008 SH | Decreased |
| BLACKROCK INC | COM | $24.5M | 2.3%Prev: 1.8% | 22,846 SH | Increased+7,503 SH |
| BOEING CO | COM | $830K | 0.1%Prev: 0.1% | 3,822 SH | Increased |
| BROADCOM INC | COM | $1.5M | 0.1%Prev: 0.1% | 4,338 SH | Increased-9 SH |
| CARDINAL HEALTH INC | COM | $335K | 0.0%Prev: 0.0% | 1,632 SH | Increased-257 SH |
| CBRE GROUP INC | CL A | $1.3M | 0.1%Prev: 0.1% | 8,001 SH | Increased-100 SH |
| CHEVRON CORP NEW | COM | $761K | 0.1%Prev: 0.1% | 4,990 SH | Increased+266 SH |
| COCA COLA CO | COM | $209K | 0.0%Prev: 0.0% | 2,984 SH | Increased-51 SH |
| COMCAST CORP NEW | CL A | $266K | 0.0%Prev: 0.0% | 8,898 SH | Decreased-624 SH |
| COSTCO WHSL CORP NEW | COM | $31.3M | 2.9%Prev: 3.1% | 36,245 SH | Decreased+1,965 SH |
| DORCHESTER MINERALS LP | COM UNIT | $235K | 0.0%Prev: 0.0% | 10,520 SH | Decreased |
| DOVER CORP | COM | $262K | 0.0%Prev: 0.0% | 1,343 SH | Increased |
| DUKE ENERGY CORP NEW | COM NEW | $22.4M | 2.1%Prev: 2.1% | 191,138 SH | Increased+19,071 SH |
| EATON CORP PLC | SHS | $313K | 0.0%Prev: 0.0% | 984 SH | Decreased-29 SH |
| ELI LILLY & CO | COM | $36.4M | 3.4%Prev: 2.9% | 33,871 SH | Increased-3,803 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $336K | 0.0%Prev: 0.0% | 10,472 SH | Increased+438 SH |
| EXXON MOBIL CORP | COM | $15.9M | 1.5%Prev: 1.5% | 131,811 SH | Increased-2,165 SH |
| GE VERNOVA INC | COM | $22.7M | 2.1%Prev: 2.0% | 34,792 SH | Increased+1,952 SH |
| GLOBAL X FDS | GLOBX SUPDV US | $5.3M | 0.5% | 304,414 SH | New |
| HEARTBEAM INC | COM | $25K | 0.0% | 10,504 SH | New |
| HOME DEPOT INC | COM | $240K | 0.0%Prev: 0.0% | 698 SH | Decreased-181 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $317K | 0.0%Prev: 0.0% | 1,655 SH | Increased+474 SH |
| ISHARES GOLD TR | ISHARES NEW | $765K | 0.1%Prev: 0.1% | 9,428 SH | Increased-591 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $523K | 0.0%Prev: 0.1% | 5,214 SH | Decreased-3,833 SH |
| ISHARES TR | 1 3 YR TREAS BD | $20.8M | 1.9%Prev: 4.4% | 251,489 SH | Decreased-279,444 SH |
| ISHARES TR | 20 YR TR BD ETF | $11.9M | 1.1%Prev: 1.2% | 136,223 SH | Decreased+1,183 SH |
| ISHARES TR | 3 7 YR TREAS BD | $162.1M | 15.0%Prev: 15.6% | 1,358,263 SH | Increased+41,882 SH |
| ISHARES TR | 7-10 YR TRSY BD | $1.4M | 0.1%Prev: 0.2% | 14,316 SH | Decreased-2,381 SH |
| ISHARES TR | CORE S&P MCP ETF | $941K | 0.1%Prev: 0.1% | 14,263 SH | Increased-60 SH |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.1%Prev: 0.1% | 1,686 SH | Decreased-313 SH |
| ISHARES TR | CORE US AGGBD ET | $1.9M | 0.2%Prev: 0.2% | 18,939 SH | Increased+1,011 SH |
| ISHARES TR | EAFE VALUE ETF | $225K | 0.0%Prev: 0.0% | 3,145 SH | Increased |
| ISHARES TR | EXPND TEC SC ETF | $252K | 0.0%Prev: 0.0% | 1,948 SH | Increased |
| ISHARES TR | MORTGE REL ETF | $5.5M | 0.5%Prev: 0.6% | 246,757 SH | Decreased-10,028 SH |
| ISHARES TR | MSCI EAFE ETF | $739K | 0.1%Prev: 0.1% | 7,696 SH | Increased+79 SH |
| ISHARES TR | MSCI USA MIN VOL | $268K | 0.0%Prev: 0.0% | 2,843 SH | Decreased |
| ISHARES TR | MSCI USA QLT FCT | $344K | 0.0%Prev: 0.0% | 1,733 SH | Decreased-55 SH |
| ISHARES TR | RUS 1000 VAL ETF | $465K | 0.0%Prev: 0.0% | 2,209 SH | Increased |
| ISHARES TR | S&P MC 400GR ETF | $463K | 0.0%Prev: 0.0% | 4,784 SH | Increased |
| ISHARES TR | S&P MC 400VL ETF | $405K | 0.0%Prev: 0.0% | 3,075 SH | Increased |
| ISHARES TR | TIPS BD ETF | $467K | 0.0%Prev: 0.1% | 4,246 SH | Decreased-454 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $319K | 0.0% | 2,896 SH | New |
| JOHNSON & JOHNSON | COM | $448K | 0.0%Prev: 0.0% | 2,166 SH | Increased+27 SH |
| JPMORGAN CHASE & CO. | COM | $31.9M | 2.9%Prev: 1.5% | 98,849 SH | Increased+52,037 SH |
| KIMBERLY-CLARK CORP | COM | $252K | 0.0% | 2,500 SH | New |
| KINDER MORGAN INC DEL | COM | $28.7M | 2.7%Prev: 1.8% | 1,043,392 SH | Increased+388,322 SH |
| MASTERCARD INCORPORATED | CL A | $211K | 0.0% | 370 SH | New |
| MCDONALDS CORP | COM | $200K | 0.0% | 655 SH | New |
| META PLATFORMS INC | CL A | $45.8M | 4.2%Prev: 1.8% | 69,445 SH | Increased+44,418 SH |
| MICROSOFT CORP | COM | $36.6M | 3.4%Prev: 3.7% | 75,753 SH | Decreased+4,240 SH |
| NETAPP INC | COM | $240K | 0.0%Prev: 0.0% | 2,244 SH | Decreased |
| NETFLIX INC | COM | $249K | 0.0%Prev: 0.0% | 2,660 SH | Decreased+2,428 SH |
| NIKE INC | CL B | $325K | 0.0%Prev: 0.0% | 5,097 SH | Decreased+119 SH |
| NUVEEN MUN VALUE FD INC | COM | $111K | 0.0%Prev: 0.0% | 12,255 SH | Increased |
| NVIDIA CORPORATION | COM | $32.1M | 3.0%Prev: 3.1% | 171,989 SH | Increased+2,124 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $31.7M | 2.9%Prev: 3.1% | 178,471 SH | Increased+6,352 SH |
| PALO ALTO NETWORKS INC | COM | $24.1M | 2.2%Prev: 2.6% | 130,629 SH | Decreased+2,370 SH |
| PHILIP MORRIS INTL INC | COM | $416K | 0.0%Prev: 0.0% | 2,595 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $868K | 0.1%Prev: 2.7% | 6,055 SH | Decreased-169,424 SH |
| PROSHARES TR | PSHS ULTRA TECH | $277K | 0.0%Prev: 0.0% | 2,942 SH | Decreased-111 SH |
| PRUDENTIAL FINL INC | COM | $361K | 0.0%Prev: 0.0% | 3,200 SH | Increased |
| PUBLIC STORAGE OPER CO | COM | $240K | 0.0%Prev: 0.0% | 925 SH | Decreased-155 SH |
| QUANTA SVCS INC | COM | $647K | 0.1%Prev: 0.1% | 1,532 SH | Increased+175 SH |
| RTX CORPORATION | COM | $11.8M | 1.1%Prev: 1.0% | 64,319 SH | Increased+1,979 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $374K | 0.0%Prev: 0.0% | 13,880 SH | Increased+935 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $18.1M | 1.7% | 153,340 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $29.0M | 2.7% | 312,120 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $306K | 0.0% | 6,848 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $25.4M | 2.3% | 463,753 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $13.4M | 1.2% | 86,788 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $9.7M | 0.9% | 62,393 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $2.6M | 0.2% | 56,751 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $30.2M | 2.8% | 209,927 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $8.0M | 0.7% | 188,091 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | SHORT TERM TREA | $291K | 0.0% | 13,280 SH | New |
| SLB LIMITED | COM STK | $400K | 0.0% | 10,424 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $240K | 0.0% | 499 SH | New |
| SPDR GOLD TR | GOLD SHS | $204K | 0.0%Prev: 0.0% | 514 SH | Decreased-121 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.9M | 0.2%Prev: 0.2% | 2,728 SH | Increased-4,776 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $7.8M | 0.7% | 93,175 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $381K | 0.0%Prev: 0.1% | 11,523 SH | Decreased-12,296 SH |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $455K | 0.0%Prev: 0.0% | 19,231 SH | Decreased-11,548 SH |
| UNITEDHEALTH GROUP INC | COM | $237K | 0.0%Prev: 0.0% | 719 SH | Decreased-30 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $821K | 0.1%Prev: 0.1% | 2,281 SH | Increased-17 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $956K | 0.1%Prev: 0.1% | 1,959 SH | Increased+43 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $321K | 0.0%Prev: 0.0% | 512 SH | Increased+1 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $981K | 0.1%Prev: 0.1% | 2,926 SH | Increased-58 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $646K | 0.1%Prev: 0.1% | 2,937 SH | Increased+550 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $233K | 0.0%Prev: 0.0% | 3,734 SH | Decreased-1,786 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.8M | 0.2%Prev: 0.2% | 12,593 SH | Increased-10 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $322K | 0.0%Prev: 0.0% | 4,950 SH | Decreased-223 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $29.7M | 2.7%Prev: 2.8% | 71,974 SH | Increased+1,051 SH |
| VERIZON COMMUNICATIONS INC | COM | $19.2M | 1.8%Prev: 0.3% | 471,127 SH | Increased+412,018 SH |
| VERTEX PHARMACEUTICALS INC | COM | $292K | 0.0%Prev: 0.0% | 645 SH | Increased |
| VISA INC | COM CL A | $18.3M | 1.7%Prev: 1.7% | 52,059 SH | Increased+3,224 SH |
| WALMART INC | COM | $20.2M | 1.9%Prev: 1.8% | 181,700 SH | Increased+5,393 SH |
| 13F-HR |
| 0002085853-26-000773 |
| $1.18B |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000877 | $929.3M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000550 | $919.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000638 | $869.4M | View |