Clarity Financial LLC
Clarity Financial LLC is an SEC-registered investment advisory firm headquartered in Houston, Texas. The firm manages over $1.2 billion in assets as of mid-2024 and serves primarily individuals (including high net worth clients), with additional services for pension plans, business entities, and charitable foundations. Employing approximately 14-15 professionals, Clarity Financial has positioned itself as a boutique wealth management and advisory firm focused on delivering customized financial strategies and fiduciary guidance to a range of clients.
Investment Strategy
Clarity Financial LLC employs a diversified investment strategy tailored to the individual goals and risk tolerances of its clients. The firm operates with a fiduciary standard, emphasizing disciplined portfolio construction, strategic asset allocation, and ongoing risk management. While a significant proportion of its clients are individuals and high net worth individuals, the firm also provides advisory services for pensions and corporate entities. The investment approach prioritizes long-term growth, capital preservation, and efficient tax management, integrating both passive and active investment strategies depending on market conditions and client objectives.
Latest 13F Filing Activity
Clarity Financial LLC filed their most recent 13F report on Sep 30, 2025 disclosing 118 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Ishares TR, Meta Platforms Inc., Abbvie Inc. among other positions. Clarity Financial LLC reduced exposure to Ishares TR, Oneok Inc. New, Ishares TR among others.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEI | ISHARES TR | 15.61% | $157.3M | 1,316,381 | $118.58 | $119.51 | +$88.2M |
A ABBV | ABBVIE INC | 4.73% | $47.7M | 205,855 | $153.69 | $231.54 | +$10.1M |
S SHY | ISHARES TR | 4.37% | $44.0M | 530,933 | $81.52 | $82.96 | -$8.7M |
| BERKSHIRE HATHAWAY INC DEL | 3.76% | $37.9M | 75,389 | $443.70 | $502.74 | +$4.9M | |
M MSFT | MICROSOFT CORP | 3.68% | $37.0M | 71,513 | $357.52 | $517.95 | +$2.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $1.5K | 48 | $666.18 | $666.18 | +48 | +$1.5K |