Connie Mack

Clarity Financial Llc

Assets Managed

$1.177B

Holdings

127

Last Quarter

2026 - Q2

Filed Date

7d ago

Growth Rate

28.03%(2Q avg: 6.53%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Clarity Financial Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Clarity Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.177B in assets, with a quarterly growth rate of 28.03% and a 2-quarter average growth rate of 6.53%. The portfolio is managed by Connie Mack, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MBB Ishares Mbs Etf Recent Activity Increased 109.08%	9.42%	$110.779M 1.172M shares@ $94.52 avg price	Increased 109.08%
IEI Ishares 3-7 Year Treasury Bo Recent Activity Decreased -41.72%	5.36%	$63.007M 536,456 shares@ $117.45 avg price	Decreased -41.72%
MSFT Microsoft Corp Recent Activity Increased 47.23%	4.84%	$56.898M 152,532 shares@ $373.03 avg price	Increased 47.23%
GOOG Alphabet Inc-cl C Recent Activity Increased 14.72%	4.56%	$53.663M 151,877 shares@ $353.34 avg price	Increased 14.72%
ABBV Abbvie Inc Recent Activity Increased 8.81%	4.25%	$50.016M 198,762 shares@ $251.65 avg price	Increased 8.81%
AMZN Amazon.com Inc Recent Activity Increased 29.94%	4.24%	$49.885M 209,300 shares@ $238.35 avg price	Increased 29.94%
COST Costco Wholesale Corp Recent Activity Increased 44.78%	4.19%	$49.26M 52,658 shares@ $935.47 avg price	Increased 44.78%
NVDA Nvidia Corp Recent Activity Increased 39.21%	3.99%	$46.94M 234,596 shares@ $200.1 avg price	Increased 39.21%
LLY Eli Lilly & Co Recent Activity Increased 5.84%	3.74%	$43.956M 36,647 shares@ $1199.44 avg price	Increased 5.84%
AAPL Apple Inc Recent Activity Increased 35.68%	3.7%	$43.474M 150,242 shares@ $289.36 avg price	Increased 35.68%

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