Managers / Q2 2022 · view latest →
Clarity Financial LLC
CIK 0001862145 · 11750 KATY FREEWAY, SUITE 840, HOUSTON, TX, 77079 · 832-940-7288
Reported Value
$461M
Q2 2022
Positions
84
Filings on Record
22
2019–present window
Filed
Jul 27, 2022
original filing
Summary
Clarity Financial Llc reported $461M in U.S.-listed holdings across 84 positions for Q2 2022.
Its largest position, TLT, represents 14.1% of the portfolio.
Compared with Q1 2022, the fund opened 13 new positions and exited 17.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $919M | 118 | May 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 116 | Jan 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.0B | 119 | Oct 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $929M | 111 | Jul 18, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $869M | 108 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $837M | 121 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $862M | 157 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $677M | 125 | Jul 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $661M | 120 | Apr 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $577M | 112 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $595M | 116 | Oct 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $702M | 117 | Jul 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $27M | 27 | Apr 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $518.0B | 102 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $427M | 84 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $461M | 84 | Jul 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $494M | 89 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $640M | 97 | Feb 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $615M | 95 | Oct 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $521M | 109 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $494M | 127 | May 19, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.