# EDGAR Filing Document

**Accession Number:** 0001862145
**File Stem:** 0002085853-25-000059
**Filing Date:** 2025-10
**Character Count:** 15517
**Document Hash:** 740657b51223c76e94ca06dde5e2ef30
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-25-000059.hdr.sgml**: 20251010

**ACCESSION NUMBER**: 0002085853-25-000059

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251010

**DATE AS OF CHANGE**: 20251010

**EFFECTIVENESS DATE**: 20251010

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Clarity Financial LLC
- **CENTRAL INDEX KEY:** 0001862145

**ORGANIZATION NAME:**
- **EIN:** 800419333

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21261
- **FILM NUMBER:** 251386593

**BUSINESS ADDRESS:**
- **STREET 1:** 11750 KATY FREEWAY, SUITE 840
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77079
- **BUSINESS PHONE:** 832-940-7288

**MAIL ADDRESS:**
- **STREET 1:** 11750 KATY FREEWAY, SUITE 840
- **CITY:** HOUSTON
- **STATE:** TX
- **ZIP:** 77079

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Clarity Financial LLC<br>**Address:** 11750 Katy Freeway Suite 840<br>Houston, TX 77079

**Form 13F File Number:** 028-21261

**CRD Number (if applicable):** 000150661

**SEC File Number (if applicable):** 801-77832

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** MACK CONNIE<br>**Title:** MANAGING MEMBER/CHIEFCOMPLIANCE OFFICER<br>**Phone:** 832-940-7288

**Signature, Place, and Date of Signing:**

/s/ Connie Mack  Houston, TX  10-10-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 119

**Form 13F Information Table Value Total:** $1007548187

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 470014 | 3029 | SH |  | SOLE |  | 0 | 0 | 3029 |
| ABBVIE INC | COM | 00287Y109 |  | 47663603 | 205855 | SH |  | SOLE |  | 1076 | 0 | 204779 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 681414 | 4212 | SH |  | SOLE |  | 189 | 0 | 4023 |
| AEHR TEST SYS | COM | 00760J108 |  | 229559 | 7624 | SH |  | SOLE |  | 0 | 0 | 7624 |
| AFLAC INC | COM | 001055102 |  | 330520 | 2959 | SH |  | SOLE |  | 0 | 0 | 2959 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 35802069 | 147001 | SH |  | SOLE |  | 794 | 0 | 146207 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 824387 | 3391 | SH |  | SOLE |  | 0 | 0 | 3391 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 5615199 | 119651 | SH |  | SOLE |  | 732 | 0 | 118919 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 1146302 | 17352 | SH |  | SOLE |  | 0 | 0 | 17352 |
| AMAZON COM INC | COM | 023135106 |  | 24341352 | 110859 | SH |  | SOLE |  | 546 | 0 | 110313 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 562753 | 5002 | SH |  | SOLE |  | 0 | 0 | 5002 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 |  | 17326103 | 857303 | SH |  | SOLE |  | 3230 | 0 | 854073 |
| APPLE INC | COM | 037833100 |  | 4596248 | 18051 | SH |  | SOLE |  | 178 | 0 | 17873 |
| ARDAGH METAL PACKAGING S A | SHS | L02235106 |  | 189924 | 47600 | SH |  | SOLE |  | 0 | 0 | 47600 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 1054358 | 7236 | SH |  | SOLE |  | 0 | 0 | 7236 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 299707 | 1021 | SH |  | SOLE |  | 0 | 0 | 1021 |
| BALL CORP | COM | 058498106 |  | 432352 | 8575 | SH |  | SOLE |  | 0 | 0 | 8575 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 37901040 | 75389 | SH |  | SOLE |  | 394 | 0 | 74995 |
| BLACKROCK CORE BD TR | SHS BEN INT | 09249E101 |  | 397680 | 40008 | SH |  | SOLE |  | 0 | 0 | 40008 |
| BLACKROCK INC | COM | 09290D101 |  | 17888006 | 15343 | SH |  | SOLE |  | 60 | 0 | 15283 |
| BOEING CO | COM | 097023105 |  | 824902 | 3822 | SH |  | SOLE |  | 0 | 0 | 3822 |
| BROADCOM INC | COM | 11135F101 |  | 1434119 | 4347 | SH |  | SOLE |  | 0 | 0 | 4347 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 296497 | 1889 | SH |  | SOLE |  | 0 | 0 | 1889 |
| CBRE GROUP INC | CL A | 12504L109 |  | 1276394 | 8101 | SH |  | SOLE |  | 0 | 0 | 8101 |
| CHEVRON CORP NEW | COM | 166764100 |  | 733607 | 4724 | SH |  | SOLE |  | 0 | 0 | 4724 |
| COCA COLA CO | COM | 191216100 |  | 201305 | 3035 | SH |  | SOLE |  | 0 | 0 | 3035 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 299176 | 9522 | SH |  | SOLE |  | 624 | 0 | 8898 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 31730835 | 34280 | SH |  | SOLE |  | 163 | 0 | 34117 |
| DORCHESTER MINERALS LP | COM UNIT | 25820R105 |  | 272363 | 10520 | SH |  | SOLE |  | 0 | 0 | 10520 |
| DOVER CORP | COM | 260003108 |  | 224053 | 1343 | SH |  | SOLE |  | 0 | 0 | 1343 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 21293329 | 172067 | SH |  | SOLE |  | 1007 | 0 | 171060 |
| EATON CORP PLC | SHS | G29183103 |  | 379115 | 1013 | SH |  | SOLE |  | 0 | 0 | 1013 |
| ELI LILLY  CO | COM | 532457108 |  | 28745186 | 37674 | SH |  | SOLE |  | 141 | 0 | 37533 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 313778 | 10034 | SH |  | SOLE |  | 0 | 0 | 10034 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 15105817 | 133976 | SH |  | SOLE |  | 1124 | 0 | 132852 |
| GE VERNOVA INC | COM | 36828A101 |  | 20193473 | 32840 | SH |  | SOLE |  | 114 | 0 | 32726 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 224605 | 2502 | SH |  | SOLE |  | 0 | 0 | 2502 |
| HOME DEPOT INC | COM | 437076102 |  | 356162 | 879 | SH |  | SOLE |  | 0 | 0 | 879 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 224036 | 1181 | SH |  | SOLE |  | 0 | 0 | 1181 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 729083 | 10019 | SH |  | SOLE |  | 0 | 0 | 10019 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 326927 | 2959 | SH |  | SOLE |  | 0 | 0 | 2959 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1797310 | 17928 | SH |  | SOLE |  | 63 | 0 | 17865 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1337931 | 1999 | SH |  | SOLE |  | 0 | 0 | 1999 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 398915 | 3075 | SH |  | SOLE |  | 0 | 0 | 3075 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 490101 | 9688 | SH |  | SOLE |  | 0 | 0 | 9688 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 910997 | 9047 | SH |  | SOLE |  | 4013 | 0 | 5034 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 245351 | 1948 | SH |  | SOLE |  | 0 | 0 | 1948 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 157320713 | 1316381 | SH |  | SOLE |  | 7298 | 0 | 1309083 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 44046222 | 530933 | SH |  | SOLE |  | 5447 | 0 | 525486 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 458738 | 4784 | SH |  | SOLE |  | 0 | 0 | 4784 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 213325 | 3145 | SH |  | SOLE |  | 0 | 0 | 3145 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 347766 | 1788 | SH |  | SOLE |  | 0 | 0 | 1788 |
| ISHARES TR | MORTGE REL ETF | 46435G342 |  | 5641556 | 256785 | SH |  | SOLE |  | 1525 | 0 | 255260 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 1610565 | 16697 | SH |  | SOLE |  | 0 | 0 | 16697 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 934719 | 14323 | SH |  | SOLE |  | 0 | 0 | 14323 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 449730 | 2209 | SH |  | SOLE |  | 0 | 0 | 2209 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 12068550 | 135040 | SH |  | SOLE |  | 5257 | 0 | 129783 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 522734 | 4700 | SH |  | SOLE |  | 0 | 0 | 4700 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 270510 | 2843 | SH |  | SOLE |  | 0 | 0 | 2843 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1353711 | 11392 | SH |  | SOLE |  | 0 | 0 | 11392 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 711155 | 7617 | SH |  | SOLE |  | 0 | 0 | 7617 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 396595 | 2139 | SH |  | SOLE |  | 0 | 0 | 2139 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 14765917 | 46812 | SH |  | SOLE |  | 149 | 0 | 46663 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 18545028 | 655070 | SH |  | SOLE |  | 2408 | 0 | 652662 |
| META PLATFORMS INC | CL A | 30303M102 |  | 18379365 | 25027 | SH |  | SOLE |  | 92 | 0 | 24935 |
| MICROSOFT CORP | COM | 594918104 |  | 37040213 | 71513 | SH |  | SOLE |  | 344 | 0 | 71169 |
| NETAPP INC | COM | 64110D104 |  | 265824 | 2244 | SH |  | SOLE |  | 0 | 0 | 2244 |
| NETFLIX INC | COM | 64110L106 |  | 278149 | 232 | SH |  | SOLE |  | 0 | 0 | 232 |
| NIKE INC | CL B | 654106103 |  | 347116 | 4978 | SH |  | SOLE |  | 0 | 0 | 4978 |
| NINE ENERGY SERVICE INC | COM | 65441V101 |  | 957825 | 1515785 | SH |  | SOLE |  | 0 | 0 | 1515785 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 |  | 110050 | 12255 | SH |  | SOLE |  | 0 | 0 | 12255 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 31693502 | 169865 | SH |  | SOLE |  | 954 | 0 | 168911 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 31397988 | 172119 | SH |  | SOLE |  | 542 | 0 | 171577 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 26116023 | 128259 | SH |  | SOLE |  | 489 | 0 | 127770 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 420909 | 2595 | SH |  | SOLE |  | 0 | 0 | 2595 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 26962340 | 175479 | SH |  | SOLE |  | 867 | 0 | 174612 |
| PROSHARES TR | PSHS ULTRA TECH | 74347R693 |  | 282871 | 3053 | SH |  | SOLE |  | 0 | 0 | 3053 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 331945 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 311955 | 1080 | SH |  | SOLE |  | 0 | 0 | 1080 |
| QUANTA SVCS INC | COM | 74762E102 |  | 562377 | 1357 | SH |  | SOLE |  | 0 | 0 | 1357 |
| RTX CORPORATION | COM | 75513E101 |  | 10431318 | 62340 | SH |  | SOLE |  | 352 | 0 | 61988 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 355730 | 10350 | SH |  | SOLE |  | 0 | 0 | 10350 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 340971 | 12945 | SH |  | SOLE |  | 0 | 0 | 12945 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 2602846 | 29043 | SH |  | SOLE |  | 164 | 0 | 28879 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 315366 | 3530 | SH |  | SOLE |  | 0 | 0 | 3530 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 29086595 | 103195 | SH |  | SOLE |  | 621 | 0 | 102574 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 19858853 | 142695 | SH |  | SOLE |  | 898 | 0 | 141797 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 11727548 | 48938 | SH |  | SOLE |  | 307 | 0 | 48631 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 4184086 | 27129 | SH |  | SOLE |  | 160 | 0 | 26969 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 15885461 | 202698 | SH |  | SOLE |  | 1251 | 0 | 201447 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 18812863 | 158933 | SH |  | SOLE |  | 945 | 0 | 157988 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 16755057 | 311028 | SH |  | SOLE |  | 1953 | 0 | 309075 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 13681450 | 156879 | SH |  | SOLE |  | 936 | 0 | 155943 |
| SEMRUSH HLDGS INC | CL A COM | 81686C104 |  | 169920 | 24000 | SH |  | SOLE |  | 0 | 0 | 24000 |
| SERVICENOW INC | COM | 81762P102 |  | 16029534 | 17418 | SH |  | SOLE |  | 69 | 0 | 17349 |
| SOUTHERN CO | COM | 842587107 |  | 205912 | 2173 | SH |  | SOLE |  | 0 | 0 | 2173 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 225770 | 635 | SH |  | SOLE |  | 0 | 0 | 635 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1801124 | 2704 | SH |  | SOLE |  | 26 | 0 | 2678 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1536 | 4800 | SH | Put | SOLE |  | 0 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 4029170 | 43915 | SH |  | SOLE |  | 0 | 0 | 43915 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 3776653 | 48208 | SH |  | SOLE |  | 8 | 0 | 48200 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 |  | 483230 | 30779 | SH |  | SOLE |  | 0 | 0 | 30779 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 |  | 705519 | 23819 | SH |  | SOLE |  | 0 | 0 | 23819 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 258656 | 749 | SH |  | SOLE |  | 30 | 0 | 719 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 203146 | 2659 | SH |  | SOLE |  | 0 | 0 | 2659 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 749873 | 2298 | SH |  | SOLE |  | 142 | 0 | 2156 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 313152 | 511 | SH |  | SOLE |  | 0 | 0 | 511 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 979382 | 2984 | SH |  | SOLE |  | 41 | 0 | 2943 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 215311 | 733 | SH |  | SOLE |  | 0 | 0 | 733 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 918933 | 1916 | SH |  | SOLE |  | 0 | 0 | 1916 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 515193 | 2387 | SH |  | SOLE |  | 0 | 0 | 2387 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 330758 | 5520 | SH |  | SOLE |  | 0 | 0 | 5520 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 1776457 | 12603 | SH |  | SOLE |  | 438 | 0 | 12165 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 |  | 354074 | 5173 | SH |  | SOLE |  | 0 | 0 | 5173 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 28540942 | 70923 | SH |  | SOLE |  | 591 | 0 | 70332 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2597843 | 59109 | SH |  | SOLE |  | 0 | 0 | 59109 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 252608 | 645 | SH |  | SOLE |  | 0 | 0 | 645 |
| VISA INC | COM CL A | 92826C839 |  | 16671228 | 48835 | SH |  | SOLE |  | 256 | 0 | 48579 |
| WALMART INC | COM | 931142103 |  | 18170176 | 176307 | SH |  | SOLE |  | 884 | 0 | 175423 |

---