Institutions / Clarity Retirement & Wealth, LLC
Clarity Retirement & Wealth, LLC
CIK 2103352 · Institution · as of Dec 31, 2025
Portfolio value
$113.61M
Positions
33
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 33 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Covington Trust | $19.86M | 17.5% |
| Capital Group Dividend Value | $15.26M | 13.4% |
| SPDR Series Trust | $11.97M | 10.5% |
| Fidelity Covington Trust | $10.71M | 9.4% |
| Fidelity Merrimack Str Tr | $10.23M | 9.0% |
| Fidelity Merrimack Str Tr | $8.35M | 7.4% |
| Fidelity Covington Trust | $6.24M | 5.5% |
| iShares Tr | $5.77M | 5.1% |
| T Rowe Price ETF Inc | $3.64M | 3.2% |
| Fidelity Covington Trust | $2.79M | 2.5% |
| J P Morgan Exchange Traded F | $2.55M | 2.2% |
| Ssga Active Tr | $2.41M | 2.1% |
| PGIM ETF Tr | $2.23M | 2.0% |
| iShares Tr | $2.03M | 1.8% |
| SPDR Series Trust | $1.37M | 1.2% |
| Ssga Active Tr | $1.26M | 1.1% |
| Ssga Active Tr | $1.09M | 1.0% |
| Schwab Strategic Tr | $918.0K | 0.8% |
| Invesco Exchange Traded Fd T | $582.4K | 0.5% |
| Harbor ETF Trust | $533.1K | 0.5% |
| Vanguard Index Fds | $386.7K | 0.3% |
| Invesco Qqq Tr | $358.8K | 0.3% |
| Select Sector SPDR Tr | $334.7K | 0.3% |
| SPDR Index Shs Fds | $310.0K | 0.3% |
| iShares Tr | $303.9K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.