Clarity Retirement & Wealth, LLC
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES INC | $287.8K | 0.3% |
| ISHARES TR | $282.5K | 0.2% |
| PIMCO ETF TR | $278.1K | 0.2% |
| ORACLE CORP | $271.3K | 0.2% |
| VANGUARD INDEX FDS | $267.2K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $254.1K | 0.2% |
| SPDR S&P 500 ETF TR | $250.9K | 0.2% |
| BLACKROCK FLOATING RATE INCOME TRUSTBGT | $232.1K | 0.2% |