DOSSIER · 13F-HR · Q1 2026

Clarity Retirement & Wealth, LLC

$124M in tracked AUM across 27 positions as of Q1 2026.

CR
CIK 0002103352 · last filed Mar 31, 2026
Total AUM
$124M
as of Q1 2026
Holdings
27
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Clarity Retirement & Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FBCG
FIDELITY COVINGTON TRUST
$22M449K18.1%
02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$19M451K15.5%
03
FENI
FIDELITY COVINGTON TRUST
$13M355K10.6%
04
SPYM
SPDR SERIES TRUST
$11M139K8.5%
05
FIGB
FIDELITY MERRIMACK STR TR
$9M209K7.3%
06
FBND
FIDELITY MERRIMACK STR TR
$9M189K6.9%
07
FDEM
FIDELITY COVINGTON TRUST
$8M245K6.2%
08
HEFA
ISHARES TR
$5M120K4.1%
09
TFLR
T ROWE PRICE ETF INC
$4M75K3.0%
10
FFSM
FIDELITY COVINGTON TRUST
$4M110K2.8%

Filing history

2026Q1Mar 31
$124M 9.1%
27 positionsView →
2025Q4Dec 31
$114M
33 positionsView →