DOSSIER · 13F-HR · Q2 2026

Clarity Retirement & Wealth, LLC

$145M in tracked AUM across 35 positions as of Q2 2026.

CR
CIK 0002103352 · last filed Jun 30, 2026
Total AUM
$145M
as of Q2 2026
Holdings
35
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Clarity Retirement & Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FBCG
FIDELITY COVINGTON TRUST
$28M456K19.6%
02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$22M448K15.2%
03
FENI
FIDELITY COVINGTON TRUST
$15M381K10.6%
04
SPYM
SPDR SERIES TRUST
$13M147K8.9%
05
FIGB
FIDELITY MERRIMACK STR TR
$10M222K6.6%
06
FDEM
FIDELITY COVINGTON TRUST
$9M254K6.4%
07
FBND
FIDELITY MERRIMACK STR TR
$9M199K6.2%
08
FFSM
FIDELITY COVINGTON TRUST
$4M113K3.0%
09
TFLR
T ROWE PRICE EXCHANGE-TRADED
$4M85K3.0%
10
PHYL
PGIM ETF TR
$4M123K3.0%

Filing history

2026Q2Jun 30
$145M 16.9%
35 positionsView →
2026Q1Mar 31
$124M 9.1%
27 positionsView →
2025Q4Dec 31
$114M
33 positionsView →