What does Clarity Retirement & Wealth, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

FIDELITY COVINGTON TRUST

$22M449K18.1%

CAPITAL GROUP DIVIDEND VALUE

$19M451K15.5%

FIDELITY COVINGTON TRUST

$13M355K10.6%

SPDR SERIES TRUST

$11M139K8.5%

FIDELITY MERRIMACK STR TR

$9M209K7.3%

FIDELITY MERRIMACK STR TR

$9M189K6.9%

FIDELITY COVINGTON TRUST

$8M245K6.2%

ISHARES TR

$5M120K4.1%

T ROWE PRICE ETF INC

$4M75K3.0%

FIDELITY COVINGTON TRUST

$4M110K2.8%

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