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Clarity Retirement & Wealth

Latest statistics and disclosures from Clarity Retirement & Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002103352

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Positions held by Clarity Retirement & Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clarity Retirement & Wealth

Clarity Retirement & Wealth holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Fidelity Covington Trust Blue Chip Grwth (FBCG)	18.1	$23M	449k	50.12	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	15.5	$19M	451k	42.54	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	10.6	$13M	355k	37.20	View chart
Spdr Series Trust State Street Spd (SPYM)	8.5	$11M	139k	76.54	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	7.3	$9.0M	209k	43.04	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.9	$8.6M	189k	45.62	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	6.2	$7.7M	245k	31.58	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	4.1	$5.1M	120k	42.49	View chart
T Rowe Price Etf Floating Rate (TFLR)	3.0	$3.8M	75k	50.36	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	2.8	$3.5M	110k	31.95	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	2.7	$3.4M	67k	50.60	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.5	$3.1M	49k	63.91	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	1.9	$2.4M	68k	34.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$1.8M	2.8k	653.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.5M	2.5k	597.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$1.4M	15k	99.27	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.3M	6.8k	196.20	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.9	$1.1M	45k	24.79	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.9	$1.1M	37k	28.85	View chart
Spdr Series Trust State Street Spd (SPTL)	0.8	$937k	36k	26.30	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.7	$885k	36k	24.64	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.5	$585k	12k	49.99	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$470k	3.5k	132.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$354k	544.00	650.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$222k	384.00	577.18	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.2	$201k	700.00	287.57	View chart

Past Filings by Clarity Retirement & Wealth

SEC 13F filings are viewable for Clarity Retirement & Wealth going back to 2026

Clarity Retirement & Wealth 2026 Q1 filed April 28, 2026

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