Clarity Retirement & Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Clarity Retirement & Wealth, LLC held in its portfolio 32 assets valued at $113,611,513 (i.e. $113.61M).
The most valuable assets in the portfolio included: FIDELITY COVINGTON TRUST ($19.86M), CAPITAL GROUP DIVIDEND VALUE ($15.26M), and SPDR SERIES TRUST ($13.34M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clarity Retirement & Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIDELITY COVINGTON TRUST | 362096 | 19857350 | BLUE CHIP GRWTH |
| CAPITAL GROUP DIVIDEND VALUE | 349717 | 15261653 | SHS CREATION UNI |
| SPDR SERIES TRUST | 200874 | 13335265 | STATE STREET SPD |
| FIDELITY COVINGTON TRUST | 292892 | 10713991 | ENHANCED INTL |
| FIDELITY MERRIMACK STR TR | 222175 | 10228942 | TOTAL BD ETF |
| FIDELITY MERRIMACK STR TR | 192290 | 8351155 | INVESTMENT GR BD |
| FIDELITY COVINGTON TRUST | 201958 | 6236464 | EMERG MKTS MLTFT |
| ISHARES TR | 139561 | 5772228 | HDG MSCI EAFE |
| T ROWE PRICE ETF INC | 70821 | 3640509 | FLOATING RATE |
| FIDELITY COVINGTON TRUST | 91006 | 2792974 | FUNDAMENTAL SMAL |
| J P MORGAN EXCHANGE TRADED F | 38388 | 2550117 | HEDGED EQUITY LA |
| SSGA ACTIVE TR | 87684 | 2410433 | SPDR BRIDGEWATER |
| PGIM ETF TR | 62846 | 2229776 | ACTV HY BD ETF |
| ISHARES TR | 2957 | 2025368 | CORE S&P500 ETF |
| SSGA ACTIVE TR | 39021 | 1264538 | STATE STREET US |
| SSGA ACTIVE TR | 42858 | 1089232 | SPDR SSGA IG PUB |
| SCHWAB STRATEGIC TR | 25457 | 917979 | FUNDAMENTAL EMER |
| INVESCO EXCHANGE TRADED FD T | 5686 | 582360 | S&P MDCP QUALITY |
| HARBOR ETF TRUST | 21478 | 533084 | HARBOR COMMODITY |
| VANGUARD INDEX FDS | 1499 | 386667 | SMALL CP ETF |
| INVESCO QQQ TR | 584 | 358757 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 2325 | 334730 | STATE STREET TEC |
| SPDR INDEX SHS FDS | 6886 | 310008 | DJ GLB RL ES ETF |
| ISHARES TR | 7811 | 303944 | MSCI EAFE SMCP |
| ISHARES INC | 7130 | 287838 | JP MRGN EM HI BD |
| ISHARES TR | 2828 | 282461 | CORE US AGGBD ET |
| PIMCO ETF TR | 2772 | 278142 | ENHAN SHRT MA AC |
| ORACLE CORP | 1392 | 271315 | COM |
| VANGUARD INDEX FDS | 426 | 267157 | S&P 500 ETF SHS |
| VANGUARD SCOTTSDALE FDS | 846 | 254079 | VNG RUS3000IDX |
| SPDR S&P 500 ETF TR | 368 | 250947 | TR UNIT |
| BLACKROCK FLOATING RATE INC | 20481 | 232050 | COM |
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