Clarity Retirement & Wealth, LLC
CIK: 0002103352SEC EDGAR →
Portfolio Value
$113.6M
Holdings
33
As of
Q4 2025
New Positions
33
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY COVINGTON TRUST | 362,096 | $19.9M | 17.48% |
| 2 | CAPITAL GROUP DIVIDEND VALUE | 349,717 | $15.3M | 13.43% |
| 3 | SPDR SERIES TRUST | 149,175 | $12.0M | 10.53% |
| 4 | FIDELITY COVINGTON TRUST | 292,892 | $10.7M | 9.43% |
| 5 | FIDELITY MERRIMACK STR TR | 222,175 | $10.2M | 9.00% |
| 6 | FIDELITY MERRIMACK STR TR | 192,290 | $8.4M | 7.35% |
| 7 | FIDELITY COVINGTON TRUST | 201,958 | $6.2M | 5.49% |
| 8 | ISHARES TR | 139,561 | $5.8M | 5.08% |
| 9 | T ROWE PRICE ETF INC | 70,821 | $3.6M | 3.20% |
| 10 | FIDELITY COVINGTON TRUST | 91,006 | $2.8M | 2.46% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $112.7M | 99.2% |
| Technology | 2 | $503K | 0.4% |
| Unknown | 1 | $358K | 0.3% |