Clarity Retirement & Wealth, LLC — 13F holdings

Clarity Retirement & Wealth, LLC reported 35 holdings worth $145M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. FBCG FIDELITY COVINGTON TRUST — $28.3M (19.6%)
2. CGDV CAPITAL GROUP DIVIDEND VALUE — $22.1M (15.2%)
3. FENI FIDELITY COVINGTON TRUST — $15.3M (10.6%)
4. SPYM SPDR SERIES TRUST — $12.9M (8.9%)
5. FIGB FIDELITY MERRIMACK STR TR — $9.52M (6.6%)
6. FDEM FIDELITY COVINGTON TRUST — $9.24M (6.4%)
7. FBND FIDELITY MERRIMACK STR TR — $9.04M (6.2%)
8. FFSM FIDELITY COVINGTON TRUST — $4.31M (3.0%)
9. TFLR T ROWE PRICE ETF INC — $4.30M (3.0%)
10. PHYL PGIM ETF TR — $4.28M (3.0%)