CIK 2103352
Clarity Retirement & Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
33
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–33 of 33
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBCG | FIDELITY COVINGTON TRUST | 362K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 350K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 149K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 293K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 222K | $1M+ | SH |
| FIGB | FIDELITY MERRIMACK STR TR | 192K | $1M+ | SH |
| FDEM | FIDELITY COVINGTON TRUST | 202K | $1M+ | SH |
| HEFA | ISHARES TR | 140K | $1M+ | SH |
| TFLR | T ROWE PRICE ETF INC | 71K | $1M+ | SH |
| FFSM | FIDELITY COVINGTON TRUST | 91K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 38K | $1M+ | SH |
| ALLW | SSGA ACTIVE TR | 88K | $1M+ | SH |
| PHYL | PGIM ETF TR | 63K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| SPTL | SPDR SERIES TRUST | 52K | $1M+ | SH |
| SPIN | SSGA ACTIVE TR | 39K | $1M+ | SH |
| PRIV | SSGA ACTIVE TR | 43K | $1M+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| HGER | HARBOR ETF TRUST | 21K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 584 | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| RWO | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| HSCZ | ISHARES TR | 8K | $100K–$500K | SH |
| EMHY | ISHARES INC | 7K | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| MINT | PIMCO ETF TR | 3K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 426 | $100K–$500K | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 846 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 368 | $100K–$500K | SH |
| BGT | BLACKROCK FLOATING RATE INC | 20K | $100K–$500K | SH |