StockDriftsStockDriftsTop 32 Clarity Retirement & Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBCG | FIDELITY COVINGTON TRUST | 19.59% | 456.3K | $28.3M | +1.68%(+7.54K) | $53.93(+15.77%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 15.27% | 448.3K | $22.1M | -0.58%(-2.63K) | $42.89(+19.61%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 10.58% | 381.4K | $15.3M | +7.58%(+26.87K) | $36.24(+15.44%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 8.93% | 147.0K | $12.9M | +6.15%(+8.52K) | $79.39(+14.68%) | 2026-06-30 | |
| FIGB | FIDELITY MERRIMACK STR TR | 6.58% | 222.3K | $9.5M | +6.26%(+13.10K) | $43.41(-2.52%) | 2026-06-30 | |
| FDEM | FIDELITY COVINGTON TRUST | 6.39% | 254.4K | $9.2M | +3.86%(+9.46K) | $30.72(+15.89%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.25% | 198.8K | $9.0M | +5.40%(+10.18K) | $46.11(-2.56%) | 2026-06-30 | |
| FFSM | FIDELITY COVINGTON TRUST | 2.98% | 112.9K | $4.3M | +2.64%(+2.91K) | $30.30(+25.29%) | 2026-06-30 | |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | 2.97% | 85.2K | $4.3M | +13.63%(+10.22K) | $51.27(-1.22%) | 2026-06-30 | |
| PHYL | PGIM ETF TR | 2.96% | 122.7K | $4.3M | +80.36%(+54.66K) | $35.20(-1.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.45% |
Clarity Retirement & Wealth, LLC reports $144.94M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are FBCG (19.6%), CGDV (15.3%) and FENI (10.6%). The top 20 holdings account for 96.37% of reported assets. Its disclosed equity book has returned +9.41% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clarity Retirement & Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2103352). View Clarity Retirement & Wealth, LLC’s 13F filings on SEC