account_balance

Investment manager · 13F filer · SEC CIK 2103352

Clarity Retirement & Wealth, LLC

Reported value$146Mas of Sep 30, 2026
Positions34 3 new, 1 sold out
Top 10 weight82.6%FBCG alone is 20%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FBCG Fidelity Covington Trust 20.0% Held
CGDV Capital Group Dividend Value 15.1% Held
FENI Fidelity Covington Trust 10.7% Added +3%
SPYM SPDR Series Trust 9.1% Held
FIGB Fidelity Merrimack STR Tr 6.5% Added +5%
FDEM Fidelity Covington Trust 6.3% Added +2%
FBND Fidelity Merrimack STR Tr 6.2% Added +5%
TFLR T Rowe Price Exchange-Traded 3.1% Added +5%
PHYL Pgim ETF Tr 2.9% Added +5%
FFSM Fidelity Covington Trust 2.7% Held
GLD SPDR Gold Trust 2.6% Added +5%
FMUB Fidelity Merrimack STR Tr 2.3% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 30, 2026 filing
add_circleNew
  • MUB $391K
  • BND $230K
  • TOTL $224K
arrow_upwardAdded
  • SPDW +37%
  • AGG +9%
  • SPTL +9%
  • XLK +7%
arrow_downwardTrimmed
  • VOO −48%
  • ALLW −24%
  • SPY −8%
  • QQQ −3%
remove_circleSold out
  • RSP $304K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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