Clarity Retirement & Wealth, LLC: 13F holdings
CIK 21033522026Q2
| Positions | 32 |
|---|
| Reported value | $144.9m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 32 (+6 vs prior quarter) |
|---|
| Reported value | $144.9m (+16.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FBCG FIDELITY COVINGTON TRUST | 456,289 | $28.3m | 19.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 448,307 | $22.1m | 15.2% |
| FENI FIDELITY COVINGTON TRUST | 381,396 | $15.3m | 10.6% |
| SPYM SPDR SERIES TRUST | 147,034 | $12.9m | 8.9% |
| FIDELITY MERRIMACK STR TR | 222,269 | $9.5m | 6.6% |
| FIDELITY COVINGTON TRUST | 254,398 | $9.2m | 6.4% |
| FBND FIDELITY MERRIMACK STR TR | 198,767 | $9.0m | 6.2% |
| FFSM FIDELITY COVINGTON TRUST | 112,926 | $4.3m | 3.0% |
| T ROWE PRICE EXCHANGE-TRADED | 85,235 | $4.3m | 3.0% |
| PHYL PGIM ETF TR | 122,668 | $4.3m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2103352")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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