Clarity Retirement & Wealth, LLC Top Holdings and 13F Report (2026) About Clarity Retirement & Wealth, LLCInvestment ActivityClarity Retirement & Wealth, LLC has $144.94 million in total holdings as of June 30, 2026.Clarity Retirement & Wealth, LLC owns shares of 32 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.38% of the portfolio was purchased this quarter.About 5.03% of the portfolio was sold this quarter.This quarter, Clarity Retirement & Wealth, LLC has purchased 26 new stocks and bought additional shares in 17 stocks.Clarity Retirement & Wealth, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Fidelity Blue Chip Growth ETF $28,340,116Capital Group Dividend Value ETF $22,092,555FIDELITY COVINGTON TRUST $15,305,406SPDR Portfolio S&P 500 ETF $12,921,347Fidelity Investment Grade Bond ETF $9,519,792 Largest New Holdings this Quarter 78463V107 - SPDR Gold Shares $3,567,024 Holding003261104 - abrdn Bloomberg All Commodity Strategy K-1 Free ETF $1,834,695 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $303,836 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $274,474 Holding922908629 - Vanguard Mid-Cap ETF $245,658 Holding Largest Purchases this Quarter SPDR Gold Shares 9,683 shares (about $3.57M)PGIM Active High Yield Bond ETF 54,656 shares (about $1.91M)abrdn Bloomberg All Commodity Strategy K-1 Free ETF 82,126 shares (about $1.83M)FIDELITY COVINGTON TRUST 26,866 shares (about $1.08M)SPDR Portfolio S&P 500 ETF 8,523 shares (about $749.00K) Largest Sales this Quarter iShares Currency Hedged MSCI EAFE ETF 112,874 shares (about $5.30M)J P MORGAN EXCHANGE TRADED F 13,698 shares (about $925.71K)SSGA ACTIVE TR 11,997 shares (about $351.15K)iShares Core U.S. Aggregate Bond ETF 2,398 shares (about $237.35K)Technology Select Sector SPDR Fund 774 shares (about $147.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarity Retirement & Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBCGFidelity Blue Chip Growth ETF$28,340,116$468,620 â–²1.7%456,28919.6%ETFCGDVCapital Group Dividend Value ETF$22,092,555$129,803 â–¼-0.6%448,30715.2%ETFFIDELITY COVINGTON TRUST$15,305,406$1,078,131 â–²7.6%381,39610.6%ENHANCED INTLSPLGSPDR Portfolio S&P 500 ETF$12,921,347$749,001 â–²6.2%147,0348.9%ETFFIGBFidelity Investment Grade Bond ETF$9,519,792$560,945 â–²6.3%222,2696.6%ETFFDEMFidelity Emerging Markets Multifactor ETF$9,242,286$343,791 â–²3.9%254,3986.4%ETFFBNDFidelity Total Bond ETF$9,041,894$462,860 â–²5.4%198,7676.2%ETFFIDELITY COVINGTON TRUST$4,314,902$111,038 â–²2.6%112,9263.0%FUN SMA MID ETFTFLRT. Rowe Price Floating Rate ETF$4,296,680$515,339 â–²13.6%85,2353.0%ETFPHYLPGIM Active High Yield Bond ETF$4,278,646$1,906,395 â–²80.4%122,6683.0%ETFFIDELITY MERRIMACK STR TR$3,703,136$263,963 â–²7.7%72,0392.6%MUN BD OPPORTUNGLDSPDR Gold Shares$3,567,024$3,567,024 â–²New Holding9,6832.5%ETFJ P MORGAN EXCHANGE TRADED F$2,367,940$925,713 â–¼-28.1%35,0391.6%HEDG EQU LAD ETFIVViShares Core S&P 500 ETF$1,990,550$96,607 â–¼-4.6%2,6581.4%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$1,834,695$1,834,695 â–²New Holding82,1261.3%ETFVOOVanguard S&P 500 ETF$1,620,872$112,637 â–¼-6.5%2,3601.1%ETFVTVVanguard Value ETF$1,511,998$23,536 â–²1.6%6,9381.0%ETFFLMIFranklin Dynamic Municipal Bond ETF$1,218,857$77,977 â–²6.8%48,4250.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,204,785$237,354 â–¼-16.5%12,1720.8%ETFSPTLSPDR Portfolio Long Term Treasury ETF$1,027,631$93,562 â–²10.0%39,1780.7%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$941,330$32,042 â–²3.5%37,1920.6%ETFSSGA ACTIVE TR$732,628$351,152 â–¼-32.4%25,0300.5%SST BRIDGEWATERQQQInvesco QQQ$696,634$413,857 â–²146.4%9460.5%ETFJMUBJPMorgan Municipal ETF$628,274$35,155 â–²5.9%12,4030.4%ETFXLKTechnology Select Sector SPDR Fund$526,597$147,462 â–¼-21.9%2,7640.4%ETFSPYSPDR S&P 500 ETF Trust$433,127$26,884 â–²6.6%5800.3%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$322,422$5,296,618 â–¼-94.3%6,8710.2%ETFRSPInvesco S&P 500 Equal Weight ETF$303,836$303,836 â–²New Holding1,4280.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$274,474$274,474 â–²New Holding5,4470.2%ETFVOVanguard Mid-Cap ETF$245,658$245,658 â–²New Holding3,0490.2%ETFVTHRVanguard Russell 3000 ETF$231,9980.0%7000.2%ETFXLFFinancial Select Sector SPDR Fund$206,184$206,184 â–²New Holding3,8460.1%ETFShowing largest 100 holdings. 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