Clarity Retirement & Wealth, LLC Top Holdings and 13F Report (2026) About Clarity Retirement & Wealth, LLCInvestment ActivityClarity Retirement & Wealth, LLC has $124.00 million in total holdings as of March 31, 2026.Clarity Retirement & Wealth, LLC owns shares of 26 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 19.92% of the portfolio was purchased this quarter.About 9.52% of the portfolio was sold this quarter.This quarter, Clarity Retirement & Wealth, LLC has purchased 33 new stocks and bought additional shares in 13 stocks.Clarity Retirement & Wealth, LLC sold shares of 8 stocks and completely divested from 12 stocks this quarter.Largest Holdings Fidelity Blue Chip Growth ETF $22,491,054Capital Group Dividend Value ETF $19,183,033FIDELITY COVINGTON TRUST $13,188,502SPDR Portfolio S&P 500 ETF $10,601,614Fidelity Investment Grade Bond ETF $9,002,771 Largest New Holdings this Quarter 316188853 - FIDELITY MERRIMACK STR TR $3,385,530 Holding922908744 - Vanguard Value ETF $1,340,046 Holding35473P868 - Franklin Dynamic Municipal Bond ETF $1,123,656 Holding233051705 - Xtrackers Municipal Infrastructure Revenue Bond ETF $885,041 Holding46641Q647 - JPMorgan Municipal ETF $585,333 Holding Largest Purchases this Quarter Fidelity Blue Chip Growth ETF 86,648 shares (about $4.34M)Capital Group Dividend Value ETF 101,224 shares (about $4.31M)FIDELITY MERRIMACK STR TR 66,904 shares (about $3.39M)FIDELITY COVINGTON TRUST 61,638 shares (about $2.29M)Fidelity Emerging Markets Multifactor ETF 42,977 shares (about $1.36M) Largest Sales this Quarter Fidelity Total Bond ETF 33,583 shares (about $1.53M)SSGA ACTIVE TR 50,657 shares (about $1.46M)iShares Currency Hedged MSCI EAFE ETF 19,816 shares (about $842.08K)SPDR Portfolio S&P 500 ETF 10,664 shares (about $816.22K)SPDR Portfolio Long Term Treasury ETF 16,088 shares (about $423.12K) 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$22,491,054$4,342,799 ▲23.9%448,74418.1%ETFCGDVCapital Group Dividend Value ETF$19,183,033$4,306,070 ▲28.9%450,94115.5%ETFFIDELITY COVINGTON TRUST$13,188,502$2,292,931 ▲21.0%354,53010.6%ENHANCED INTLSPLGSPDR Portfolio S&P 500 ETF$10,601,614$816,221 ▼-7.1%138,5118.5%ETFFIGBFidelity Investment Grade Bond ETF$9,002,771$726,602 ▲8.8%209,1727.3%ETFFBNDFidelity Total Bond ETF$8,603,586$1,532,060 ▼-15.1%188,5926.9%ETFFDEMFidelity Emerging Markets Multifactor ETF$7,735,038$1,357,212 ▲21.3%244,9356.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$5,088,549$842,078 ▼-14.2%119,7454.1%ETFTFLRT. Rowe Price Floating Rate ETF$3,777,602$211,059 ▲5.9%75,0123.0%ETFFIDELITY COVINGTON TRUST$3,515,139$607,497 ▲20.9%110,0202.8%FUNDAMENTAL SMALFIDELITY MERRIMACK STR TR$3,385,530$3,385,530 ▲New Holding66,9042.7%MUN BD OPPORTUNJ P MORGAN EXCHANGE TRADED F$3,114,785$661,405 ▲27.0%48,7372.5%HEDGED EQUITY LAPHYLPGIM Active High Yield Bond ETF$2,355,241$178,897 ▲8.2%68,0121.9%ETFIVViShares Core S&P 500 ETF$1,820,496$111,046 ▼-5.7%2,7871.5%ETFVOOVanguard S&P 500 ETF$1,508,216$1,253,660 ▲492.5%2,5241.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,446,364$1,165,628 ▲415.2%14,5701.2%FinanceVTVVanguard Value ETF$1,340,046$1,340,046 ▲New Holding6,8301.1%ETFFLMIFranklin Dynamic Municipal Bond ETF$1,123,656$1,123,656 ▲New Holding45,3270.9%ETFSSGA ACTIVE TR$1,068,229$1,461,455 ▼-57.8%37,0270.9%SST BRIDGEWATERSPTLSPDR Portfolio Long Term Treasury ETF$936,581$423,120 ▼-31.1%35,6110.8%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$885,041$885,041 ▲New Holding35,9260.7%ETFJMUBJPMorgan Municipal ETF$585,333$585,333 ▲New Holding11,7090.5%ETFXLKTechnology Select Sector SPDR Fund$470,200$161,208 ▲52.2%3,5380.4%ETFSPYSPDR S&P 500 ETF Trust$353,785$114,460 ▲47.8%5440.3%FinanceQQQInvesco QQQ$221,637$115,436 ▼-34.2%3840.2%FinanceVTHRVanguard Russell 3000 ETF$201,302$41,986 ▼-17.3%7000.2%ETFSSGA ACTIVE TR$0$1,264,538 ▼-100.0%00.0%STATE STREET USSSGA ACTIVE TR$0$1,089,232 ▼-100.0%00.0%SPDR SSGA IG PUBFNDESchwab Fundamental Emerging Markets Equity ETF$0$917,979 ▼-100.0%00.0%ETFXMHQInvesco S&P MidCap Quality ETF$0$582,360 ▼-100.0%00.0%ETFHARBOR ETF TRUST$0$533,084 ▼-100.0%00.0%HARBOR COMMODITYVBVanguard Small-Cap ETF$0$386,667 ▼-100.0%00.0%ETFRWOSPDR Dow Jones Global Real Estate ETF$0$310,008 ▼-100.0%00.0%ETFHSCZiShares Currency Hedged MSCI EAFE Small-Cap ETF$0$303,944 ▼-100.0%00.0%ETFEMHYiShares J.P. Morgan EM High Yield Bond ETF$0$287,838 ▼-100.0%00.0%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$0$278,142 ▼-100.0%00.0%ETFORCLOracle$0$271,315 ▼-100.0%00.0%Computer and TechnologyBGTBlackRock Floating Rate Income Trust$0$232,050 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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