§ 13F · FUND PROFILE
Clarity Retirement & Wealth, LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · — (13F)Positions · 33Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$113.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FBCG | FIDELITY COVINGTON TRUST | 362K | $19.9T | 17.5% | NEW |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 350K | $15.3T | 13.4% | NEW |
| 3 | SPYM | SPDR SERIES TRUST | 149K | $12.0T | 10.5% | NEW |
| 4 | FENI | FIDELITY COVINGTON TRUST | 293K | $10.7T | 9.4% | NEW |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 222K | $10.2T | 9.0% | NEW |
| 6 | FIGB | FIDELITY MERRIMACK STR TR | 192K | $8.4T | 7.4% | NEW |
| 7 | FDEM | FIDELITY COVINGTON TRUST | 202K | $6.2T | 5.5% | NEW |
| 8 | HEFA | ISHARES TR | 140K | $5.8T | 5.1% | NEW |
| 9 | TFLR | T ROWE PRICE ETF INC | 71K | $3.6T | 3.2% | NEW |
| 10 | FFSM | FIDELITY COVINGTON TRUST | 91K | $2.8T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARITY SIGNAL
AC read
Clarity Retirement & Wealth, LLC is classified as a Income / Defensive fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed