Clarity Retirement & Wealth, LLC - Portfolio overview

Clarity Retirement & Wealth, LLC has 26 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. FBCG - FIDELITY COVINGTON TRUST, 18.17%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 15.49%
3. FENI - FIDELITY COVINGTON TRUST, 10.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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