SEC Form 13F

Clarity Retirement & Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$144,944,274
Positions33

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIDELITY COVINGTON TRUSTFBCGBLUE CHIP GRWTH$28,340,116456,289
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$22,092,555448,307
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$15,305,406381,396
SPDR SERIES TRUSTSPYMST STR P500ETF$12,921,347147,034
FIDELITY MERRIMACK STR TRFIGBINVESTMENT GR BD$9,519,792222,269
FIDELITY COVINGTON TRUSTFDEMEMERG MKTS MLTFT$9,242,286254,398
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$9,041,894198,767
FIDELITY COVINGTON TRUSTFFSMFUN SMA MID ETF$4,314,902112,926
T ROWE PRICE EXCHANGE-TRADEDTFLRFLOATING RATE$4,296,68085,235
PGIM ETF TRPHYLACTV HY BD ETF$4,278,646122,668

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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