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Home > Institutional Investor > Clarity Retirement & Wealth, Llc > Profile

Instuitional Investor - Clarity Retirement & Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Clarity Retirement & Wealth, Llc
Portfolio Value $144,944,274
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Covington Trust
 FENY 456,289 $28,340,116 19.55%
2.
Capital Group Dividend Value
 448,307 $22,092,555 15.24%
3.
Fidelity Covington Trust
 381,396 $15,305,406 10.56%
4.
Spdr Series Trust
 KRE 147,034 $12,921,347 8.91%
5.
Fidelity Merrimack Str Tr
 222,269 $9,519,792 6.57%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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