Clarity Retirement & Wealth, LLC
Annual return
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SPY
—
Alpha
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Invested
$124M
Holdings
26
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$FBCG
FIDELITY COVINGTON TRUST
Q4 2025: New position (362.1k shares)
18.1%
02
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q4 2025: New position (349.7k shares)
15.5%
03
$FENI
FIDELITY COVINGTON TRUST
Q4 2025: New position (292.9k shares)
10.6%
04
$SPYM
SPDR SERIES TRUST
Q4 2025: New position (149.2k shares)
8.5%
05
$FIGB
FIDELITY MERRIMACK STR TR
Q4 2025: New position (192.3k shares)
7.3%
06
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: New position (222.2k shares)
6.9%
07
$FDEM
FIDELITY COVINGTON TRUST
Q4 2025: New position (202.0k shares)
6.2%
08
$HEFA
ISHARES TR
Q4 2025: New position (139.6k shares)
4.1%
09
$TFLR
T ROWE PRICE ETF INC
Q4 2025: New position (70.8k shares)
3.0%
10
$FFSM
FIDELITY COVINGTON TRUST
Q4 2025: New position (91.0k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:59 UTC.