Clarity Retirement & Wealth, LLC
•CIK: 2103352•Filing: Q4 2025
Clarity Retirement & Wealth, LLC manages $114M in assets across 33 positions, with a focus on strategic equity allocations. The firm's top holdings include FBCG ($19.9M), CGDV ($15.3M), and SPYM ($12.0M), which collectively account for 41% of the portfolio. Notable sector exposures include FENI ($10.7M) and FBND ($10.2M), representing 9% and 9% of AUM, respectively. The portfolio's remaining 49% is allocated across 27 additional positions, including FIGB ($8.4M), FDEM ($6.2M), and HEFA ($5.8M).
Total AUM
$113.6M
QoQ Performance
N/A
Positions
22
Top 10 Concentration
83.5%
Latest Filing
Q4 2025
Top Holdings Allocation
FBCG
CGDV
SPYM
FENI
FBND
FIGB
FDEM
HEFA
FBCG17.5%
CGDV13.4%
SPYM10.5%
FENI9.4%
FBND9.0%
FIGB7.4%
FDEM5.5%
HEFA5.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other97.5%
ETF2.2%
Technology0.2%