Clarity Retirement & Wealth, LLC
Clarity Retirement & Wealth, LLC reported 33 positions worth $144.9M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: FBCG (19.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FBCG | SH | $28.3M | 19.55% | 456,289 | — | — | |
| ▸ 2 | CGDV | SH | $22.1M | 15.24% | 448,307 | — | — | |
| ▸ 3 | FENI | SH | $15.3M | 10.56% | 381,396 | — | — | |
| ▸ 4 | SPYM | SH | $12.9M | 8.91% | 147,034 | — | — | |
| ▸ 5 | FIGB | SH | $9.5M | 6.57% | 222,269 | — | — | |
| ▸ 6 | FDEM | SH | $9.2M | 6.38% | 254,398 | — | — | |
| ▸ 7 | FBND | SH | $9.0M | 6.24% | 198,767 | — | — | |
| ▸ 8 | FFSM | SH | $4.3M | 2.98% | 112,926 | — | — | |
| ▸ 9 | TFLR | SH | $4.3M | 2.96% | 85,235 | — | — | |
| ▸ 10 | PHYL | SH | $4.3M | 2.95% | 122,668 | — | — |
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Frequently Asked Questions
What stocks does Clarity Retirement & Wealth, LLC hold as of Q2 2026?
Clarity Retirement & Wealth, LLC reported 33 positions worth $144.9M in its Q2 2026 13F filing. Largest positions: FBCG (19.6%), CGDV (15.2%), FENI (10.6%), SPYM (8.9%) and FIGB (6.6%).
What did Clarity Retirement & Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Clarity Retirement & Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.