Clarity Retirement & Wealth, LLC holds a concentrated book of 32 stocks worth $144.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened SPDR Gold Shares and trimmed Cap Group Dividend Value. Their largest long position is Fidelity Blue Chip Grow ETF at 20% of the equity book. They also disclosed $295K in put options (a bearish bet), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2103352/holdings"
Use Arkolith to show Clarity Retirement & Wealth, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clarity Retirement & Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 43 / 32 | $8.3B |
| ENVESTNET ASSET MANAGEMENT INC | 42 / 32 | $51.7B |
| MORGAN STANLEY | 41 / 32 | $110.5B |
| Cetera Investment Advisers | 41 / 32 | $13.9B |
| JPMORGAN CHASE & CO | 40 / 32 | $90.1B |
| LPL Financial LLC | 40 / 32 | $48.4B |
| RAYMOND JAMES FINANCIAL INC | 40 / 32 | $47.2B |
| ROYAL BANK OF CANADA | 40 / 32 | $30.3B |
Ranked by how many of Clarity Retirement & Wealth, LLC's top 32 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust BLUE CHIP GRWTH | $28.3M | 456.3K | 19.6% | ▲+1.7% Added · +8K sh | |
| 2 | Capital Group Dividend Value SHS CREAT UNIT | $22.1M | 448.3K | 15.3% | ▼−0.6% Reduced · −3K sh | |
| 3 | Fidelity Covington Trust ENHANCED INTL | $15.3M | 381.4K | 10.6% | ▲+7.6% Added · +27K sh | |
| 4 | SPDR Series Trust ST STR P500ETF | $12.9M | 147.0K | 8.9% | ▲+6.2% Added · +9K sh | |
| 5 | Fidelity Merrimack STR TR INVESTMENT GR BD | $9.5M | 222.3K | 6.6% | ▲+6.3% Added · +13K sh | |
| 6 | Fidelity Covington Trust EMERG MKTS MLTFT | $9.2M | 254.4K | 6.4% | ▲+3.9% Added · +9K sh | |
| 7 | Fidelity Merrimack STR TR TOTAL BD ETF | $9.0M | 198.8K | 6.3% | ▲+5.4% Added · +10K sh | |
| 8 | Fidelity Covington Trust FUN SMA MID ETF | $4.3M | 112.9K | 3.0% | ▲+2.6% Added · +3K sh | |
| 9 | T Rowe Price Exchange-Traded FLOATING RATE | $4.3M | 85.2K | 3.0% | ▲+14% Added · +10K sh | |
| 10 | Pgim ETF TR ACTV HY BD ETF | $4.3M | 122.7K | 3.0% | ▲+80% Added · +55K sh | |
| 11 | Fidelity Merrimack STR TR MUN BD OPPORTUN | $3.7M | 72.0K | 2.6% | ▲+7.7% Added · +5K sh | |
| 12 | SPDR Gold TR GOLD SHS | $3.6M | 9.7K | 2.5% | ▲New New position | |
| 13 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $2.4M | 35.0K | 1.6% | ▼−28% Reduced · −14K sh | |
| 14 | Ishares TR CORE S&P500 ETF | $2.0M | 2.7K | 1.4% | ▼−4.6% Reduced · −129 sh | |
| 15 | Abrdn Etfs BBRG ALL COMD K1 | $1.8M | 82.1K | 1.3% | ▲New New position | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $1.6M | 2.4K | 1.1% | ▼−6.5% Reduced · −164 sh | |
| 17 | Vanguard Index FDS VALUE ETF | $1.5M | 6.9K | 1.0% | ▲+1.6% Added · +108 sh | |
| 18 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $1.2M | 48.4K | 0.8% | ▲+6.8% Added · +3K sh | |
| 19 | Ishares TR CORE US AGGBD ET | $1.2M | 12.2K | 0.8% | ▼−16% Reduced · −2K sh | |
| 20 | SPDR Series Trust ST LON TREAS ETF | $1.0M | 39.2K | 0.7% | ▲+10% Added · +4K sh | |
| 21 | DBX ETF TR XTRACK MUN INFRA | $941K | 37.2K | 0.7% | ▲+3.5% Added · +1K sh | |
| 22 | Ssga Active TR SST BRIDGEWATER | $733K | 25.0K | 0.5% | ▼−32% Reduced · −12K sh | |
| 23 | J P Morgan Exchange Traded F MUNICIPAL ETF | $628K | 12.4K | 0.4% | ▲+5.9% Added · +694 sh | |
| 24 | Select Sector SPDR TR ST STR TECHN ETF | $527K | 2.8K | 0.4% | ▼−22% Reduced · −774 sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $433K | 580 | 0.3% | ▲+6.6% Added · +36 sh | |
| 26 | Invesco QQQ TR UNIT SER 1 | $402K | 546 | 0.3% | ▲+42% Added · +162 sh | |
| 27 | Ishares TR HDG MSCI EAFE | $322K | 6.9K | 0.2% | ▼−94% Reduced · −113K sh | |
| 28 | Invesco Exchange Traded FD T S&P500 EQL WGT | $304K | 1.4K | 0.2% | ▲New New position | |
| 29 | SPDR Index SHS FDS ST STR PO EX ETF | $274K | 5.4K | 0.2% | ▲New New position | |
| 30 | Vanguard Index FDS MID CAP ETF | $246K | 3.0K | 0.2% | ▲New New position | |
| 31 | Vanguard Scottsdale FDS VNG RUS3000IDX | $232K | 700 | 0.2% | —Held | |
| 32 | Select Sector SPDR TR ST STR FINL ETF | $206K | 3.8K | 0.1% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $295K | 400 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.