Clarity Retirement & Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
New Bedford, MA
CIK
0002103352
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
26
124,003
FBCG, CGDV, FENI, SPLG
13F-HR
4/28/2026
000210335226000004
Q4 2025
33
113,611
FBCG, CGDV, SPLG, FENI
13F-HR
2/11/2026
000210335226000003