Clarity Retirement & Wealth, LLC
All 13F Filings
- Location
- New Bedford, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 144,944
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 33 | 144,944 | 13F-HR | Clarity Retirement & Wealth, LLC |
| Q1 2026 | 4/28/2026 | 26 | 124,003 | 13F-HR | Clarity Retirement & Wealth, LLC |
| Q4 2025 | 2/11/2026 | 33 | 113,612 | 13F-HR | Clarity Retirement & Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
295
(0.2% of total reported value)
· QoQ Δ:
+295
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 95.07 K | 65.7% | 15.5 K | 0 | 15.5 K |
| ETFs | 49.58 K | 34.3% | 5.148 K | 0 | 5.148 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
144,944
Holdings
33
QoQ value change ($000)
20,941
(16.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.