13F Filings History of Clarity Retirement & Wealth, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$113,611,513
Signature - Title
John E. Williams III - CCO
Location
New Bedford, MA
Summary
This page shows a list of all the recent 13F filings made by Clarity Retirement & Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clarity Retirement & Wealth, LLC reported 33 stock holdings with total value $113,611,513 as of Q4 2025. Top holdings included FBCG, CGDV, SPYM, FENI, and FBND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 33 $113,611,513 $0 $0 $0 FBCG, CGDV, SPYM, FENI, FBND 13F-HR 11 Feb 2026, 12:02