Clarity Retirement & Wealth, LLC - Portfolio Stock Holdings
Clarity Retirement & Wealth, LLC disclosed 32 stock positions in a recent SEC 13F filing. $144,649,770 of stock holdings were filed, with the largest holdings including FBCG, CGDV, and FENI. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $139,547,607 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
32Est. Stock Holding Value:
$144,649,770Top Stock Holdings By Sector
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Portfolio Stock Holdings - Clarity Retirement & Wealth, LLC
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Portfolio Options Holdings - Clarity Retirement & Wealth, LLC
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