Clarity Retirement & Wealth, LLC
PensionCIK
2103352
Location
NEW BEDFORD, MA
Portfolio Value
Micro
$575,421
Diversification
Highly concentrated
Filing Date
Global Rank
#8,182
/ 8,232
▲ 165
3Y Alpha vs SPY
+16.2%
Period ended 2 months ago
Filed Apr 28, 2026 · 47d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.4%
SPY
+9.1%
Annualised alpha
+16.2%
Max drawdown
−8.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
61.5%
+29.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,264
Highly concentrated+2,688
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $575,421 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +176 | 544 | $353,784 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −200 | 384 | $221,637 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
2 positions ·
$575,421 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 544 | $353,784 | 61.48% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 384 | $221,637 | 38.52% |