Clarity Retirement & Wealth, LLC has disclosed its latest investment holdings in a filing with the Securities and Exchange Commission, revealing a total value of approximately $146 million as of September 30, 2026. This report is significant as it provides insights into the company's investment strategies and market positioning within the financial services sector.

Based in New Bedford, Massachusetts, Clarity Retirement & Wealth, LLC is an investment management firm that focuses on retirement and wealth management solutions. The company, which operates under the Central Index Key (CIK) 0002103352, filed its most recent Form 13F-HR on November 4, 2026. This filing is part of a series of quarterly reports that disclose the firm’s equity holdings to the SEC.

The latest filing indicates that Clarity Retirement & Wealth holds a diverse portfolio, with a total of 37 different investment positions. The firm’s holdings include various exchange-traded funds (ETFs) and mutual funds from well-known issuers such as Fidelity, Vanguard, and iShares. Notably, the filing lists significant investments in funds focused on growth, dividends, and fixed income.

"The total value of the holdings as of September 30, 2026, is $146,049,725," the filing states.

This update is essential for stakeholders, including clients and competitors, as it reflects Clarity's investment decisions and market outlook. The firm’s focus on a diversified portfolio may appeal to clients seeking stability and growth in their retirement and wealth management strategies.

Looking ahead, it remains to be seen how Clarity Retirement & Wealth will adjust its investment strategies in response to market changes and economic conditions. The filing does not specify any immediate plans for future filings or changes in investment strategy, leaving stakeholders to monitor the company’s performance closely.