Long-term investor
Clarity Retirement & Wealth, LLC @clarityretirementwealthl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002103352).
Record
- Tracked since 2025-12-31 (264 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 316092352 · 19.6% · long · since 2025-12-31
- 14020W106 · 15.2% · long · since 2025-12-31
- 31609A404 · 10.6% · long · since 2025-12-31
- 78464A854 · 8.9% · long · since 2025-12-31
- 316188606 · 6.6% · long · since 2025-12-31
- 316092543 · 6.4% · long · since 2025-12-31
- 316188309 · 6.2% · long · since 2025-12-31
- 316092295 · 3.0% · long · since 2025-12-31
- 87283Q883 · 3.0% · long · since 2025-12-31
- 69344A206 · 3.0% · long · since 2025-12-31
- 316188853 · 2.6% · long · since 2026-03-31
- GLD · 2.5% · long · since 2026-06-30