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John E. Williams III

Clarity Retirement & Wealth, Llc

Assets Managed
$124.003M
Holdings
26
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
9.15%(2Q avg: 4.58%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Clarity Retirement & Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Clarity Retirement & Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 124.003M in assets, with a quarterly growth rate of 9.15% and a 2-quarter average growth rate of 4.58%. The portfolio is managed by John E. Williams III, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FBCG
Fidelity Blue Chip Growth
Recent Activity
Increased 23.93%
18.14%
$22.491M
448,744 shares@ $50.13 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 28.95%
15.47%
$19.183M
450,941 shares@ $42.55 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 21.05%
10.64%
$13.189M
354,530 shares@ $37.2 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -7.14%
8.55%
$10.602M
138,511 shares@ $76.54 avg price
FIGB
Fidelity Inv Grade Bond Etf
Recent Activity
Increased 8.78%
7.27%
$9.003M
209,172 shares@ $43.05 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Decreased -15.11%
6.94%
$8.604M
188,592 shares@ $45.63 avg price
FDEM
Fidelity Emerg Markets Multi
Recent Activity
Increased 21.29%
6.24%
$7.735M
244,935 shares@ $31.58 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Decreased -14.19%
4.11%
$5.089M
119,745 shares@ $42.5 avg price
TFLR
T Rowe Price Floating Rt Etf
Recent Activity
Increased 5.92%
3.05%
$3.778M
75,012 shares@ $50.36 avg price
FFSM
Fidelity Fund Sm Mid Cap Etf
Recent Activity
Increased 20.9%
2.84%
$3.515M
110,020 shares@ $31.95 avg price

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