Clarity Retirement & Wealth, LLC
Long book
$124.0M
Q1 2026
Positions
26
Top-10 weight
83%
concentration
Last quarter
+11.6%
SPY +14.8%
Turnover
45%
of book per quarter
Strategy in plain words
auto-generated from filingsClarity Retirement & Wealth, LLC is a wealth-management firm allocating client money, running a $124.0M US long book across 26 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: FIDELITY BLUE CHIP GROW ETF, CAP GROUP DIVIDEND VALUE, FIDELITY ENHANCED INTL ETF, STE STR SPDR PT S&P 500 ETF, FIDELITY INVEST GRD BND ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.7%
Q1 2026
+11.6%
Sector allocation
Technology 100%
Long book by quarter
What does Clarity Retirement own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|