StockDriftsStockDriftsTop 26 Clarity Retirement & Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBCG | FIDELITY COVINGTON TRUST | 18.14% | 448.7K | $22.5M | +23.93%(+86.65K) | $53.91(+13.84%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 15.47% | 450.9K | $19.2M | +28.94%(+101.22K) | $42.89(+11.44%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 10.64% | 354.5K | $13.2M | +21.04%(+61.64K) | $36.10(+10.79%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 8.55% | 138.5K | $10.6M | -7.15%(-10.66K) | $79.28(+10.20%) | 2026-03-31 | |
| FIGB | FIDELITY MERRIMACK STR TR | 7.26% | 209.2K | $9.0M | +8.78%(+16.88K) | $43.45(-1.37%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.94% | 188.6K | $8.6M | -15.12%(-33.58K) | $46.14(-1.37%) | 2026-03-31 | |
| FDEM | FIDELITY COVINGTON TRUST | 6.24% | 244.9K | $7.7M | +21.28%(+42.98K) | $30.61(+19.09%) | 2026-03-31 | |
| HEFA | ISHARES TR | 4.1% | 119.7K | $5.1M | -14.20%(-19.82K) | $40.49(+10.95%) | 2026-03-31 | |
| TFLR | T ROWE PRICE ETF INC | 3.05% | 75.0K | $3.8M | +5.92%(+4.19K) | $51.40(-0.88%) | 2026-03-31 | |
| FFSM | FIDELITY COVINGTON TRUST | 2.83% | 110.0K | $3.5M | +20.89%(+19.01K) | $30.19(+19.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.15% | -22.51% |
| Top 20 Holdings Unweighted | +2.05% | +6.28% |
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