CRW
ALLW

Clarity Retirement & Wealth’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Clarity Retirement & Wealth’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$733K Sell
25,030
-11,997
-32% -$356K 0.51% 22
2026
Q1 		$1.07M Sell
37,027
-50,657
-58% -$1.47M 0.86% 19
2025
Q4 		$2.41M Buy
+87,684
New +$2.51M 2.12% 12

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Clarity Retirement & Wealth's ALLW Position: Q2 2026 in Review

Clarity Retirement & Wealth reduced its State Street Bridgewater All Weather ETF (ALLW) stake by 32% in Q2 2026, selling an estimated $356K and leaving 25,030 shares worth $733K. The position accounts for 0.51% of the portfolio, ranked #22.

Clarity Retirement & Wealth first reported a position in ALLW in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.41M in Q4 2025. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Clarity Retirement & Wealth held 25,030 shares of State Street Bridgewater All Weather ETF worth $733K as of Q2 2026.
  • Clarity Retirement & Wealth sold 11,997 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $356K.
  • State Street Bridgewater All Weather ETF made up 0.51% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #22 holding.
  • Clarity Retirement & Wealth first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 3 quarters since.
  • Clarity Retirement & Wealth's State Street Bridgewater All Weather ETF position peaked at $2.41M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.