Total Clarity Wealth Management, Inc.
13F Reported Value
ⓘ$514.7M
incl. option notional
Equity Holdings
ⓘ$514.6M
Option Notional
ⓘ$47,112
$4,358 puts / $42,754 calls
Holdings
368
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Total Clarity Wealth Management, Inc. disclosed 368 positions worth $514.7M in its Form 13F-HR for Q2 2026 — $514.6M in common stock plus $47,112 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 77 new positions and exited 23 — including a new stake in $SPCX. The portfolio is most concentrated in Other (55.8% of disclosed assets). All figures are sourced directly from Total Clarity Wealth Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1804909.
AI Fund Analysis
Concentrating
$IVZ$IVZ$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$27.9M317,264 shJANUS DETROIT STR TR - HENDRSON AAA CL
—Quality
$13.8M273,242 shSPDR SERIES TRUST - ST STR SP500DIV
—Quality
$13.0M273,088 shFIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
—Quality
$13.0M160,345 sh- —
Quality
$10.1M33,348 sh SPDR SERIES TRUST - ST STR AGGRE ETF
—Quality
$8.9M348,137 sh- —
Quality
$8.8M256,328 sh CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
—Quality
$8.1M172,323 shSCHWAB STRATEGIC TR - FUNDAMENTAL INTL
—Quality
$7.1M134,454 sh- 76.4
Quality
$7.1M24,480 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $27.9M | 317,264 |
| JANUS DETROIT STR TR - HENDRSON AAA CL | — | $13.8M | 273,242 |
| SPDR SERIES TRUST - ST STR SP500DIV | — | $13.0M | 273,088 |
| FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $13.0M | 160,345 |
| Invesco Ltd.$IVZ | — | $10.1M | 33,348 |
| SPDR SERIES TRUST - ST STR AGGRE ETF | — | $8.9M | 348,137 |
| Invesco Ltd.$IVZ | — | $8.8M | 256,328 |
| CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $8.1M | 172,323 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $7.1M | 134,454 |
 Apple Inc.$AAPL | 76.4 | $7.1M | 24,480 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Total Clarity Wealth Management, Inc.'s 368 positions.
Showing top 10 of 368 holdings.
Sector Allocation
Other
$287.2M
Financials
$101.1M
Technology
$53.9M
Industrials
$22.1M
Healthcare
$12.6M
Consumer Discretionary
$11.9M
Energy
$6.5M
Utilities
$5.2M
Top Holdings — Total Clarity Wealth Management, Inc. (Q2 2026)
Top 150 of 368 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $27.9M | 5.4% | +32% | — |
| 2 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $13.8M | 2.7% | +78% | — |
| 3 | — | SPDR SERIES TRUST - ST STR SP500DIV | $13.0M | 2.5% | +103% | — |
| 4 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $13.0M | 2.5% | +32% | — |
| 5 | $IVZ | Invesco Ltd. | $10.1M | 2.0% | +32% | — |
| 6 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $8.9M | 1.7% | +78% | — |
| 7 | $IVZ | Invesco Ltd. | $8.8M | 1.7% | +35% | — |
| 8 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $8.1M | 1.6% | +14% | — |
| 9 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $7.1M | 1.4% | +1% | — |
| 10 | $AAPL | Apple Inc. | $7.1M | 1.4% | -7% | 76.4 |
| 11 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.9M | 1.3% | +103% | 73.8 |
| 12 | $IVZ | Invesco Ltd. | $6.6M | 1.3% | +57% | — |
| 13 | — | ISHARES TR - RUS 1000 GRW ETF | $6.4M | 1.2% | +300% | — |
| 14 |  $WT | WisdomTree, Inc. | $6.3M | 1.2% | -8% | 59.9 |
| 15 |  $NVDA | NVIDIA CORP | $6.2M | 1.2% | -16% | 85.9 |
| 16 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $5.9M | 1.1% | +29% | — |
| 17 | $IVZ | Invesco Ltd. | $5.8M | 1.1% | -42% | — |
| 18 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $5.8M | 1.1% | -40% | — |
| 19 |  $JPM | JPMORGAN CHASE & CO | $5.1M | 1.0% | +32% | 70.7 |
| 20 | $IVZ | Invesco Ltd. | $5.1M | 1.0% | +342% | — |
| 21 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $5.0M | 1.0% | -1% | — |
| 22 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $4.7M | 0.9% | +56% | — |
| 23 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $4.7M | 0.9% | +13% | — |
| 24 |  $CAT | CATERPILLAR INC | $4.7M | 0.9% | -4% | 66.5 |
| 25 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $4.6M | 0.9% | +0% | — |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $4.6M | 0.9% | -3% | — |
| 27 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $4.4M | 0.9% | -41% | — |
| 28 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $4.3M | 0.8% | -13% | — |
| 29 | $IVZ | Invesco Ltd. | $4.2M | 0.8% | -0% | — |
| 30 |  $GOOG | Alphabet Inc. | $4.2M | 0.8% | -37% | 78.2 |
| 31 | — | ISHARES TR - CORE S&P500 ETF | $4.1M | 0.8% | +14% | — |
| 32 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | $3.8M | 0.7% | +9% | — |
| 33 | — | CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF | $3.6M | 0.7% | -4% | — |
| 34 |  $MSFT | MICROSOFT CORP | $3.3M | 0.7% | -16% | 79.8 |
| 35 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.2M | 0.6% | +485% | 70 |
| 36 |  $WMT | Walmart Inc. | $3.1M | 0.6% | +17% | 60.2 |
| 37 |  $AMZN | AMAZON COM INC | $3.1M | 0.6% | -18% | 68.7 |
| 38 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $3.0M | 0.6% | +1082% | — |
| 39 | — | VANECK ETF TRUST - CEF MUNI INCOME | $3.0M | 0.6% | +19% | — |
| 40 | — | INVESCO ACTIVELY MANAGED EXC - AAA CLO FLTNG RT | $3.0M | 0.6% | +5% | — |
| 41 | $IVZ | Invesco Ltd. | $3.0M | 0.6% | NEW | — |
| 42 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | $3.0M | 0.6% | +18% | — |
| 43 | $WT | WisdomTree, Inc. | $2.9M | 0.6% | +0% | 59.9 |
| 44 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $2.9M | 0.6% | -10% | — |
| 45 | — | FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI | $2.9M | 0.6% | +48% | — |
| 46 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $2.9M | 0.6% | +527% | — |
| 47 | $IVZ | Invesco Ltd. | $2.9M | 0.6% | -36% | — |
| 48 | — | VANECK ETF TRUST - LONG MUNI ETF | $2.8M | 0.6% | +15% | — |
| 49 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.7M | 0.5% | -12% | — |
| 50 | — | SPDR SERIES TRUST - ST STR P500VAL | $2.7M | 0.5% | -3% | — |
| 51 |  $GLD | SPDR GOLD TRUST | $2.7M | 0.5% | -3% | — |
| 52 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $2.6M | 0.5% | +40% | — |
| 53 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $2.6M | 0.5% | +207% | — |
| 54 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $2.6M | 0.5% | -65% | — |
| 55 |  $LLY | ELI LILLY & Co | $2.5M | 0.5% | +124% | 87.5 |
| 56 | $IVZ | Invesco Ltd. | $2.5M | 0.5% | +129% | — |
| 57 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $2.4M | 0.5% | -67% | — |
| 58 | $IVZ | Invesco Ltd. | $2.4M | 0.5% | +649% | — |
| 59 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | $2.3M | 0.5% | +7% | — |
| 60 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.3M | 0.5% | -20% | — |
| 61 |  $TSLA | Tesla, Inc. | $2.2M | 0.4% | +32% | 53.9 |
| 62 |  $XOM.R34088 | EXXON MOBIL CORP | $2.1M | 0.4% | +137% | 57.9 |
| 63 | — | ISHARES TR - RUS MD CP GR ETF | $2.1M | 0.4% | -10% | — |
| 64 |  $UPS | UNITED PARCEL SERVICE INC | $2.0M | 0.4% | +1% | 58.6 |
| 65 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $2.0M | 0.4% | +93% | — |
| 66 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.0M | 0.4% | -2% | — |
| 67 |  $VRT | Vertiv Holdings Co | $2.0M | 0.4% | -25% | 81 |
| 68 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.0M | 0.4% | -1% | — |
| 69 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $2.0M | 0.4% | +0% | — |
| 70 | — | VIRTUS ETF TR II - VIRTUS US QLTY | $2.0M | 0.4% | -7% | — |
| 71 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.0M | 0.4% | +28% | — |
| 72 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $1.9M | 0.4% | +53% | — |
| 73 | $IVZ | Invesco Ltd. | $1.9M | 0.4% | +5% | — |
| 74 |  $ABBV | AbbVie Inc. | $1.8M | 0.3% | +4% | 72.6 |
| 75 |  $ENB | ENBRIDGE INC | $1.8M | 0.3% | -14% | 66.7 |
| 76 | $IVZ | Invesco Ltd. | $1.8M | 0.3% | +288% | — |
| 77 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $1.7M | 0.3% | +84% | 54.9 |
| 78 |  $VZ | VERIZON COMMUNICATIONS INC | $1.7M | 0.3% | +74% | 65.8 |
| 79 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $1.7M | 0.3% | -14% | — |
| 80 | — | ISHARES TR - MSCI USA QLT FCT | $1.7M | 0.3% | +1% | — |
| 81 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.6M | 0.3% | -3% | — |
| 82 | — | ISHARES TR - S&P 500 GRWT ETF | $1.6M | 0.3% | +83% | — |
| 83 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $1.6M | 0.3% | +515% | — |
| 84 | — | ISHARES TR - CORE MSCI EAFE | $1.6M | 0.3% | +3% | — |
| 85 |  $ANET | Arista Networks, Inc. | $1.5M | 0.3% | -48% | 81.9 |
| 86 | — | ISHARES TR - CORE S&P US GWT | $1.5M | 0.3% | +1% | — |
| 87 | $IVZ | Invesco Ltd. | $1.5M | 0.3% | -66% | — |
| 88 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $1.5M | 0.3% | +2% | — |
| 89 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.3% | +41% | 69 |
| 90 | — | TOUCHSTONE ETF TRUST - ULTRA SHORT INCM | $1.4M | 0.3% | +30% | — |
| 91 |  $META | Meta Platforms, Inc. | $1.4M | 0.3% | +45% | 79.6 |
| 92 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.4M | 0.3% | +15% | — |
| 93 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $1.4M | 0.3% | -3% | — |
| 94 |  $AVGO | Broadcom Inc. | $1.4M | 0.3% | +43% | 84.5 |
| 95 | — | ISHARES TR - TRS FLT RT BD | $1.4M | 0.3% | -42% | — |
| 96 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.3% | +53% | 73.8 |
| 97 |  $PFH | PRUDENTIAL FINANCIAL INC | $1.3M | 0.3% | -0% | 58.7 |
| 98 | — | ISHARES TR - RUSSELL 2000 ETF | $1.3M | 0.3% | +35% | — |
| 99 |  $ALL | ALLSTATE CORP | $1.2M | 0.2% | -0% | 78.5 |
| 100 | — | JANUS DETROIT STR TR - B-BBB CLO ETF | $1.2M | 0.2% | -34% | — |
| 101 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.2M | 0.2% | -1% | — |
| 102 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.2M | 0.2% | -1% | — |
| 103 |  $D | DOMINION ENERGY, INC | $1.2M | 0.2% | -42% | 69.9 |
| 104 |  $AMGN | AMGEN INC | $1.2M | 0.2% | +0% | 79.2 |
| 105 | — | PROSHARES TR - S&P 500 DV ARIST | $1.1M | 0.2% | +84% | — |
| 106 | — | ETFIS SER TR I - VIRTUS NEWFLEET | $1.1M | 0.2% | -44% | — |
| 107 | — | ISHARES TR - CORE S&P US VLU | $1.1M | 0.2% | +3% | — |
| 108 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.1M | 0.2% | -10% | — |
| 109 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.2% | +73% | 79.8 |
| 110 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $1.1M | 0.2% | NEW | — |
| 111 |  $LIN | LINDE PLC | $1.1M | 0.2% | -7% | — |
| 112 | — | ISHARES TR - CORE S&P SCP ETF | $1.1M | 0.2% | -2% | — |
| 113 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.1M | 0.2% | +24% | — |
| 114 | — | SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT | $1.1M | 0.2% | +10% | — |
| 115 |  $GOOGL | Alphabet Inc. | $1.1M | 0.2% | +8% | 78.2 |
| 116 | $IVZ | Invesco Ltd. | $1.1M | 0.2% | +1% | — |
| 117 |  $IAU | ISHARES GOLD TRUST | $1.1M | 0.2% | -5% | — |
| 118 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.0M | 0.2% | -1% | — |
| 119 |  $TTD | Trade Desk, Inc. | $1.0M | 0.2% | NEW | 72.4 |
| 120 |  $OKE | ONEOK INC /NEW/ | $1.0M | 0.2% | -29% | 71.7 |
| 121 |  $HMC | HONDA MOTOR CO LTD | $1.0M | 0.2% | +88% | — |
| 122 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $1.0M | 0.2% | -8% | — |
| 123 |  $BE | Bloom Energy Corp | $1.0M | 0.2% | -17% | 66.2 |
| 124 | $WT | WisdomTree, Inc. | $984,379 | 0.2% | -1% | 59.9 |
| 125 | — | ISHARES INC - CORE MSCI EMKT | $982,458 | 0.2% | +0% | — |
| 126 |  $INTC | INTEL CORP | $973,208 | 0.2% | -82% | 45.6 |
| 127 | — | ISHARES U S ETF TR - SHOR MAT MUN ETF | $969,613 | 0.2% | -5% | — |
| 128 |  $NBIS | Nebius Group N.V. | $969,357 | 0.2% | -35% | — |
| 129 |  $CVX | CHEVRON CORP | $963,485 | 0.2% | -27% | 62.8 |
| 130 | $IVZ | Invesco Ltd. | $962,641 | 0.2% | +8% | — |
| 131 |  $CHWY | Chewy, Inc. | $961,868 | 0.2% | NEW | 56.3 |
| 132 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $960,361 | 0.2% | -2% | — |
| 133 |  $MCD | MCDONALDS CORP | $953,511 | 0.2% | +42% | 69 |
| 134 |  $APH | AMPHENOL CORP /DE/ | $946,133 | 0.2% | -14% | 79.3 |
| 135 |  $KO | COCA COLA CO | $943,661 | 0.2% | +137% | 69.5 |
| 136 |  $V | VISA INC. | $935,610 | 0.2% | +81% | 82.9 |
| 137 |  $HD | HOME DEPOT, INC. | $926,138 | 0.2% | +38% | 60.3 |
| 138 |  $CRWD | CrowdStrike Holdings, Inc. | $911,952 | 0.2% | NEW | 67.7 |
| 139 |  $F | FORD MOTOR CO | $911,409 | 0.2% | -0% | 54.9 |
| 140 |  $SHOP | SHOPIFY INC. | $907,046 | 0.2% | -21% | 64.9 |
| 141 | $IVZ | Invesco Ltd. | $905,824 | 0.2% | -14% | — |
| 142 |  $USB | US BANCORP \DE\ | $885,326 | 0.2% | -1% | 65.3 |
| 143 |  $CEG | Constellation Energy Corp | $876,830 | 0.2% | +59% | 59.4 |
| 144 |  $COST | COSTCO WHOLESALE CORP /NEW | $874,114 | 0.2% | +41% | 66.2 |
| 145 |  $PANW | Palo Alto Networks Inc | $871,647 | 0.2% | -19% | 65.5 |
| 146 |  $BBIO | BridgeBio Pharma, Inc. | $850,711 | 0.2% | -17% | 36.9 |
| 147 | — | ISHARES TR - GLOB INDSTRL ETF | $850,321 | 0.2% | -0% | — |
| 148 |  $GEV | GE Vernova Inc. | $848,472 | 0.2% | +0% | 81.1 |
| 149 | — | ISHARES TR - NATIONAL MUN ETF | $848,153 | 0.2% | +5% | — |
| 150 | — | PACER FDS TR - US CASH COWS 100 | $833,686 | 0.2% | -26% | — |
New Positions (77)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.1M$TTD Trade Desk, Inc.$1.0M$CHWY Chewy, Inc.$961,868$CRWD CrowdStrike Holdings, Inc.$911,952
$LRCX LAM RESEARCH CORP$608,395
$MRVL Marvell Technology, Inc.$602,933
$JBS JBS N.V.$601,222
$AMAT APPLIED MATERIALS INC /DE$598,663
$NEE NEXTERA ENERGY INC$569,181
$CLX CLOROX CO /DE/$550,053
$UNH UNITEDHEALTH GROUP INC$545,432
$PLD Prologis, Inc.$533,549
$ALAB Astera Labs, Inc.$526,009
$STRL STERLING INFRASTRUCTURE, INC.$524,600Exited Positions (23)
$STNG Scorpio Tankers Inc.
$DXYZ Destiny Tech100 Inc.
$GRC GORMAN RUPP CO
$ELV Elevance Health, Inc.
$ET Energy Transfer LP
$HPE Hewlett Packard Enterprise Co
$DRS Leonardo DRS, Inc.
$T AT&T INC.
$TMDX TransMedics Group, Inc.Browse Top Institutional Investors
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