Total Clarity Wealth Management, Inc.
Sector Allocation
- Other55.9%$286.3M
- Financials19.3%$98.5M
- Technology12.2%$62.3M
- Consumer Discretionary2.6%$13.4M
- Industrials2.4%$12.3M
- Healthcare2.3%$11.7M
- Consumer Staples1.6%$8.5M
- Energy1.2%$6.1M
- Utilities0.9%$4.7M
- Communication Services0.8%$3.9M
AUM History
13fpro.ai/research/fund/total-clarity-wealth-management-inc-1804909
Conviction and streaks
Stable · top 10 = 22.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$25.1M
- JANUS$19.0M
BRK.B
$13.2M- FIRST$9.7M
- SPDR$9.4M
- SPDR$8.8M
- CAPITAL$8.3M
AAPL
$8.1MIVZ
$8.0M- SPDR$7.6M
IVZ
$7.6M- SCHWAB$7.3M
NVDA
$6.9MIVZ
$6.6M- COLUMBIA$6.6M
- ISHARES$6.4M
- VANGUARD$6.3M
MSFT
$6.2MIVZ
$6.0MWT
$5.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/total-clarity-wealth-management-inc-1804909
Total Clarity Wealth Management, Inc. 13F holdings — Q3 2026
$517.8M portfolio (+0.6% QoQ) · 364 holdings · Q3 2026 13F · top 10 are 23% of the stock portfolio
Includes $5.9M of put/call options ($0 puts, $5.9M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $511.9M. Weights use the stock portfolio.
- 1
SPDR SERIES TRUST - ST STR P500ETF
$25.1M
4.9% of stocks
-12%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
JANUS DETROIT STR TR - HENDRSON AAA CL
$19.0M
3.7% of stocks
+38%This quarter—Since filed—HeldAIQuality—Est. buy— $13.2M
2.6% of stocks
+92%This quarter—Since filed11+ qtrsHeld- 4
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$9.7M
1.9% of stocks
-23%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST STR BL 12 ETF
$9.4M
1.8% of stocks
+62%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR SERIES TRUST - ST STR AGGRE ETF
$8.8M
1.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
$8.3M
1.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $8.1M
1.6% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld$8.0M
1.6% of stocks
-7%This quarter0.0%Since filed11+ qtrsHeld- 10
SPDR INDEX SHS FDS - ST STR PO EX ETF
$7.6M
1.5% of stocks
+199%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500ETF | $25.1M | 4.9% | -12% | — | — | — | — | |
| 2 | JANUS DETROIT STR TR - HENDRSON AAA CL | $19.0M | 3.7% | +38% | — | — | — | — | |
| 3 | $13.2M | 2.6% | +92% | — | 11+ qtrsAdded 2 qtrs in a row | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $9.7M | 1.9% | -23% | — | — | — | — | |
| 5 | SPDR SERIES TRUST - ST STR BL 12 ETF | $9.4M | 1.8% | +62% | — | — | — | — | |
| 6 | SPDR SERIES TRUST - ST STR AGGRE ETF | $8.8M | 1.7% | +4% | — | — | — | — | |
| 7 | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $8.3M | 1.6% | +1% | — | — | — | — | |
| 8 | $8.1M | 1.6% | -1% | 0.0% | 11+ qtrsTrimmed 3 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $8.0M | 1.6% | -7% | 0.0% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $7.6M | 1.5% | +199% | — | — | — | — |
All holdings — Total Clarity Wealth Management, Inc. (Q3 2026)
364 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Invesco Ltd.etf/fund | Financials | $7.6M | 1.5% | 25K | -25% | 11+ qtrs | — | 13F | |
| 12 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $7.3M | 1.4% | 135K | +0.4% | — | — | 13F |
| 13 | NVIDIA CORP | Technology | $6.9M | 1.3% | 30K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | 86.0 | 13F | |
| 14 | Invesco Ltd. | Financials | $6.6M | 1.3% | 148K | +4% | 11+ qtrs | — | 13F | |
| 15 | — | COLUMBIA ETF TR II - EM CORE EX ETFetf/fund | — | $6.6M | 1.3% | 128K | +179% | — | — | 13F |
| 16 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $6.4M | 1.3% | 51K | -0.2% | — | — | 13F |
| 17 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund | — | $6.3M | 1.2% | 41K | New | — | — | 13F |
| 18 | MICROSOFT CORP | Technology | $6.2M | 1.2% | 12K | +35% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Invesco Ltd. | Financials | $6.0M | 1.2% | 46K | +2% | 11+ qtrs | — | 13F | |
| 20 | WisdomTree, Inc. | Financials | $5.6M | 1.1% | 112K | -11% | 11+ qtrsTrimmed 2 qtrs in a row | 61.3 | 13F | |
| 21 | — | SPDR SERIES TRUST - ST STR SP500DIVetf/fund | — | $5.1M | 1.0% | 113K | -59% | — | — | 13F |
| 22 | JPMORGAN CHASE & CO | Financials | $5.0M | 1.0% | 15K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Invesco Ltd. | Financials | $4.9M | 1.0% | 196K | +4% | 11+ qtrs | — | 13F | |
| 24 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $4.8M | 0.9% | 97K | +0.0% | — | — | 13F |
| 25 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund | — | $4.7M | 0.9% | 105K | +0.1% | — | — | 13F |
| 26 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.6M | 0.9% | 6,041 | -2% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $4.4M | 0.9% | 19K | +4% | |||
| 28 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | — | $4.3M | 0.8% | 181K | -24% | |||
| 29 | — | ISHARES TR - CORE S&P500 ETF | — | $4.2M | 0.8% | 5,521 | -0.3% | |||
| 30 | — CALL | ISHARES TR - RUSSELL 2000 ETF | — | $4.2M | — | 15K | New | |||
| 31 | $GOOGL | Alphabet Inc. | Technology | $4.0M | 0.8% | 12K | -0.9% | |||
| 32 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $4.0M | 0.8% | 81K | +38% | |||
| 33 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | — | $3.7M | 0.7% | 50K | +3% | |||
| 34 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $3.5M | 0.7% | 134K | -14% | |||
| 35 | — | CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF | — | $3.5M | 0.7% | 135K | — | |||
| 36 | $AMZN | AMAZON COM INC | Consumer Discretionary | $3.4M | 0.7% | 14K | +7% | |||
| 37 | $GLD | SPDR GOLD TRUST | Financials | $3.3M | 0.7% | 8,679 | +20% | |||
| 38 | — | INVESCO ACTIVELY MANAGED EXC - AAA CLO FLTNG RT | — | $3.3M | 0.6% | 127K | +9% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $2.9M | 0.6% | 41K | +4% | |||
| 40 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.9M | 0.6% | 8,169 | +54% | |||
| 41 | $CAT | CATERPILLAR INC | Industrials | $2.9M | 0.6% | 3,552 | -19% | |||
| 42 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $2.9M | 0.6% | 24K | +0.6% | |||
| 43 | $WT | WisdomTree, Inc. | Financials | $2.7M | 0.5% | 72K | +0.5% | |||
| 44 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $2.7M | 0.5% | 44K | -0.4% | |||
| 45 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.7M | 0.5% | 3,600 | -2% | |||
| 46 | $WMT | Walmart Inc. | Consumer Staples | $2.7M | 0.5% | 26K | -5% | |||
| 47 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $2.6M | 0.5% | 28K | +1% | |||
| 48 | $LLY | ELI LILLY & Co | Healthcare | $2.5M | 0.5% | 2,148 | +2% | |||
| 49 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | — | $2.5M | 0.5% | 54K | +3% | |||
| 50 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | — | $2.5M | 0.5% | 94K | -45% | |||
| 51 | $IVZ | Invesco Ltd. | Financials | $2.5M | 0.5% | 99K | -13% | |||
| 52 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.4M | 0.5% | 5,313 | +29% | |||
| 53 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $2.4M | 0.5% | 33K | +39% | |||
| 54 | $IVZ | Invesco Ltd. | Financials | $2.4M | 0.5% | 39K | — | |||
| 55 | — | FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI | — | $2.4M | 0.5% | 149K | -14% | |||
| 56 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | — | $2.4M | 0.5% | 101K | -14% | |||
| 57 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | — | $2.3M | 0.5% | 50K | -8% | |||
| 58 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $2.3M | 0.5% | 6,146 | -2% | |||
| 59 | — | VANECK ETF TRUST - LONG MUNI ETF | — | $2.2M | 0.4% | 137K | -13% | |||
| 60 | — | VANECK ETF TRUST - CEF MUNI INCOME | — | $2.2M | 0.4% | 115K | -14% | |||
| 61 | $IVZ | Invesco Ltd. | Financials | $2.1M | 0.4% | 14K | +0.0% | |||
| 62 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.1M | 0.4% | 13K | -16% | |||
| 63 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $2.1M | 0.4% | 19K | +0.5% | |||
| 64 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $2.0M | 0.4% | 49K | -2% | |||
| 65 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.0M | 0.4% | 29K | +2% | |||
| 66 | $PLTR | Palantir Technologies Inc. | Technology | $2.0M | 0.4% | 11K | +139% | |||
| 67 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $2.0M | 0.4% | 53K | -0.3% | |||
| 68 | — | ISHARES TR - RUS MD CP GR ETF | — | $1.9M | 0.4% | 14K | -3% | |||
| 69 | $INTC | INTEL CORP | Technology | $1.9M | 0.4% | 16K | +127% | |||
| 70 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.9M | 0.4% | 8,516 | +13% | |||
| 71 | — | VIRTUS ETF TR II - VIRTUS US QLTY | — | $1.9M | 0.4% | 42K | -1% | |||
| 72 | $ABBV | AbbVie Inc. | Healthcare | $1.8M | 0.4% | 7,065 | -0.1% | |||
| 73 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.8M | 0.4% | 40K | -2% | |||
| 74 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.8M | 0.4% | 12K | +85% | |||
| 75 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $1.8M | 0.3% | 44K | -33% | |||
| 76 | $IVZ | Invesco Ltd. | Financials | $1.8M | 0.3% | 30K | -3% | |||
| 77 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.8M | 0.3% | 19K | -0.5% | |||
| 78 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.8M | 0.3% | 6,621 | +16% | |||
| 79 | $ANET | Arista Networks, Inc. | Technology | $1.7M | 0.3% | 8,347 | -7% | |||
| 80 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.6M | 0.3% | 12K | -1% | |||
| 81 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.6M | 0.3% | 8,368 | -21% | |||
| 82 | $META | Meta Platforms, Inc. | Technology | $1.6M | 0.3% | 2,225 | -11% | |||
| 83 | $VRT | Vertiv Holdings Co | Technology | $1.6M | 0.3% | 6,656 | +10% | |||
| 84 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $1.6M | 0.3% | 15K | +100% | |||
| 85 | — | ISHARES TR - CORE S&P US GWT | — | $1.5M | 0.3% | 7,984 | -0.5% | |||
| 86 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $1.5M | 0.3% | 90K | +0.0% | |||
| 87 | — | ISHARES TR - CORE MSCI EAFE | — | $1.5M | 0.3% | 16K | -3% | |||
| 88 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $1.5M | 0.3% | 30K | +8% | |||
| 89 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.3% | 30K | +1% | |||
| 90 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $1.5M | 0.3% | 14K | -1.0% | |||
| 91 | — | JANUS DETROIT STR TR - B-BBB CLO ETF | — | $1.5M | 0.3% | 32K | +25% | |||
| 92 | $CEG | Constellation Energy Corp | Utilities | $1.5M | 0.3% | 5,768 | +63% | |||
| 93 | $CVX | CHEVRON CORP | Energy | $1.5M | 0.3% | 7,131 | +23% | |||
| 94 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.4M | 0.3% | 2,056 | +18% | |||
| 95 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $1.4M | 0.3% | 23K | +30% | |||
| 96 | $AMGN | AMGEN INC | Healthcare | $1.4M | 0.3% | 3,214 | -0.3% | |||
| 97 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $1.3M | 0.3% | 12K | -2% | |||
| 98 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $1.3M | 0.3% | 32K | -2% | |||
| 99 | $AVGO | Broadcom Inc. | Technology | $1.3M | 0.3% | 3,608 | -0.7% | |||
| 100 | $SHOP | SHOPIFY INC. | Technology | $1.2M | 0.2% | 8,334 | +5% | |||
| 101 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.2M | 0.2% | 1,976 | -21% | |||
| 102 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $1.2M | 0.2% | 3,618 | +1% | |||
| 103 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.2M | 0.2% | 5,412 | -52% | |||
| 104 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.2M | 0.2% | 33K | +0.7% | |||
| 105 | $ALL | ALLSTATE CORP | Financials | $1.2M | 0.2% | 5,352 | +4% | |||
| 106 | — | SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT | — | $1.2M | 0.2% | 24K | +2% | |||
| 107 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $1.2M | 0.2% | 43K | +13% | |||
| 108 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.2M | 0.2% | 4,421 | +270% | |||
| 109 | $JBS | JBS N.V. | Consumer Staples | $1.2M | 0.2% | 104K | +104% | |||
| 110 | $ASML | ASML HOLDING NV | Technology | $1.2M | 0.2% | 642 | +56% | |||
| 111 | — | ISHARES TR - TRS FLT RT BD | — | $1.2M | 0.2% | 23K | -14% | |||
| 112 | — | TOUCHSTONE ETF TRUST - ULTRA SHORT INCM | — | $1.2M | 0.2% | 46K | -19% | |||
| 113 | — | PROSHARES TR - S&P 500 DV ARIST | — | $1.1M | 0.2% | 21K | +3% | |||
| 114 | $GEV | GE Vernova Inc. | Industrials | $1.1M | 0.2% | 1,197 | +66% | |||
| 115 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $1.1M | 0.2% | 11K | -12% | |||
| 116 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.2% | 13K | -38% | |||
| 117 | — | ISHARES TR - CORE S&P US VLU | — | $1.1M | 0.2% | 10K | -0.8% | |||
| 118 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $1.1M | 0.2% | 8,214 | +4% | |||
| 119 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.2% | 3,083 | +0.5% | |||
| 120 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.0M | 0.2% | 1,705 | -11% | |||
| 121 | $GE | GENERAL ELECTRIC CO | Industrials | $1.0M | 0.2% | 3,322 | -5% | |||
| 122 | $KO | COCA COLA CO | Consumer Staples | $1.0M | 0.2% | 12K | +3% | |||
| 123 | $WT | WisdomTree, Inc. | Financials | $1.0M | 0.2% | 5,673 | — | |||
| 124 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.0M | 0.2% | 3,611 | -15% | |||
| 125 | $LIN | LINDE PLC | Materials | $997K | 0.2% | 2,100 | -0.8% | |||
| 126 | $IVZ | Invesco Ltd. | Financials | $995K | 0.2% | 16K | -0.5% | |||
| 127 | $BE | Bloom Energy Corp | Technology | $989K | 0.2% | 3,570 | +8% | |||
| 128 | $IAU | ISHARES GOLD TRUST | Financials | $986K | 0.2% | 13K | -10% | |||
| 129 | — | ISHARES INC - CORE MSCI EMKT | — | $968K | 0.2% | 12K | +0.6% | |||
| 130 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $964K | 0.2% | 18K | +262% | |||
| 131 | $CLF | CLEVELAND-CLIFFS INC. | Materials | $962K | 0.2% | 87K | -1% | |||
| 132 | $ENB | ENBRIDGE INC | Energy | $960K | 0.2% | 21K | -37% | |||
| 133 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $958K | 0.2% | 16K | -1.0% | |||
| 134 | — | ISHARES U S ETF TR - SHOR MAT MUN ETF | — | $955K | 0.2% | 19K | — | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $955K | 0.2% | 4,589 | +8% | |||
| 136 | $V | VISA INC. | Financials | $942K | 0.2% | 2,621 | -4% | |||
| 137 | $IVZ | Invesco Ltd. | Financials | $934K | 0.2% | 6,042 | -0.7% | |||
| 138 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $915K | 0.2% | 1,750 | +7% | |||
| 139 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $907K | 0.2% | 15K | +21% | |||
| 140 | — | PACER FDS TR - US CASH COWS 100 | — | $896K | 0.2% | 13K | +0.2% | |||
| 141 | $APH | AMPHENOL CORP /DE/ | Technology | $874K | 0.2% | 10K | +93% | |||
| 142 | $USB | US BANCORP \DE\ | Financials | $873K | 0.2% | 15K | +3% | |||
| 143 | $TER | TERADYNE, INC | Technology | $864K | 0.2% | 2,156 | +111% | |||
| 144 | $PANW | Palo Alto Networks Inc | Technology | $861K | 0.2% | 2,166 | -15% | |||
| 145 | $NET | Cloudflare, Inc. | Technology | $859K | 0.2% | 2,473 | +59% | |||
| 146 | — | ETFIS SER TR I - VIRTUS NEWFLEET | — | $846K | 0.2% | 38K | -23% | |||
| 147 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $820K | 0.2% | 1,347 | New | |||
| 148 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $820K | 0.2% | 16K | +3% | |||
| 149 | $DJT | Trump Media & Technology Group Corp. | Technology | $818K | 0.2% | 90K | -6% | |||
| 150 | $IVZ | Invesco Ltd. | Financials | $804K | 0.2% | 39K | -2% |
What changed in Q3 2026
Against the previous quarter's 13F: 52 new, 160 added to, 134 trimmed, 53 sold out. Share-count changes; largest moves by dollar size first.
New positions (52)
- VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF$6.3M
first bought this quarter
- CALLISHARES TR - RUSSELL 2000 ETF$4.2M
first bought this quarter
$CASYCASEYS GENERAL STORES INC$820K
first bought this quarter
- PGIM ETF TR - AAA CLO ETF$763K
first bought this quarter
- ISHARES TR - TRUST ISHARE 0-1$738K
first bought this quarter
$COHRCOHERENT CORP.$731K
first bought this quarter
+46 more in the Excel export
Added to (160)
$BRK.BBERKSHIRE HATHAWAY INC+92%
now $13.2M · held 11+ qtrs, 2 adds in a row
- JANUS DETROIT STR TR - HENDRSON AAA CL+38%
now $19.0M
- SPDR INDEX SHS FDS - ST STR PO EX ETF+199%
now $7.6M
- COLUMBIA ETF TR II - EM CORE EX ETF+179%
now $6.6M
- SPDR SERIES TRUST - ST STR BL 12 ETF+62%
now $9.4M
$MSFTMICROSOFT CORP+35%
now $6.2M · held 11+ qtrs
+154 more in the Excel export
Trimmed (134)
- SPDR SERIES TRUST - ST STR SP500DIV-59%
now $5.1M
- SPDR SERIES TRUST - ST STR P500ETF-12%
now $25.1M
- FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV-23%
now $9.7M
- CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR-45%
now $2.5M
- FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF-24%
now $4.3M
$IBMINTERNATIONAL BUSINESS MACHINES CORP-52%
now $1.2M · held 11+ qtrs
+128 more in the Excel export
Holdings by quarter
Every 13F Total Clarity Wealth Management, Inc. has filed, 27 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Total Clarity Wealth Management's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
12%
Last quarter; 46% over the last 4
Top 10 weight
23%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
86%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Total Clarity Wealth Management, Inc. disclosed 364 positions worth $517.8M in its Form 13F-HR for Q3 2026 — $511.9M in common stock plus $5.9M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 52 new positions and exited 53. The portfolio is most concentrated in Other (55.9% 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.
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AI-Powered Hedge Fund Analysis: Total Clarity Wealth Management, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Total Clarity Wealth Management, Inc. (SEC CIK: 1804909), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Total Clarity Wealth Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.