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Total Clarity Wealth Management, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1804909
Institutional-grade research for retail investors

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.BBRK.B
    $13.2M
  • FIRST
    $9.7M
  • SPDR
    $9.4M
  • SPDR
    $8.8M
  • CAPITAL
    $8.3M
  • AAPLAAPL
    $8.1M
  • IVZIVZ
    $8.0M
  • SPDR
    $7.6M
  • IVZIVZ
    $7.6M
  • SCHWAB
    $7.3M
  • NVDANVDA
    $6.9M
  • IVZIVZ
    $6.6M
  • COLUMBIA
    $6.6M
  • ISHARES
    $6.4M
  • VANGUARD
    $6.3M
  • MSFTMSFT
    $6.2M
  • IVZIVZ
    $6.0M
  • WTWT
    $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—Held
    AIQuality—Est. buy—
  • 2

    JANUS DETROIT STR TR - HENDRSON AAA CL

    $19.0M

    3.7% of stocks

    +38%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $13.2M

    2.6% of stocks

    +92%This quarter—Since filed11+ qtrsHeld
    AIQuality73.5#124Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
  • 4

    FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV

    $9.7M

    1.9% of stocks

    -23%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    SPDR SERIES TRUST - ST STR BL 12 ETF

    $9.4M

    1.8% of stocks

    +62%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    SPDR SERIES TRUST - ST STR AGGRE ETF

    $8.8M

    1.7% of stocks

    +4%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT

    $8.3M

    1.6% of stocks

    +1%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $8.1M

    1.6% of stocks

    -1%This quarter0.0%Since filed11+ qtrsHeld
    AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
  • $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—Held
    AIQuality—Est. buy—

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
IVZ$IVZInvesco Ltd.etf/fund$7.6M-25%
— SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$7.3M+0.4%
NVDA$NVDANVIDIA CORP$6.9M-3%
IVZ$IVZInvesco Ltd.$6.6M+4%
— COLUMBIA ETF TR II - EM CORE EX ETFetf/fund$6.6M+179%
— ISHARES TR - RUS 1000 GRW ETFetf/fund$6.4M-0.2%
— VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund$6.3MNew
MSFT$MSFTMICROSOFT CORP$6.2M+35%
IVZ$IVZInvesco Ltd.$6.0M+2%
WT$WTWisdomTree, Inc.$5.6M-11%
— SPDR SERIES TRUST - ST STR SP500DIVetf/fund$5.1M-59%
JPM$JPMJPMORGAN CHASE & CO$5.0M-4%
IVZ$IVZInvesco Ltd.$4.9M+4%
— FIRST TR EXCHANGE-TRADED FD - SHS$4.8M+0.0%
— DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund$4.7M+0.1%

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

  • CASY$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

  • COHR$COHRCOHERENT CORP.$731K

    first bought this quarter

+46 more in the Excel export

Added to (160)

  • BRK.B$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

  • MSFT$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

  • IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP-52%

    now $1.2M · held 11+ qtrs

+128 more in the Excel export

Sold out (53)

  • DIMENSIONAL ETF TRUST - US TARGETED VLUwas $5.0M
  • CHWY$CHWYChewy, Inc.was $962K

    held 1 qtr

  • ISHARES TR - FUTU AI TECH ETFwas $611K
  • AMPLIFY ETF TR - BLOOMBERG AI EQQwas $542K
  • ESLT$ESLTELBIT SYSTEMS LTDwas $502K
  • KARO$KAROKarooooo Ltd.was $489K

+47 more in the Excel export

Firm AUM (Form ADV): $755.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Total Clarity Wealth Management, Inc. has filed, 27 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Total Clarity Wealth Management?

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.