Q2 2026 13F · SEC CIK 1804909

Total Clarity Wealth Management, Inc.

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $514.6M
Reported positions: 361
Top holdings a year, 3 yrs: +11.8%
Assets under management: $755.4M

Total Clarity Wealth Management, Inc. is a wealth manager that reported 361 positions worth $514.6M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Spdr Series Trust (SPLG, 5.4%), Janus Detroit Str Tr (JAAA, 2.7%), Spdr Series Trust (SPYD, 2.5%). A portfolio copying its top holdings returned 11.8% a year over the last 3 years, against 20.4% for the S&P 500.

Total Clarity Wealth Management, Inc. holdings largest 50 of 361 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Total Clarity Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	5.4%	4.3%	317,264	+31.8%	$27.9M
JAAAJanus Detroit Str Tr	2.7%	1.8%	273,242	+77.8%	$13.8M
SPYDSpdr Series Trust	2.5%	1.4%	273,088	+102.9%	$13.0M
RDVYFirst Trust Rising Dividend Achievers Et	2.5%	2.0%	160,345	+31.6%	$13.0M
QQQMInvesco Nasdaq 100 ETF	2.0%	1.4%	33,348	+32.4%	$10.1M
SPABSpdr Series Trust	1.7%	1.2%	348,137	+78.4%	$8.9M
IMFLInvesco Exch Trd Slf Idx Fd	1.7%	1.4%	256,328	+34.9%	$8.8M
CGGRCapital Group Growth ETF	1.6%	1.4%	172,323	+14.1%	$8.1M
FNDFSchwab Strategic Tr	1.4%	1.5%	134,454	+1.3%	$7.1M
AAPLApple Inc	1.4%	1.6%	24,480	-6.9%	$7.1M
BRK-BBerkshire Hathaway Inc Del	1.3%	0.8%	13,770	+102.5%	$6.9M
46090A804Invesco Actively Managed Exc	1.3%	1.0%	141,260	+57.4%	$6.6M
IWFIshares Russell 1000 Growth ETF	1.2%	1.3%	51,160	+300.0%	$6.4M
USFRWisdomtree Tr	1.2%	1.6%	125,465	-8.4%	$6.3M
NVDANvidia Corporation Com	1.2%	1.5%	30,951	-15.9%	$6.2M
UCONFirst Tr Exchng Traded Fd Vi	1.2%	1.1%	238,069	+29.0%	$5.9M
RWLInvesco S&p 500 Revenue ETF	1.1%	2.1%	45,523	-42.1%	$5.8M
BILSSpdr Series Trust	1.1%	2.3%	58,374	-39.7%	$5.8M
JPMJpmorgan Chase & Co	1.0%	0.8%	15,612	+31.7%	$5.1M
PLWInvesco Exch Traded Fd Tr II	1.0%	—	187,444	—	$5.1M
DFATDimensional U.s. Targeted Value	1.0%	1.1%	71,642	-0.9%	$5.0M
CGMSCapital Grp Fixed Incm ETF T	0.9%	0.7%	172,616	+55.5%	$4.7M
FDLFirst Tr Exchange-Traded Fd	0.9%	1.0%	96,794	+12.5%	$4.7M
CATCaterpillar Inc Com	0.9%	0.8%	4,389	-3.9%	$4.7M
DFACDimensional U.s. Core Equity 2	0.9%	1.0%	104,702	+0.1%	$4.6M
SPYSpdr S&p 500 ETF Tr	0.9%	1.0%	6,149	-3.1%	$4.6M
VBRVanguard Small Cap Value ETF	0.9%	1.6%	18,257	-40.7%	$4.4M
CGMUCapital Grp Fixed Incm ETF T	0.8%	1.1%	155,828	-13.3%	$4.3M
PKWInvesco Exchange Traded Fd T	0.8%	0.9%	29,516	-0.2%	$4.2M
GOOGLAlphabet Inc	0.8%	1.2%	11,674	-36.8%	$4.2M
IVVIshares Core S&p 500 ETF	0.8%	0.7%	5,538	+14.4%	$4.1M
JMEEJpmorgan Small & Mid Cap Enhanced Equity	0.7%	0.7%	48,412	+8.5%	$3.8M
CGSMCapital Grp Fixed Incm ETF T	0.7%	0.9%	134,940	-3.9%	$3.6M
MSFTMicrosoft Corp	0.6%	0.9%	8,915	-16.4%	$3.3M
IBMInternational Business Machs	0.6%	—	11,369	—	$3.2M
WMTWalmart Inc	0.6%	0.7%	27,041	+17.1%	$3.1M
AMZNAmazon Com Inc Com	0.6%	0.8%	12,848	-17.9%	$3.1M
AVUVAvantis US Small Cap Value ETF	0.6%	—	24,268	—	$3.0M
XMPTVaneck ETF Trust	0.6%	0.6%	134,707	+18.8%	$3.0M
ICLOInvesco Actively Managed Exc	0.6%	0.7%	116,848	+5.2%	$3.0M
SPLVInvesco Exch Traded Fd Tr II	0.6%	—	39,904	—	$3.0M
FLMIFranklin Templeton ETF Tr	0.6%	0.6%	117,916	+17.7%	$3.0M
DESWisdomtree Tr	0.6%	0.6%	71,231	+0.0%	$2.9M
CGDVCapital Group Dividend Value ETF	0.6%	0.7%	58,760	-10.2%	$2.9M
MDIVFirst Tr Exchange Traded Fd	0.6%	—	173,956	—	$2.9M
SDVYFirst Tr Exchange-Traded Fd	0.6%	—	66,497	—	$2.9M
VRIGInvesco Actively Managed Exc	0.6%	1.0%	114,049	-36.0%	$2.9M
MLNVaneck ETF Trust	0.5%	—	158,435	—	$2.8M
QQQInvesco Qqq Tr	0.5%	—	3,666	—	$2.7M
SPYVSpdr Series Trust	0.5%	0.6%	44,143	-3.4%	$2.7M

What Total Clarity Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.9% /yr; S&P 500 +20.1%
3 years: +11.8% /yr; S&P 500 +20.4%
5 years: +5.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$514.6M	361
Q1 2026	$425.8M	311
Q4 2025	$413.6M	299
Q3 2025	$376.3M	285
Q2 2025	$349.2M	285
Q1 2025	$306.3M	277
Q4 2024	$307.5M	267
Q3 2024	$310.7M	258
Q2 2024	$288.2M	245
Q1 2024	$287.6M	266
Q4 2023	$243.9M	231
Q3 2023	$207.7M	218

Questions about Total Clarity Wealth Management, Inc.'s portfolio

What stocks does Total Clarity Wealth Management, Inc. own?

Total Clarity Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 361 positions worth $514.6M. The largest are Spdr Series Trust (SPLG) at 5.4%, Janus Detroit Str Tr (JAAA) at 2.7%, Spdr Series Trust (SPYD) at 2.5%, First Trust Rising Dividend Achievers Et (RDVY) at 2.5% and Invesco Nasdaq 100 ETF (QQQM) at 2.0%.

What did Total Clarity Wealth Management, Inc. buy last quarter?

In Q2 2026, Total Clarity Wealth Management, Inc. added Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares), Spdr Series Trust (SPYD) (+102.9% shares) and Berkshire Hathaway Inc Del (BRK-B) (+102.5% shares), compared with its Q1 2026 filing.

What did Total Clarity Wealth Management, Inc. sell last quarter?

In Q2 2026, Total Clarity Wealth Management, Inc. cut from its top 50 SPDR Portfolio Developed World (SPDW), cut from its top 50 Vanguard Long-Term Treasury ETF Total (VGLT), cut from its top 50 Columbia ETF Tr II (XCEM), cut from its top 50 Invesco Actively Managed Exc (GSY), cut from its top 50 Berkshire Hathaway Inc Del (BRK-A), Invesco S&p 500 Revenue ETF (RWL) (-42.1% shares), Vanguard Small Cap Value ETF (VBR) (-40.7% shares) and Spdr Series Trust (BILS) (-39.7% shares), compared with its Q1 2026 filing.

How has Total Clarity Wealth Management, Inc.'s portfolio performed?

A portfolio copying Total Clarity Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.9% against +20.1%. Over 5 years: +5.7% a year against +11.6%.

When is Total Clarity Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Total Clarity Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Total Clarity Wealth Management, Inc. manage?

Total Clarity Wealth Management, Inc. reported $755.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $514.6M.