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Total Clarity Wealth Management, Inc. Top Holdings and 13F Report (2026)

About Total Clarity Wealth Management, Inc.

Investment Activity

  • Total Clarity Wealth Management, Inc. has $514.65 million in total holdings as of June 30, 2026.
  • Total Clarity Wealth Management, Inc. owns shares of 361 different stocks, but just 133 companies or ETFs make up 80% of its holdings.
  • Approximately 24.59% of the portfolio was purchased this quarter.
  • About 14.91% of the portfolio was sold this quarter.
  • This quarter, Total Clarity Wealth Management, Inc. has purchased 311 new stocks and bought additional shares in 146 stocks.
  • Total Clarity Wealth Management, Inc. sold shares of 132 stocks and completely divested from 25 stocks this quarter.

Largest New Holdings this Quarter

46138E354 - Invesco S&P 500 Low Volatility ETF
$2,988,810 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$1,109,907 Holding
88339J105 - Trade Desk
$1,056,610 Holding
16679L109 - Chewy
$968,818 Holding
22788C105 - CrowdStrike
$911,952 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
76,629 shares (about $6.73M)
SPDR Portfolio S&P 500 High Dividend ETF
138,491 shares (about $6.61M)
Janus Henderson AAA CLO ETF
119,542 shares (about $6.04M)
iShares Russell 1000 Growth ETF
38,370 shares (about $4.76M)
INVESCO EXCH TRADED FD TR II
145,064 shares (about $3.94M)

Largest Sales this Quarter

Columbia EM Core ex-China ETF
93,323 shares (about $4.93M)
SPDR Portfolio Developed World ex-US ETF
94,703 shares (about $4.77M)
Intel
32,263 shares (about $4.50M)
Invesco S&P 500 Revenue ETF
33,164 shares (about $4.24M)
SPDR Bloomberg 3-12 Month T-Bill ETF
38,369 shares (about $3.81M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTotal Clarity Wealth Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$27,881,181$6,734,162 â–²31.8%317,2645.4%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$13,796,009$6,035,685 â–²77.8%273,2422.7%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$13,029,028$6,607,405 â–²102.9%273,0882.5%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$12,997,535$3,121,532 â–²31.6%160,3452.5%Manufacturing
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$10,103,567$2,472,568 â–²32.4%33,3482.0%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$8,884,445$3,903,994 â–²78.4%348,1371.7%ETF
IMFL
Invesco International Developed Dynamic Multifactor ETF
$8,802,318$2,277,433 â–²34.9%256,3281.7%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$8,133,654$1,002,057 â–²14.1%172,3231.6%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$7,093,793$88,267 â–²1.3%134,4541.4%ETF
Apple Inc. stock logo
AAPL
Apple
$7,083,516$522,004 â–¼-6.9%24,4801.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,890,340$3,488,203 â–²102.5%13,7701.3%Finance
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$6,620,862$2,413,573 â–²57.4%141,2601.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$6,352,537$4,764,403 â–²300.0%51,1601.2%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$6,317,151$579,880 â–¼-8.4%125,4651.2%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,193,079$1,171,345 â–¼-15.9%30,9511.2%Computer and Technology
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$5,923,160$1,329,886 â–²29.0%238,0691.2%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$5,815,976$4,237,002 â–¼-42.1%45,5231.1%ETF
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$5,801,208$3,813,111 â–¼-39.7%58,3741.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,110,341$1,228,812 â–²31.7%15,6121.0%Finance
INVESCO EXCH TRADED FD TR II
$5,089,116$3,938,496 â–²342.3%187,4441.0%EQUAL WEGT 0-30
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$5,007,776$44,037 â–¼-0.9%71,6421.0%ETF
Capital Group U.S. Multi-Sector Income ETF stock logo
CGMS
Capital Group U.S. Multi-Sector Income ETF
$4,717,595$1,684,075 â–²55.5%172,6160.9%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$4,709,996$523,582 â–²12.5%96,7940.9%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,673,935$187,426 â–¼-3.9%4,3890.9%Industrials
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$4,644,560$2,440 â–²0.1%104,7020.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,591,847$147,859 â–¼-3.1%6,1490.9%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$4,436,318$3,042,512 â–¼-40.7%18,2570.9%ETF
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$4,280,597$654,281 â–¼-13.3%155,8280.8%ETF
Invesco BuyBack Achievers ETF stock logo
PKW
Invesco BuyBack Achievers ETF
$4,181,237$8,075 â–¼-0.2%29,5160.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,172,080$2,426,983 â–¼-36.8%11,6740.8%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,147,102$520,447 â–²14.4%5,5380.8%ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$3,777,588$297,138 â–²8.5%48,4120.7%ETF
CAPITAL GRP FIXED INCM ETF T
$3,560,392$145,065 â–¼-3.9%134,9400.7%SHOR DUR MUN ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,325,413$650,535 â–¼-16.4%8,9150.6%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$3,197,027$2,650,644 â–²485.1%11,3690.6%Computer and Technology
WALMART INC
$3,062,612$446,916 â–²17.1%27,0410.6%COM
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,062,192$666,399 â–¼-17.9%12,8480.6%Retail/Wholesale
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$3,027,676$2,771,544 â–²1,082.1%24,2680.6%ETF
VanEck CEF Muni Income ETF stock logo
XMPT
VanEck CEF Muni Income ETF
$3,009,354$475,172 â–²18.8%134,7070.6%ETF
Invesco AAA CLO Floating Rate Note ETF stock logo
ICLO
Invesco AAA CLO Floating Rate Note ETF
$2,988,980$148,211 â–²5.2%116,8480.6%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$2,988,810$2,988,810 â–²New Holding39,9040.6%ETF
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$2,967,946$445,761 â–²17.7%117,9160.6%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$2,897,6770.0%71,2310.6%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$2,895,670$329,631 â–¼-10.2%58,7600.6%ETF
First Trust Multi-Asset Diversified Income Index Fund stock logo
MDIV
First Trust Multi-Asset Diversified Income Index Fund
$2,874,623$926,160 â–²47.5%173,9560.6%Manufacturing
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$2,868,692$2,410,802 â–²526.5%66,4970.6%ETF
Invesco Variable Rate Investment Grade ETF stock logo
VRIG
Invesco Variable Rate Investment Grade ETF
$2,859,220$1,605,364 â–¼-36.0%114,0490.6%ETF
MLN
VanEck Long Muni ETF
$2,816,974$360,667 â–²14.7%158,4350.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,703,799$511,346 â–²23.3%5,1660.5%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$2,683,482$94,165 â–¼-3.4%44,1430.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,674,439$93,200 â–¼-3.4%7,2600.5%Finance
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$2,648,940$757,736 â–²40.1%27,4530.5%ETF
JPIB
JPMorgan International Bond Opportunities ETF
$2,634,446$1,776,234 â–²207.0%54,4870.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,562,367$4,772,056 â–¼-65.1%50,8510.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,532,633$1,401,822 â–²124.0%2,1120.5%Medical
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$2,460,565$1,385,790 â–²128.9%14,4620.5%ETF
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$2,421,419$4,934,902 â–¼-67.1%45,7910.5%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$2,363,971$2,048,353 â–²649.0%39,2100.5%ETF
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$2,319,280$143,708 â–²6.6%53,0000.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,315,022$577,645 â–¼-20.0%6,2560.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$2,227,918$543,415 â–²32.3%5,2970.4%Auto/Tires/Trucks
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,114,470$1,222,800 â–²137.1%15,4660.4%Energy
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$2,109,435$224,589 â–¼-9.6%14,4080.4%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,039,611$16,770 â–²0.8%18,9730.4%Transportation
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$2,034,445$981,914 â–²93.3%50,1280.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,020,201$46,295 â–¼-2.2%10,6040.4%ETF
Vertiv Holdings Co. stock logo
VRT
Vertiv
$2,019,971$657,922 â–¼-24.6%6,0330.4%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,996,487$29,426 â–¼-1.5%28,0210.4%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,965,948$3,205 â–²0.2%53,3650.4%ETF
VIRTUS ETF TR II
$1,963,321$151,815 â–¼-7.2%42,4180.4%VIRTUS US QLTY
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,961,380$428,380 â–²27.9%4,1070.4%Computer and Technology
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$1,947,130$674,875 â–²53.0%18,8950.4%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$1,918,781$90,281 â–²4.9%21,2960.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,779,582$63,916 â–²3.7%7,0720.3%Medical
Enbridge Inc stock logo
ENB
Enbridge
$1,779,268$301,514 â–¼-14.5%32,8220.3%Energy
Invesco International BuyBack Achievers ETF stock logo
IPKW
Invesco International BuyBack Achievers ETF
$1,752,464$1,301,378 â–²288.5%31,1110.3%Manufacturing
American International Group, Inc. stock logo
AIG
American International Group
$1,746,564$949,218 â–²119.0%27,8650.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,716,690$729,397 â–²73.9%40,5450.3%Computer and Technology
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$1,656,421$279,823 â–¼-14.5%12,4310.3%Manufacturing
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,652,749$23,698 â–²1.5%7,5320.3%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,633,454$50,512 â–¼-3.0%2,4900.3%Manufacturing
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,612,214$729,024 â–²82.5%11,7230.3%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$1,607,090$1,345,667 â–²514.7%89,8820.3%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,550,206$38,535 â–²2.5%16,0510.3%ETF
ARISTA NETWORKS INC
$1,521,275$1,425,293 â–¼-48.4%8,9550.3%COM SHS
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,509,798$15,047 â–²1.0%8,0270.3%Manufacturing
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$1,496,281$2,920,998 â–¼-66.1%29,8360.3%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$1,478,878$35,295 â–²2.4%13,9110.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,447,475$419,079 â–²40.8%5,6990.3%Medical
TUSI
Touchstone Ultra Short Income ETF
$1,429,785$329,237 â–²29.9%56,6030.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,414,945$441,607 â–²45.4%2,5120.3%Computer and Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,403,634$184,380 â–²15.1%27,7560.3%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$1,387,073$40,849 â–¼-2.9%32,7680.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,372,020$411,379 â–²42.8%3,6320.3%Computer and Technology
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$1,352,106$984,841 â–¼-42.1%26,7060.3%ETF
GE Aerospace stock logo
GE
GE Aerospace
$1,307,337$452,597 â–²53.0%3,4980.3%Aerospace
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$1,284,653$3,346 â–¼-0.3%11,9030.2%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,280,205$330,792 â–²34.8%4,2610.2%Finance
The Allstate Corporation stock logo
ALL
Allstate
$1,226,867$3,093 â–¼-0.3%5,1560.2%Finance
Janus Henderson B-BBB CLO ETF stock logo
JBBB
Janus Henderson B-BBB CLO ETF
$1,198,498$623,516 â–¼-34.2%25,3110.2%ETF

Showing largest 100 holdings. View all holdings.
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