Total Clarity Wealth Management, Inc. — 13F Holdings & Portfolio
CIK 1804909 · latest 13F-HR filed 2026-04-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$425.8M
Long-equity book
Holdings
311
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+43 / −31 / ↑108 / ↓94
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$5.7M +44.7%
- VANGUARD SCOTTSDALE FDS$5.0M +603.8%
- INVESCO EXCHANGE TRADED FD T$3.6M +1150.4%
- SPDR SERIES TRUST$3.2M +50.3%
- INVESCO ACTIVELY MANAGED EXC$2.3M +113.5%
Top Trims
- VANGUARD ADMIRAL FDS INC-$3.0M -80.7%
- INVESCO EXCH TRADED FD TR II-$2.8M -70.7%
- JANUS DETROIT STR TR-$2.2M -21.9%
- VANGUARD INDEX FDS-$1.9M -21.9%
- AMGEN INC-$1.6M -59.2%
New Positions
- DIMENSIONAL ETF TRUST$4.5M
- INVESCO ACTIVELY MANAGED EXC$2.8M
- SCORPIO TANKERS INC$965.1K
- INVESCO EXCHANGE TRADED FD T$916.1K
- HONEYWELL INTL INC$907.9K
Exited Positions
- SCHWAB STRATEGIC TR$3.3M
- KINDER MORGAN INC DEL$2.1M
- VANGUARD ADMIRAL FDS INC$1.5M
- ANALOG DEVICES INC$1.4M
- CAPITAL GROUP INTL FOCUS EQT$1.2M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYM | 78464A854 | $18.4M | 4.33% | 240,635 | SH |
| 2 | SPDR SERIES TRUST | BILS | 78468R523 | $9.6M | 2.26% | 96,743 | SH |
| 3 | INVESCO EXCH TRADED FD TR II | RWL | 46138G698 | $9.0M | 2.12% | 78,687 | SH |
| 4 | FIRST TR EXCHANGE TRADED FD | RDVY | 33738R506 | $8.3M | 1.95% | 121,836 | SH |
| 5 | JANUS DETROIT STR TR | JAAA | 47103U845 | $7.7M | 1.82% | 153,700 | SH |
| 6 | WISDOMTREE TR | USFR | 97717Y527 | $6.9M | 1.62% | 136,982 | SH |
| 7 | VANGUARD INDEX FDS | VBR | 922908611 | $6.7M | 1.57% | 30,778 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $6.7M | 1.57% | 26,284 | SH |
| 9 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $6.6M | 1.56% | 145,554 | SH |
| 10 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $6.5M | 1.53% | 132,781 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.4M | 1.51% | 36,805 | SH |
| 12 | SPDR SERIES TRUST | SPYD | 78468R788 | $6.1M | 1.44% | 134,597 | SH |
| 13 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $6.1M | 1.43% | 151,093 | SH |
| 14 | INVESCO EXCH TRD SLF IDX FD | IMFL | 46138J437 | $6.0M | 1.41% | 190,008 | SH |
| 15 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $6.0M | 1.41% | 25,187 | SH |
| 16 | VANGUARD SCOTTSDALE FDS | VGLT | 92206C847 | $5.9M | 1.38% | 106,128 | SH |
| 17 | COLUMBIA ETF TR II | XCEM | 19762B202 | $5.7M | 1.33% | 139,114 | SH |
| 18 | ISHARES TR | IWF | 464287614 | $5.5M | 1.28% | 12,790 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $5.3M | 1.25% | 18,465 | SH |
| 20 | SPDR SERIES TRUST | SPAB | 78464A649 | $5.0M | 1.17% | 195,159 | SH |
| 21 | CAPITAL GRP FIXED INCM ETF T | CGMU | 14020Y201 | $4.9M | 1.15% | 179,646 | SH |
| 22 | FIRST TR EXCHNG TRADED FD VI | UCON | 33740F888 | $4.6M | 1.07% | 184,617 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $4.5M | 1.06% | 72,272 | SH |
| 24 | INVESCO ACTIVELY MANAGED EXC | VRIG | 46090A879 | $4.5M | 1.05% | 178,084 | SH |
| 25 | INVESCO ACTIVELY MANAGED EXC | GSY | 46090A887 | $4.4M | 1.04% | 88,081 | SH |
| 26 | FIRST TR EXCHANGE-TRADED FD | FDL | 336917109 | $4.4M | 1.03% | 86,034 | SH |
| 27 | INVESCO ACTIVELY MANAGED EXC | GTO | 46090A804 | $4.2M | 0.99% | 89,765 | SH |
| 28 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.1M | 0.97% | 6,347 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $4.1M | 0.96% | 104,647 | SH |
| 30 | MICROSOFT CORP | MSFT | 594918104 | $3.9M | 0.93% | 10,659 | SH |
| 31 | INVESCO EXCHANGE TRADED FD T | PKW | 46137V308 | $3.9M | 0.91% | 29,573 | SH |
| 32 | CAPITAL GRP FIXED INCM ETF T | CGSM | 14020Y607 | $3.7M | 0.87% | 140,438 | SH |
| 33 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $3.6M | 0.84% | 5 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.5M | 0.82% | 11,858 | SH |
| 35 | AMAZON COM INC | AMZN | 023135106 | $3.3M | 0.77% | 15,644 | SH |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.3M | 0.77% | 6,799 | SH |
| 37 | CATERPILLAR INC | CAT | 149123101 | $3.2M | 0.76% | 4,565 | SH |
| 38 | SPDR GOLD TR | GLD | 78463V107 | $3.2M | 0.76% | 7,513 | SH |
| 39 | ISHARES TR | IVV | 464287200 | $3.2M | 0.74% | 4,843 | SH |
| 40 | CAPITAL GRP FIXED INCM ETF T | CGMS | 14020Y300 | $3.0M | 0.71% | 110,996 | SH |
| 41 | J P MORGAN EXCHANGE TRADED F | JMEE | 46641Q118 | $3.0M | 0.70% | 44,604 | SH |
| 42 | WALMART INC | WMT | 931142103 | $2.9M | 0.67% | 23,095 | SH |
| 43 | INVESCO ACTIVELY MANAGED EXC | ICLO | 46090A721 | $2.8M | 0.67% | 111,054 | SH |
| 44 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $2.8M | 0.65% | 65,449 | SH |
| 45 | SPDR SERIES TRUST | SPYV | 78464A508 | $2.6M | 0.61% | 45,692 | SH |
| 46 | WISDOMTREE TR | DES | 97717W604 | $2.6M | 0.60% | 71,231 | SH |
| 47 | VANGUARD INDEX FDS | VTI | 922908769 | $2.5M | 0.59% | 7,817 | SH |
| 48 | SPDR SERIES TRUST | SPMD | 78464A847 | $2.5M | 0.58% | 42,014 | SH |
| 49 | FRANKLIN TEMPLETON ETF TR | FLMI | 35473P868 | $2.5M | 0.58% | 100,206 | SH |
| 50 | VANECK ETF TRUST | XMPT | 92189F460 | $2.4M | 0.57% | 113,437 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $425.8M | 311 | 0001804909-26-000002 |
| 2025-12-31 | 2026-02-02 | $413.6M | 300 | 0001804909-26-000001 |