Total Clarity Wealth Management, Inc. Portfolio Stock Holdings
Total Clarity Wealth Management, Inc. disclosed 361 stock positions valued at approximately $514.6 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, JANUS DETROIT STR TR, and SPDR SERIES TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 361
- Portfolio Value
- $514.6M
Holdings by Sector
Total Clarity Wealth Management, Inc. Portfolio Holdings in Q2 2026
350 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 5.42% | 317,264 | +76,629 | +31.84% | $27,881,181 |
| JANUS DETROIT STR TR | JAAA | Other | 2.68% | 273,242 | +119,542 | +77.78% | $13,796,009 |
| SPDR SERIES TRUST | SPYD | Other | 2.53% | 273,088 | +138,491 | +102.89% | $13,029,028 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 2.53% | 160,345 | +38,509 | +31.61% | $12,997,535 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.96% | 33,348 | +8,161 | +32.40% | $10,103,567 |
| SPDR SERIES TRUST | SPAB | Other | 1.73% | 348,137 | +152,978 | +78.39% | $8,884,445 |
| INVESCO EXCH TRD SLF IDX FD | IMFL | Other | 1.71% | 256,328 | +66,320 | +34.90% | $8,802,318 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.58% | 172,323 | +21,230 | +14.05% | $8,133,654 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.38% | 134,454 | +1,673 | +1.26% | $7,093,793 |
| APPLE INC | AAPL | Technology | 1.38% | 24,480 | -1,804 | -6.86% | $7,083,516 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.34% | 13,770 | +6,971 | +102.53% | $6,890,340 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 1.29% | 141,260 | +51,495 | +57.37% | $6,620,862 |
| ISHARES TR | IWF | Other | 1.23% | 51,160 | +38,370 | +300.00% | $6,352,537 |
| WISDOMTREE TR | USFR | Other | 1.23% | 125,465 | -11,517 | -8.41% | $6,317,151 |
| NVIDIA CORPORATION | NVDA | Technology | 1.20% | 30,951 | -5,854 | -15.91% | $6,193,079 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 1.15% | 238,069 | +53,452 | +28.95% | $5,923,160 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 1.13% | 45,523 | -33,164 | -42.15% | $5,815,976 |
| SPDR SERIES TRUST | BILS | Other | 1.13% | 58,374 | -38,369 | -39.66% | $5,801,208 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.99% | 15,612 | +3,754 | +31.66% | $5,110,341 |
| INVESCO EXCH TRADED FD TR II | GOVI | Other | 0.99% | 187,444 | +145,064 | +342.29% | $5,089,116 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.97% | 71,642 | -630 | -0.87% | $5,007,776 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.92% | 172,616 | +61,620 | +55.52% | $4,717,595 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.92% | 96,794 | +10,760 | +12.51% | $4,709,996 |
| CATERPILLAR INC | CAT | Industrials | 0.91% | 4,389 | -176 | -3.86% | $4,673,935 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.90% | 104,702 | +55 | +0.05% | $4,644,560 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.89% | 6,149 | -198 | -3.12% | $4,591,847 |
| VANGUARD INDEX FDS | VBR | Other | 0.86% | 18,257 | -12,521 | -40.68% | $4,436,318 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.83% | 155,828 | -23,818 | -13.26% | $4,280,597 |
| INVESCO EXCHANGE TRADED FD T | PKW | Other | 0.81% | 29,516 | -57 | -0.19% | $4,181,237 |
| ALPHABET INC | GOOGL | Communication Services | 0.81% | 11,674 | -6,791 | -36.78% | $4,172,080 |
| ISHARES TR | IVV | Other | 0.81% | 5,538 | +695 | +14.35% | $4,147,102 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 0.73% | 48,412 | +3,808 | +8.54% | $3,777,588 |
| CAPITAL GRP FIXED INCM ETF T | CGSM | Other | 0.69% | 134,940 | -5,498 | -3.91% | $3,560,392 |
| MICROSOFT CORP | MSFT | Technology | 0.65% | 8,915 | -1,744 | -16.36% | $3,325,413 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.62% | 11,369 | +9,426 | +485.13% | $3,197,027 |
| WALMART INC | WMT | Consumer Defensive | 0.60% | 27,041 | +3,946 | +17.09% | $3,062,612 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.60% | 12,848 | -2,796 | -17.87% | $3,062,192 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.59% | 24,268 | +22,215 | +1082.08% | $3,027,676 |
| VANECK ETF TRUST | XMPT | Other | 0.58% | 134,707 | +21,270 | +18.75% | $3,009,354 |
| INVESCO ACTIVELY MANAGED EXC | ICLO | Other | 0.58% | 116,848 | +5,794 | +5.22% | $2,988,980 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.58% | 39,904 | +39,904 | +100.00% | $2,988,810 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 0.58% | 117,916 | +17,710 | +17.67% | $2,967,946 |
| WISDOMTREE TR | DES | Other | 0.56% | 71,231 | - | - | $2,897,677 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.56% | 58,760 | -6,689 | -10.22% | $2,895,670 |
| FIRST TR EXCHANGE TRADED FD | MDIV | Other | 0.56% | 173,956 | +56,046 | +47.53% | $2,874,623 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.56% | 66,497 | +55,883 | +526.50% | $2,868,692 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.56% | 114,049 | -64,035 | -35.96% | $2,859,220 |
| VANECK ETF TRUST | MLN | Other | 0.55% | 158,435 | +20,285 | +14.68% | $2,816,974 |
| INVESCO QQQ TR | QQQ | Other | 0.52% | 3,666 | -523 | -12.49% | $2,699,441 |
| SPDR SERIES TRUST | SPYV | Other | 0.52% | 44,143 | -1,549 | -3.39% | $2,683,482 |
| SPDR GOLD TR | GLD | Other | 0.52% | 7,260 | -253 | -3.37% | $2,674,439 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.51% | 27,453 | +7,853 | +40.07% | $2,648,940 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 0.51% | 54,487 | +36,737 | +206.97% | $2,634,446 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.50% | 50,851 | -94,703 | -65.06% | $2,562,367 |
| ELI LILLY & CO | LLY | Healthcare | 0.49% | 2,112 | +1,169 | +123.97% | $2,532,633 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.48% | 14,462 | +8,145 | +128.94% | $2,460,565 |
| COLUMBIA ETF TR II | XCEM | Other | 0.47% | 45,791 | -93,323 | -67.08% | $2,421,419 |
| INVESCO EXCH TRADED FD TR II | IDMO | Other | 0.46% | 39,210 | +33,975 | +649.00% | $2,363,971 |
| SPDR INDEX SHS FDS | GWX | Other | 0.45% | 53,000 | +3,284 | +6.61% | $2,319,280 |
| VANGUARD INDEX FDS | VTI | Other | 0.45% | 6,256 | -1,561 | -19.97% | $2,315,022 |
| TESLA INC | TSLA | Consumer Cyclical | 0.43% | 5,297 | +1,292 | +32.26% | $2,227,918 |
| EXXON MOBIL CORP | XOM | Energy | 0.41% | 15,466 | +8,944 | +137.14% | $2,114,470 |
| ISHARES TR | IWP | Other | 0.41% | 14,408 | -1,534 | -9.62% | $2,109,435 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.40% | 18,973 | +156 | +0.83% | $2,039,611 |
| LEGG MASON ETF INVT | LVHI | Other | 0.40% | 50,128 | +24,194 | +93.29% | $2,034,445 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.39% | 10,604 | -243 | -2.24% | $2,020,201 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.39% | 6,033 | -1,965 | -24.57% | $2,019,971 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.39% | 28,021 | -413 | -1.45% | $1,996,487 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.38% | 53,365 | +87 | +0.16% | $1,965,948 |
| VIRTUS ETF TR II | JOET | Other | 0.38% | 42,418 | -3,280 | -7.18% | $1,963,321 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.38% | 4,107 | +897 | +27.94% | $1,961,380 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.38% | 18,895 | +6,549 | +53.05% | $1,947,130 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.37% | 21,296 | +1,002 | +4.94% | $1,918,781 |
| ABBVIE INC | ABBV | Healthcare | 0.35% | 7,072 | +254 | +3.73% | $1,779,582 |
| ENBRIDGE INC | ENB | Energy | 0.35% | 32,822 | -5,562 | -14.49% | $1,779,268 |
| INVESCO EXCH TRADED FD TR II | IPKW | Other | 0.34% | 31,111 | +23,103 | +288.50% | $1,752,464 |
| AMERICAN INTL GROUP INC | AIG | Financial Services | 0.34% | 23,365 | +10,644 | +83.67% | $1,741,389 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.33% | 40,545 | +17,227 | +73.88% | $1,716,690 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.32% | 12,431 | -2,100 | -14.45% | $1,656,421 |
| ISHARES TR | QUAL | Other | 0.32% | 7,532 | +108 | +1.45% | $1,652,749 |
| VANECK ETF TRUST | SMH | Other | 0.32% | 2,490 | -77 | -3.00% | $1,633,454 |
| ISHARES TR | IVW | Other | 0.31% | 11,723 | +5,301 | +82.54% | $1,612,214 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 0.31% | 89,882 | +75,261 | +514.75% | $1,607,090 |
| ISHARES TR | IEFA | Other | 0.30% | 16,051 | +399 | +2.55% | $1,550,206 |
| ARISTA NETWORKS INC | ANET | Other | 0.30% | 8,955 | -8,390 | -48.37% | $1,521,275 |
| ISHARES TR | IUSG | Other | 0.29% | 8,027 | +80 | +1.01% | $1,509,798 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 0.29% | 29,836 | -58,245 | -66.13% | $1,496,281 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.29% | 13,911 | +332 | +2.44% | $1,478,878 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.28% | 5,699 | +1,650 | +40.75% | $1,447,475 |
| META PLATFORMS INC | META | Communication Services | 0.27% | 2,512 | +784 | +45.37% | $1,414,945 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.27% | 27,756 | +3,646 | +15.12% | $1,403,634 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.27% | 32,768 | -965 | -2.86% | $1,387,073 |
| BROADCOM INC | AVGO | Technology | 0.27% | 3,632 | +1,089 | +42.82% | $1,372,020 |
| ISHARES TR | TFLO | Other | 0.26% | 26,706 | -19,452 | -42.14% | $1,352,106 |
| GE AEROSPACE | GE | Industrials | 0.25% | 3,498 | +1,211 | +52.95% | $1,307,337 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.25% | 11,903 | -31 | -0.26% | $1,284,653 |
| ISHARES TR | IWM | Other | 0.25% | 4,261 | +1,101 | +34.84% | $1,280,205 |
| ALLSTATE CORP | ALL | Financial Services | 0.24% | 5,156 | -13 | -0.25% | $1,226,867 |
| JANUS DETROIT STR TR | JBBB | Other | 0.23% | 25,311 | -13,168 | -34.22% | $1,198,498 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.23% | 3,568 | -43 | -1.19% | $1,194,174 |
Total Clarity Wealth Management, Inc. Options Holdings in Q2 2026
7 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | TTD | The Trade Desk, Inc. | CALL | 19,400 | $13,231 |
| Q2 2026 | KD | Kyndryl Holdings, Inc. | CALL | 4,500 | $7,088 |
| Q2 2026 | CHWY | Chewy, Inc. | CALL | 10,000 | $6,950 |
| Q2 2026 | CLF | Cleveland-Cliffs Inc. | CALL | 12,000 | $6,260 |
| Q2 2026 | AIG | American International Group, I | CALL | 4,500 | $5,175 |
| Q2 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 1,500 | $4,358 |
| Q2 2026 | N4732M103 | JBS | CALL | 2,000 | $4,050 |
Notional value represents the total exposure of the options position.