Total Clarity Wealth Management, Inc. Portfolio Stock Holdings
Total Clarity Wealth Management, Inc. disclosed 311 stock positions valued at approximately $425.8 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, SPDR SERIES TRUST, and INVESCO EXCH TRADED FD TR II. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 311
- Portfolio Value
- $425.8M
Holdings by Sector
Total Clarity Wealth Management, Inc. Portfolio Holdings in Q1 2026
304 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 4.33% | 240,635 | +81,992 | +51.68% | $18,418,231 |
| SPDR SERIES TRUST | BILS | Other | 2.26% | 96,743 | +32,214 | +49.92% | $9,620,124 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 2.12% | 78,687 | +2,408 | +3.16% | $9,041,876 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.95% | 121,836 | +2,478 | +2.08% | $8,318,952 |
| JANUS DETROIT STR TR | JAAA | Other | 1.82% | 153,700 | -42,298 | -21.58% | $7,741,858 |
| WISDOMTREE TR | USFR | Other | 1.62% | 136,982 | +63 | +0.05% | $6,895,694 |
| VANGUARD INDEX FDS | VBR | Other | 1.57% | 30,778 | -9,652 | -23.87% | $6,686,432 |
| APPLE INC | AAPL | Technology | 1.57% | 26,284 | -439 | -1.64% | $6,670,496 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.56% | 145,554 | +22,903 | +18.67% | $6,644,540 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.53% | 132,781 | +17,805 | +15.49% | $6,496,974 |
| NVIDIA CORPORATION | NVDA | Technology | 1.51% | 36,805 | -203 | -0.55% | $6,418,758 |
| SPDR SERIES TRUST | SPYD | Other | 1.44% | 134,597 | -42,817 | -24.13% | $6,126,855 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.43% | 151,093 | +9,122 | +6.43% | $6,072,435 |
| INVESCO EXCH TRD SLF IDX FD | IMFL | Other | 1.41% | 190,008 | +7,688 | +4.22% | $6,011,848 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.41% | 25,187 | +68 | +0.27% | $5,985,029 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 1.38% | 106,128 | +91,168 | +609.41% | $5,874,716 |
| COLUMBIA ETF TR II | XCEM | Other | 1.33% | 139,114 | +10,727 | +8.36% | $5,677,235 |
| ISHARES TR | IWF | Other | 1.28% | 12,790 | -204 | -1.57% | $5,453,656 |
| ALPHABET INC | GOOGL | Communication Services | 1.25% | 18,465 | -778 | -4.04% | $5,309,858 |
| SPDR SERIES TRUST | SPAB | Other | 1.17% | 195,159 | -3,316 | -1.67% | $4,999,980 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 1.15% | 179,646 | +20,985 | +13.23% | $4,877,397 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 1.07% | 184,617 | +2,397 | +1.32% | $4,572,966 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.06% | 72,272 | +72,272 | +100.00% | $4,513,386 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 1.05% | 178,084 | -4,944 | -2.70% | $4,458,324 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 1.04% | 88,081 | +46,936 | +114.07% | $4,414,598 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 1.03% | 86,034 | +11,292 | +15.11% | $4,370,527 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 0.99% | 89,765 | -5,936 | -6.20% | $4,203,716 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.97% | 6,347 | -94 | -1.46% | $4,127,461 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.96% | 104,647 | +2,495 | +2.44% | $4,066,583 |
| MICROSOFT CORP | MSFT | Technology | 0.93% | 10,659 | -183 | -1.69% | $3,945,759 |
| INVESCO EXCHANGE TRADED FD T | PKW | Other | 0.91% | 29,573 | +27,262 | +1179.66% | $3,881,433 |
| CAPITAL GRP FIXED INCM ETF T | CGSM | Other | 0.87% | 140,438 | +19,833 | +16.44% | $3,690,711 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.84% | 5 | - | - | $3,590,700 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.82% | 11,858 | +161 | +1.38% | $3,488,228 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.77% | 15,644 | +345 | +2.26% | $3,258,176 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.77% | 6,799 | -140 | -2.02% | $3,258,081 |
| CATERPILLAR INC | CAT | Industrials | 0.76% | 4,565 | +182 | +4.15% | $3,234,154 |
| SPDR GOLD TR | GLD | Other | 0.76% | 7,513 | -327 | -4.17% | $3,232,769 |
| ISHARES TR | IVV | Other | 0.74% | 4,843 | +17 | +0.35% | $3,163,365 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.71% | 110,996 | +488 | +0.44% | $3,022,433 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 0.70% | 44,604 | +8,206 | +22.55% | $2,978,209 |
| WALMART INC | WMT | Consumer Defensive | 0.67% | 23,095 | -252 | -1.08% | $2,870,288 |
| INVESCO ACTIVELY MANAGED EXC | ICLO | Other | 0.67% | 111,054 | +111,054 | +100.00% | $2,832,986 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.65% | 65,449 | -1,195 | -1.79% | $2,784,214 |
| SPDR SERIES TRUST | SPYV | Other | 0.61% | 45,692 | -1,487 | -3.15% | $2,585,276 |
| WISDOMTREE TR | DES | Other | 0.60% | 71,231 | +36,385 | +104.42% | $2,560,042 |
| VANGUARD INDEX FDS | VTI | Other | 0.59% | 7,817 | +201 | +2.64% | $2,507,624 |
| SPDR SERIES TRUST | SPMD | Other | 0.58% | 42,014 | -12,959 | -23.57% | $2,488,069 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 0.58% | 100,206 | +16,798 | +20.14% | $2,484,107 |
| VANECK ETF TRUST | XMPT | Other | 0.57% | 113,437 | +19,240 | +20.43% | $2,438,896 |
| INVESCO QQQ TR | QQQ | Other | 0.57% | 4,189 | -82 | -1.92% | $2,417,838 |
| VANECK ETF TRUST | MLN | Other | 0.57% | 138,150 | +21,015 | +17.94% | $2,409,336 |
| ISHARES TR | TFLO | Other | 0.55% | 46,158 | +3,668 | +8.63% | $2,336,998 |
| ARISTA NETWORKS INC | ANET | Other | 0.50% | 17,345 | +260 | +1.52% | $2,129,619 |
| SPDR INDEX SHS FDS | GWX | Other | 0.49% | 49,716 | -12,384 | -19.94% | $2,099,507 |
| ENBRIDGE INC | ENB | Energy | 0.49% | 38,384 | +4 | +0.01% | $2,078,083 |
| ISHARES TR | IWP | Other | 0.48% | 15,942 | -667 | -4.02% | $2,042,502 |
| ETFIS SER TR I | NFLT | Other | 0.48% | 89,127 | +13,979 | +18.60% | $2,027,636 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.47% | 7,998 | -4,029 | -33.50% | $2,004,139 |
| FIRST TR EXCHANGE TRADED FD | MDIV | Other | 0.45% | 117,910 | +2,424 | +2.10% | $1,906,605 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.43% | 18,817 | -12,928 | -40.72% | $1,851,214 |
| DOMINION ENERGY INC | D | Utilities | 0.43% | 29,841 | +357 | +1.21% | $1,844,788 |
| VIRTUS ETF TR II | JOET | Other | 0.43% | 45,698 | -1,699 | -3.58% | $1,829,291 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.43% | 28,434 | -1,931 | -6.36% | $1,822,057 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.43% | 53,278 | +1,330 | +2.56% | $1,809,839 |
| JANUS DETROIT STR TR | JBBB | Other | 0.42% | 38,479 | -3,608 | -8.57% | $1,793,291 |
| VANECK ETF TRUST | ANGL | Other | 0.41% | 61,369 | -2,279 | -3.58% | $1,762,525 |
| INTEL CORP | INTC | Technology | 0.41% | 39,233 | -11,122 | -22.09% | $1,731,348 |
| CHEVRON CORPORATION | CVX | Energy | 0.39% | 7,942 | +300 | +3.93% | $1,643,247 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.38% | 14,531 | -206 | -1.40% | $1,609,736 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.37% | 19,600 | +8,655 | +79.08% | $1,579,368 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.36% | 20,294 | +6,482 | +46.93% | $1,525,912 |
| ONEOK INC NEW | OKE | Energy | 0.35% | 16,620 | +45 | +0.27% | $1,502,276 |
| TESLA INC | TSLA | Consumer Cyclical | 0.35% | 4,005 | -289 | -6.73% | $1,488,859 |
| ABBVIE INC | ABBV | Healthcare | 0.35% | 6,818 | +159 | +2.39% | $1,482,850 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.34% | 10,847 | +43 | +0.40% | $1,441,599 |
| ISHARES TR | QUAL | Other | 0.33% | 7,424 | -2,249 | -23.25% | $1,423,998 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.33% | 4,363 | +116 | +2.73% | $1,422,033 |
| ISHARES TR | IEFA | Other | 0.33% | 15,652 | +8,107 | +107.45% | $1,416,976 |
| ISHARES GOLD TR | IAU | Other | 0.31% | 14,780 | -760 | -4.89% | $1,303,005 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.30% | 13,579 | +6,325 | +87.19% | $1,272,895 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.29% | 12,346 | +7,708 | +166.19% | $1,232,872 |
| ISHARES TR | IUSG | Other | 0.29% | 7,947 | +4,188 | +111.41% | $1,232,659 |
| PIMCO ETF TR | LONZ | Other | 0.29% | 24,885 | +2,137 | +9.39% | $1,228,791 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.29% | 24,110 | +4,243 | +21.36% | $1,220,199 |
| SHOPIFY INC | SHOP | Technology | 0.28% | 10,098 | +5,160 | +104.50% | $1,197,825 |
| PROSHARES TR | NOBL | Other | 0.28% | 11,124 | +542 | +5.12% | $1,179,293 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.27% | 23,318 | -44,223 | -65.48% | $1,170,562 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.27% | 11,934 | +504 | +4.41% | $1,165,809 |
| INVESCO EXCH TRADED FD TR II | GOVI | Other | 0.27% | 42,380 | -100,863 | -70.41% | $1,156,120 |
| AMGEN INC | AMGN | Healthcare | 0.27% | 3,222 | -5,269 | -62.05% | $1,133,588 |
| PACER FDS TR | COWZ | Other | 0.26% | 18,002 | +135 | +0.76% | $1,126,174 |
| LINDE PLC | LIN | Other | 0.26% | 2,271 | +35 | +1.57% | $1,125,871 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.26% | 33,733 | -11,620 | -25.62% | $1,125,657 |
| EXXON MOBIL CORP | XOM | Energy | 0.26% | 6,522 | +78 | +1.21% | $1,106,503 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.25% | 3,210 | +1,922 | +149.22% | $1,084,820 |
| ALLSTATE CORP | ALL | Financial Services | 0.25% | 5,169 | +76 | +1.49% | $1,071,664 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.25% | 36,391 | +5,091 | +16.27% | $1,060,070 |
| LEGG MASON ETF INVT | LVHI | Other | 0.25% | 25,934 | +12,730 | +96.41% | $1,051,364 |
| VANGUARD INDEX FDS | VOO | Other | 0.25% | 1,746 | +69 | +4.11% | $1,043,402 |