Total Clarity Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Total Clarity Wealth Management, Inc. disclosed 346 stock positions valued at approximately $511.93M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, JANUS DETROIT STR TR, and BERKSHIRE HATHAWAY INC DEL.
- Report Period
- September 30, 2026
- No. of Stocks
- 346
- Portfolio Value
- $511.93M
Holdings by Sector
Total Clarity Wealth Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 4.90% | 279,250 | -38,014 | -11.98% | $25,065,471 |
| JANUS DETROIT STR TR | JAAA | Other | 3.71% | 375,889 | +102,647 | +37.57% | $18,971,110 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.57% | 26,443 | +12,673 | +92.03% | $13,167,262 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.89% | 123,862 | -36,483 | -22.75% | $9,697,168 |
| SPDR SERIES TRUST | BILS | Other | 1.84% | 94,739 | +36,365 | +62.30% | $9,411,372 |
| SPDR SERIES TRUST | SPAB | Other | 1.71% | 360,354 | +12,217 | +3.51% | $8,778,216 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.61% | 174,144 | +1,821 | +1.06% | $8,259,672 |
| APPLE INC | AAPL | Technology | 1.58% | 24,232 | -248 | -1.01% | $8,069,721 |
| INVESCO EXCH TRD SLF IDX FD | IMFL | Other | 1.56% | 238,647 | -17,681 | -6.90% | $7,975,567 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.49% | 152,218 | +101,367 | +199.34% | $7,642,851 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.48% | 24,881 | -8,467 | -25.39% | $7,579,606 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.42% | 135,057 | +603 | +0.45% | $7,259,314 |
| NVIDIA CORPORATION | NVDA | Technology | 1.34% | 30,038 | -913 | -2.95% | $6,860,093 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 1.29% | 147,616 | +6,356 | +4.50% | $6,582,199 |
| COLUMBIA ETF TR II | XCEM | Other | 1.28% | 127,615 | +81,824 | +178.69% | $6,560,678 |
| ISHARES TR | IWF | Other | 1.25% | 51,048 | -112 | -0.22% | $6,394,272 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.24% | 40,797 | +40,797 | +100.00% | $6,333,734 |
| MICROSOFT CORP | MSFT | Technology | 1.21% | 12,049 | +3,134 | +35.15% | $6,179,868 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 1.17% | 46,460 | +937 | +2.06% | $5,978,528 |
| WISDOMTREE TR | USFR | Other | 1.10% | 112,101 | -13,364 | -10.65% | $5,648,781 |
| SPDR SERIES TRUST | SPYD | Other | 1.00% | 112,696 | -160,392 | -58.73% | $5,113,018 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.97% | 15,044 | -568 | -3.64% | $4,977,043 |
| INVESCO EXCH TRADED FD TR II | GOVI | Other | 0.97% | 195,618 | +8,174 | +4.36% | $4,941,315 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.93% | 96,831 | +37 | +0.04% | $4,755,370 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.91% | 104,810 | +108 | +0.10% | $4,658,816 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.90% | 6,041 | -108 | -1.76% | $4,607,411 |
| VANGUARD INDEX FDS | VBR | Other | 0.86% | 18,996 | +739 | +4.05% | $4,388,583 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 0.84% | 180,675 | -57,394 | -24.11% | $4,290,131 |
| ISHARES TR | IVV | Other | 0.83% | 5,521 | -17 | -0.31% | $4,228,360 |
| ALPHABET INC | GOOGL | Communication Services | 0.78% | 11,568 | -106 | -0.91% | $3,980,180 |
Showing 30 of 346 holdings in the latest reporting period.
Total Clarity Wealth Management, Inc. Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | IWM | iShares Russell 2000 ETF | CALL | 13,000 | $3,612,570 |
| Q3 2026 | AIG | American International Group, I | CALL | 4,400 | $327,448 |
| Q3 2026 | BAC | Bank of America Corporation | CALL | 5,000 | $272,150 |
| Q3 2026 | BRK-B | Berkshire Hathaway Inc. New | CALL | 400 | $199,180 |
| Q3 2026 | IBM | International Business Machines | CALL | 900 | $197,937 |
| Q3 2026 | FLO | Flowers Foods, Inc. | CALL | 31,000 | $172,050 |
| Q3 2026 | NFLX | Netflix, Inc. | CALL | 1,500 | $104,370 |
| Q3 2026 | USB | U.S. Bancorp | CALL | 1,500 | $86,640 |
| Q3 2026 | JBS | JBS | CALL | 4,500 | $50,805 |
| Q3 2026 | VZ | Verizon Communications Inc. | CALL | 1,000 | $45,870 |
| Q3 2026 | GAP | Gap, Inc. (The) | CALL | 2,000 | $45,680 |
| Q3 2026 | CLF | Cleveland-Cliffs Inc. | CALL | 4,000 | $44,040 |
| Q3 2026 | PANW | Palo Alto Networks, Inc. | CALL | 100 | $39,731 |
| Q3 2026 | FUN | Six Flags Entertainment Corpora | CALL | 2,000 | $21,420 |
| Q3 2026 | NKE | Nike, Inc. | CALL | 600 | $21,240 |
Showing 15 of 15 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.