Total Clarity Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Total Clarity Wealth Management, Inc. disclosed 361 stock positions valued at approximately $514.61M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, JANUS DETROIT STR TR, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 361
- Portfolio Value
- $514.61M
Holdings by Sector
Total Clarity Wealth Management, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 361 holdings in the latest reporting period.
Total Clarity Wealth Management, Inc. Options Holdings in Q2 2026
| 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 | JBS | JBS | CALL | 2,000 | $4,050 |
Showing 7 of 7 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.