Total Clarity Wealth Management, Inc.
Q3 2026 13F filing
Updated 10 days ago380 disclosed positions worth $517.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $25.1M | 279.3K | 4.84% | Trimmed(-12.0%) |
| 2 | N JANUS DETROIT STR TR | $19M | 375.9K | 3.66% | Added(+37.6%) |
| 3 | B BERKSHIRE HATHAWAY INC DEL | $13.2M | 26.4K | 2.54% | Added(+92.0%) |
| 4 | F FIRST TR EXCHANGE TRADED FD | $9.7M | 123.9K | 1.87% | Trimmed(-22.8%) |
| 5 | S SPDR SERIES TRUST | $9.4M | 94.7K | 1.82% | Added(+62.3%) |
| 6 | S SPDR SERIES TRUST | $8.8M | 360.4K | 1.70% | Added(+3.5%) |
| 7 | C CAPITAL GROUP GROWTH ETF | $8.3M | 174.1K | 1.60% | Added(+1.1%) |
| 8 | A APPLE INC | $8.1M | 24.2K | 1.56% | Trimmed(-1.0%) |
| 9 | ? N/A INVESCO EXCH TRD SLF IDX FD | $8M | 238.6K | 1.54% | Trimmed(-6.9%) |
| 10 | S SPDR INDEX SHS FDS | $7.6M | 152.2K | 1.48% | Added(+199.3%) |
| 11 | E INVESCO EXCH TRADED FD TR II | $7.6M | 24.9K | 1.46% | Trimmed(-25.4%) |
| 12 | S SCHWAB STRATEGIC TR | $7.3M | 135.1K | 1.40% | Added(+0.5%) |
| 13 | N NVIDIA CORPORATION | $6.9M | 30.0K | 1.32% | Trimmed(-3.0%) |
| 14 | I INVESCO ACTIVELY MANAGED EXC | $6.6M | 147.6K | 1.27% | Added(+4.5%) |
| 15 | G COLUMBIA ETF TR II | $6.6M | 127.6K | 1.27% | Added(+178.7%) |
| 16 | E ISHARES TR | $6.4M | 51.0K | 1.23% | Trimmed(-0.2%) |
| 17 | V VANGUARD INTL EQUITY INDEX F | $6.3M | 40.8K | 1.22% | — |
| 18 | M MICROSOFT CORP | $6.2M | 12.0K | 1.19% | Added(+35.1%) |
| 19 | I INVESCO EXCH TRADED FD TR II | $6M | 46.5K | 1.15% | Added(+2.1%) |
| 20 | B WISDOMTREE TR | $5.6M | 112.1K | 1.09% | Trimmed(-10.7%) |
| 21 | S SPDR SERIES TRUST | $5.1M | 112.7K | 0.99% | Trimmed(-58.7%) |
| 22 | J JPMORGAN CHASE & CO | $5M | 15.0K | 0.96% | Trimmed(-3.6%) |
| 23 | ? N/A INVESCO EXCH TRADED FD TR II | $4.9M | 195.6K | 0.95% | Added(+4.4%) |
| 24 | F FIRST TR EXCHANGE-TRADED FD | $4.8M | 96.8K | 0.92% | Added(+0.0%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $4.7M | 104.8K | 0.90% | Added(+0.1%) |
| 26 | S STATE STR SPDR S&P 500 ETF T | $4.6M | 6.0K | 0.89% | Trimmed(-1.8%) |
| 27 | V VANGUARD INDEX FDS | $4.4M | 19.0K | 0.85% | Added(+4.0%) |
| 28 | F FIRST TR EXCHNG TRADED FD VI | $4.3M | 180.7K | 0.83% | Trimmed(-24.1%) |
| 29 | E ISHARES TR | $4.2M | 5.5K | 0.82% | Trimmed(-0.3%) |
| 30 | G ALPHABET INC | $4M | 11.6K | 0.77% | Trimmed(-0.9%) |
| 31 | C CAPITAL GROUP DIVIDEND VALUE | $4M | 80.9K | 0.76% | Added(+37.7%) |
| 32 | ? N/A J P MORGAN EXCHANGE TRADED F | $3.7M | 50.0K | 0.71% | Added(+3.2%) |
| 33 | C CAPITAL GRP FIXED INCM ETF T | $3.5M | 134.2K | 0.67% | Trimmed(-13.9%) |
| 34 | C CAPITAL GRP FIXED INCM ETF T | $3.5M | 134.9K | 0.67% | Unchanged |
| 35 | A AMAZON COM INC | $3.4M | 13.7K | 0.66% | Added(+7.0%) |
| 36 | G SPDR GOLD TR | $3.3M | 8.7K | 0.64% | Added(+19.6%) |
| 37 | ? N/A INVESCO ACTIVELY MANAGED EXC | $3.3M | 127.2K | 0.63% | Added(+8.8%) |
| 38 | I INVESCO EXCH TRADED FD TR II | $2.9M | 41.3K | 0.56% | Added(+3.5%) |
| 39 | T TESLA INC | $2.9M | 8.2K | 0.56% | Added(+54.2%) |
| 40 | C CATERPILLAR INC | $2.9M | 3.6K | 0.56% | Trimmed(-19.1%) |
| 41 | ? N/A AMERICAN CENTY ETF TR | $2.9M | 24.4K | 0.56% | Added(+0.6%) |
| 42 | B WISDOMTREE TR | $2.7M | 71.6K | 0.52% | Added(+0.5%) |
| 43 | S SPDR SERIES TRUST | $2.7M | 44.0K | 0.52% | Trimmed(-0.4%) |
| 44 | Q INVESCO QQQ TR | $2.7M | 3.6K | 0.51% | Added(+140.0%) |
| 45 | W WALMART INC | $2.7M | 25.6K | 0.51% | Trimmed(-5.3%) |
| 46 | ? N/A AMERICAN CENTY ETF TR | $2.6M | 27.7K | 0.50% | Added(+1.1%) |
| 47 | L ELI LILLY & CO | $2.5M | 2.1K | 0.48% | Added(+1.7%) |
| 48 | M SPDR INDEX SHS FDS | $2.5M | 54.5K | 0.48% | Added(+2.8%) |
| 49 | C CAPITAL GRP FIXED INCM ETF T | $2.5M | 94.4K | 0.48% | Trimmed(-45.3%) |
| 50 | ? N/A INVESCO ACTIVELY MANAGED EXC | $2.5M | 98.7K | 0.48% | Trimmed(-13.4%) |