Total Clarity Wealth Management, Inc.

CIK

1804909

Location

ST. CHARLES, IL

Portfolio Value

Small $515,599,061

Diversification

Diversified

Filing Date

Global Rank

#3,759 / 8,794 ▲ 37 · as of Jun 2026

Top Industry

Asset Management 13.4%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

238 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.1%

+0.5 pts

Top 5

26.3%

+3.2 pts

Top 10

39.2%

+2.1 pts

HHI

237

Diversified+16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.5%	$343,118,069	70
Financial Services	8.8%	$45,209,537	25
Technology	8.4%	$43,507,160	38
Industrials	3.9%	$20,102,621	25
Healthcare	2.5%	$12,995,164	19
Consumer Cyclical	2.5%	$12,889,948	13
Communication Services	2.5%	$12,872,074	10
Consumer Defensive	1.8%	$9,063,427	13
Energy	1.3%	$6,746,440	7
Utilities	0.9%	$4,817,237	10
Basic Materials	0.6%	$3,311,254	5
Real Estate	0.2%	$966,130	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+194,893	741,230	$41,744,545
BAB	Invesco Taxable Municipal Bond ETF	+193,694	236,074	$8,283,148
AIRR	First Trust RBA American Industrial Renaissance ETF	+159,383	433,005	$21,435,627
JA	Janus Henderson AA-A CLO ETF	+106,374	298,553	$14,994,463
—		+100,041	333,849	$19,048,980
FCAL	First Trust California Municipal High income ETF	+70,362	101,989	$2,228,990
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+66,320	256,328	$8,802,303
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+59,937	200,025	$11,934,345
AFGR	First Trust Active Factor Large Cap Growth ETF	+53,452	238,069	$5,923,156
DJT	Trump Media & Technology Group Corp.	+47,142	95,728	$740,934
ACSG	American Century Small Cap Growth Insights ETF	+37,315	74,660	$7,904,517
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+33,384	269,240	$31,670,031
CGCB	Capital Group Core Bond ETF	+32,304	463,384	$12,558,581
CLF	Cleveland-Cliffs Inc.	+26,092	100,513	$837,397
IVZ	Invesco Ltd.	+25,188	209,373	$21,553,626
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	+24,194	50,128	$2,034,444
CGGR	Capital Group Growth ETF	+21,230	172,323	$8,133,645
FLO	Flowers Foods Inc	+19,789	71,601	$565,647
BUYZ	Franklin Disruptive Commerce ETF	+17,746	170,456	$4,493,721
HMC	Honda Motor Co Ltd	+17,494	37,330	$1,012,016
VZ	Verizon Communications Inc	+17,227	40,545	$1,716,675
AIG	American International Group, Inc.	+15,144	27,865	$1,746,568
DVND	Touchstone Dividend Select ETF	+13,034	56,603	$1,429,791
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+9,842	104,840	$6,119,919
ABI	VictoryShares Pioneer Asset-Based Income ETF	+9,762	82,012	$10,947,227
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	−107,139	24,901	$2,743,784
INCO	Columbia India Consumer ETF	−93,323	45,791	$2,421,428
CWI	State Street SPDR MSCI ACWI ex-US ETF	−87,815	113,827	$5,380,256
DVVY	Invesco Diversified Dividend Opportunities ETF	−64,991	401,993	$13,965,310
AMZA	InfraCap MLP ETF	−39,334	49,793	$1,142,749
INTC	Intel Corp	−32,263	6,970	$973,221
BILZ	PIMCO Ultra Short Government Active ETF	−23,668	15,165	$1,144,953
PFE	Pfizer Inc	−22,589	12,728	$306,490
AAAP	Pacer Barings CLO Market Flex ETF	−21,171	43,228	$2,152,388
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	−14,105	24,195	$509,304
D	Dominion Energy, Inc	−12,651	17,190	$1,173,905
RDW	Redwire Corp	−10,572	45,078	$551,303
VB	Vanguard Morningstar Small-Cap ETF	−10,328	35,435	$9,695,963
AGNG	Global X Funds Global X Aging Population ETF	−9,515	14,797	$831,735
ANET	Arista Networks, Inc.	−8,390	8,955	$1,521,275
AFK	VanEck Africa Index ETF	−7,796	307,727	$7,813,151
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−7,442	221,769	$11,439,114
CGDV	Capital Group Dividend Value ETF	−6,689	58,760	$2,895,692
GOOGL	Alphabet Inc.	−6,559	14,741	$5,255,600
NVDA	Nvidia Corp	−5,854	30,951	$6,192,985
ABVX	Abivax S.A.	−5,690	1,720	$229,207
ENB	Enbridge Inc	−5,562	32,822	$1,779,280
IONQ	IonQ, Inc.	−5,340	10,353	$551,400
CAAA	First Trust AAA CMBS ETF	−5,166	18,035	$763,067
OKE	Oneok Inc /New/	−4,754	11,866	$1,031,630
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	6,496	$1,109,906
TTD	Trade Desk, Inc.	77,109	$1,056,609
CHWY	Chewy, Inc.	58,950	$968,817
CRWD	CrowdStrike Holdings, Inc.	1,195	$911,952
LRCX	Lam Research Corp	1,404	$608,395
JBS	Jbs N.V.	52,736	$605,271
MRVL	Marvell Technology, Inc.	2,024	$602,929
AMAT	Applied Materials Inc /De	828	$598,644
NEE	Nextera Energy Inc	6,485	$569,188
CLX	Clorox Co /De/	5,763	$550,020
UNH	Unitedhealth Group Inc	1,312	$545,306
PLD	Prologis, Inc.	3,939	$533,616
ALAB	Astera Labs, Inc.	1,089	$526,008
STRL	Sterling Infrastructure, Inc.	625	$524,600
TER	Teradyne, Inc	1,020	$493,516
TMO	Thermo Fisher Scientific Inc.	952	$477,294
ARM	Arm Holdings PLC /Uk	1,315	$466,259
HRL	Hormel Foods Corp /De/	18,555	$460,535
ZBH	Zimmer Biomet Holdings, Inc.	5,173	$445,343
FNLC	First Bancorp, Inc /ME/	12,566	$437,548
MAR	Marriott International Inc /Md/	1,122	$415,801
STLA	Stellantis N.V.	71,601	$410,989
FCX	Freeport-Mcmoran Inc	6,514	$409,665
EAT	Brinker International, Inc	2,373	$398,664
GLW	Corning Inc /Ny	1,545	$394,639
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
STNG	Scorpio Tankers Inc.	12,927	$965,129
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	6,155	$706,778
DXYZ	Destiny Tech100 Inc.	20,252	$542,348
GRC	Gorman Rupp Co	7,600	$472,188
ELV	Elevance Health, Inc.	1,483	$434,148
ET	Energy Transfer LP	20,048	$386,926
HPE	Hewlett Packard Enterprise Co	14,142	$336,721
DYTA	SGI Dynamic Tactical ETF	4,667	$307,881
DRS	Leonardo DRS, Inc.	6,655	$296,280
T	At&T Inc.	9,657	$279,956
TMDX	TransMedics Group, Inc.	2,322	$230,830
KNSL	Kinsale Capital Group, Inc.	671	$229,253
EME	EMCOR Group, Inc.	297	$219,278
KRP	Kimbell Royalty Partners, LP	12,500	$180,875
—		3,950	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

238 tracked positions · $515,599,061 total · filing declares 368 positions · $514,653,592 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 238 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	741,230	+194,893	$41,744,545	+38.2%	8.10%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	269,240	+33,384	$31,670,031	—	6.14%
IVZ	Invesco Ltd. Financial Services	Added	209,373	+25,188	$21,553,626	+25.7%	4.18%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	433,005	+159,383	$21,435,627	+68.1%	4.16%
		Added	333,849	+100,041	$19,048,980	+19.3%	3.69%
JA	Janus Henderson AA-A CLO ETF	Added	298,553	+106,374	$14,994,463	+57.3%	2.91%
DVVY	Invesco Diversified Dividend Opportunities ETF	Reduced	401,993	-64,991	$13,965,310	−12.2%	2.71%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	255,669	-148	$13,007,515	+12.1%	2.52%
CGCB	Capital Group Core Bond ETF	Added	463,384	+32,304	$12,558,581	+8.4%	2.44%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	200,025	+59,937	$11,934,345	+46.6%	2.31%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	221,769	-7,442	$11,439,114	+1.1%	2.22%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	82,012	+9,762	$10,947,227	+29.3%	2.12%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	252,045	-2,510	$10,653,880	+9.4%	2.07%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	35,435	-10,328	$9,695,963	−14.7%	1.88%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	256,328	+66,320	$8,802,303	+46.4%	1.71%
BAB	Invesco Taxable Municipal Bond ETF	Added	236,074	+193,694	$8,283,148	+616.5%	1.61%
CGGR	Capital Group Growth ETF	Added	172,323	+21,230	$8,133,645	+33.9%	1.58%
ACSG	American Century Small Cap Growth Insights ETF	Added	74,660	+37,315	$7,904,517	+142.6%	1.53%
AFK	VanEck Africa Index ETF	Reduced	307,727	-7,796	$7,813,151	+2.9%	1.52%
AAPL	Apple Inc. Technology	Reduced	24,480	-1,804	$7,083,532	+6.2%	1.37%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,770	+6,966	$6,890,370	+0.6%	1.34%
NVDA	Nvidia Corp Technology	Reduced	30,951	-5,854	$6,192,985	−3.5%	1.20%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	104,840	+9,842	$6,119,919	+13.3%	1.19%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	238,069	+53,452	$5,923,156	+29.5%	1.15%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	113,827	-87,815	$5,380,256	−40.2%	1.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,741	-6,559	$5,255,600	−14.2%	1.02%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,612	+3,754	$5,110,275	+46.5%	0.99%
CAT	Caterpillar Inc Industrials	Reduced	4,389	-176	$4,673,846	+44.5%	0.91%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,149	-198	$4,591,888	+11.2%	0.89%
BUYZ	Franklin Disruptive Commerce ETF	Added	170,456	+17,746	$4,493,721	+11.4%	0.87%
MSFT	Microsoft Corp Technology	Reduced	8,915	-1,744	$3,325,473	−15.7%	0.64%
IBM	International Business Machines Corp Technology	Added	11,369	+9,426	$3,197,076	+578.8%	0.62%
		Reduced	18,643	-672	$3,156,287	+13.5%	0.61%
WMT	Walmart Inc. Consumer Defensive	Added	27,041	+3,946	$3,062,663	+6.7%	0.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,848	-2,796	$3,062,192	−6.0%	0.59%
CGDV	Capital Group Dividend Value ETF	Reduced	58,760	-6,689	$2,895,692	+4.0%	0.56%
BNDW	Vanguard Total World Bond ETF	Reduced	24,901	-107,139	$2,743,784	−67.3%	0.53%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Added	5,166	+977	$2,704,000	+11.8%	0.52%
GLD	Spdr Gold Trust	Reduced	7,260	-253	$2,674,438	−17.3%	0.52%
LLY	ELI LILLY & Co Healthcare	Added	2,112	+1,169	$2,533,196	+192.1%	0.49%
INCO	Columbia India Consumer ETF	Reduced	45,791	-93,323	$2,421,428	−57.3%	0.47%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	11,920	+1,073	$2,264,036	+57.1%	0.44%
FCAL	First Trust California Municipal High income ETF	Added	101,989	+70,362	$2,228,990	+174.9%	0.43%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,297	+1,292	$2,227,918	+49.6%	0.43%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	43,228	-21,171	$2,152,388	−27.4%	0.42%
XOM	ExxonMobil Holdings Corp Energy	Added	15,466	+8,944	$2,114,511	+91.1%	0.41%
UPS	United Parcel Service Inc Industrials	Added	18,973	+156	$2,039,597	+10.2%	0.40%
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	Added	50,128	+24,194	$2,034,444	+93.5%	0.39%
VRT	Vertiv Holdings Co Industrials	Reduced	6,033	-1,965	$2,019,969	+0.8%	0.39%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	28,021	-413	$1,996,496	+9.6%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.