Total Clarity Wealth Management, Inc.

CIK

1804909

Location

ST. CHARLES, IL

Portfolio Value

Small $162,142,459

Diversification

Diversified

Filing Date

Global Rank

#2,200 / 4,581 ▲ 2757

Top Industry

Semiconductors 10.6%

3Y Alpha vs SPY

-1.7%

Period ended 38 days ago

Filed Jul 23, 2026 · 15d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+69.3%

SPY

+77.0%

Annualised alpha

-1.8%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

4.4%

−1.0 pts

Top 5

18.5%

−5.3 pts

Top 10

30.2%

−7.0 pts

HHI

148

Diversified−58

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.9%	$41,920,870	38
Financial Services	14.5%	$23,493,691	23
Industrials	12.4%	$20,102,621	25
Unclassified	8.3%	$13,394,125	7
Consumer Cyclical	8.1%	$13,079,498	13
Healthcare	8.0%	$12,995,164	19
Communication Services	7.5%	$12,125,932	10
Consumer Defensive	5.6%	$9,083,077	13
Energy	4.2%	$6,746,440	7
Utilities	3.0%	$4,817,237	10
Basic Materials	2.1%	$3,417,674	5
Real Estate	0.6%	$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
DJT	Trump Media & Technology Group Corp.	+47,142	95,728	$740,934
CLF	Cleveland-Cliffs Inc.	+26,092	100,513	$943,817
FLO	Flowers Foods Inc	+19,789	71,601	$565,647
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	$2,076,778
IBM	International Business Machines Corp	+9,426	11,369	$3,197,076
XOM	ExxonMobil Holdings Corp	+8,944	15,466	$2,114,511
BRK-B	Berkshire Hathaway Inc	+6,966	13,770	$6,890,370
KO	Coca Cola Co	+6,722	11,611	$943,625
OVID	Ovid Therapeutics Inc.	+6,436	27,411	$73,735
PALI	Palisade Bio, Inc.	+4,795	31,795	$66,451
GIS	General Mills Inc	+4,215	12,885	$448,398
WMT	Walmart Inc.	+3,946	27,041	$3,062,663
NFLX	Netflix Inc	+3,896	8,447	$603,115
JPM	Jpmorgan Chase & Co	+3,754	15,612	$5,110,275
LNT	Alliant Energy Corp	+3,442	6,812	$519,687
NEM	NEWMONT Corp /DE/	+3,274	6,294	$587,859
UTG	Reaves Utility Income Fund	+2,242	8,432	$343,351
TMUS	T-Mobile US, Inc.	+2,011	3,227	$541,264
EXC	Exelon Corp	+1,730	9,324	$434,684
JNJ	Johnson & Johnson	+1,650	5,699	$1,447,375
RKLB	Rocket Lab Corp	+1,527	5,261	$534,780
ORCL	Oracle Corp	+1,464	5,595	$819,947
NXPI	NXP Semiconductors N.V.	+1,441	2,711	$761,872
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−32,263	6,970	$973,221
PFE	Pfizer Inc	−22,589	12,728	$306,490
D	Dominion Energy, Inc	−12,651	17,190	$1,173,905
RDW	Redwire Corp	−10,572	45,078	$551,303
GOOGL	Alphabet Inc.	−9,626	11,674	$4,171,937
ANET	Arista Networks, Inc.	−8,390	8,955	$1,521,275
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
OKE	Oneok Inc /New/	−4,754	11,866	$1,031,630
BPRE	Bluerock Private Real Estate Fund	−3,680	10,437	$135,785
HON	Honeywell International Inc	−3,115	902	$201,957
AMZN	Amazon Com Inc	−2,796	12,848	$3,062,192
CB	Chubb Ltd	−2,288	2,075	$707,035
BBIO	BridgeBio Pharma, Inc.	−2,260	11,422	$850,710
SHOP	Shopify Inc.	−2,154	7,944	$907,045
CVX	Chevron Corp	−2,129	5,813	$963,562
VRT	Vertiv Holdings Co	−1,965	6,033	$2,019,969
NBIS	Nebius Group N.V.	−1,881	3,510	$969,356
AAPL	Apple Inc.	−1,804	24,480	$7,083,532
MSFT	Microsoft Corp	−1,744	8,915	$3,325,473
BROS	Dutch Bros Inc.	−1,148	10,541	$756,949
APH	Amphenol Corp /De/	−862	5,366	$946,133
SM	SM Energy Co	−840	8,299	$216,603
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
TTD	Trade Desk, Inc.	77,109	$1,394,130
CHWY	Chewy, Inc.	58,950	$1,158,367
SPCX	Space Exploration Technologies Corp	6,496	$1,109,906
JBS	Jbs N.V.	52,736	$624,921
LRCX	Lam Research Corp	1,404	$608,395
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
EQT	EQT Corp	7,277	$386,918
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
STNG	Scorpio Tankers Inc.	12,927	$965,129
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
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
TERN	Terns Pharmaceuticals, Inc.	3,950	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

173 tracked positions · $162,142,459 total · 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 173 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	24,480	-1,804	$7,083,532	+6.2%	4.37%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,770	+6,966	$6,890,370	+0.6%	4.25%
NVDA	Nvidia Corp Technology	Reduced	30,951	-5,854	$6,192,985	−3.5%	3.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,612	+3,754	$5,110,275	+46.5%	3.15%
CAT	Caterpillar Inc Industrials	Reduced	4,389	-176	$4,673,846	+44.5%	2.88%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,149	-198	$4,591,888	+11.2%	2.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,674	-9,626	$4,171,937	−31.9%	2.57%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Added	5,166	+977	$3,804,242	+57.3%	2.35%
MSFT	Microsoft Corp Technology	Reduced	8,915	-1,744	$3,325,473	−15.7%	2.05%
IBM	International Business Machines Corp Technology	Added	11,369	+9,426	$3,197,076	+578.8%	1.97%
WMT	Walmart Inc. Consumer Defensive	Added	27,041	+3,946	$3,062,663	+6.7%	1.89%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,848	-2,796	$3,062,192	−6.0%	1.89%
GLD	Spdr Gold Trust	Reduced	7,260	-253	$2,674,438	−17.3%	1.65%
LLY	ELI LILLY & Co Healthcare	Added	2,112	+1,169	$2,533,196	+192.1%	1.56%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,297	+1,292	$2,227,918	+49.6%	1.37%
XOM	ExxonMobil Holdings Corp Energy	Added	15,466	+8,944	$2,114,511	+91.1%	1.30%
AIG	American International Group, Inc. CALL + SHARES Financial Services	Added	27,865	+15,144	$2,076,778	+117.0%	1.28%
UPS	United Parcel Service Inc Industrials	Added	18,973	+156	$2,039,597	+10.2%	1.26%
VRT	Vertiv Holdings Co Industrials	Reduced	6,033	-1,965	$2,019,969	+0.8%	1.25%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,107	+897	$1,961,379	+80.8%	1.21%
ABBV	AbbVie Inc. Healthcare	Added	7,072	+254	$1,779,598	+20.0%	1.10%
ENB	Enbridge Inc Energy	Reduced	32,822	-5,562	$1,779,280	−14.4%	1.10%
VZ	Verizon Communications Inc Communication Services	Added	40,545	+17,227	$1,716,675	+46.7%	1.06%
ANET	Arista Networks, Inc. Technology	Reduced	8,955	-8,390	$1,521,275	−28.6%	0.94%
JNJ	Johnson & Johnson Healthcare	Added	5,699	+1,650	$1,447,375	+46.2%	0.89%
META	Meta Platforms, Inc. Communication Services	Added	2,512	+784	$1,414,984	+43.1%	0.87%
TTD	Trade Desk, Inc. CALL + SHARES Communication Services	NEW	77,109	NEW	$1,394,130	NEW	0.86%
AVGO	Broadcom Inc. Technology	Added	3,632	+1,089	$1,371,988	+74.3%	0.85%
GE	General Electric Co Industrials	Added	3,498	+1,211	$1,307,307	+101.4%	0.81%
PRU	Prudential Financial Inc Financial Services	Reduced	11,903	-31	$1,284,690	+10.2%	0.79%
ALL	Allstate Corp Financial Services	Reduced	5,156	-13	$1,226,818	+14.5%	0.76%
D	Dominion Energy, Inc Utilities	Reduced	17,190	-12,651	$1,173,905	−36.4%	0.72%
AMGN	Amgen Inc Healthcare	Added	3,223	+1	$1,167,112	+3.0%	0.72%
CHWY	Chewy, Inc. CALL + SHARES Consumer Cyclical	NEW	58,950	NEW	$1,158,367	NEW	0.71%
AMD	Advanced Micro Devices Inc Technology	Added	1,911	+807	$1,110,119	+394.3%	0.68%
SPCX	Space Exploration Technologies Corp Industrials	NEW	6,496	NEW	$1,109,906	NEW	0.68%
LIN	Linde PLC Basic Materials	Reduced	2,118	-153	$1,099,114	−2.4%	0.68%
IAU	Ishares Gold Trust	Reduced	13,982	-798	$1,055,780	−19.0%	0.65%
OKE	Oneok Inc /New/ Energy	Reduced	11,866	-4,754	$1,031,630	−31.3%	0.64%
HMC	Honda Motor Co Ltd Consumer Cyclical	Added	37,330	+17,494	$1,012,016	+109.9%	0.62%
BE	Bloom Energy Corp Industrials	Reduced	3,317	-687	$1,004,055	+85.1%	0.62%
INTC	Intel Corp Technology	Reduced	6,970	-32,263	$973,221	−43.8%	0.60%
NBIS	Nebius Group N.V. Communication Services	Reduced	3,510	-1,881	$969,356	+73.3%	0.60%
CVX	Chevron Corp Energy	Reduced	5,813	-2,129	$963,562	−41.4%	0.59%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,527	+1,041	$953,383	+23.4%	0.59%
APH	Amphenol Corp /De/ Technology	Reduced	5,366	-862	$946,133	−39.9%	0.58%
CLF	Cleveland-Cliffs Inc. CALL + SHARES Basic Materials	Added	100,513	+26,092	$943,817	+50.1%	0.58%
KO	Coca Cola Co Consumer Defensive	Added	11,611	+6,722	$943,625	+153.8%	0.58%
V	Visa Inc. Financial Services	Added	2,727	+1,223	$935,606	+105.8%	0.58%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,626	+725	$926,137	+48.1%	0.57%

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.