13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001804909
Total reported value
$514.7M
$514.7M
267 檔
7.6%
According to the latest 13F quarterly dataset, Total Clarity Wealth Management, Inc. managed an equity portfolio of $514.7M at the end of Q1 2024, spanning 267 distinct U.S. exchange-listed positions.
During Q1 2024, Total Clarity Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.54% | -0.39% | -8.39% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.61% | -0.05% | +5.60% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.30% | +0.08% | +19.12% | |
| 4 | VRIG | Invesco Variable Rate Invest | ETF-Other | 2.08% | -0.49% | +31.59% | |
| 5 | BSCW | Invesco Bulletshares 2032 Cb | ETF-Other | 2.07% | — | +13.15% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.99% | -0.08% | +4.34% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.28% | +7.73% | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.78% | +0.02% | +25.39% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.76% | -0.19% | -5.58% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.63% | -0.09% | +23.54% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.44% | +0.05% | NEW | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.43% | -0.07% | +9.89% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | -0.44% | +23.19% | |
| 14 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.29% | -0.04% | +45.04% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.28% | -0.15% | -32.82% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.23% | +0.55% | -5.55% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | -0.31% | +6.57% | |
| 18 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 1.16% | -0.05% | +60.73% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.07% | +42.75% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.11% | — | +36.10% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.10% | -0.84% | EXIT | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.17% | +4.78% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.01% | -0.06% | +1071.62% | |
| 24 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.01% | -0.11% | +0.03% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.98% | -0.04% | +2.68% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | +0.57% | +27.65% | |
| 27 | DOW | Dow Inc | Stock-Materials | 0.91% | — | -16.84% | |
| 28 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.90% | -1.38% | EXIT | |
| 29 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.84% | +0.21% | +76.52% | |
| 30 | CSWC | Capital Southwest CORP | Stock-Other | 0.84% | — | +3.30% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | -0.04% | +5.10% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.81% | +0.06% | +1.42% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | -0.14% | +37.91% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.17% | +19.13% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-Other | 0.76% | +0.58% | +105.19% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | — | +0.70% | |
| 37 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.75% | -0.29% | +4.45% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.70% | — | -2.98% | |
| 39 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.69% | -0.08% | +26.31% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.63% | — | -20.83% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | -0.04% | +23.08% | |
| 42 | AIRR | First Trust Rba American Ind | ETF-Other | 0.60% | -0.06% | +18.75% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.60% | — | -11.86% | |
| 44 | SPBC | Simplify US Eqty Pl Bitcoin | ETF-Crypto | 0.59% | — | — | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.58% | -0.01% | +98.03% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | +0.05% | -1.71% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.15% | -1.24% | |
| 48 | ENB | Enbridge Inc | Stock-Energy | 0.55% | -0.14% | -2.85% | |
| 49 | DFIC | Dimensional International Co | ETF-Other | 0.55% | — | +4.02% | |
| 50 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.53% | — | +0.88% |
According to official SEC Form 13F filings, Total Clarity Wealth Management, Inc. reported a total U.S. public equity portfolio value of $514.7M across 267 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, IWF, UCON) accounted for 7.6% of total reported equity market value during Q1 2024.
During Q1 2024, Total Clarity Wealth Management, Inc.'s top holdings by market value included USFR (4.5%)、IWF (2.6%)、UCON (2.3%). The largest single position, USFR, represented 4.5% of total portfolio value.
In Q1 2024, Total Clarity Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.