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CIK: 0001804909
Total reported value
$517.8M
$517.8M
361 檔
15.0%
The Q2 2026 SEC filing reveals that Total Clarity Wealth Management, Inc. held a total portfolio value of $517.8M, covering 361 public equity positions.
In Q2 2026, Total Clarity Wealth Management, Inc. displayed an active expansion posture, initiating 58 new positions and adding to 80 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, JAAA, SPYD) accounted for 15.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPLV
市值: $3.0M
Top Position Liquidated / Trimmed
VGLT
前期市值: $5.9M
Showing top 200 holdings (of 361 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.42% | -0.58% | +31.84% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.68% | +0.98% | +77.78% | |
| 3 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 2.53% | -1.54% | +102.89% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 2.53% | -0.66% | +31.61% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.96% | -0.50% | +32.40% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.73% | -0.03% | +78.39% | |
| 7 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-Other | 1.71% | -0.17% | +34.90% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 1.58% | +0.02% | +14.05% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.38% | +0.02% | +1.26% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.38% | +0.18% | -6.86% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | +1.24% | +102.53% | |
| 12 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.29% | -0.02% | +57.37% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.23% | — | +300.00% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.23% | -0.14% | -8.41% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.12% | -15.91% | |
| 16 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.15% | -0.32% | +28.95% | |
| 17 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.13% | +0.02% | -42.15% | |
| 18 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.13% | +0.69% | -39.66% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.03% | +31.66% | |
| 20 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 0.99% | -0.04% | +342.29% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.97% | -0.97% | EXIT | |
| 22 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.92% | -0.44% | +55.52% | |
| 23 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.92% | — | +12.51% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | -0.35% | -3.86% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.90% | — | +0.05% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | — | -3.12% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.86% | -0.01% | -40.68% | |
| 28 | CGMU | Cap Group Municipal Income | ETF-Other | 0.83% | -0.16% | -13.26% | |
| 29 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.81% | -0.81% | EXIT | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.04% | -36.78% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.01% | +14.35% | |
| 32 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.73% | -0.02% | +8.54% | |
| 33 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.69% | -0.02% | -3.91% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | +0.54% | -16.36% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | -0.35% | +485.13% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.09% | +17.09% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.06% | -17.87% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | -0.03% | +1082.08% | |
| 39 | XMPT | Vaneck Cef Muni Income ETF | ETF-Other | 0.58% | -0.15% | +18.75% | |
| 40 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 0.58% | +0.05% | +5.22% | |
| 41 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.58% | -0.02% | — | |
| 42 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.58% | -0.12% | +17.67% | |
| 43 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.56% | -0.04% | — | |
| 44 | CGDV | Cap Group Dividend Value | ETF-Other | 0.56% | +0.20% | -10.22% | |
| 45 | MDIV | Ft Multi-asset Divers Inc | ETF-Other | 0.56% | -0.10% | +47.53% | |
| 46 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.56% | -0.21% | +526.50% | |
| 47 | VRIG | Invesco Variable Rate Invest | ETF-Other | 0.56% | -0.08% | -35.96% | |
| 48 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.55% | -0.12% | +14.68% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | -0.02% | +23.32% | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | — | -3.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.1% | +31.84% | Add |
| 2 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +1.1% | +102.89% | Add |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.9% | +77.78% | Add |
| 4 | GOVI | Invesco Equal Weight 0-30 Yr | +0.7% | +342.29% | Add |
| 5 | RDVY | First Trust Rising Dividend | +0.6% | +31.61% | Add |
| 6 | SPLV | Invesco S&p 500 Low Volatili | +0.6% | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +102.53% | Add |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | +0.6% | +78.39% | Add |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.6% | +32.40% | Add |
| 10 | AVUV | Avantis US Small Cap Value | +0.5% | +1082.08% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.5% | +485.13% | Add |
| 12 | SDVY | First Trust Smid Cap Rising | +0.5% | +526.50% | Add |
| 13 | IDMO | Invesco S&p International De | +0.4% | +649.00% | Add |
| 14 | JPIB | Jpmorgan Intl Bnd ETF | +0.3% | +206.97% | Add |
| 15 | IMFL | Invesco Int Dvlp Dyn Multi | +0.3% | +34.90% | Add |
| 16 | GTO | Invesco Total Return Bond Et | +0.3% | +57.37% | Add |
| 17 | LLY | Eli Lilly & Co | +0.3% | +123.97% | Add |
| 18 | XMMO | Invesco S&p Midcap Momentum | +0.3% | +128.94% | Add |
| 19 | FPE | Ft-preferred Secur & Inc ETF | +0.3% | +514.75% | Add |
| 20 | IPKW | Invesco International Buybac | +0.2% | +288.50% | Add |
| 21 | ✓ | +0.2% | NEW | New buy | |
| 22 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +55.52% | Add |
| 23 | TTD | Trade Desk Inc/the -class A | +0.2% | NEW | New buy |
| 24 | CHWY | Chewy Inc - Class A | +0.2% | NEW | New buy |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | New buy |
| 26 | JPM | Jpmorgan Chase & Co | +0.2% | +31.66% | Add |
| 27 | AMD | Advanced Micro Devices | +0.2% | +73.10% | Add |
| 28 | CGGR | Cap Group Growth Equity | +0.2% | +14.05% | Add |
| 29 | CAT | Caterpillar Inc | +0.2% | -3.86% | Trim |
| 30 | XOM | Exxon Mobil CORP | +0.2% | +137.14% | Add |
| 31 | LVHI | Franklin International Low V | +0.2% | +93.29% | Add |
| 32 | AVEM | Avantis Emerging Markets Eq | +0.1% | +40.07% | Add |
| 33 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +82.54% | Add |
| 34 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +27.94% | Add |
| 35 | IVE | Ishares S&p 500 Value ETF | +0.1% | NEW | New buy |
| 36 | AIG | American International Group | +0.1% | +119.05% | Add |
| 37 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 38 | JBS | Jbs N.v. | +0.1% | NEW | New buy |
| 39 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 40 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 41 | MDIV | Ft Multi-asset Divers Inc | +0.1% | +47.53% | Add |
| 42 | NEE | Nextera Energy Inc | +0.1% | NEW | New buy |
| 43 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 44 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 45 | GE | General Electric | +0.1% | +52.95% | Add |
| 46 | PLD | Prologis Inc | +0.1% | NEW | New buy |
| 47 | ALAB | Astera Labs Inc | +0.1% | NEW | New buy |
| 48 | STRL | Sterling Infrastructure Inc | +0.1% | NEW | New buy |
| 49 | TER | Teradyne Inc | +0.1% | NEW | New buy |
| 50 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +53.05% | Add |
According to official SEC Form 13F filings, Total Clarity Wealth Management, Inc. reported a total U.S. public equity portfolio value of $517.8M across 361 disclosed positions in Q2 2026.
During Q2 2026, Total Clarity Wealth Management, Inc.'s top holdings by market value included SPYM (5.4%)、JAAA (2.7%)、SPYD (2.5%). The largest single position, SPYM, represented 5.4% of total portfolio value.
In Q2 2026, Total Clarity Wealth Management, Inc. made 199 total portfolio adjustments, initiating 58 new buys, adding to 80 positions, trimming 43 holdings, and fully liquidating 18 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.
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