TC

Total Clarity Wealth Management, Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$425.8M

Reporting period: 2026-03-31 · Number of holdings: 311

Total Clarity Wealth Management, Inc. disclosed 311 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $425.8M and a quarterly turnover rate of 30.8%.

Personality snowflake

Concentration
3.9
Portfolio Stability
30.81
Momentum/Contrarian
100
Sector conviction
58.14
Diversification
100
Sizing Uniformity
85.73

Recent moves

  • Add SPYM

    +51.7%　$5.7M

  • Add VGLT

    +609.4%　$5.0M

  • Add PKW

    +1179.7%　$3.6M

  • Add BILS

    +49.9%　$3.2M

  • Trim VIOO

    -81.3%　-$3.0M

  • Trim GOVI

    -70.4%　-$2.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth4.33%+1.25%+51.68%
2BILSSs Spdrb B 3-12m T-bill ETFETF-Other2.26%+0.71%+49.92%
3RWLInvesco S&p 500 Revenue ETFETF-Large Cap & Growth2.12%—+3.16%
4RDVYFirst Trust Rising DividendETF-Other1.95%—+2.08%
5JAAAJanus Henderson Aaa Clo ETFETF-Other1.82%-0.58%-21.58%
6USFRWisdomtree Floating Rate TreETF-Other1.62%—+0.05%
7VBRVanguard Small-cap Value ETFETF-Other1.57%-0.50%-23.87%
8AAPLApple INCStock-Tech1.57%—-1.64%
9SPDWSte Str Spdr Pt Dw EU ETFETF-Other1.56%+0.24%+18.67%
10FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other1.53%+0.27%+15.49%
11NVDANvidia CORPStock-Tech1.51%—-0.55%
12SPYDSs Spdr P S&p 500 Hi Div ETFETF-Large Cap & Growth1.44%-0.42%-24.13%
13CGGRCap Group Growth EquityETF-Other1.43%—+6.43%
14IMFLInvesco Int Dvlp Dyn MultiETF-Other1.41%—+4.22%
15QQQMInvesco Nasdaq 100 ETFETF-Tech1.41%—+0.27%
16VGLTVanguard Long-term TreasuryETF-Gov Bonds1.38%+1.18%+609.41%
17XCEMColumbia Em Core Ex-chinaETF-Emerging Markets1.33%+0.14%+8.36%
18IWFIshares Russell 1000 GrowthETF-Other1.28%-0.21%-1.57%
19GOOGLAlphabet Inc-cl AStock-Comm Services1.25%-0.21%-4.04%
20SPABSs Spdr P Agg Bond ETFETF-Other1.17%—-1.67%
21CGMUCap Group Municipal IncomeETF-Other1.15%—+13.23%
22UCONFirst Trust Smith UnconstraiETF-Other1.07%—+1.32%
23DFATDimensional US Target ValueETF-Other1.06%+1.06%NEW
24VRIGInvesco Variable Rate InvestETF-Other1.05%—-2.70%
25GSYInvesco Ultra Short DurationETF-Other1.04%+0.54%+114.07%
26FDLFirst Trust Morn Dvd Lead InETF-Other1.03%+0.23%+15.11%
27GTOInvesco Total Return Bond EtETF-Other0.99%—-6.20%
28SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.97%—-1.46%
29DFACDimensional US Core Equity 2ETF-Other0.96%—+2.44%
30MSFTMicrosoft CORPStock-Tech0.93%-0.34%-1.69%
31PKWInvesco Buyback Achievers EtETF-Other0.91%+0.83%+1179.66%
32CGSMCap Group Short Muni IncomeETF-Other0.87%—+16.44%
33BRK-ABerkshire Hathaway Inc-cl AStock-Other0.84%——
34JPMJpmorgan Chase & CoStock-Financials0.82%—+1.38%
35AMZNAmazon.com INCStock-Consumer Disc0.77%—+2.25%
36BRK-BBerkshire Hathaway Inc-cl BStock-Other0.77%—-2.02%
37CATCaterpillar INCStock-Industrials0.76%+0.15%+4.15%
38GLDSpdr Gold SharesETF-Commodities0.76%—-4.17%
39IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.74%—+0.35%
40CGMSCap Group US Multi-sect BondETF-Other0.71%—+0.44%
41JMEEJPM Sma & Mid Cap En Eq Et-uETF-Other0.70%—+22.55%
42WMTWalmart INCStock-Consumer Staples0.67%—-1.08%
43ICLOInvesco Aaa Clo F/r Note ETFETF-Other0.67%+0.67%NEW
44CGDVCap Group Dividend ValueETF-Other0.65%—-1.79%
45SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.61%—-3.15%
46DESWisdomtree US Smallcap DividETF-Other0.60%+0.32%+104.42%
47VTIVanguard Total Stock Mkt ETFETF-Other0.59%—+2.64%
48SPMDSs Spdr P S&p 400 Midcap ETFETF-Other0.58%-0.19%-23.57%
49FLMIFranklin Dynamic Municipal BETF-Other0.58%—+20.14%
50XMPTVaneck Cef Muni Income ETFETF-Other0.57%—+20.43%
1–50 of 311

Holding changes this quarter

Total Clarity Wealth Management, Inc.'s most significant position changes for 2026-03-31: New buy: Dimensional US Target Value (DFAT); Sold out: Schwab US Dvd Equity ETF (SCHD); New buy: Invesco Aaa Clo F/r Note ETF (ICLO); Sold out: Kinder Morgan INC (KMI); Sold out: Vanguard S&p Small-cap 600 V (VIOV).

Position changes disclosed by Total Clarity Wealth Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SPYMSte Str Spdr Pt S&p 500 ETF+1.3%+51.68%Add
2VGLTVanguard Long-term Treasury+1.2%+609.41%Add
3PKWInvesco Buyback Achievers Et+0.8%+1179.66%Add
4BILSSs Spdrb B 3-12m T-bill ETF+0.7%+49.92%Add
5GSYInvesco Ultra Short Duration+0.5%+114.07%Add
6DESWisdomtree US Smallcap Divid+0.3%+104.42%Add
7FNDFSchwab Fndmn Intl Lrg Co ETF+0.3%+15.49%Add
8SPDWSte Str Spdr Pt Dw EU ETF+0.2%+18.67%Add
9FDLFirst Trust Morn Dvd Lead In+0.2%+15.11%Add
10AVDVAvantis Intl S/c Value ETF+0.2%+166.19%Add
11IEFAIshares Core Msci Eafe ETF+0.2%+107.45%Add
12AVEMAvantis Emerging Markets Eq+0.2%+79.08%Add
13TSMTaiwan Semiconductor-sp Adr+0.2%+149.22%Add
14CATCaterpillar INC+0.2%+4.15%Add
15XCEMColumbia Em Core Ex-china+0.1%+8.36%Add
16CEGConstellation Energy-0.2%-45.01%Trim
17SPMDSs Spdr P S&p 400 Midcap ETF-0.2%-23.57%Trim
18GOOGLAlphabet Inc-cl A-0.2%-4.04%Trim
19IWFIshares Russell 1000 Growth-0.2%-1.57%Trim
20FFord Motor Co-0.2%-47.74%Trim
21SPBCSimplify US Eqty Pl Bitcoin-0.3%-56.64%Trim
22USBUS Bancorp-0.3%-61.63%Trim
23UPSUnited Parcel Service-cl B-0.3%-40.72%Trim
24MSFTMicrosoft CORP-0.3%-1.69%Trim
25AMGNAmgen INC-0.4%-62.05%Trim
26VZVerizon Communications INC-0.4%-65.48%Trim
27SPYDSs Spdr P S&p 500 Hi Div ETF-0.4%-24.13%Trim
28VBRVanguard Small-cap Value ETF-0.5%-23.87%Trim
29JAAAJanus Henderson Aaa Clo ETF-0.6%-21.58%Trim
30GOVIInvesco Equal Weight 0-30 Yr-0.7%-70.41%Trim
31VIOOVanguard S&p Small-cap 600 E-0.7%-81.34%Trim
32DFATDimensional US Target Value—NEWNew buy
33SCHDSchwab US Dvd Equity ETF—EXITSold out
34ICLOInvesco Aaa Clo F/r Note ETF—NEWNew buy
35KMIKinder Morgan INC—EXITSold out
36VIOVVanguard S&p Small-cap 600 V—EXITSold out
37ADIAnalog Devices INC—EXITSold out
38CGXUCap Group Intl Focus—EXITSold out
39SNPSSynopsys INC—EXITSold out
40BPBp Plc-spons Adr—EXITSold out
41STNGScorpio Tankers Inc.—NEWNew buy
42BCEBce INC—EXITSold out
43XMMOInvesco S&p Midcap Momentum—NEWNew buy
44HONHoneywell International INC—NEWNew buy
45JPIBJpmorgan Intl Bnd ETF—NEWNew buy
46ALMUAeluma INC—EXITSold out
47ASMLASML Holding N.V.—NEWNew buy
48XSMOInvesco S&p Smallcap Momentu—NEWNew buy
49XOVRErshares Private-public Cros—NEWNew buy
50✓ Cyberark Software LTD—EXITSold out

FAQ

What is Total Clarity Wealth Management, Inc. and what type of investor is it?
Total Clarity Wealth Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $425.8M, spread across 311 disclosed positions.
What are Total Clarity Wealth Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Total Clarity Wealth Management, Inc.'s top holdings by market value are: 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $18.4M (4.3%) 2. Ss Spdrb B 3-12m T-bill ETF (BILS) — $9.6M (2.3%) 3. Invesco S&p 500 Revenue ETF (RWL) — $9.0M (2.1%) 4. First Trust Rising Dividend (RDVY) — $8.3M (1.9%) 5. Janus Henderson Aaa Clo ETF (JAAA) — $7.7M (1.8%)
What changes did Total Clarity Wealth Management, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Total Clarity Wealth Management, Inc. made 50 notable position adjustments: 9 new positions were initiated, 15 existing holdings were added to, 16 positions were partially reduced, and 10 were completely exited. The largest of these moves: New buy: Dimensional US Target Value (DFAT); Sold out: Schwab US Dvd Equity ETF (SCHD); New buy: Invesco Aaa Clo F/r Note ETF (ICLO); Sold out: Kinder Morgan INC (KMI); Sold out: Vanguard S&p Small-cap 600 V (VIOV)
What sectors does Total Clarity Wealth Management, Inc. focus on?
Total Clarity Wealth Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 36.0% • Industrials: 13.2% • Communication Services: 12.1% • Financials: 11.4% • Health Care: 8.7% • Consumer Discretionary: 8.3%