Total Clarity Wealth Management, Inc.

Est. AUM

$424.9M

13F long equity, this entity only

Positions

309

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$18.4M	240635	4.33%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$9.6M	96743	2.26%	SOLE
3	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$9.0M	78687	2.13%	SOLE
4	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$8.3M	121836	1.96%	SOLE
5	JANUS DETROIT STR TR	HENDRSON AAA CL	$7.7M	153700	1.82%	SOLE
6	WISDOMTREE TR	FLOATNG RAT TREA	$6.9M	136982	1.62%	SOLE
7	VANGUARD INDEX FDS	SM CP VAL ETF	$6.7M	30778	1.57%	SOLE
8	APPLE INC	COM	$6.7M	26284	1.57%	SOLE
9	SPDR INDEX SHS FDS	STATE STREET SPD	$6.6M	145554	1.56%	SOLE
10	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.5M	132781	1.53%	SOLE
11	NVIDIA CORPORATION	COM	$6.4M	36805	1.51%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$6.1M	134597	1.44%	SOLE
13	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$6.1M	151093	1.43%	SOLE
14	INVESCO EXCH TRD SLF IDX FD	INTL DEV DYNAMIC	$6.0M	190008	1.41%	SOLE
15	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$6.0M	25187	1.41%	SOLE
16	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$5.9M	106128	1.38%	SOLE
17	COLUMBIA ETF TR II	EM CORE EX ETF	$5.7M	139114	1.34%	SOLE
18	ISHARES TR	RUS 1000 GRW ETF	$5.5M	12790	1.28%	SOLE
19	ALPHABET INC	CAP STK CL A	$5.3M	18465	1.25%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$5.0M	195159	1.18%	SOLE
21	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$4.9M	179646	1.15%	SOLE
22	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$4.6M	184617	1.08%	SOLE
23	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.5M	72272	1.06%	SOLE
24	INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	$4.5M	178084	1.05%	SOLE
25	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$4.4M	88081	1.04%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	SHS	$4.4M	86034	1.03%	SOLE
27	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$4.2M	89765	0.99%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.1M	6347	0.97%	SOLE
29	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.1M	104647	0.96%	SOLE
30	MICROSOFT CORP	COM	$3.9M	10659	0.93%	SOLE
31	INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$3.9M	29573	0.91%	SOLE
32	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$3.7M	140438	0.87%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL A	$3.6M	5	0.84%	SOLE
34	JPMORGAN CHASE & CO	COM	$3.5M	11858	0.82%	SOLE
35	AMAZON COM INC	COM	$3.3M	15644	0.77%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.3M	6799	0.77%	SOLE
37	CATERPILLAR INC	COM	$3.2M	4565	0.76%	SOLE
38	SPDR GOLD TR	GOLD SHS	$3.2M	7513	0.76%	SOLE
39	ISHARES TR	CORE S&P500 ETF	$3.2M	4843	0.74%	SOLE
40	CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$3.0M	110996	0.71%	SOLE
41	J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$3.0M	44604	0.70%	SOLE
42	WALMART INC	COM	$2.9M	23095	0.68%	SOLE
43	INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$2.8M	111054	0.67%	SOLE
44	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.8M	65449	0.66%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	45692	0.61%	SOLE
46	WISDOMTREE TR	US SMALLCAP DIVD	$2.6M	71231	0.60%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$2.5M	7817	0.59%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	42014	0.59%	SOLE
49	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$2.5M	100206	0.58%	SOLE
50	VANECK ETF TRUST	CEF MUNI INCOME	$2.4M	113437	0.57%	SOLE

1–50 of 309

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.