Holders — by stockHoldings — by fund
Total Clarity Wealth Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1804909
$514.7M
disclosed book value
361
positions
5.4%
largest position share
Positions, as of 2026-06-30
top 100 of 361 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 317,264 | $27.9M | 5.4% |
| 2 | JAAAJANUS DETROIT STR TR | 273,242 | $13.8M | 2.7% |
| 3 | SPYDSPDR SERIES TRUST | 273,088 | $13.0M | 2.5% |
| 4 | RDVYFIRST TR EXCHANGE TRADED FD | 160,345 | $13.0M | 2.5% |
| 5 | QQQMINVESCO EXCH TRADED FD TR II | 33,348 | $10.1M | 2% |
| 6 | SPABSPDR SERIES TRUST | 348,137 | $8.9M | 1.7% |
| 7 | IMFLINVESCO EXCH TRD SLF IDX FD | 256,328 | $8.8M | 1.7% |
| 8 | CGGRCAPITAL GROUP GROWTH ETF | 172,323 | $8.1M | 1.6% |
| 9 | FNDFSCHWAB STRATEGIC TR | 134,454 | $7.1M | 1.4% |
| 10 | AAPLAPPLE INC | 24,480 | $7.1M | 1.4% |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,770 | $6.9M | 1.3% |
| 12 | GTOINVESCO ACTIVELY MANAGED EXC | 141,260 | $6.6M | 1.3% |
| 13 | IWFISHARES TR | 51,160 | $6.4M | 1.2% |
| 14 | USFRWISDOMTREE TR | 125,465 | $6.3M | 1.2% |
| 15 | NVDANVIDIA CORPORATION | 30,951 | $6.2M | 1.2% |
| 16 | UCONFIRST TR EXCHNG TRADED FD VI | 238,069 | $5.9M | 1.2% |
| 17 | RWLINVESCO EXCH TRADED FD TR II | 45,523 | $5.8M | 1.1% |
| 18 | BILSSPDR SERIES TRUST | 58,374 | $5.8M | 1.1% |
| 19 | JPMJPMORGAN CHASE & CO | 15,612 | $5.1M | 1% |
| 20 | GOVIINVESCO EXCH TRADED FD TR II | 187,444 | $5.1M | 1% |
| 21 | DFATDIMENSIONAL ETF TRUST | 71,642 | $5.0M | 1% |
| 22 | CGMSCAPITAL GRP FIXED INCM ETF T | 172,616 | $4.7M | 0.9% |
| 23 | FDLFIRST TR EXCHANGE-TRADED FD | 96,794 | $4.7M | 0.9% |
| 24 | CATCATERPILLAR INC | 4,389 | $4.7M | 0.9% |
| 25 | DFACDIMENSIONAL ETF TRUST | 104,702 | $4.6M | 0.9% |
| 26 | SPYSTATE STR SPDR S&P 500 ETF T | 6,149 | $4.6M | 0.9% |
| 27 | VBRVANGUARD INDEX FDS | 18,257 | $4.4M | 0.9% |
| 28 | CGMUCAPITAL GRP FIXED INCM ETF T | 155,828 | $4.3M | 0.8% |
| 29 | PKWINVESCO EXCHANGE TRADED FD T | 29,516 | $4.2M | 0.8% |
| 30 | GOOGLALPHABET INC | 11,674 | $4.2M | 0.8% |
| 31 | IVVISHARES TR | 5,538 | $4.1M | 0.8% |
| 32 | JMEEJ P MORGAN EXCHANGE TRADED F | 48,412 | $3.8M | 0.7% |
| 33 | CGSMCAPITAL GRP FIXED INCM ETF T | 134,940 | $3.6M | 0.7% |
| 34 | MSFTMICROSOFT CORP | 8,915 | $3.3M | 0.6% |
| 35 | IBMINTERNATIONAL BUSINESS MACHS | 11,369 | $3.2M | 0.6% |
| 36 | WMTWALMART INC | 27,041 | $3.1M | 0.6% |
| 37 | AMZNAMAZON COM INC | 12,848 | $3.1M | 0.6% |
| 38 | AVUVAMERICAN CENTY ETF TR | 24,268 | $3.0M | 0.6% |
| 39 | VANECK ETF TRUST | 134,707 | $3.0M | 0.6% |
| 40 | INVESCO ACTIVELY MANAGED EXC | 116,848 | $3.0M | 0.6% |
| 41 | SPLVINVESCO EXCH TRADED FD TR II | 39,904 | $3.0M | 0.6% |
| 42 | FLMIFRANKLIN TEMPLETON ETF TR | 117,916 | $3.0M | 0.6% |
| 43 | DESWISDOMTREE TR | 71,231 | $2.9M | 0.6% |
| 44 | CGDVCAPITAL GROUP DIVIDEND VALUE | 58,760 | $2.9M | 0.6% |
| 45 | FIRST TR EXCHANGE TRADED FD | 173,956 | $2.9M | 0.6% |
| 46 | SDVYFIRST TR EXCHANGE TRADED FD | 66,497 | $2.9M | 0.6% |
| 47 | VRIGINVESCO ACTIVELY MANAGED EXC | 114,049 | $2.9M | 0.6% |
| 48 | MLNVANECK ETF TRUST | 158,435 | $2.8M | 0.5% |
| 49 | QQQINVESCO QQQ TR | 3,666 | $2.7M | 0.5% |
| 50 | SPYVSPDR SERIES TRUST | 44,143 | $2.7M | 0.5% |
| 51 | GLDSPDR GOLD TR | 7,260 | $2.7M | 0.5% |
| 52 | AVEMAMERICAN CENTY ETF TR | 27,453 | $2.6M | 0.5% |
| 53 | JPIBJ P MORGAN EXCHANGE TRADED F | 54,487 | $2.6M | 0.5% |
| 54 | SPDWSPDR INDEX SHS FDS | 50,851 | $2.6M | 0.5% |
| 55 | LLYELI LILLY & CO | 2,112 | $2.5M | 0.5% |
| 56 | XMMOINVESCO EXCHANGE TRADED FD T | 14,462 | $2.5M | 0.5% |
| 57 | XCEMCOLUMBIA ETF TR II | 45,791 | $2.4M | 0.5% |
| 58 | IDMOINVESCO EXCH TRADED FD TR II | 39,210 | $2.4M | 0.5% |
| 59 | GWXSPDR INDEX SHS FDS | 53,000 | $2.3M | 0.5% |
| 60 | VTIVANGUARD INDEX FDS | 6,256 | $2.3M | 0.4% |
| 61 | TSLATESLA INC | 5,297 | $2.2M | 0.4% |
| 62 | EXMOCEXXON MOBIL CORP | 15,466 | $2.1M | 0.4% |
| 63 | IWPISHARES TR | 14,408 | $2.1M | 0.4% |
| 64 | UPSUNITED PARCEL SVCS INC | 18,973 | $2.0M | 0.4% |
| 65 | LVHILEGG MASON ETF INVT | 50,128 | $2.0M | 0.4% |
| 66 | XLKSELECT SECTOR SPDR TR | 10,604 | $2.0M | 0.4% |
| 67 | VRTVERTIV HOLDINGS CO | 6,033 | $2.0M | 0.4% |
| 68 | VEAVANGUARD TAX-MANAGED FDS | 28,021 | $2.0M | 0.4% |
| 69 | DFAXDIMENSIONAL ETF TRUST | 53,365 | $2.0M | 0.4% |
| 70 | VIRTUS ETF TR II | 42,418 | $2.0M | 0.4% |
| 71 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 4,107 | $2.0M | 0.4% |
| 72 | AVDVAMERICAN CENTY ETF TR | 18,895 | $1.9M | 0.4% |
| 73 | SPHQINVESCO EXCHANGE TRADED FD T | 21,296 | $1.9M | 0.4% |
| 74 | ABBVABBVIE INC | 7,072 | $1.8M | 0.3% |
| 75 | ENBENBRIDGE INC | 32,822 | $1.8M | 0.3% |
| 76 | INVESCO EXCH TRADED FD TR II | 31,111 | $1.8M | 0.3% |
| 77 | AIGAMERICAN INTL GROUP INC | 23,365 | $1.7M | 0.3% |
| 78 | VZVERIZON COMMUNICATIONS INC | 40,545 | $1.7M | 0.3% |
| 79 | AIRRFIRST TR EXCHANGE TRADED FD | 12,431 | $1.7M | 0.3% |
| 80 | QUALISHARES TR | 7,532 | $1.7M | 0.3% |
| 81 | SMHVANECK ETF TRUST | 2,490 | $1.6M | 0.3% |
| 82 | IVWISHARES TR | 11,723 | $1.6M | 0.3% |
| 83 | FPEFIRST TR EXCH TRADED FD III | 89,882 | $1.6M | 0.3% |
| 84 | IEFAISHARES TR | 16,051 | $1.6M | 0.3% |
| 85 | ANETARISTA NETWORKS INC | 8,955 | $1.5M | 0.3% |
| 86 | IUSGISHARES TR | 8,027 | $1.5M | 0.3% |
| 87 | GSYINVESCO ACTIVELY MANAGED EXC | 29,836 | $1.5M | 0.3% |
| 88 | VONVVANGUARD SCOTTSDALE FDS | 13,911 | $1.5M | 0.3% |
| 89 | JNJJOHNSON & JOHNSON | 5,699 | $1.4M | 0.3% |
| 90 | TOUCHSTONE ETF TRUST | 56,603 | $1.4M | 0.3% |
| 91 | METAMETA PLATFORMS INC | 2,512 | $1.4M | 0.3% |
| 92 | JPSTJ P MORGAN EXCHANGE TRADED F | 27,756 | $1.4M | 0.3% |
| 93 | CGGOCAPITAL GROUP GBL GROWTH EQT | 32,768 | $1.4M | 0.3% |
| 94 | AVGOBROADCOM INC | 3,632 | $1.4M | 0.3% |
| 95 | TFLOISHARES TR | 26,706 | $1.4M | 0.3% |
| 96 | GEGE AEROSPACE | 3,498 | $1.3M | 0.3% |
| 97 | PRUPRUDENTIAL FINL INC | 11,903 | $1.3M | 0.2% |
| 98 | IWMISHARES TR | 4,261 | $1.3M | 0.2% |
| 99 | ALLALLSTATE CORP | 5,156 | $1.2M | 0.2% |
| 100 | JBBBJANUS DETROIT STR TR | 25,311 | $1.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.