Total Clarity Wealth Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Total Clarity Wealth Management, Inc. reported 311 stock positions worth $425.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 4.3% of the portfolio, followed by SS Spdrb B 3-12M T-Bill ETF (BILS, 2.3%) and Invesco S&P 500 Revenue ETF (RWL, 2.1%). Compared with Q4 2025, it opened 43 new positions, sold out of 31, added to 140 and reduced 111. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +52%) and the biggest sale an exit from Schwab US DVD Equity ETF (SCHD).
- Most Recent 13F
- Q2 2026
- Location
- ST. CHARLES, IL
- CIK
- 0001804909
- Portfolio Value
- $425.8M (Q1 2026)
- SEC Filing
- 0001804909-26-000002 ↗ filed Apr 17, 2026
Holdings Value
Holdings 311 stocks · $425.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.33% | 240,635 | $18.4M | Add +51.7% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 2.26% | 96,743 | $9.6M | Add +49.9% |
| RWL Invesco S&P 500 Revenue ETF | 2.12% | 78,687 | $9.0M | Add +3.2% |
| RDVY First Trust Rising Dividend | 1.95% | 121,836 | $8.3M | Add +2.1% |
| JAAA Janus Henderson Aaa Clo ETF | 1.82% | 153,700 | $7.7M | Reduce -21.6% |
| USFR Wisdomtree Floating Rate Tre | 1.62% | 136,982 | $6.9M | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.57% | 30,778 | $6.7M | Reduce -23.9% |
| AAPL Apple Inc. | 1.57% | 26,284 | $6.7M | Reduce -1.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.56% | 145,554 | $6.6M | Add +18.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.53% | 132,781 | $6.5M | Add +15.5% |
| NVDA Nvidia Corp. | 1.51% | 36,805 | $6.4M | Reduce -0.6% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 1.44% | 134,597 | $6.1M | Reduce -24.1% |
| CGGR Cap Group Growth Equity | 1.43% | 151,093 | $6.1M | Add +6.4% |
| IMFL Invesco Int DVLP DYN Multi | 1.41% | 190,008 | $6.0M | Add +4.2% |
| QQQM Invesco Nasdaq 100 ETF | 1.41% | 25,187 | $6.0M | Add +0.3% |
| VGLT Vanguard Long-Term Treasury | 1.38% | 106,128 | $5.9M | Add +609.4% |
| XCEM Columbia Em Core Ex-China | 1.33% | 139,114 | $5.7M | Add +8.4% |
| IWF iShares Russell 1000 Growth | 1.28% | 12,790 | $5.5M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 1.25% | 18,465 | $5.3M | Reduce -4.0% |
| SPAB SS SPDR P Agg Bond ETF | 1.17% | 195,159 | $5.0M | Reduce -1.7% |
| CGMU Cap Group Municipal Income | 1.15% | 179,646 | $4.9M | Add +13.2% |
| UCON First Trust Smith Unconstrai | 1.07% | 184,617 | $4.6M | Add +1.3% |
| DFAT Dimensional US Target Value | 1.06% | 72,272 | $4.5M | New |
| VRIG Invesco Variable Rate Invest | 1.05% | 178,084 | $4.5M | Reduce -2.7% |
| GSY Invesco Ultra Short Duration | 1.04% | 88,081 | $4.4M | Add +114.1% |
| FDL First Trust Morn DVD Lead Inc. | 1.03% | 86,034 | $4.4M | Add +15.1% |
| GTO Invesco Total Return Bond Et | 0.99% | 89,765 | $4.2M | Reduce -6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 6,347 | $4.1M | Reduce -1.5% |
| DFAC Dimensional US Core Equity 2 | 0.96% | 104,647 | $4.1M | Add +2.4% |
| MSFT Microsoft Corp. | 0.93% | 10,659 | $3.9M | Reduce -1.7% |
| PKW Invesco Buyback Achievers Et | 0.91% | 29,573 | $3.9M | Add +1179.7% |
| CGSM Cap Group Short Muni Income | 0.87% | 140,438 | $3.7M | Add +16.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.84% | 5 | $3.6M | No change |
| JPM JPMorgan Chase & Co. | 0.82% | 11,858 | $3.5M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.77% | 15,644 | $3.3M | Add +2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 6,799 | $3.3M | Reduce -2.0% |
| CAT Caterpillar Inc. | 0.76% | 4,565 | $3.2M | Add +4.2% |
| GLD SPDR Gold Shares | 0.76% | 7,513 | $3.2M | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 0.74% | 4,843 | $3.2M | Add +0.3% |
| CGMS Cap Group US Multi-Sect Bond | 0.71% | 110,996 | $3.0M | Add +0.4% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.70% | 44,604 | $3.0M | Add +22.6% |
| WMT Walmart Inc. | 0.67% | 23,095 | $2.9M | Reduce -1.1% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.67% | 111,054 | $2.8M | New |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.65% | 65,449 | $2.8M | Reduce -1.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.61% | 45,692 | $2.6M | Reduce -3.1% |
| DES Wisdomtree US Smallcap Divid | 0.60% | 71,231 | $2.6M | Add +104.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 7,817 | $2.5M | Add +2.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.58% | 42,014 | $2.5M | Reduce -23.6% |
| FLMI Franklin Dynamic Municipal B | 0.58% | 100,206 | $2.5M | Add +20.1% |
| XMPT Vaneck Cef Muni Income ETF | 0.57% | 113,437 | $2.4M | Add +20.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 4,189 | $2.4M | Reduce -1.9% |
| MLN Vaneck Long Muni ETF | 0.57% | 138,150 | $2.4M | Add +17.9% |
| TFLO iShares Treasury Floating Ra | 0.55% | 46,158 | $2.3M | Add +8.6% |
| ANET Arista Networks Inc. | 0.50% | 17,345 | $2.1M | Add +1.5% |
| GWX State Street SPDR S&P Intern | 0.49% | 49,716 | $2.1M | Reduce -19.9% |
| ENB Enbridge Inc. | 0.49% | 38,384 | $2.1M | Add +0.0% |
| IWP iShares Russell Mid-Cap Grow | 0.48% | 15,942 | $2.0M | Reduce -4.0% |
| NFLT Virtus Newfleet Multi-Sector | 0.48% | 89,127 | $2.0M | Add +18.6% |
| VRT Vertiv Holdings Co. Class A | 0.47% | 7,998 | $2.0M | Reduce -33.5% |
| MDIV FT Multi-Asset Divers Inc. | 0.45% | 117,910 | $1.9M | Add +2.1% |
| UPS United Parcel Service Class B | 0.43% | 18,817 | $1.9M | Reduce -40.7% |
| D Dominion Energy Inc. | 0.43% | 29,841 | $1.8M | Add +1.2% |
| JOET Virtus Terranova US Qual Mom | 0.43% | 45,698 | $1.8M | Reduce -3.6% |
| VEA Vanguard Ftse Developed ETF | 0.43% | 28,434 | $1.8M | Reduce -6.4% |
| DFAX Dimensional World Ex US Core | 0.43% | 53,278 | $1.8M | Add +2.6% |
| JBBB Janus Henderson B-BBB Clo Et | 0.42% | 38,479 | $1.8M | Reduce -8.6% |
| ANGL Vaneck Fallen Angel High YLD | 0.41% | 61,369 | $1.8M | Reduce -3.6% |
| INTC Intel Corp. | 0.41% | 39,233 | $1.7M | Reduce -22.1% |
| CVX Chevron Corp. | 0.39% | 7,942 | $1.6M | Add +3.9% |
| AIRR First Trust Rba American Ind | 0.38% | 14,531 | $1.6M | Reduce -1.4% |
| AVEM Avantis Emerging Markets Eq | 0.37% | 19,600 | $1.6M | Add +79.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.36% | 20,294 | $1.5M | Add +46.9% |
| OKE Oneok Inc. | 0.35% | 16,620 | $1.5M | Add +0.3% |
| TSLA Tesla Inc. | 0.35% | 4,005 | $1.5M | Reduce -6.7% |
| ABBV Abbvie Inc. | 0.35% | 6,818 | $1.5M | Add +2.4% |
| XLK SS Technology Select Sector | 0.34% | 10,847 | $1.4M | Add +0.4% |
| QUAL iShares MSCI USA Quality Fac | 0.33% | 7,424 | $1.4M | Reduce -23.3% |
| CB Chubb Ltd. | 0.33% | 4,363 | $1.4M | Add +2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 15,652 | $1.4M | Add +107.5% |
| IAU iShares Gold Trust | 0.31% | 14,780 | $1.3M | Reduce -4.9% |
| VONV Vanguard Russell 1000 Value | 0.30% | 13,579 | $1.3M | Add +87.2% |
| AVDV Avantis Intl S/C Value ETF | 0.29% | 12,346 | $1.2M | Add +166.2% |
| IUSG iShares Core S&P U.S. Growth | 0.29% | 7,947 | $1.2M | Add +111.4% |
| LONZ PIMCO Senior Loan Active ETF | 0.29% | 24,885 | $1.2M | Add +9.4% |
| JPST JPMorgan Ultra-Short Income | 0.29% | 24,110 | $1.2M | Add +21.4% |
| SHOP Shopify Inc. Class A | 0.28% | 10,098 | $1.2M | Add +104.5% |
| NOBL Proshares S&P 500 Dividend A | 0.28% | 11,124 | $1.2M | Add +5.1% |
| VZ Verizon Communications Inc. | 0.27% | 23,318 | $1.2M | Reduce -65.5% |
| PRU Prudential Financial Inc. | 0.27% | 11,934 | $1.2M | Add +4.4% |
| GOVI Invesco Equal Weight 0-30 YR | 0.27% | 42,380 | $1.2M | Reduce -70.4% |
| AMGN Amgen Inc. | 0.27% | 3,222 | $1.1M | Reduce -62.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.26% | 18,002 | $1.1M | Add +0.8% |
| LIN Linde PLC | 0.26% | 2,271 | $1.1M | Add +1.6% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.26% | 33,733 | $1.1M | Reduce -25.6% |
| XOM Exxon Mobil Corp. | 0.26% | 6,522 | $1.1M | Add +1.2% |
| TUSI Touchstone Ultra Short Incom | 0.26% | 43,569 | $1.1M | Reduce -0.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 3,210 | $1.1M | Add +149.2% |
| ALL Allstate Corp. | 0.25% | 5,169 | $1.1M | Add +1.5% |
| SCHG Schwab US Large-Cap Growth | 0.25% | 36,391 | $1.1M | Add +16.3% |
| LVHI Franklin International Low V | 0.25% | 25,934 | $1.1M | Add +96.4% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.81 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -81.3% | 0.17% | −0.72 |
| GOVI Invesco Equal Weight 0-30 YR | Reduce -70.4% | 0.27% | −0.68 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -21.6% | 1.82% | −0.58 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.51 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -23.9% | 1.57% | −0.50 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -24.1% | 1.44% | −0.42 |
| AMGN Amgen Inc. | Reduce -62.0% | 0.27% | −0.41 |
| VZ Verizon Communications Inc. | Reduce -65.5% | 0.27% | −0.39 |
| VIOV Vanguard S&P Small-Cap 600 V | Sold out | 0.00% | −0.37 |
| MSFT Microsoft Corp. | Reduce -1.7% | 0.93% | −0.34 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.33 |
| UPS United Parcel Service Class B | Reduce -40.7% | 0.43% | −0.33 |
| SPBC Simplify US Eqty PL Bitcoin | Reduce -56.6% | 0.21% | −0.32 |
| USB US Bancorp | Reduce -61.6% | 0.18% | −0.32 |
| CGXU Cap Group Intl Focus | Sold out | 0.00% | −0.28 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.26 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.24 |
| BCE Bce Inc. | Sold out | 0.00% | −0.23 |
| F Ford Motor Co. | Reduce -47.7% | 0.18% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -4.0% | 1.25% | −0.21 |
| IWF iShares Russell 1000 Growth | Reduce -1.6% | 1.28% | −0.21 |
| CEG Constellation Energy | Reduce -45.0% | 0.15% | −0.20 |
| AAPL Apple Inc. | Reduce -1.6% | 1.57% | −0.19 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -23.6% | 0.58% | −0.19 |
| ALMU Aeluma Inc. | Sold out | 0.00% | −0.18 |
| NVDA Nvidia Corp. | Reduce -0.6% | 1.51% | −0.16 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.16 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.14 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.13 |
| QUAL iShares MSCI USA Quality Fac | Reduce -23.3% | 0.33% | −0.13 |
| PRAX Praxis Precision Medicines I | Sold out | 0.00% | −0.13 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.12 |
| GWX State Street SPDR S&P Intern | Reduce -19.9% | 0.49% | −0.12 |
| PCY Invesco Emerging Markets Sov | Reduce -56.4% | 0.08% | −0.12 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.12 |
| TSLA Tesla Inc. | Reduce -6.7% | 0.35% | −0.12 |
| IWM iShares Russell 2000 ETF | Reduce -37.3% | 0.18% | −0.12 |
| CGGO Cap Group Global Growth | Reduce -25.6% | 0.26% | −0.12 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -44.1% | 0.12% | −0.11 |
| GTO Invesco Total Return Bond Et | Reduce -6.2% | 0.99% | −0.11 |
| ABVX Abivax SA-ADR | Reduce -19.9% | 0.19% | −0.11 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.11 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -28.2% | 0.19% | −0.10 |
| HPE Hewlett Packard Enterprise | Reduce -53.4% | 0.08% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 0.97% | −0.09 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.77% | −0.08 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.07 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +51.7% | 4.33% | +1.25 |
| VGLT Vanguard Long-Term Treasury | Add +609.4% | 1.38% | +1.18 |
| DFAT Dimensional US Target Value | New | 1.06% | +1.06 |
| PKW Invesco Buyback Achievers Et | Add +1179.7% | 0.91% | +0.84 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +49.9% | 2.26% | +0.71 |
| ICLO Invesco Aaa Clo F/R Note ETF | New | 0.67% | +0.67 |
| GSY Invesco Ultra Short Duration | Add +114.1% | 1.04% | +0.54 |
| DES Wisdomtree US Smallcap Divid | Add +104.4% | 0.60% | +0.32 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +15.5% | 1.53% | +0.27 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +18.7% | 1.56% | +0.24 |
| STNG Scorpio Tankers Inc. | New | 0.23% | +0.23 |
| FDL First Trust Morn DVD Lead Inc. | Add +15.1% | 1.03% | +0.23 |
| XMMO Invesco S&P Midcap Momentum | New | 0.22% | +0.22 |
| HON Honeywell International Inc. | New | 0.21% | +0.21 |
| JPIB JPMorgan Intl BND ETF | New | 0.20% | +0.20 |
| AVDV Avantis Intl S/C Value ETF | Add +166.2% | 0.29% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.17% | +0.17 |
| IEFA iShares Core MSCI Eafe ETF | Add +107.5% | 0.33% | +0.17 |
| AVEM Avantis Emerging Markets Eq | Add +79.1% | 0.37% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +149.2% | 0.25% | +0.16 |
| XSMO Invesco S&P Smallcap Momentu | New | 0.16% | +0.16 |
| CAT Caterpillar Inc. | Add +4.2% | 0.76% | +0.15 |
| XOVR Ershares Private-Public Cros | New | 0.15% | +0.15 |
| CLF Cleveland-Cliffs Inc. | New | 0.15% | +0.15 |
| XCEM Columbia Em Core Ex-China | Add +8.4% | 1.33% | +0.14 |
| VONV Vanguard Russell 1000 Value | Add +87.2% | 0.30% | +0.14 |
| IUSG iShares Core S&P U.S. Growth | Add +111.4% | 0.29% | +0.14 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +22.6% | 0.70% | +0.13 |
| BBIO Bridgebio Pharma Inc. | Add +133.4% | 0.24% | +0.13 |
| LVHI Franklin International Low V | Add +96.4% | 0.25% | +0.13 |
| IUSV iShares Core S&P U.S. Value | Add +115.1% | 0.24% | +0.12 |
| AMLP Alerian MLP ETF | New | 0.12% | +0.12 |
| PANW Palo Alto Networks Inc. | New | 0.12% | +0.12 |
| HMC Honda Motor Co. Ltd.-Spons ADR | New | 0.11% | +0.11 |
| FDVV Fidelity High Dividend ETF | Add +124.8% | 0.21% | +0.11 |
| RDW Redwire Corp. | New | 0.11% | +0.11 |
| GRC Gorman-Rupp Co. | New | 0.11% | +0.11 |
| SPHQ Invesco S&P 500 Quality ETF | Add +46.9% | 0.36% | +0.11 |
| DJT Trump Media & Technology Gro | New | 0.11% | +0.11 |
| CVX Chevron Corp. | Add +3.9% | 0.39% | +0.10 |
| ELV Elevance Health Inc. | New | 0.10% | +0.10 |
| IMFL Invesco Int DVLP DYN Multi | Add +4.2% | 1.41% | +0.10 |
| CGSM Cap Group Short Muni Income | Add +16.4% | 0.87% | +0.10 |
| CGMU Cap Group Municipal Income | Add +13.2% | 1.15% | +0.10 |
| SHOP Shopify Inc. Class A | Add +104.5% | 0.28% | +0.09 |
| ARTY iShares Future AI & Tech ETF | New | 0.09% | +0.09 |
| FLMI Franklin Dynamic Municipal B | Add +20.1% | 0.58% | +0.08 |
| FMB First Trust Managed Municipa | New | 0.08% | +0.08 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.08% | +0.08 |
| HPQ HP Inc. | New | 0.08% | +0.08 |
Options Activity Q4 2025 → Q1 2026
| INTC Intel Corp. | call | Sold out | 53,000 | $4Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 361 | $514.6M | SPYM, JAAA, SPYD, RDVY, QQQM |
| Q1 2026 | 311 | $425.8M | SPYM, BILS, RWL, RDVY, JAAA |
| Q4 2025 | 299 | $413.6M | SPYM, JAAA, RWL, VBR, RDVY |
| Q3 2025 | 285 | $376.3M | SPYM, JAAA, USFR, VBR, RDVY |
| Q2 2025 | 285 | $349.2M | SPYM, USFR, VBR, VRIG, JAAA |
| Q1 2025 | 277 | $306.3M | USFR, VRIG, SPYM, AAPL, BILS |
| Q4 2024 | 267 | $307.5M | USFR, VRIG, SPYM, AAPL, BILS |
| Q3 2024 | 258 | $310.7M | USFR, VRIG, BILS, IWF, UCON |
| Q2 2024 | 245 | $288.2M | USFR, VRIG, IWF, UCON, MSFT |
| Q1 2024 | 266 | $287.6M | USFR, IWF, UCON, VRIG, BSCW |