Institutional Manager · CIK 0001804909
Total Clarity Wealth Management, Inc.
St. Charles, IL · File #028-20188
Latest AUM
$413.6M
Positions
300
Top-10 Concentration
34.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025300 pos · $413.6M
- 13F HOLDINGS REPORTQ/E Sep 2025285 pos · $376.3M
- 13F HOLDINGS REPORTQ/E Jun 2025288 pos · $349.3M
- 13F HOLDINGS REPORTQ/E Mar 2025279 pos · $306.4M
- 13F HOLDINGS REPORTQ/E Dec 2024269 pos · $307.6M
- 13F HOLDINGS REPORTQ/E Sep 2024258 pos · $310.7M
- 13F HOLDINGS REPORTQ/E Jun 2024248 pos · $288.2M
- 13F HOLDINGS REPORTQ/E Mar 2024268 pos · $287.6M
- 13F HOLDINGS REPORTQ/E Dec 2023218 pos · $207.7M
- 13F HOLDINGS REPORTQ/E Sep 2023212 pos · $201.5M
- 13F HOLDINGS REPORTQ/E Jun 2023176 pos · $184.2M
- 13F HOLDINGS REPORTQ/E Mar 2023223 pos · $196.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 158,643 | $12.7M | 5.30% |
| 2 | JANUS DETROIT STR TR | 47103U845 | 195,998 | $9.9M | 4.13% |
| 3 | INVESCO EXCH TRADED FD TR II | IVZ | 76,279 | $8.7M | 3.64% |
| 4 | VANGUARD INDEX FDS | 922908611 | 40,430 | $8.6M | 3.57% |
| 5 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 119,358 | $8.3M | 3.45% |
| 6 | SPDR SERIES TRUST | 78468R788 | 177,414 | $7.7M | 3.20% |
| 7 | APPLE INC | AAPL | 26,723 | $7.3M | 3.03% |
| 8 | NVIDIA CORPORATION | NVDA | 37,008 | $6.9M | 2.87% |
| 9 | WISDOMTREE TR | WT | 136,919 | $6.9M | 2.87% |
| 10 | SPDR SERIES TRUST | 78468R523 | 64,529 | $6.4M | 2.67% |
| 11 | INVESCO EXCH TRADED FD TR II | IVZ | 25,119 | $6.4M | 2.65% |
| 12 | CAPITAL GROUP GROWTH ETF | 14020G101 | 141,971 | $6.3M | 2.63% |
| 13 | ISHARES TR | 464287614 | 12,994 | $6.2M | 2.56% |
| 14 | ALPHABET INC | GOOG | 19,243 | $6.0M | 2.51% |
| 15 | SPDR INDEX SHS FDS | 78463X889 | 122,651 | $5.4M | 2.27% |
| 16 | INVESCO EXCH TRD SLF IDX FD | IVZ | 182,320 | $5.4M | 2.26% |
| 17 | MICROSOFT CORP | MSFT | 10,842 | $5.2M | 2.18% |
| 18 | SCHWAB STRATEGIC TR | 808524755 | 114,976 | $5.2M | 2.16% |
| 19 | SPDR SERIES TRUST | 78464A649 | 198,475 | $5.1M | 2.13% |
| 20 | COLUMBIA ETF TR II | 19762B202 | 128,387 | $4.9M | 2.05% |