Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
Total Clarity Wealth Management, Inc. (CIK 1804909) reported $514.7M across 361 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($27.9M, 5.42%), JAAA ($13.8M, 2.68%), RDVY ($13.0M, 2.53%), SPYD ($13.0M, 2.53%), QQQM ($10.1M, 1.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $27.9M | 5.42% | 317,264 | Added |
| 2 | JAAA | JANUS DETROIT STR TR | $13.8M | 2.68% | 273,242 | Added |
| 3 | RDVY | FIRST TR EXCHANGE TRADED FD | $13.0M | 2.53% | 160,345 | Added |
| 4 | SPYD | SPDR SERIES TRUST | $13.0M | 2.53% | 273,088 | Added |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $10.1M | 1.96% | 33,348 | Added |
| 6 | SPAB | SPDR SERIES TRUST | $8.9M | 1.73% | 348,137 | Added |
| 7 | IMFL | INVESCO EXCH TRD SLF IDX FD | $8.8M | 1.71% | 256,328 | Added |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | $8.1M | 1.58% | 172,323 | Added |
| 9 | AAPL | APPLE INC | $7.1M | 1.38% | 24,480 | Trimmed |
| 10 | FNDF | SCHWAB STRATEGIC TR | $7.1M | 1.38% | 134,454 | Added |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.9M | 1.34% | 13,770 | Added |
| 12 | GTO | INVESCO ACTIVELY MANAGED EXC | $6.6M | 1.29% | 141,260 | Added |
| 13 | IWF | ISHARES TR | $6.4M | 1.23% | 51,160 | Added |
| 14 | USFR | WISDOMTREE TR | $6.3M | 1.23% | 125,465 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $6.2M | 1.20% | 30,951 | Trimmed |
| 16 | UCON | FIRST TR EXCHNG TRADED FD VI | $5.9M | 1.15% | 238,069 | Added |
| 17 | BILS | SPDR SERIES TRUST | $5.8M | 1.13% | 58,374 | Trimmed |
| 18 | RWL | INVESCO EXCH TRADED FD TR II | $5.8M | 1.13% | 45,523 | Trimmed |
| 19 | GOVI | INVESCO EXCH TRADED FD TR II | $5.1M | 0.99% | 187,444 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $5.1M | 0.99% | 15,612 | Added |
| 21 | DFAT | DIMENSIONAL ETF TRUST | $5.0M | 0.97% | 71,642 | Trimmed |
| 22 | CGMS | CAPITAL GRP FIXED INCM ETF T | $4.7M | 0.92% | 172,616 | Added |
| 23 | FDL | FIRST TR EXCHANGE-TRADED FD | $4.7M | 0.92% | 96,794 | Added |
| 24 | CAT | CATERPILLAR INC | $4.7M | 0.91% | 4,389 | Trimmed |
| 25 | DFAC | DIMENSIONAL ETF TRUST | $4.6M | 0.90% | 104,702 | Added |
Source: SEC Form 13F filings · as of 2026-06-30