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13F holdings · Q3 2026

Total Clarity Wealth Management

ST. Charles, IL · files as Total Clarity Wealth Management, Inc.
Holdings as of Sep 30, 2026Filed Oct 26, 2026Next filing due Feb 15, 2027CIK 1804909

Total Clarity Wealth Management reported 349 stocks worth $512M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPYM (4.9%), JAAA (3.7%) and BRK.B (2.6%). Compared with Q2 2026, the fund opened new positions in VSS and XOM, added to JAAA, BRK.B and BILS, trimmed SPYM, RDVY and AAPL and sold out of PKW, XOM and OKE.

Reported value$512M−0.5% vs last quarter · $518M including options
Stocks held34942 new · 54 sold out
Top 5 weight14.9%spread out
Turnover27%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPYM
Spdr Series Trust
$25.1M4.9%279K−38K (−12%)8 of 8
2
JAAA
Janus Detroit Str TR
$19M3.7%376K+103K (+38%)8 of 8
3
BRK.B
Berkshire Hathaway Inc Del
$13.2M2.6%26K+13K (+92%)8 of 8
4
RDVY
First TR Exchange Traded FD
$9.7M1.9%124K−36K (−23%)8 of 8
5
BILS
Spdr Series Trust
$9.4M1.8%95K+36K (+62%)8 of 8
6
SPAB
Spdr Series Trust
$8.8M1.7%360K+12K (+4%)8 of 8
7
CGGR
Capital Group Growth
$8.3M1.6%174K+1,821 (+1%)8 of 8
8
AAPL
Apple Inc
$8.1M1.6%24K−248 (−1%)8 of 8
9
IMFL
Invesco Exch Trd Slf Idx FD
$8M1.6%239K−18K (−7%)8 of 8
10
SPDW
Spdr Developed
$7.6M1.5%152K+101K (+199%)6 of 8
🔒 339 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
DIMENSIONAL U S TARGETED
$5M72K
PKW
Invesco Exchange Traded FD T
$4.2M30K
XOM
Exxon Mobil Corp
$2.1M15K
OKE
Oneok Inc New
$1M12K
CHWY
Chewy Inc
$962K49K

🔒 Free account: see all 30.

Options

valued at the underlying shares
StockTypeValueSharesChange
IWM
Ishares TR
Call$4.2M15K+15,000
AIG
American Intl Group Inc
Call$424K5,700+1,200
BAC
Bank of America Corp
Call$272K5,000+5,000
BRK.B
Berkshire Hathaway Inc Del
Call$199K400+400
IBM
Ibm Corp
Call$198K900+900

🔒 Free account: see all 15.

Reported value

last 8 quarters
$307MQ4 '24
$306MQ1 '25
$349MQ2 '25
$376MQ3 '25
$414MQ4 '25
$426MQ1 '26
$515MQ2 '26
$512MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 26, 202613F-HRQ3 2026SEC filing ↗

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Total Clarity Wealth Management 13F FAQ

What does Total Clarity Wealth Management own?

Total Clarity Wealth Management reported 349 stocks worth $512M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPYM (4.9%), JAAA (3.7%) and BRK.B (2.6%). The table above lists every position in the filing (the top 10 without an account).

What did Total Clarity Wealth Management buy and sell in Q3 2026?

Compared with Q2 2026: 42 new positions, 153 added to, 130 trimmed and 54 sold out. New positions include VSS and XOM. It sold all of PKW, XOM and OKE.

When will Total Clarity Wealth Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Total Clarity Wealth Management's portfolio worth?

The Q3 2026 filing reports $512M in US stocks ($518M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.