Universe · entity

Total Clarity Wealth Management, Inc.

Institutional manager (13F) · CIK 1804909
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $248M
#IssuerValueShares
1SPDR SERIES TRUST$18M240,635
2SPDR SERIES TRUST$10M96,743
3INVESCO EXCH TRADED FD TR II$9M78,687
4FIRST TR EXCHANGE TRADED FD$8M121,836
5JANUS DETROIT STR TR$8M153,700
6WISDOMTREE TR$7M136,982
7VANGUARD INDEX FDS$7M30,778
8APPLE INC$7M26,284
9SPDR INDEX SHS FDS$7M145,554
10SCHWAB STRATEGIC TR$6M132,781
11NVIDIA CORPORATION$6M36,805
12SPDR SERIES TRUST$6M134,597
13CAPITAL GROUP GROWTH ETF$6M151,093
14INVESCO EXCH TRD SLF IDX FD$6M190,008
15INVESCO EXCH TRADED FD TR II$6M25,187
16VANGUARD SCOTTSDALE FDS$6M106,128
17COLUMBIA ETF TR II$6M139,114
18ISHARES TR$5M12,790
19ALPHABET INC$5M18,465
20SPDR SERIES TRUST$5M195,159
21CAPITAL GRP FIXED INCM ETF T$5M179,646
22FIRST TR EXCHNG TRADED FD VI$5M184,617
23DIMENSIONAL ETF TRUST$5M72,272
24INVESCO ACTIVELY MANAGED EXC$4M178,084
25INVESCO ACTIVELY MANAGED EXC$4M88,081
26FIRST TR EXCHANGE-TRADED FD$4M86,034
27INVESCO ACTIVELY MANAGED EXC$4M89,765
28STATE STR SPDR S&P 500 ETF T$4M6,347
29DIMENSIONAL ETF TRUST$4M104,647
30MICROSOFT CORP$4M10,659
31INVESCO EXCHANGE TRADED FD T$4M29,573
32CAPITAL GRP FIXED INCM ETF T$4M140,438
33BERKSHIRE HATHAWAY INC DEL$4M5
34JPMORGAN CHASE & CO$3M11,858
35AMAZON COM INC$3M15,644
36BERKSHIRE HATHAWAY INC DEL$3M6,799
37CATERPILLAR INC$3M4,565
38SPDR GOLD TR$3M7,513
39ISHARES TR$3M4,843
40CAPITAL GRP FIXED INCM ETF T$3M110,996
41J P MORGAN EXCHANGE TRADED F$3M44,604
42WALMART INC$3M23,095
43INVESCO ACTIVELY MANAGED EXC$3M111,054
44CAPITAL GROUP DIVIDEND VALUE$3M65,449
45SPDR SERIES TRUST$3M45,692
46WISDOMTREE TR$3M71,231
47VANGUARD INDEX FDS$3M7,817
48SPDR SERIES TRUST$2M42,014
49FRANKLIN TEMPLETON ETF TR$2M100,206
50VANECK ETF TRUST$2M113,437
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.