Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Total Clarity Wealth Management, Inc. (CIK 1804909) reported $425.8M across 310 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($18.4M, 4.33%), BILS ($9.6M, 2.26%), RWL ($9.0M, 2.12%), RDVY ($8.3M, 1.95%), JAAA ($7.7M, 1.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $18.4M | 4.33% | 240,635 | Added |
| 2 | BILS | SPDR SERIES TRUST | $9.6M | 2.26% | 96,743 | Added |
| 3 | RWL | INVESCO EXCH TRADED FD TR II | $9.0M | 2.12% | 78,687 | Added |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | $8.3M | 1.95% | 121,836 | Added |
| 5 | JAAA | JANUS DETROIT STR TR | $7.7M | 1.82% | 153,700 | Trimmed |
| 6 | USFR | WISDOMTREE TR | $6.9M | 1.62% | 136,982 | Added |
| 7 | VBR | VANGUARD INDEX FDS | $6.7M | 1.57% | 30,778 | Trimmed |
| 8 | AAPL | APPLE INC | $6.7M | 1.57% | 26,284 | Trimmed |
| 9 | SPDW | SPDR INDEX SHS FDS | $6.6M | 1.56% | 145,554 | Added |
| 10 | FNDF | SCHWAB STRATEGIC TR | $6.5M | 1.53% | 132,781 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $6.4M | 1.51% | 36,805 | Trimmed |
| 12 | SPYD | SPDR SERIES TRUST | $6.1M | 1.44% | 134,597 | Trimmed |
| 13 | CGGR | CAPITAL GROUP GROWTH ETF | $6.1M | 1.43% | 151,093 | Added |
| 14 | IMFL | INVESCO EXCH TRD SLF IDX FD | $6.0M | 1.41% | 190,008 | Added |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $6.0M | 1.41% | 25,187 | Added |
| 16 | VGLT | VANGUARD SCOTTSDALE FDS | $5.9M | 1.38% | 106,128 | Added |
| 17 | XCEM | COLUMBIA ETF TR II | $5.7M | 1.33% | 139,114 | Added |
| 18 | IWF | ISHARES TR | $5.5M | 1.28% | 12,790 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $5.3M | 1.25% | 18,465 | Trimmed |
| 20 | SPAB | SPDR SERIES TRUST | $5.0M | 1.17% | 195,159 | Trimmed |
| 21 | CGMU | CAPITAL GRP FIXED INCM ETF T | $4.9M | 1.15% | 179,646 | Added |
| 22 | UCON | FIRST TR EXCHNG TRADED FD VI | $4.6M | 1.07% | 184,617 | Added |
| 23 | DFAT | DIMENSIONAL ETF TRUST | $4.5M | 1.06% | 72,272 | New |
| 24 | VRIG | INVESCO ACTIVELY MANAGED EXC | $4.5M | 1.05% | 178,084 | Trimmed |
| 25 | GSY | INVESCO ACTIVELY MANAGED EXC | $4.4M | 1.04% | 88,081 | Added |
Source: SEC Form 13F filings · as of 2026-03-31