Institutional Fund
Total Clarity Wealth Management, Inc.
St. Charles, ILCIK 18049095 filings on record
Portfolio Value
$425.75M
Q1 2026
Holdings
311
Reported positions
New Buys
43
Opened this quarter
QoQ Change
+2.9%
from $413.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust4.3%
- Spdr Series Trust2.3%
- Invesco Exch Traded Fd Tr II2.1%
- First Tr Exchange Traded Fd2.0%
- Janus Detroit Str Tr1.8%
- Wisdomtree Tr1.6%
- Other85.9%
Portfolio Holdings
311 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 240.6K | $18.42M | 4.3% | +82.0K | Added |
| 2 | Spdr Series Trust | 96.7K | $9.62M | 2.3% | +32.2K | Added |
| 3 | Invesco Exch Traded Fd Tr II | 78.7K | $9.04M | 2.1% | +2.4K | Added |
| 4 | First Tr Exchange Traded Fd | 121.8K | $8.32M | 2.0% | +2.5K | Added |
| 5 | Janus Detroit Str Tr | 153.7K | $7.74M | 1.8% | −42.3K | Reduced |
| 6 | Wisdomtree Tr | 137.0K | $6.90M | 1.6% | +63 | Added |
| 7 | Vanguard Index Fds | 30.8K | $6.69M | 1.6% | −9.7K | Reduced |
| 8 | Apple Inc | 26.3K | $6.67M | 1.6% | −439 | Reduced |
| 9 | Spdr Index Shs Fds | 145.6K | $6.64M | 1.6% | +22.9K | Added |
| 10 | Schwab Strategic Tr | 132.8K | $6.50M | 1.5% | +17.8K | Added |
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