Total Clarity Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
St. Charles, IL
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
311
Total value ($000)
$425,754
Net value change ($000)
+12,113 (2.9%)
New positions
43
Sold out positions
31
Turnover %
10.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 5,692 44.7%
VGLT 5,040 603.6%
DFAT 4,513 NEW
PKW 3,571 1151.9%
BILS 3,217 50.2%
ICLO 2,833 NEW
GSY 2,347 113.5%
DES 1,394 119.6%
FNDF 1,299 25.0%
SPDW 1,198 22.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -3,343 -100.0%
VIOO -2,954 -80.7%
GOVI -2,790 -70.7%
JAAA -2,172 -21.9%
KMI -2,106 -100.0%
VBR -1,877 -21.9%
AMGN -1,645 -59.2%
VZ -1,580 -57.4%
SPYD -1,546 -20.1%
VIOV -1,522 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type