Total Clarity Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
St. Charles, IL
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
368
Total value ($000)
$514,654
Net value change ($000)
+88,900 (20.9%)
New positions
75
Sold out positions
25
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,463 51.4%
SPYD 6,902 112.6%
JAAA 6,054 78.2%
RDVY 4,679 56.2%
QQQM 4,119 68.8%
GOVI 3,933 340.2%
SPAB 3,884 77.7%
BRK-B 3,632 111.5%
SPLV 2,989 NEW
AVUV 2,801 1233.9%
Top Reduces (Value $000, Stocks/ETFs)
VGLT -5,875 -100.0%
SPDW -4,083 -61.4%
BILS -3,819 -39.7%
BRK-B -3,591 -100.0%
XCEM -3,256 -57.4%
RWL -3,226 -35.7%
GSY -2,919 -66.1%
SPMD -2,488 -100.0%
VBR -2,250 -33.7%
VRIG -1,599 -35.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 46 (0.0% of total reported value)
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