Total Clarity Wealth Management, Inc.

Q3 2026 13F-HR Holdings

Location
St. Charles, IL
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
364
Total value ($000)
$517,825
Net value change ($000)
+3,171 (0.6%)
New positions
42
Sold out positions
54
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VSS 6,334 NEW
BRK-B 6,277 91.1%
JAAA 5,175 37.5%
SPDW 5,081 198.3%
XCEM 4,140 171.0%
BILS 3,610 62.2%
MSFT 2,855 85.9%
EXXONMOBIL HOLDINGS CORP 2,105 NEW
PLTR 1,478 282.6%
CGDV 1,057 36.5%
Top Reduces (Value $000, Stocks/ETFs)
SPYD -7,916 -60.8%
DFAT -5,008 -100.0%
PKW -4,181 -100.0%
RDVY -3,301 -25.4%
SPYM -2,816 -10.1%
QQQM -2,524 -25.0%
CGMS -2,242 -47.5%
XOM -2,114 -100.0%
IBM -2,007 -62.8%
CAT -1,794 -38.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,893 (1.1% 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