Total Clarity Wealth Management, Inc.
All 13F Filings
- Location
- St. Charles, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 425,754
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 311 | 425,754 | 13F-HR | Total Clarity Wealth Management, Inc. |
| Q4 2025 | 2/2/2026 | 300 | 413,641 | 13F-HR | Total Clarity Wealth Management, Inc. |
| Q3 2025 | 11/12/2025 | 285 | 376,269 | 13F-HR | Total Clarity Wealth Management, Inc. |
| Q2 2025 | 7/25/2025 | 288 | 349,272 | 13F-HR | Total Clarity Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 154.8 K | 36.8% | 0 | 194.1 K | -194.1 K |
| ETFs | 264.9 K | 63.0% | 203.2 K | 0 | 203.2 K |
| Debt | 879 | 0.2% | 17 | 0 | 17 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
425,754
Holdings
311
QoQ value change ($000)
12,113
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.