Total Clarity Wealth Management, Inc.
All 13F Filings
- Location
- St. Charles, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 517,825
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 364 | 517,825 | 13F-HR | Total Clarity Wealth Management, Inc. |
| Q2 2026 | 7/23/2026 | 368 | 514,654 | 13F-HR | Total Clarity Wealth Management, Inc. |
| 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)
Derivatives reported exposure ($000):
5.894 K
(1.1% of total reported value)
· QoQ Δ:
+5.847 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203.2 K | 40.0% | 13.14 K | 0 | 13.14 K |
| ETFs | 303.5 K | 59.8% | 0 | 15.88 K | -15.88 K |
| Debt | 820 | 0.2% | 0 | 10 | -10 |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
517,825
Holdings
364
QoQ value change ($000)
3,171
(0.6%)
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.