Total Clarity Wealth Management, Inc. holds a diversified book of 361 stocks worth $514.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P 500 Low Volatili and trimmed Apple Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 5% of the equity book. They also disclosed $4K in put options (a bearish bet) and $43K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1804909/holdings"
Use Arkolith to show Total Clarity Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Total Clarity Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Total Clarity Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $459.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $134.9B |
| LPL Financial LLC | 80 / 80 | $100.1B |
| Cetera Investment Advisers | 80 / 80 | $23.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.0B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $124.9B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $79.0B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $71.7B |
Ranked by how many of Total Clarity Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $27.9M | 317.3K | 5.4% | ▲+32% Added · +77K sh | |
| 2 | Janus Detroit STR TR HENDRSON AAA CL | $13.8M | 273.2K | 2.7% | ▲+78% Added · +120K sh | |
| 3 | SPDR Series Trust ST STR SP500DIV | $13.0M | 273.1K | 2.5% | ▲+103% Added · +138K sh | |
| 4 | First TR Exchange Traded FD RISNG DIVD ACHIV | $13.0M | 160.3K | 2.5% | ▲+32% Added · +39K sh | |
| 5 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $10.1M | 33.3K | 2.0% | ▲+32% Added · +8K sh | |
| 6 | SPDR Series Trust ST STR AGGRE ETF | $8.9M | 348.1K | 1.7% | ▲+78% Added · +153K sh | |
| 7 | Invesco Exch TRD SLF Idx FD INTL DEV DYNAMIC | $8.8M | 256.3K | 1.7% | ▲+35% Added · +66K sh | |
| 8 | Capital Group Growth ETF SHS CREAT UNIT | $8.1M | 172.3K | 1.6% | ▲+14% Added · +21K sh | |
| 9 | Schwab Strategic TR FUNDAMENTAL INTL | $7.1M | 134.5K | 1.4% | ▲+1.3% Added · +2K sh | |
| 10 | Apple Inc COM | $7.1M | 24.5K | 1.4% | ▼−6.9% Reduced · −2K sh | |
| 11 | Berkshire Hathaway Inc Del CL B NEW | $6.9M | 13.8K | 1.3% | ▲+103% Added · +7K sh | |
| 12 | Invesco Actively Managed Exc TOTAL RETURN | $6.6M | 141.3K | 1.3% | ▲+57% Added · +51K sh | |
| 13 | Ishares TR RUS 1000 GRW ETF | $6.4M | 51.2K | 1.2% | ▲+300% Added · +38K sh | |
| 14 | Wisdomtree TR FLOATNG RAT TREA | $6.3M | 125.5K | 1.2% | ▼−8.4% Reduced · −12K sh | |
| 15 | Nvidia Corporation COM | $6.2M | 31.0K | 1.2% | ▼−16% Reduced · −6K sh | |
| 16 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $5.9M | 238.1K | 1.2% | ▲+29% Added · +53K sh | |
| 17 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $5.8M | 45.5K | 1.1% | ▼−42% Reduced · −33K sh | |
| 18 | SPDR Series Trust ST STR BL 12 ETF | $5.8M | 58.4K | 1.1% | ▼−40% Reduced · −38K sh | |
| 19 | JPMorgan Chase & Co COM | $5.1M | 15.6K | 1.0% | ▲+32% Added · +4K sh | |
| 20 | Invesco Exch Traded FD TR II EQUAL WEGT 0-30 | $5.1M | 187.4K | 1.0% | ▲+342% Added · +145K sh | |
| 21 | Dimensional ETF Trust US TARGETED VLU | $5.0M | 71.6K | 1.0% | ▼−0.9% Reduced · −630 sh | |
| 22 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $4.7M | 172.6K | 0.9% | ▲+56% Added · +62K sh | |
| 23 | First TR Exchange-Traded FD SHS | $4.7M | 96.8K | 0.9% | ▲+13% Added · +11K sh | |
| 24 | Caterpillar Inc COM | $4.7M | 4.4K | 0.9% | ▼−3.9% Reduced · −176 sh | |
| 25 | Dimensional ETF Trust US COR EQU 2 ETF | $4.6M | 104.7K | 0.9% | ▲+0.1% Added · +55 sh | |
| 26 | State STR SPDR S&P 500 ETF T TR UNIT | $4.6M | 6.1K | 0.9% | ▼−3.1% Reduced · −198 sh | |
| 27 | Vanguard Index FDS SM CP VAL ETF | $4.4M | 18.3K | 0.9% | ▼−41% Reduced · −13K sh | |
| 28 | Capital Grp Fixed Incm ETF T MUN INM ETF | $4.3M | 155.8K | 0.8% | ▼−13% Reduced · −24K sh | |
| 29 | Invesco Exchange Traded FD T BUYBACK ACHIEV | $4.2M | 29.5K | 0.8% | ▼−0.2% Reduced · −57 sh | |
| 30 | Alphabet Inc CAP STK CL A | $4.2M | 11.7K | 0.8% | ▼−37% Reduced · −7K sh | |
| 31 | Ishares TR CORE S&P500 ETF | $4.1M | 5.5K | 0.8% | ▲+14% Added · +695 sh | |
| 32 | J P Morgan Exchange Traded F SMALL & MID CAP | $3.8M | 48.4K | 0.7% | ▲+8.5% Added · +4K sh | |
| 33 | Capital Grp Fixed Incm ETF T SHOR DUR MUN ETF | $3.6M | 134.9K | 0.7% | ▼−3.9% Reduced · −5K sh | |
| 34 | Microsoft Corp COM | $3.3M | 8.9K | 0.6% | ▼−16% Reduced · −2K sh | |
| 35 | International Business Machs COM | $3.2M | 11.4K | 0.6% | ▲+485% Added · +9K sh | |
| 36 | Walmart Inc COM | $3.1M | 27.0K | 0.6% | ▲+17% Added · +4K sh | |
| 37 | Amazon Com Inc COM | $3.1M | 12.8K | 0.6% | ▼−18% Reduced · −3K sh | |
| 38 | American Centy ETF TR US SML CP VALU | $3.0M | 24.3K | 0.6% | ▲12× Added · +22K sh | |
| 39 | Vaneck ETF Trust CEF MUNI INCOME | $3.0M | 134.7K | 0.6% | ▲+19% Added · +21K sh | |
| 40 | Invesco Actively Managed Exc AAA CLO FLTNG RT | $3.0M | 116.8K | 0.6% | ▲+5.2% Added · +6K sh | |
| 41 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $3.0M | 39.9K | 0.6% | ▲New New position | |
| 42 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $3.0M | 117.9K | 0.6% | ▲+18% Added · +18K sh | |
| 43 | Wisdomtree TR US SMALLCAP DIVD | $2.9M | 71.2K | 0.6% | —Held | |
| 44 | Capital Group Dividend Value SHS CREAT UNIT | $2.9M | 58.8K | 0.6% | ▼−10% Reduced · −7K sh | |
| 45 | First TR Exchange Traded FD MULTI ASSET DI | $2.9M | 174.0K | 0.6% | ▲+48% Added · +56K sh | |
| 46 | First TR Exchange Traded FD SMID RISNG ETF | $2.9M | 66.5K | 0.6% | ▲+527% Added · +56K sh | |
| 47 | Invesco Actively Managed Exc VAR RATE INVT | $2.9M | 114.0K | 0.6% | ▼−36% Reduced · −64K sh | |
| 48 | Vaneck ETF Trust LONG MUNI ETF | $2.8M | 158.4K | 0.5% | ▲+15% Added · +20K sh | |
| 49 | Invesco QQQ TR UNIT SER 1 | $2.7M | 3.7K | 0.5% | ▼−12% Reduced · −523 sh | |
| 50 | SPDR Series Trust ST STR P500VAL | $2.7M | 44.1K | 0.5% | ▼−3.4% Reduced · −2K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | TRADE DESK INC/THE -CLASS ATTD | $13K | 19K |
| CALL · bullish | KYNDRYL HOLDINGS INCKD | $7K | 5K |
| CALL · bullish | CHEWY INC - CLASS ACHWY | $7K | 10K |
| CALL · bullish | CLEVELAND-CLIFFS INCCLF | $6K | 12K |
| CALL · bullish | AMERICAN INTERNATIONAL GROUPAIG | $5K | 5K |
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $4K | 2K |
| CALL · bullish | JBS NV-AJBS | $4K | 2K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 368 | $514.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 311 | $425.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 300 | $413.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 285 | $376.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 288 | $349.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 279 | $306.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 269 | $307.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 258 | $310.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.