Total Clarity Wealth Management, Inc. holds a diversified book of 361 reported positions worth $514.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book. They also disclosed $4K in put options (a bearish bet) and $43K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Total Clarity Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Total Clarity Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with 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
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Total Clarity Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 19 / 80 | $1.0B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $408.1M |
| 9823 Capital, L.P. | 9 / 80 | $128.6M |
| Ketron Financial | 13 / 80 | $250.7M |
| MKP Capital Management, L.L.C. | 8 / 80 | $2.8B |
| Marest Capital, LLC | 10 / 80 | $150.3M |
| Wallace Hart LLC | 14 / 80 | $116.9M |
| Triune Financial Partners, LLC | 20 / 80 | $345.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Total Clarity Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 368 | $514.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 17d | 311 | $425.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 300 | $413.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 285 | $376.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 25d | 288 | $349.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 279 | $306.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 269 | $307.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21d | 258 | $310.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.