StockDriftsStockDriftsTop 50 Total Clarity Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 4.9% | 279.3K | $25.1M | -11.98%(-38.01K) | $73.87(+22.65%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 3.71% | 375.9K | $19.0M | +37.57%(+102.65K) | $50.60(+0.05%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.57% | 26.4K | $13.2M | +92.03%(+12.67K) | $450.32(+20.58%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.89% | 123.9K | $9.7M | -22.75%(-36.48K) | $62.72(+26.17%) | 2026-09-30 | |
| BILS | SPDR SERIES TRUST | 1.84% | 94.7K | $9.4M | +62.30%(+36.37K) | $99.38(-0.05%) | 2026-09-30 | |
| SPAB | SPDR SERIES TRUST | 1.71% | 360.4K | $8.8M | +3.51%(+12.22K) | $25.53(-3.03%) | 2026-09-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.61% | 174.1K | $8.3M | +1.06%(+1.82K) | $37.13(+25.40%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.58% | 24.2K | $8.1M | -1.01%(-248) | $100.06(+246.89%) | 2026-09-30 | |
| IMFL | INVESCO EXCH TRD SLF IDX FD | 1.56% | 238.6K | $8.0M | -6.90%(-17.68K) | $27.35(+23.24%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.49% | 152.2K | $7.6M | +199.34%(+101.37K) | $47.09(+5.43%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.85% | +43.72% | +5.57% | +31.11% |
| Top 20 Holdings Unweighted | +14.16% | +48.78% | +6.69% | +38.27% |
Total Clarity Wealth Management INC reports $517.82M in US-listed equity holdings across 349 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (4.9%), JAAA (3.7%) and BRK.B (2.6%). The top 20 holdings account for 35.64% of reported assets. Its disclosed equity book has returned +43.72% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Total Clarity Wealth Management INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Total Clarity Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1804909). View Total Clarity Wealth Management INC’s 13F filings on SEC