StockDriftsStockDriftsTop 50 Total Clarity Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 5.42% | 317.3K | $27.9M | +31.84%(+76.63K) | $73.87(+23.54%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 2.68% | 273.2K | $13.8M | +77.78%(+119.54K) | $50.65(-0.07%) | 2026-06-30 | |
| SPYD | SPDR SERIES TRUST | 2.53% | 273.1K | $13.0M | +102.89%(+138.49K) | $44.96(+12.11%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.53% | 160.3K | $13.0M | +31.61%(+38.51K) | $61.27(+36.43%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.96% | 33.3K | $10.1M | +32.40%(+8.16K) | $185.61(+62.40%) | 2026-06-30 | |
| SPAB | SPDR SERIES TRUST | 1.73% | 348.1K | $8.9M | +78.39%(+152.98K) | $25.55(-1.70%) | 2026-06-30 | |
| IMFL | INVESCO EXCH TRD SLF IDX FD | 1.71% | 256.3K | $8.8M | +34.90%(+66.32K) | $27.35(+28.14%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.58% | 172.3K | $8.1M | +14.05%(+21.23K) | $37.02(+27.05%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 1.38% | 134.5K | $7.1M | +1.26%(+1.67K) | $35.46(+56.97%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.38% | 24.5K | $7.1M | -6.86%(-1.80K) | $100.06(+205.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.42% | +42.10% | +5.24% | +29.11% |
| Top 20 Holdings Unweighted | +13.60% | +46.60% | +6.31% | +35.81% |
Total Clarity Wealth Management, Inc. reports $514.65M in US-listed equity holdings across 361 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (5.4%), JAAA (2.7%) and SPYD (2.5%). The top 20 holdings account for 34.58% of reported assets. Its disclosed equity book has returned +42.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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