Total Clarity Wealth Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Total Clarity Wealth Management, Inc. 13F Holdings
CIK 0001804909 · St. Charles, IL
As of Sep 30, 2025, Total Clarity Wealth Management, Inc. reported
285 positions worth $354.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 173,031 |
|
3.6M3.82% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 175,527 | $8.9M | 2.51% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 153,783 | $7.7M | 2.18% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 36,744 | $7.7M | 2.16% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 107,127 | $7.2M | 2.03% |
| NVIDIA CORP | NVDA | Technology | 37,742 | $7.0M | 1.99% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 268,710 | $6.9M | 1.96% |
| APPLE INC | AAPL | Technology | 26,176 | $6.7M | 1.88% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 25,005 | $6.2M | 1.74% |
| INVESCO EXCH TRADED FD TR II | GOVI | — | 221,937 | $6.2M | 1.74% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 134,989 | $5.9M | 1.67% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 12,377 | $5.8M | 1.63% |
| INVESCO TOTAL RETURN BOND ETF | GTO | — | 118,785 | $5.6M | 1.59% |
| MICROSOFT CORP | MSFT | Technology | 10,750 | $5.6M | 1.57% |
| INVESCO ACTIVELY MANAGED EXC | — | — | 205,930 | $5.2M | 1.46% |
| INVESCO S&P 500 REVENUE ETF | RWL | — | 46,135 | $5.1M | 1.44% |
| INVESCO EXCH TRD SLF IDX FD | IMFL | — | 174,810 | $4.8M | 1.36% |
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF | UCON | — | 186,398 | $4.7M | 1.32% |
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF | BILS | — | 46,438 | $4.6M | 1.30% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,792 | $4.5M | 1.28% |
| ALPHABET INC | GOOGL | Equity | 18,582 | $4.5M | 1.27% |
| COLUMBIA EM CORE EX-CHINA ETF | XCEM | — | 122,283 | $4.4M | 1.25% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 102,894 | $4.4M | 1.25% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 94,268 | $4.0M | 1.14% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 101,977 | $3.9M | 1.11% |