2026 Q1 Portfolio Activity
In 2026 Q1, Total Clarity Wealth Management, Inc. maintained a portfolio of 343 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 1.06% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 51.7%. Conversely, Total Clarity Wealth Management, Inc. completely exited their position in SCHWAB STRATEGIC TR.
Position History
hover any row below to update
Loading…
Total Positions
343
Quarter
2026 Q1
Top Holding
SPLG (4.3%)
Top 10 Concentration
20.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 343
Total Clarity Wealth Management, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
SPDR SERIES TRU...
|
ETF | 4.33% | 3.08% |
#1
Prev: #1
|
6.7 |
—
|
81,992 | 51.7% |
P
S
|
240,635 | $18,418,231 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BILS
SPDR SERIES TRU...
|
ETF | 2.26% | 1.55% |
#2
8
Prev: #10
|
4.9 |
—
|
32,214 | 49.9% |
P
S
|
96,743 | $9,620,124 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RWL
INVESCO EXCH TR...
|
ETF | 2.12% | 2.11% |
#3
Prev: #3
|
2.3 |
—
|
2,408 | 3.2% |
P
S
|
78,687 | $9,041,876 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 1.95% | 2.00% |
#4
1
Prev: #5
|
1.8 |
—
|
2,478 | 2.1% |
P
S
|
121,836 | $8,318,952 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 1.82% | 2.40% |
#5
3
Prev: #2
|
1.2 |
—
|
-42,298 | -21.6% |
P
S
|
153,700 | $7,741,858 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
USFR
WISDOMTREE TR
|
ETF | 1.62% | 1.67% |
#6
3
Prev: #9
|
1.1 |
—
|
63 | 0.0% |
P
S
|
136,982 | $6,895,694 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.57% | 2.07% |
#7
3
Prev: #4
|
0.6 |
—
|
-9,652 | -23.9% |
P
S
|
30,778 | $6,686,432 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC
|
Technology | 1.57% | 1.76% |
#8
1
Prev: #7
|
1.1 |
—
|
-439 | -1.6% |
P
S
|
26,284 | $6,670,496 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.56% | 1.32% |
#9
6
Prev: #15
|
2.6 |
—
|
22,903 | 18.7% |
P
S
|
145,554 | $6,644,540 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 1.53% | 1.26% |
#10
8
Prev: #18
|
2.6 |
—
|
17,805 | 15.5% |
P
S
|
132,781 | $6,496,974 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.51% | 1.67% |
#11
3
Prev: #8
|
1.1 |
—
|
-203 | -0.5% |
P
S
|
36,805 | $6,418,758 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPYD
SPDR SERIES TRU...
|
ETF | 1.44% | 1.86% |
#12
6
Prev: #6
|
0.6 |
—
|
-42,817 | -24.1% |
P
S
|
134,597 | $6,126,855 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 1.43% | 1.53% |
#13
1
Prev: #12
|
2.6 |
—
|
9,122 | 6.4% |
P
S
|
151,093 | $6,072,435 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IMFL
INVESCO EXCH TR...
|
Bond/Debt | 1.41% | 1.31% |
#14
2
Prev: #16
|
1.1 |
—
|
7,688 | 4.2% |
P
S
|
190,008 | $6,011,848 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 1.41% | 1.54% |
#15
4
Prev: #11
|
1.1 |
—
|
68 | 0.3% |
P
S
|
25,187 | $5,985,029 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 1.38% | 0.20% |
#16
112
Prev: #128
|
3.6 |
—
|
91,168 | 609.4% |
P
S
|
106,128 | $5,874,716 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XCEM
COLUMBIA ETF TR...
|
ETF | 1.33% | 1.19% |
#17
3
Prev: #20
|
2.5 |
—
|
10,727 | 8.4% |
P
S
|
139,114 | $5,677,235 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWF
ISHARES TR
|
ETF | 1.28% | 1.49% |
#18
5
Prev: #13
|
1.0 |
—
|
-204 | -1.6% |
P
S
|
12,790 | $5,453,656 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.25% | 1.46% |
#19
5
Prev: #14
|
1.0 |
—
|
-778 | -4.0% |
P
S
|
18,465 | $5,309,858 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 1.17% | 1.24% |
#20
1
Prev: #19
|
1.0 |
—
|
-3,316 | -1.7% |
P
S
|
195,159 | $4,999,980 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGMU
CAPITAL GRP FIX...
|
ETF | 1.15% | 1.05% |
#21
4
Prev: #25
|
2.5 |
—
|
20,985 | 13.2% |
P
S
|
179,646 | $4,877,397 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 1.07% | 1.11% |
#22
Prev: #22
|
0.9 |
—
|
2,397 | 1.3% |
P
S
|
184,617 | $4,572,966 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.06% | — |
#23
Prev: #—
|
3.9 |
—
|
72,272 | — |
NEW
|
72,272 | $4,513,386 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VRIG
INVESCO ACTIVEL...
|
ETF | 1.05% | 1.11% |
#24
3
Prev: #21
|
0.9 |
—
|
-4,944 | -2.7% |
P
S
|
178,084 | $4,458,324 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GSY
INVESCO ACTIVEL...
|
ETF | 1.04% | 0.50% |
#25
32
Prev: #57
|
3.4 |
—
|
46,936 | 114.1% |
P
S
|
88,081 | $4,414,598 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FDL
FIRST TR EXCHAN...
|
Unknown | 1.03% | 0.80% |
#26
8
Prev: #34
|
2.4 |
—
|
11,292 | 15.1% |
P
S
|
86,034 | $4,370,527 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GTO
INVESCO ACTIVEL...
|
ETF | 0.99% | 1.10% |
#27
4
Prev: #23
|
0.9 |
—
|
-5,936 | -6.2% |
P
S
|
89,765 | $4,203,716 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.97% | 1.06% |
#28
4
Prev: #24
|
0.9 |
—
|
-94 | -1.5% |
P
S
|
6,347 | $4,127,461 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.96% | 0.98% |
#29
3
Prev: #26
|
0.9 |
—
|
2,495 | 2.4% |
P
S
|
104,647 | $4,066,583 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.93% | 1.27% |
#30
13
Prev: #17
|
0.9 |
—
|
-183 | -1.7% |
P
S
|
10,659 | $3,945,759 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PKW
INVESCO EXCHANG...
|
ETF | 0.91% | 0.08% |
#31
200
Prev: #231
|
3.4 |
—
|
27,262 | 1179.7% |
P
S
|
29,573 | $3,881,433 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGSM
CAPITAL GRP FIX...
|
ETF | 0.87% | 0.77% |
#32
5
Prev: #37
|
2.3 |
—
|
19,833 | 16.4% |
P
S
|
140,438 | $3,690,711 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.84% | 0.91% |
#33
5
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
5 | $3,590,700 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.82% | 0.91% |
#34
5
Prev: #29
|
0.8 |
—
|
161 | 1.4% |
P
S
|
11,858 | $3,488,228 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.77% | 0.85% |
#35
4
Prev: #31
|
0.8 |
—
|
345 | 2.3% |
P
S
|
15,644 | $3,258,176 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.77% | 0.84% |
#36
4
Prev: #32
|
0.8 |
—
|
-140 | -2.0% |
P
S
|
6,799 | $3,258,081 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.76% | 0.61% |
#37
12
Prev: #49
|
0.8 |
—
|
182 | 4.2% |
P
S
|
4,565 | $3,234,154 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.76% | 0.75% |
#38
1
Prev: #39
|
0.8 |
—
|
-327 | -4.2% |
P
S
|
7,513 | $3,232,769 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IVV
ISHARES TR
|
ETF | 0.74% | 0.80% |
#39
4
Prev: #35
|
0.8 |
—
|
17 | 0.4% |
P
S
|
4,843 | $3,163,365 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGMS
CAPITAL GRP FIX...
|
ETF | 0.71% | 0.74% |
#40
Prev: #40
|
0.8 |
—
|
488 | 0.4% |
P
S
|
110,996 | $3,022,433 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JMEE
J P MORGAN EXCH...
|
Unknown | 0.70% | 0.57% |
#41
9
Prev: #50
|
2.8 |
—
|
8,206 | 22.5% |
P
S
|
44,604 | $2,978,209 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.67% | 0.63% |
#42
4
Prev: #46
|
0.8 |
—
|
-252 | -1.1% |
P
S
|
23,095 | $2,870,288 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ICLO
INVESCO ACTIVEL...
|
Unknown | 0.67% | — |
#43
Prev: #—
|
3.8 |
—
|
111,054 | — |
NEW
|
111,054 | $2,832,986 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 0.65% | 0.70% |
#44
3
Prev: #41
|
0.8 |
—
|
-1,195 | -1.8% |
P
S
|
65,449 | $2,784,214 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.61% | 0.65% |
#45
1
Prev: #44
|
0.7 |
—
|
-1,487 | -3.2% |
P
S
|
45,692 | $2,585,276 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DES
WISDOMTREE TR
|
Unknown | 0.60% | 0.28% |
#46
44
Prev: #90
|
3.2 |
—
|
36,385 | 104.4% |
P
S
|
71,231 | $2,560,042 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.59% | 0.62% |
#47
Prev: #47
|
0.7 |
—
|
201 | 2.6% |
P
S
|
7,817 | $2,507,624 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 0.58% | 0.77% |
#48
12
Prev: #36
|
0.2 |
—
|
-12,959 | -23.6% |
P
S
|
42,014 | $2,488,069 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FLMI
FRANKLIN TEMPLE...
|
ETF | 0.58% | 0.50% |
#49
7
Prev: #56
|
2.7 |
—
|
16,798 | 20.1% |
P
S
|
100,206 | $2,484,107 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XMPT
VANECK ETF TRUS...
|
ETF | 0.57% | 0.50% |
#50
9
Prev: #59
|
2.7 |
—
|
19,240 | 20.4% |
P
S
|
113,437 | $2,438,896 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 343 holdings