Total Clarity Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$6.54M |
| 2 |
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$6.51M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$6.05M |
| 4 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
+$3.93M |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$3.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$5.87M |
| 2 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$4.69M |
| 3 |
Columbia EM Core ex-China ETF
XCEM
|
+$4.56M |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
+$4.12M |
| 5 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$3.81M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.27% |
| 2 | Financials | 4.32% |
| 3 | Industrials | 3.91% |
| 4 | Healthcare | 2.52% |
| 5 | Consumer Discretionary | 2.5% |
Similar funds
Total Clarity Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Total Clarity Wealth Management held 392 positions worth $515M, up 21% from $426M the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Total Clarity Wealth Management deployed $44.6M of net new capital in Q2 2026, opening 81 new positions and adding to 142 existing holdings. Its largest new stake was Invesco S&P 500 Low Volatility ETF: 39,904 shares worth $2.99M.
By sector, the portfolio is most concentrated in Technology at 8.3% of assets, up from 7.3% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was State Street SPDR Portfolio Developed World ex-US ETF, an estimated $4.69M trimmed.
- Total Clarity Wealth Management's largest Q2 2026 buy was Invesco S&P 500 Low Volatility ETF: 39,904 shares worth $2.99M.
- Total Clarity Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $6.54M increase.
- Total Clarity Wealth Management's biggest Q2 2026 reduction was State Street SPDR Portfolio Developed World ex-US ETF, cutting an estimated $4.69M.
- Total Clarity Wealth Management fully exited Vanguard Long-Term Treasury ETF in Q2 2026, selling an estimated $5.87M.
- Total Clarity Wealth Management's ten largest holdings make up 23% of its $515M portfolio in Q2 2026.
- Total Clarity Wealth Management opened 81 new positions and closed 24 in Q2 2026.
- Total Clarity Wealth Management's portfolio value rose 21% quarter-over-quarter to $515M.
Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.