Total Clarity Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$6.56M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$5.12M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
+$4.59M |
| 4 |
Invesco BuyBack Achievers ETF
PKW
|
+$3.7M |
| 5 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$3.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.34M |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$3.15M |
| 3 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
+$2.79M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$2.16M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$2.14M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.3% |
| 2 | Financials | 4.4% |
| 3 | Industrials | 3.5% |
| 4 | Communication Services | 2.41% |
| 5 | Healthcare | 2.32% |
Similar funds
Total Clarity Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Total Clarity Wealth Management held 343 positions worth $426M, up 2.9% from $414M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Total Clarity Wealth Management deployed $14.3M of net new capital in Q1 2026, opening 43 new positions and adding to 140 existing holdings. Its largest new stake was Dimensional US Targeted Value ETF: 72,272 shares worth $4.51M.
By sector, the portfolio is most concentrated in Technology at 7.3% of assets, down from 8.9% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Vanguard S&P Small-Cap 600 ETF, an estimated $3.15M trimmed.
- Total Clarity Wealth Management's largest Q1 2026 buy was Dimensional US Targeted Value ETF: 72,272 shares worth $4.51M.
- Total Clarity Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $6.56M increase.
- Total Clarity Wealth Management's biggest Q1 2026 reduction was Vanguard S&P Small-Cap 600 ETF, cutting an estimated $3.15M.
- Total Clarity Wealth Management fully exited Schwab US Dividend Equity ETF in Q1 2026, selling an estimated $3.34M.
- Total Clarity Wealth Management's ten largest holdings make up 20% of its $426M portfolio in Q1 2026.
- Total Clarity Wealth Management opened 43 new positions and closed 32 in Q1 2026.
- Total Clarity Wealth Management's portfolio value rose 2.9% quarter-over-quarter to $426M.
Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.