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TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $515M
1-Year Est. Return 27.37%
This Fund
S&P 500
This Quarter Est. Return
+13.36%
1 Year Est. Return
+27.37%
3 Year Est. Return
+69.7%
5 Year Est. Return
+74.47%
10 Year Est. Return
–
AUM
$515M
AUM Growth
+$88.9M
Cap. Flow
+$42.4M
Cap. Flow %
8.23%
Top 10 Hldgs %
22.89%
Holding
392
New
81
Increased
142
Reduced
136
Closed
24

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.54M
2
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$6.51M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.05M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$3.93M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.9M

Top Sells

Rank Stock Value
1
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$5.87M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.69M
3
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$4.56M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$4.12M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$3.81M

Sector Composition

Rank Sector Weight
1 Miscellaneous 71.14%
2 Technology 8.27%
3 Financials 4.32%
4 Industrials 3.91%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
126
Intel
INTC
$506B
$973K 0.19%
6,970
-32,263
-82% -$3.26M
MEAR icon
127
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.38B
$970K 0.19%
19,246
-1,010
-5% -$50.8K
NBIS
128
Nebius Group N.V.
NBIS
$61.5B
$969K 0.19%
3,510
-1,881
-35% -$373K
CVX icon
129
Chevron
CVX
$409B
$963K 0.19%
5,813
-2,129
-27% -$396K
XLG icon
130
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$963K 0.19%
15,722
+1,125
+8% +$68.7K
CHWY icon
131
Chewy
CHWY
$9.69B
$962K 0.19%
+48,950
New +$1.11M
FDVV icon
132
Fidelity High Dividend ETF
FDVV
$10.5B
$960K 0.19%
15,929
-281
-2% -$16.7K
MCD icon
133
McDonald's
MCD
$181B
$954K 0.19%
3,527
+1,041
+42% +$299K
APH icon
134
Amphenol
APH
$204B
$946K 0.18%
10,732
-1,724
-14% -$124K
KO icon
135
Coca-Cola
KO
$379B
$944K 0.18%
11,611
+6,722
+137% +$531K
V icon
136
Visa
V
$700B
$936K 0.18%
2,727
+1,223
+81% +$393K
HD icon
137
Home Depot
HD
$320B
$926K 0.18%
2,626
+725
+38% +$236K
CRWD icon
138
CrowdStrike
CRWD
$218B
$912K 0.18%
+4,780
New +$679K
F icon
139
Ford
F
$58.3B
$911K 0.18%
65,569
-192
-0.3% -$2.59K
SHOP icon
140
Shopify
SHOP
$187B
$907K 0.18%
7,944
-2,154
-21% -$246K
RSP icon
141
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$906K 0.18%
4,257
-697
-14% -$143K
USB icon
142
US Bancorp
USB
$98.7B
$885K 0.17%
14,658
-199
-1% -$11.2K
CEG icon
143
Constellation Energy
CEG
$106B
$877K 0.17%
3,530
+1,315
+59% +$370K
COST icon
144
Costco
COST
$406B
$874K 0.17%
934
+272
+41% +$271K
PANW icon
145
Palo Alto Networks
PANW
$272B
$872K 0.17%
2,556
-608
-19% -$139K
BBIO icon
146
BridgeBio Pharma
BBIO
$14.6B
$851K 0.17%
11,422
-2,260
-17% -$158K
EXI icon
147
iShares Global Industrials ETF
EXI
$1.43B
$850K 0.17%
4,241
-6
-0.1% -$1.17K
GEV icon
148
GE Vernova
GEV
$251B
$848K 0.16%
722
– –
MUB icon
149
iShares National Muni Bond ETF
MUB
$45B
$848K 0.16%
7,881
+404
+5% +$43.2K
COWZ icon
150
Pacer US Cash Cows 100 ETF
COWZ
$19.9B
$834K 0.16%
13,403
-4,599
-26% -$290K
4 5
6
7 8

Similar funds

BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
VIA
Vickerman Investment Advisors Spokane, Washington $515M AUM 19.07% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
EGP
Entrust Global Partners New York $514M AUM 28.74% 1-Year Est. Return
NG
Navigation Group Redwood City, California $514M AUM
FMC
FTV Management Company San Francisco, California $514M AUM 4.45% 1-Year Est. Return

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 $42.4M 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 Miscellaneous at 71% of assets, down from 73% a quarter earlier, followed by Technology and Financials.

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.