13F Filings History of Total Clarity Wealth Management, Inc.

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$413,637,016
Signature - Title
Jeanne M. Tackett - Chief Compliance Officer
Location
St. Charles, IL
Summary
This page shows a list of all the recent 13F filings made by Total Clarity Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Total Clarity Wealth Management, Inc. reported 299 stock holdings with total value $413,637,016 as of Q4 2025. Top holdings included SPYM, JAAA, RWL, VBR, and RDVY.

Notify me when Total Clarity Wealth Management, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 299 $413,637,016 +$66,877,179 -$35,577,078 +$31,300,101 SPYM, JAAA, RWL, VBR, RDVY 13F-HR 30 Jan 2026, 19:28
Q3 2025 285 $376,268,978 +$42,276,092 -$37,879,133 +$4,396,959 SPLG, JAAA, USFR, VBR, RDVY 13F-HR 10 Nov 2025, 21:19
Q2 2025 285 $349,239,394 +$89,095,341 -$58,266,210 +$30,829,131 SPLG, USFR, VBR, VRIG, JAAA 13F-HR 25 Jul 2025, 16:11
Q1 2025 277 $303,122,844 +$80,251 -$1,316,141 -$1,235,890 USFR, VRIG, SPLG, AAPL, BILS 13F-HR 17 Apr 2025, 09:58
Q4 2024 267 $307,496,710 +$65,248,283 -$67,133,344 -$1,885,061 USFR, VRIG, SPLG, AAPL, BILS 13F-HR 23 Jan 2025, 18:10
Q3 2024 258 $310,718,504 +$41,890,382 -$30,948,009 +$10,942,373 USFR, VRIG, BILS, IWF, UCON 13F-HR 21 Oct 2024, 11:43
Q2 2024 245 $288,159,848 +$49,862,221 -$46,305,556 +$3,556,665 USFR, VRIG, IWF, UCON, MSFT 13F-HR 09 Aug 2024, 16:59
Q1 2024 266 $287,575,317 +$59,270,396 -$28,840,523 +$30,429,873 USFR, IWF, UCON, VRIG, BSCW 13F-HR 22 Apr 2024, 19:51
Q4 2023 231 $243,931,568 +$46,114,614 -$25,904,741 +$20,209,873 USFR, IWF, AAPL, UCON, BSCW 13F-HR 23 Jan 2024, 18:27
Q3 2023 218 $207,722,201 +$41,740,415 -$29,920,763 +$11,819,652 USFR, UCON, IWF, AAPL, FNDF 13F-HR 24 Oct 2023, 21:25
Q2 2023 212 $201,497,288 +$55,527,610 -$41,128,835 +$14,398,775 USFR, AAPL, IWF, FNDF, MSFT 13F-HR 24 Jul 2023, 12:58
Q1 2023 176 $184,173,228 +$35,924,516 -$51,451,347 -$15,526,831 USFR, NEAR, AAPL, SCHO, MSFT 13F-HR 04 May 2023, 07:39
Q4 2022 223 $196,378,203 +$66,254,209 -$40,554,332 +$25,699,877 USFR, NEAR, MSFT, FTSM, AAPL 13F-HR 03 Feb 2023, 16:01
Q3 2022 228 $159,981,000 +$23,816,412 -$45,331,447 -$21,515,035 MSFT, AAPL, FMB, VXUS, ADI 13F-HR 04 Nov 2022, 16:13
Q2 2022 1,009 $193,205,000 +$51,771,478 -$16,099,398 +$35,672,080 MSFT, VXUS, AAPL, FMB, ADI 13F-HR 29 Jul 2022, 09:13
Q1 2022 220 $182,285,000 +$34,134,636 -$64,280,794 -$30,146,158 AAPL, MSFT, VXUS, RDVY, FMB 13F-HR 29 Apr 2022, 09:33
Q4 2021 974 $220,203,000 +$30,903,518 -$30,688,535 +$214,983 RDVY, MSFT, AAPL, IWF, FMB 13F-HR 03 Feb 2022, 09:37
Q3 2021 966 $210,369,000 +$45,885,135 -$9,990,211 +$35,894,924 LQD, MSFT, FMB, AAPL, RDVY 13F-HR 21 Oct 2021, 14:08
Q2 2021 199 $178,899,000 +$40,807,427 -$43,925,213 -$3,117,786 LQD, MSFT, FMB, RDVY, AAPL 13F-HR 26 Jul 2021, 08:54
Q1 2021 816 $173,768,000 +$45,898,754 -$20,643,397 +$25,255,357 IWF, LQD, VB, NOBL, FMB 13F-HR 05 May 2021, 09:40
Q4 2020 148 $143,977,000 +$21,516,938 -$3,964,598 +$17,552,340 LQD, IWF, VB, VO, NOBL 13F-HR 20 Jan 2021, 12:42
Q3 2020 125 $114,598,000 +$12,451,586 -$11,224,066 +$1,227,520 LQD, IWF, VO, NOBL, VB 13F-HR 17 Nov 2020, 09:37
Q2 2020 125 $108,930,000 +$42,108,981 -$7,728,708 +$34,380,273 LQD, IWF, NOBL, VO, VB 13F-HR 15 Jul 2020, 09:04
Q1 2020 96 $64,738,000 +$6,557,108 -$62,666,995 -$56,109,887 NOBL, FMB, MSFT, SMDV, FTCS 13F-HR 24 Apr 2020, 12:19
Q4 2019 680 $133,221,000 $0 $0 $0 FTCS, MTUM, SPYG, LGLV, NOBL 13F-HR 27 Feb 2020, 14:49