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Manager record

Total Clarity Wealth Management, Inc.

St. Charles, IL · CIK 1804909 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$517.78MReported 13F valueQ3 2026 · as filed
380Holdings listed
+0.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 26Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $349.3M$349.3MQ2 2025288 holdingsQ3 2025: $376.3M$376.3MQ3 2025285 holdingsQ4 2025: $413.6M$413.6MQ4 2025300 holdingsQ1 2026: $425.8M$425.8MQ1 2026311 holdingsQ2 2026: $514.7M$514.7MQ2 2026368 holdingsQ3 2026: $517.8M$517.8MQ3 2026380 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 26 2026 13F-HR · period Q3 2026

$517.78M · 380 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$514.65M · 368 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$425.75M · 311 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$413.64M · 300 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$376.27M · 285 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$349.27M · 288 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 26, 2026 · Change methodology