Total Clarity Wealth Management, Inc. has filed its latest Form 13F-HR, disclosing the firm's equity holdings as of September 30, 2026. The filing lists a total of 380 individual securities held by the firm.
The report indicates that the firm is headquartered at 525 Tyler Road Suite T in St. Charles, Illinois. The filing was signed by Nancy Johnson Jones, who serves as the Compliance Consultant for the firm.
The portfolio consists of a mix of common stocks, exchange-traded funds (ETFs), and options. Major holdings include significant positions in Apple Inc., Berkshire Hathaway Inc., and Amazon.com Inc. The firm also holds substantial stakes in various ETFs, including the iShares Core S&P 500 ETF, the Invesco Exchange Traded Fund T S&P 500 Equal Weight, and the Invesco Exchange Traded Fund T S&P 500 Quality ETF.
Specific individual stock positions include Alphabet Inc. Class A and Class C shares, Visa Inc., Eli Lilly & Co., and UnitedHealth Group Inc. The filing also includes several positions in exchange-traded funds focused on emerging markets, international equities, and specific sectors such as infrastructure and technology.
