• 13F History

Total Clarity Wealth Management, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$303M
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 277 stock holdings with total value $303M as of Q1 2025. Top holdings included USFR, VRIG, SPLG, AAPL, and BILS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 277 $303M +$80.3K -$1.32M -$1.24M USFR, VRIG, SPLG, AAPL, BILS 13F-HR 4/17/2025, 09:58 AM
Q4 2024 267 $307M +$65.2M -$67.1M -$1.89M USFR, VRIG, SPLG, AAPL, BILS 13F-HR 1/23/2025, 06:10 PM
Q3 2024 258 $311M +$41.9M -$30.9M +$10.9M USFR, VRIG, BILS, IWF, UCON 13F-HR 10/21/2024, 11:43 AM
Q2 2024 245 $288M +$49.9M -$46.3M +$3.59M USFR, VRIG, IWF, UCON, MSFT 13F-HR 8/9/2024, 04:59 PM
Q1 2024 264 $287M +$59.3M -$28.8M +$30.4M USFR, IWF, UCON, VRIG, BSCW 13F-HR 4/22/2024, 07:51 PM
Q4 2023 231 $244M +$46.1M -$25.9M +$20.2M USFR, IWF, AAPL, UCON, BSCW 13F-HR 1/23/2024, 06:27 PM
Q3 2023 218 $208M +$41.7M -$16.9M +$24.8M USFR, UCON, IWF, AAPL, FNDF 13F-HR 10/24/2023, 09:25 PM
Q2 2023 212 $201M +$55.5M -$25.2M +$30.4M USFR, AAPL, IWF, FNDF, MSFT 13F-HR 7/24/2023, 12:58 PM
Q1 2023 176 $184M +$35.9M -$17.2M +$18.7M USFR, NEAR, AAPL, SCHO, MSFT 13F-HR 5/4/2023, 07:39 AM
Q4 2022 223 $196M +$66.3M -$7.82M +$58.4M USFR, NEAR, MSFT, FTSM, AAPL 13F-HR 2/3/2023, 03:01 PM
Q3 2022 228 $160M +$23.8M -$10.3M +$13.5M MSFT, AAPL, FMB, VXUS, ADI 13F-HR 11/4/2022, 04:13 PM
Q2 2022 964 $193M +$51.8M -$11.2M +$40.6M MSFT, VXUS, AAPL, FMB, ADI 13F-HR 7/29/2022, 09:13 AM
Q1 2022 220 $182M +$34.1M -$20.4M +$13.8M AAPL, MSFT, VXUS, RDVY, FMB 13F-HR 4/29/2022, 09:33 AM
Q4 2021 945 $220M +$30.9M -$23.9M +$6.95M RDVY, MSFT, AAPL, IWF, FMB 13F-HR 2/3/2022, 08:37 AM
Q3 2021 963 $210M +$46M -$9.99M +$36M LQD, MSFT, FMB, AAPL, RDVY 13F-HR 10/21/2021, 02:08 PM
Q2 2021 199 $179M +$40.9M -$43.7M -$2.79M LQD, MSFT, FMB, RDVY, AAPL 13F-HR 7/26/2021, 08:54 AM
Q1 2021 811 $174M +$45.9M -$20.6M +$25.3M IWF, LQD, VB, NOBL, FMB 13F-HR 5/5/2021, 09:40 AM
Q4 2020 148 $144M +$21.5M -$2.35M +$19.2M LQD, IWF, VB, VO, NOBL 13F-HR 1/20/2021, 11:42 AM
Q3 2020 125 $115M +$12.5M -$4.04M +$8.41M LQD, IWF, VO, NOBL, VB 13F-HR 11/17/2020, 08:37 AM
Q2 2020 125 $109M +$41.7M -$5.72M +$36M LQD, IWF, NOBL, VO, VB 13F-HR 7/15/2020, 09:04 AM
Q1 2020 96 $64.7M +$6.56M -$6M +$557K NOBL, FMB, MSFT, SMDV, FTCS 13F-HR 4/24/2020, 12:19 PM
Q4 2019 669 $133M FTCS, MTUM, SPYG, LGLV, NOBL 13F-HR 2/27/2020, 01:49 PM