Total Clarity Wealth Management, Inc. reported 157 positions worth $161.55M for the quarter ended Sep 30, 2026, up 5.7% on the prior quarter. It opened 26 new positions, added to 59, trimmed 68 and exited 35. Its largest holding is Berkshire Hathaway Inc at 8.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +12.7K | +92.0% | $6.31M | 8.15% |
| MSFT Microsoft Corp | +3,134 | +35.2% | $1.61M | 3.83% |
| PLTR Palantir Technologies Inc. | +6,215 | +138.6% | $1.16M | 1.24% |
| INTC Intel Corp | +8,882 | +127.4% | $1.07M | 1.18% |
| TSLA Tesla, Inc. | +2,872 | +54.2% | $1.02M | 1.79% |
| SPCX Space Exploration Technologies Corp | +5,554 | +85.5% | $837.88K | 1.13% |
| CASY Caseys General Stores Inc | +1,347 | – | $819.60K | 0.507% |
| COHR Coherent Corp. | +2,540 | – | $731.04K | 0.453% |
| BAC Bank Of America Corp | +12.8K | +262.1% | $697.58K | 0.597% |
| AIG American International Group, Inc. | +9,145 | +39.1% | $680.57K | 1.5% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | -5,957 | -52.4% | $1.31M | 0.737% |
| CHWY Chewy, Inc. | -49.0K | -100.0% | $961.87K | Exited |
| CAT Caterpillar Inc | -837 | -19.1% | $678.62K | 1.78% |
| HMC Honda Motor Co Ltd | -18.9K | -50.7% | $598.47K | 0.36% |
| ENB Enbridge Inc | -12.2K | -37.1% | $566.35K | 0.594% |
| OKE Oneok Inc | -6,170 | -52.0% | $526.08K | 0.301% |
| ESLT Elbit Systems Ltd | -662 | -100.0% | $502.27K | Exited |
| KARO Karooooo Ltd. | -9,905 | -100.0% | $488.91K | Exited |
| MCD Mcdonalds Corp | -2,009 | -57.0% | $464.11K | 0.217% |
| GIS General Mills Inc | -12.9K | -100.0% | $448.41K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CASY Caseys General Stores Inc | +1,347 | $819.60K | 0.507% |
| COHR Coherent Corp. | +2,540 | $731.04K | 0.453% |
| GAP Gap Inc | +26.2K | $597.41K | 0.37% |
| GEHC GE HealthCare Technologies Inc. | +8,687 | $567.89K | 0.352% |
| BWXT BWX Technologies, Inc. | +3,874 | $530.74K | 0.329% |
| WMB Williams Companies, Inc. | +6,964 | $473.33K | 0.293% |
| FUN Six Flags Entertainment Corporation | +43.5K | $465.63K | 0.288% |
| MOD Modine Manufacturing Co | +2,482 | $464.63K | 0.288% |
| DDOG Datadog, Inc. | +1,688 | $462.26K | 0.286% |
| OKLO Oklo Inc. | +10.4K | $384.93K | 0.238% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CHWY Chewy, Inc. | -49.0K | $961.87K | 0.629% |
| ESLT Elbit Systems Ltd | -662 | $502.27K | 0.329% |
| KARO Karooooo Ltd. | -9,905 | $488.91K | 0.32% |
| GIS General Mills Inc | -12.9K | $448.41K | 0.293% |
| ZBH Zimmer Biomet Holdings, Inc. | -5,173 | $445.34K | 0.291% |
| CGON CG Oncology, Inc. | -5,719 | $406.34K | 0.266% |
| EAT Brinker International, Inc | -2,373 | $398.66K | 0.261% |
| EQT EQT Corp | -7,277 | $386.94K | 0.253% |
| HPQ Hp Inc | -17.5K | $384.47K | 0.252% |
| CC Chemours Co | -18.4K | $377.22K | 0.247% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 26.4K | $13.17M | 8.15% | +12.7K | +92.0% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 24.2K | $8.07M | 5% | -248 | -1.0% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 30.0K | $6.86M | 4.25% | -913 | -2.9% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 12.0K | $6.18M | 3.83% | +3,134 | +35.2% | Added | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 15.0K | $4.98M | 3.08% | -568 | -3.6% | Reduced | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 11.6K | $3.98M | 2.46% | -106 | -0.9% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 13.7K | $3.43M | 2.12% | +901 | +7.0% | Added | 0% |
| 8 | GLD Spdr Gold Trust | Financial Services | 8,679 | $3.31M | 2.05% | +1,419 | +19.5% | Added | 0% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 8,169 | $2.90M | 1.79% | +2,872 | +54.2% | Added | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 3,552 | $2.88M | 1.78% | -837 | -19.1% | Reduced | 0% |
| 11 | WMT Walmart Inc. | Consumer Staples | 25.6K | $2.66M | 1.65% | -1,421 | -5.3% | Reduced | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 2,148 | $2.49M | 1.54% | +36 | +1.7% | Added | 0% |
| 13 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 5,313 | $2.42M | 1.5% | +1,206 | +29.4% | Added | 0% |
| 14 | AIG American International Group, Inc. | Financial Services | 32.5K | $2.42M | 1.5% | +9,145 | +39.1% | Added | 0.01% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 12.9K | $2.11M | 1.3% | -2,531 | -16.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Total Clarity Wealth Management.
As of its Q3 2026 13F filing, Total Clarity Wealth Management, Inc.’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 8.2%, Apple Inc. (AAPL) at 5.0%, Nvidia Corp (NVDA) at 4.2%, Microsoft Corp (MSFT) at 3.8%, Jpmorgan Chase & Co (JPM) at 3.1% of the reported portfolio.
Total Clarity Wealth Management, Inc. reported a 13F portfolio worth $161.55M across 157 positions for Q3 2026. That is up 5.7% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($6.31M), Microsoft Corp ($1.61M), Palantir Technologies Inc. ($1.16M). It opened 26 new positions.
Its largest sales by value were International Business Machines Corp ($1.31M), Chewy, Inc. ($961.87K), Caterpillar Inc ($678.62K). It exited 35 positions entirely.
From the Form 13F-HR reports Total Clarity Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.