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Total Clarity Wealth Management, Inc.
Total Clarity Wealth Management, Inc. is a financial planning and investment advisory firm headquartered in St. Charles, Illinois. Founded in 2006, the firm registered as an investment adviser with the SEC in 2007 and serves clients throughout the United States, primarily individuals (both high net worth and others), as well as charitable organizations and a limited number of businesses. As of 2025, the firm has approximately 20 employees, with a leadership team including David J. Hubbard (majority shareholder), Terrance Murphy (President), and Jeanne Tackett (Chief Compliance Officer and VP of Operations). Total Clarity delivers customized wealth management services and financial planning to families, individuals, and businesses, helping clients articulate and work toward their long-term financial goals.
Investment Strategy
Total Clarity Wealth Management offers a client-centric approach to investment management and financial planning. The firm designs diversified portfolios tailored to individual client objectives, risk tolerance, and time horizons. Their services include strategic asset allocation and rebalancing, tax-aware investing, retirement and estate planning, and ongoing financial guidance. The firm charges advisory fees based on account value and provides both discretionary and non-discretionary portfolio management. The core philosophy is to transform financial complexity into opportunity through a clear, structured planning process, with regular client reviews to adapt strategies as goals and markets evolve.
Latest 13F Filing Activity
Total Clarity Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 284 equity positions and 3 options positions with a total 13F market value of $349M. The fund increased holdings in Vanguard Index FDS, Janus Detroit STR TR, SPDR Index SHS FDS among other positions. Total Clarity Wealth Management, Inc. reduced exposure to Wisdomtree TR, SPDR Series Trust, Invesco Actively Managed Exc among others.
Top Holdings
Equity Positions (284)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 3.48% | $12.1M | 167,005 | $68.95 | $72.69 | +$2.5M |
U USFR | WISDOMTREE TR | 2.45% | $8.6M | 170,168 | $50.28 | $50.31 | -$3.8M |
V VBR | VANGUARD INDEX FDS | 2.30% | $8.0M | 41,251 | $192.10 | $195.01 | +$4.6M |
V VRIG | INVESCO ACTIVELY MANAGED EXC | 2.12% | $7.4M | 295,820 | $25.07 | $25.05 | -$2.4M |
J JAAA | JANUS DETROIT STR TR | 1.92% | $6.7M | 132,103 | $50.74 | $50.75 | +$4.5M |
Options Positions (3)
Industry Allocation
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