Total Clarity Wealth Management, Inc. Portfolio Holdings

Total Clarity Wealth Management, Inc.

  • $354 Million
  • Q3 2025

Total Clarity Wealth Management, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $354 Million distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $13.6M, Janus Detroit Str Tr Janus Hen with a value of $8.91M, Wisdomtree Floating Rate Treas with a value of $7.73M, Vanguard Small Cap Value ETF with a value of $7.67M, and First Trust Rising Dividend Ac with a value of $7.21M.

Examining the 13F form we can see an increase of $25.5M in the current position value, from $328M to 354M.

Below you can find more details about Total Clarity Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $354 Million
ETFs: $224 Million
Technology: $37.6 Million
Financial Services: $21.7 Million
Communication Services: $13.3 Million
Consumer Cyclical: $10.8 Million
Healthcare: $10.5 Million
Industrials: $10.3 Million
Energy: $8.98 Million
Other: $10.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.6 Million 3.83% of portfolio
173,031
Q3 2025 Added 3.61%
$0
$8.91 Million 2.52% of portfolio
175,527
Q3 2025 Added 32.87%
$0
$7.73 Million 2.18% of portfolio
153,783
Q3 2025 Reduced 9.63%
$0
$7.67 Million 2.17% of portfolio
36,744
Q3 2025 Reduced 10.93%
$0
$7.21 Million 2.04% of portfolio
107,127
Q3 2025 Added 4.11%
$465B
$7.04 Million 1.99% of portfolio
37,742
Q3 2025 Reduced 0.48%
$0
$6.95 Million 1.96% of portfolio
268,710
Q3 2025 Added 7.6%
$4.3T
$6.67 Million 1.88% of portfolio
26,176
Q3 2025 Reduced 2.24%
$0
$6.18 Million 1.75% of portfolio
25,005
Q3 2025 Added 6.56%
$0
$5.93 Million 1.67% of portfolio
134,989
Q3 2025 Added 5.39%
$0
$5.8 Million 1.64% of portfolio
12,377
Q3 2025 Reduced 1.35%
$0
$5.64 Million 1.59% of portfolio
118,785
Q3 2025 Added 7.8%
$3.78T
$5.57 Million 1.57% of portfolio
10,750
Q3 2025 Reduced 0.49%
$0
$5.17 Million 1.46% of portfolio
205,930
Q3 2025 Reduced 30.39%
$0
$5.11 Million 1.44% of portfolio
46,135
Q3 2025 Added 7.23%
$0
$4.84 Million 1.37% of portfolio
174,810
Q3 2025 Added 8.18%
$0
$4.62 Million 1.31% of portfolio
46,438
Q3 2025 Added 31.99%
$0
$4.52 Million 1.28% of portfolio
6,792
Q3 2025 Reduced 6.6%
$1.65T
$4.52 Million 1.28% of portfolio
18,582
Q3 2025 Reduced 25.31%
$0
$4.42 Million 1.25% of portfolio
102,894
Q3 2025 Added 1.49%
$0
$4.44 Million 1.25% of portfolio
122,283
Q3 2025 Added 4.62%
$0
$4.03 Million 1.14% of portfolio
94,268
Q3 2025 Added 5.87%
$0
$3.93 Million 1.11% of portfolio
101,977
Q3 2025 Added 1.39%
$453B
$3.77 Million 1.07% of portfolio
5
Q1 2024 New
$881B
$3.69 Million 1.04% of portfolio
11,693
Q3 2025 Added 3.25%
$662B
$3.5 Million 0.99% of portfolio
6,955
Q3 2025 Reduced 5.57%
$0
$3.44 Million 0.97% of portfolio
5,136
Q3 2025 Reduced 6.05%
$2.39T
$3.44 Million 0.97% of portfolio
15,672
Q3 2025 Reduced 6.1%
$0
$3.31 Million 0.94% of portfolio
29,992
Q3 2025 Reduced 31.64%
$0
$3.24 Million 0.92% of portfolio
74,742
Q2 2024 Reduced 0.52%
$0
$3.2 Million 0.91% of portfolio
117,373
Q3 2025 Added 0.48%
$130B
$2.95 Million 0.83% of portfolio
8,288
Q3 2025 Added 12.39%
$0
$2.93 Million 0.83% of portfolio
4,872
Q3 2025 Added 1.8%
$68.7B
$2.66 Million 0.75% of portfolio
31,863
Q3 2025 Added 64.39%
$0
$2.61 Million 0.74% of portfolio
7,962
Q3 2025 Reduced 3.69%
$0
$2.59 Million 0.73% of portfolio
61,605
Q3 2025 Reduced 3.44%
$0
$2.54 Million 0.72% of portfolio
57,627
Q3 2025 Added 136.56%
$0
$2.51 Million 0.71% of portfolio
17,619
Q3 2025 Reduced 3.21%
$0
$2.43 Million 0.69% of portfolio
60,392
Q3 2025 Added 4.61%
$183B
$2.4 Million 0.68% of portfolio
8,487
Q3 2025 Reduced 1.14%
$279B
$2.39 Million 0.67% of portfolio
23,179
Q3 2025 Reduced 0.35%
$0
$2.34 Million 0.66% of portfolio
41,167
Q3 2025 New
$0
$2.27 Million 0.64% of portfolio
40,962
Q3 2025 Added 0.13%
$143B
$2.23 Million 0.63% of portfolio
66,476
Q3 2025 Added 47.15%
$0
$2.22 Million 0.63% of portfolio
43,877
Q3 2025 Reduced 19.41%
$61.6B
$2.18 Million 0.62% of portfolio
76,900
Q3 2025 Reduced -0.0%
$172B
$2.2 Million 0.62% of portfolio
49,966
Q3 2025 Added 28.47%
$0
$2.09 Million 0.59% of portfolio
43,405
Q3 2025 Added 39.2%
$291B
$2.07 Million 0.58% of portfolio
4,338
Q3 2025 Added 1.9%

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $354 Million
  • Prior Value $328 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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