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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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