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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.27B
$1.17 Million 0.33% of portfolio
191,420
Q3 2025 New
$9.4B
$959,000 0.27% of portfolio
15,600
Q3 2025 Added 4.66%
$5.83B
$902,000 0.25% of portfolio
30,042
Q3 2025 New
$7.17B
$785,000 0.22% of portfolio
71,179
Q3 2025 Added 113.46%
$2.12B
$659,000 0.19% of portfolio
12,609
Q3 2025 Added 1.41%
$3.57B
$460,000 0.13% of portfolio
5,945
Q3 2025 New
$2.6B
$417,000 0.12% of portfolio
16,910
Q3 2025 Reduced 74.26%
$8.46B
$358,000 0.1% of portfolio
2,680
Q3 2025 Reduced 8.84%
$8.79B
$346,000 0.1% of portfolio
3,189
Q3 2025 New
$8.94B
$306,000 0.09% of portfolio
721
Q3 2025 Added 0.7%
$9.3B
$315,000 0.09% of portfolio
6,976
Q3 2025 New
$3.66B
$260,000 0.07% of portfolio
2,323
Q3 2025 Reduced 19.31%
$6.67B
$256,000 0.07% of portfolio
2,049
Q3 2025 New
$9.84B
$225,000 0.06% of portfolio
4,350
Q3 2025 New
$9.23B
$157,000 0.04% of portfolio
11,935
Q3 2025 Reduced 3.94%

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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