Total Clarity Wealth Management, Inc. Portfolio Holdings

Total Clarity Wealth Management, Inc.

  • $328 Million
  • Q2 2025

Total Clarity Wealth Management, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $328 Million distributed in 288 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 $12.1M, Wisdomtree Floating Rate Treas with a value of $8.56M, Vanguard Small Cap Value ETF with a value of $8.04M, Invesco Actively Managed ETF F with a value of $7.41M, and Janus Detroit Str Tr Janus Hen with a value of $6.7M.

Examining the 13F form we can see an increase of $41.2M in the current position value, from $287M to 328M.

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

Portfolio value $328 Million
ETFs: $212 Million
Technology: $30.7 Million
Financial Services: $20.1 Million
Consumer Cyclical: $12.2 Million
Communication Services: $10.8 Million
Healthcare: $9.08 Million
Industrials: $8.97 Million
Energy: $8.75 Million
Other: $9.39 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.1 Million 3.7% of portfolio
167,005
Q2 2025 Added 19.44%
$0
$8.56 Million 2.61% of portfolio
170,168
Q2 2025 Reduced 30.55%
$0
$8.04 Million 2.45% of portfolio
41,251
Q2 2025 Added 135.71%
$0
$7.41 Million 2.26% of portfolio
295,820
Q2 2025 Reduced 23.97%
$0
$6.7 Million 2.04% of portfolio
132,103
Q2 2025 Added 200.21%
$0
$6.46 Million 1.97% of portfolio
102,900
Q2 2025 Added 5.96%
$0
$6.39 Million 1.95% of portfolio
249,732
Q2 2025 Added 46.74%
$456B
$5.99 Million 1.82% of portfolio
37,925
Q2 2025 Added 1.7%
$3.69T
$5.49 Million 1.67% of portfolio
26,777
Q2 2025 Reduced 3.43%
$3.95T
$5.37 Million 1.64% of portfolio
10,803
Q2 2025 Reduced 5.92%
$0
$5.33 Million 1.62% of portfolio
12,547
Q2 2025 Reduced 19.08%
$0
$5.33 Million 1.62% of portfolio
23,465
Q2 2025 Added 35.84%
$0
$5.21 Million 1.58% of portfolio
128,090
Q2 2025 Added 2.46%
$0
$5.17 Million 1.57% of portfolio
110,188
Q2 2025 Added 49.38%
$0
$4.89 Million 1.49% of portfolio
196,457
Q2 2025 Reduced 7.04%
$0
$4.49 Million 1.37% of portfolio
7,272
Q2 2025 Reduced 4.89%
$0
$4.47 Million 1.36% of portfolio
161,590
Q2 2025 Added 38.06%
$0
$4.44 Million 1.35% of portfolio
43,874
Q2 2025 Added 118.15%
$1.21T
$4.38 Million 1.33% of portfolio
24,879
Q2 2025 Added 14.9%
$0
$4.06 Million 1.24% of portfolio
101,382
Q2 2025 Added 24.45%
$0
$4 Million 1.22% of portfolio
116,885
Q2 2025 Added 586.87%
$2.26T
$3.66 Million 1.11% of portfolio
16,690
Q2 2025 Reduced 5.35%
$423B
$3.64 Million 1.11% of portfolio
5
Q1 2024 New
$0
$3.61 Million 1.1% of portfolio
89,039
Q2 2025 New
$0
$3.6 Million 1.1% of portfolio
100,579
Q2 2025 Added 6.58%
$621B
$3.58 Million 1.09% of portfolio
7,365
Q2 2025 Added 3.35%
$0
$3.5 Million 1.06% of portfolio
35,183
Q2 2025 Reduced 46.26%
$0
$3.39 Million 1.03% of portfolio
5,467
Q2 2025 Added 14.09%
$859B
$3.28 Million 1.0% of portfolio
11,325
Q2 2025 Added 0.8%
$0
$3.13 Million 0.95% of portfolio
74,742
Q2 2024 Reduced 0.52%
$0
$3.1 Million 0.94% of portfolio
116,816
Q2 2025 New
$0
$2.76 Million 0.84% of portfolio
54,444
Q2 2025 Added 27.94%
$0
$2.64 Million 0.8% of portfolio
4,786
Q2 2025 Added 2.57%
$0
$2.52 Million 0.77% of portfolio
63,797
Q2 2025 Added 140.73%
$0
$2.52 Million 0.77% of portfolio
18,204
Q2 2025 Reduced 27.22%
$0
$2.51 Million 0.76% of portfolio
8,267
Q2 2025 Reduced 2.03%
$152B
$2.4 Million 0.73% of portfolio
8,585
Q2 2025 Reduced 4.8%
$281B
$2.27 Million 0.69% of portfolio
23,261
Q2 2025 Added 67.7%
$59.7B
$2.26 Million 0.69% of portfolio
76,902
Q2 2025 Added 1.51%
$106B
$2.25 Million 0.68% of portfolio
7,374
Q2 2025 Added 147.87%
$0
$2.14 Million 0.65% of portfolio
40,910
Q2 2025 Reduced 37.31%
$0
$2.15 Million 0.65% of portfolio
57,729
Q2 2025 Added 37.61%
$63.8B
$1.96 Million 0.6% of portfolio
19,383
Q2 2025 Reduced 10.8%
$0
$1.94 Million 0.59% of portfolio
27,280
Q2 2025 Added 495.24%
$0
$1.92 Million 0.58% of portfolio
22,390
Q2 2025 New
$0
$1.86 Million 0.57% of portfolio
45,430
Q2 2025 Reduced 29.47%
$95.8B
$1.77 Million 0.54% of portfolio
38,973
Q2 2025 Added 8.48%
$0
$1.72 Million 0.52% of portfolio
41,529
Q2 2025 Added 30.32%
$1.08T
$1.72 Million 0.52% of portfolio
5,415
Q2 2025 Added 190.82%

Summary

  • Portfolio
  • No. of Stocks 288
  • Current Value $328 Million
  • Prior Value $287 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 76 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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