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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$1.21T
$4.38 Million 1.33% of portfolio
24,879
Q2 2025 Added 14.9%
$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
$621B
$3.58 Million 1.09% of portfolio
7,365
Q2 2025 Added 3.35%
$859B
$3.28 Million 1.0% of portfolio
11,325
Q2 2025 Added 0.8%
$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%
$63.8B
$1.96 Million 0.6% of portfolio
19,383
Q2 2025 Reduced 10.8%
$95.8B
$1.77 Million 0.54% of portfolio
38,973
Q2 2025 Added 8.48%
$1.08T
$1.72 Million 0.52% of portfolio
5,415
Q2 2025 Added 190.82%
$182B
$1.68 Million 0.51% of portfolio
38,894
Q2 2025 Reduced 7.28%
$218B
$1.65 Million 0.5% of portfolio
4,257
Q2 2025 Reduced 2.65%
$1.78T
$1.35 Million 0.41% of portfolio
1,832
Q2 2025 Added 0.11%
$111B
$1.35 Million 0.41% of portfolio
4,197
Q2 2025 Added 156.07%
$112B
$1.31 Million 0.4% of portfolio
4,508
Q2 2025 Added 8.81%
$33.1B
$1.3 Million 0.39% of portfolio
15,872
Q2 2025 Added 2.89%
$351B
$1.25 Million 0.38% of portfolio
6,744
Q2 2025 Added 12.21%
$119B
$1.2 Million 0.36% of portfolio
5,023
Q2 2025 Reduced 34.19%
$68B
$1.15 Million 0.35% of portfolio
25,491
Q2 2025 Added 88.99%
$44.4B
$1.04 Million 0.32% of portfolio
95,571
Q2 2025 Added 8.53%
$54.9B
$1.04 Million 0.32% of portfolio
1,255
Q2 2025 Added 22.2%
$55.9B
$1.04 Million 0.32% of portfolio
5,182
Q2 2025 Added 0.12%
$203B
$1.02 Million 0.31% of portfolio
12,908
Q2 2025 Reduced 16.29%
$89.6B
$1.01 Million 0.31% of portfolio
45,177
Q2 2025 Added 15.06%
$367B
$991,000 0.3% of portfolio
7,272
Q2 2025 Reduced 0.64%
$86.2B
$941,000 0.29% of portfolio
3,227
Q2 2025 Reduced 4.39%
$2B
$961,000 0.29% of portfolio
65,701
Q2 2025 New
$2.72B
$850,000 0.26% of portfolio
12,434
Q2 2025 New
$104B
$848,000 0.26% of portfolio
28,356
Q2 2025 Added 302.21%
$548B
$858,000 0.26% of portfolio
1,527
Q2 2025 Reduced 8.12%
$545B
$862,000 0.26% of portfolio
644
Q2 2025 Added 80.39%
$684B
$789,000 0.24% of portfolio
3,610
Q2 2025 Reduced 16.22%
$608B
$755,000 0.23% of portfolio
969
Q2 2025 Added 3.86%
$229B
$718,000 0.22% of portfolio
5,281
Q2 2025 Added 22.19%
$405B
$723,000 0.22% of portfolio
1,974
Q2 2025 Reduced 47.67%
$46.1B
$706,000 0.21% of portfolio
5,100
Q2 2025 New
$32.6B
$689,000 0.21% of portfolio
1,962
Q2 2025 Reduced 1.01%
$442B
$674,000 0.21% of portfolio
6,256
Q2 2025 Reduced 11.92%
$127B
$663,000 0.2% of portfolio
2,406
Q2 2025 Added 35.86%
$551B
$655,000 0.2% of portfolio
1,846
Q2 2025 Added 10.67%
$17.8B
$666,000 0.2% of portfolio
11,581
Q2 2025 New
$222B
$649,000 0.2% of portfolio
2,223
Q2 2025 Added 5.36%
$8.57B
$640,000 0.19% of portfolio
14,905
Q2 2025 New
$141B
$622,000 0.19% of portfolio
17,432
Q2 2025 Added 130.58%
$306B
$620,000 0.19% of portfolio
2,410
Q2 2025 Added 52.15%

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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