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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$12.1 Million 3.7% of portfolio	167,005	Q2 2025 Added 19.44%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$8.56 Million 2.61% of portfolio	170,168	Q2 2025 Reduced 30.55%
VBR Vanguard Small Cap Value ETF ETFs	$0	$8.04 Million 2.45% of portfolio	41,251	Q2 2025 Added 135.71%
VRIG Invesco Actively Managed ETF F ETFs	$0	$7.41 Million 2.26% of portfolio	295,820	Q2 2025 Reduced 23.97%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$6.7 Million 2.04% of portfolio	132,103	Q2 2025 Added 200.21%
RDVY First Trust Rising Dividend Ac ETFs	$0	$6.46 Million 1.97% of portfolio	102,900	Q2 2025 Added 5.96%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$6.39 Million 1.95% of portfolio	249,732	Q2 2025 Added 46.74%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$5.33 Million 1.62% of portfolio	12,547	Q2 2025 Reduced 19.08%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$5.33 Million 1.62% of portfolio	23,465	Q2 2025 Added 35.84%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$5.21 Million 1.58% of portfolio	128,090	Q2 2025 Added 2.46%
GTO Invesco Actively Managed ETF T ETFs	$0	$5.17 Million 1.57% of portfolio	110,188	Q2 2025 Added 49.38%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$4.89 Million 1.49% of portfolio	196,457	Q2 2025 Reduced 7.04%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.49 Million 1.37% of portfolio	7,272	Q2 2025 Reduced 4.89%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$4.49 Million 1.37% of portfolio	43,024	Q2 2025 Added 39.85%
IMFL Invesco Ex Tr Self Indx Fd Tr	$0	$4.47 Million 1.36% of portfolio	161,590	Q2 2025 Added 38.06%
VIOO Vanguard S&P Small Cap 600 ETF ETFs	$0	$4.44 Million 1.35% of portfolio	43,874	Q2 2025 Added 118.15%
FNDF Schwab Fundamental Intl Large ETFs	$0	$4.06 Million 1.24% of portfolio	101,382	Q2 2025 Added 24.45%
XCEM Columbia ETF Tr Ii ETFs	$0	$4 Million 1.22% of portfolio	116,885	Q2 2025 Added 586.87%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$3.61 Million 1.1% of portfolio	89,039	Q2 2025 New
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$3.6 Million 1.1% of portfolio	100,579	Q2 2025 Added 6.58%
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$3.5 Million 1.06% of portfolio	35,183	Q2 2025 Reduced 46.26%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.39 Million 1.03% of portfolio	5,467	Q2 2025 Added 14.09%
FDL First Tr Morningstar Dividend ETFs	$0	$3.13 Million 0.95% of portfolio	74,742	Q2 2024 Reduced 0.52%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$3.1 Million 0.94% of portfolio	116,816	Q2 2025 New
TFLO Ishares Treasury Floating Rate ETFs	$0	$2.76 Million 0.84% of portfolio	54,444	Q2 2025 Added 27.94%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.64 Million 0.8% of portfolio	4,786	Q2 2025 Added 2.57%
CGDV Capital Group Divid Value ETF ETFs	$0	$2.52 Million 0.77% of portfolio	63,797	Q2 2025 Added 140.73%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$2.52 Million 0.77% of portfolio	18,204	Q2 2025 Reduced 27.22%
VTI Vanguard Total Stock Market Et ETFs	$0	$2.51 Million 0.76% of portfolio	8,267	Q2 2025 Reduced 2.03%
GLD Spdr Gold Trust ETFs	$106B	$2.25 Million 0.68% of portfolio	7,374	Q2 2025 Added 147.87%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$2.14 Million 0.65% of portfolio	40,910	Q2 2025 Reduced 37.31%
GWX Spdr Index Shs Fd Spdr S&P Int ETFs	$0	$2.15 Million 0.65% of portfolio	57,729	Q2 2025 Added 37.61%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$1.94 Million 0.59% of portfolio	27,280	Q2 2025 Added 495.24%
VIOV Vanguard S&P Small Cap 600 Val ETFs	$0	$1.92 Million 0.58% of portfolio	22,390	Q2 2025 New
JOET Virtus ETF Tr Ii Virtus Terran ETFs	$0	$1.86 Million 0.57% of portfolio	45,430	Q2 2025 Reduced 29.47%
SPBC Simplify Exch Trad Fds Simplif ETFs	$0	$1.72 Million 0.52% of portfolio	41,529	Q2 2025 Added 30.32%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.68 Million 0.51% of portfolio	29,443	Q2 2025 Reduced 0.47%
NFLT Etfis Ser Tr I Virtus Newfleet ETFs	$0	$1.64 Million 0.5% of portfolio	71,749	Q2 2025 Added 3.63%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.53 Million 0.47% of portfolio	8,390	Q2 2025 Reduced 45.71%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$1.5 Million 0.46% of portfolio	31,182	Q2 2025 New
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$1.49 Million 0.45% of portfolio	50,783	Q2 2025 Added 48.21%
VFQY Vanguard Wellington Fd U S Qua ETFs	$0	$1.41 Million 0.43% of portfolio	9,831	Q2 2025 New
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$1.41 Million 0.43% of portfolio	67,443	Q2 2025 Reduced 34.38%
DFAX Dimensional ETF Tr	$0	$1.41 Million 0.43% of portfolio	47,965	Q2 2025 Added 72.27%
CGGO Capital Group Global Growth Eq ETFs	$0	$1.39 Million 0.42% of portfolio	43,621	Q2 2025 Reduced 2.88%
XLK Technology Sector Spdr ETFs	$0	$1.37 Million 0.42% of portfolio	5,405	Q2 2025 Reduced 1.46%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.36 Million 0.41% of portfolio	6,297	Q2 2025 Reduced 55.86%
JMEE J P Morgan Exchange Traded Fd ETFs	$0	$1.34 Million 0.41% of portfolio	22,670	Q2 2025 Added 53.36%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$1.27 Million 0.39% of portfolio	12,653	Q2 2025 Reduced 32.87%
EQAL Invesco ETF ETFs	$0	$1.23 Million 0.37% of portfolio	24,882	Q2 2025 Added 26.14%

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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Total Clarity Wealth Management, Inc. Portfolio Holdings