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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$413M
$370,000 0.11% of portfolio
51,476
Q2 2025 New
$759M
$234,000 0.07% of portfolio
10,472
Q2 2025 New
$597M
$213,000 0.06% of portfolio
12,800
Q2 2024 New
$1.32B
$183,000 0.06% of portfolio
20,934
Q2 2025 New
$837M
$174,000 0.05% of portfolio
12,500
Q2 2025 Reduced 47.92%
$1.98B
$174,000 0.05% of portfolio
10,830
Q2 2025 New
$711M
$173,000 0.05% of portfolio
12,450
Q2 2025 Reduced 18.89%

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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