Total Clarity Wealth Management, Inc.
CIK: 0001804909Latest portfolio: $413.6M · Q4 2025
Holdings
299
Total Value
$413.6M
New Positions
51
Closed Positions
38
Top Holdings
View All 299 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 158,643 | $12.7M | 3.08% | -14,388 | |
| 2 | JAAAJANUS DETROIT STR TR | 195,998 | $9.9M | 2.40% | +20K | |
| 3 | RWLINVESCO EXCH TRADED FD TR II | 76,279 | $8.7M | 2.11% | +30K | |
| 4 | VBRVANGUARD INDEX FDS | 40,430 | $8.6M | 2.07% | +4K | |
| 5 | RDVYFIRST TR EXCHANGE TRADED FD | 119,358 | $8.3M | 2.00% | +12K | |
| 6 | SPYDSPDR SERIES TRUST | 177,414 | $7.7M | 1.85% | +120K | |
| 7 | AAPLAPPLE INC | 26,723 | $7.3M | 1.76% | +547 | |
| 8 | NVDANVIDIA CORPORATION | 37,008 | $6.9M | 1.67% | -734 | |
| 9 | USFRWISDOMTREE TR | 136,919 | $6.9M | 1.67% | -16,864 | |
| 10 | BILSSPDR SERIES TRUST | 64,529 | $6.4M | 1.55% | +18K | |
| 11 | QQQMINVESCO EXCH TRADED FD TR II | 25,119 | $6.4M | 1.54% | +114 | |
| 12 | CGGRCAPITAL GROUP GROWTH ETF | 141,971 | $6.3M | 1.53% | +7K | |
| 13 | IWFISHARES TR | 12,994 | $6.2M | 1.49% | +617 | |
| 14 | GOOGLALPHABET INC | 19,243 | $6.0M | 1.46% | +661 | |
| 15 | SPDWSPDR INDEX SHS FDS | 122,651 | $5.4M | 1.32% | +28K | |
| 16 | IMFLINVESCO EXCH TRD SLF IDX FD | 182,320 | $5.4M | 1.31% | +8K | |
| 17 | MSFTMICROSOFT CORP | 10,842 | $5.2M | 1.27% | +92 | |
| 18 | FNDFSCHWAB STRATEGIC TR | 114,976 | $5.2M | 1.26% | +12K | |
| 19 | SPABSPDR SERIES TRUST | 198,475 | $5.1M | 1.24% | -70,235 | |
| 20 | XCEMCOLUMBIA ETF TR II | 128,387 | $4.9M | 1.19% | +6K | |
| 21 | VRIGINVESCO ACTIVELY MANAGED EXC | 183,028 | $4.6M | 1.11% | -22,902 | |
| 22 | UCONFIRST TR EXCHNG TRADED FD VI | 182,220 | $4.6M | 1.11% | -4,178 | |
| 23 | GTOINVESCO ACTIVELY MANAGED EXC | 95,701 | $4.5M | 1.10% | -23,084 | |
| 24 | SPYSPDR S&P 500 ETF TR | 6,441 | $4.4M | 1.06% | -351 | |
| 25 | CGMUCAPITAL GRP FIXED INCM ETF T | 158,661 | $4.3M | 1.05% | NEW |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.264690152432238e+94T)
Healthcare0.0% ($2.779152112469539e+42T)
Unknown0.0% ($3.774348731072623e+41T)
Industrials0.0% ($3.1482510194885075e+35T)
Consumer Cyclical0.0% ($353119311650975711232.0T)
Communication Services0.0% ($60231088952861442048.0T)
Utilities0.0% ($17271422457286279168.0T)
Energy0.0% ($2106183512181164800.0T)
Consumer Defensive0.0% ($2601562.4T)
Real Estate0.0% ($1.4B)
Basic Materials0.0% ($953.3M)
Filing History
Fund Information
Total Clarity Wealth Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $413.6M across 299 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 3.1% of the portfolio. Compared to the previous quarter, the fund opened 53 new positions and closed 39 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.