Total Clarity Wealth Management, Inc.
CIK: 0001804909SEC EDGAR →
Portfolio Value
$413.6M
Holdings
299
As of
Q4 2025
New Positions
42
Closed Positions
42
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 158,643 | $12.7M | 3.08% |
| 2 | JANUS DETROIT STR TR | 195,998 | $9.9M | 2.40% |
| 3 | INVESCO EXCH TRADED FD TR II | 76,279 | $8.7M | 2.11% |
| 4 | VANGUARD INDEX FDS | 40,430 | $8.6M | 2.07% |
| 5 | FIRST TR EXCHANGE TRADED FD | 119,358 | $8.3M | 2.00% |
| 6 | SPDR SERIES TRUST | 177,414 | $7.7M | 1.85% |
| 7 | APPLE INC | 26,723 | $7.3M | 1.76% |
| 8 | NVIDIA CORPORATION | 37,008 | $6.9M | 1.67% |
| 9 | WISDOMTREE TR | 136,919 | $6.9M | 1.67% |
| 10 | SPDR SERIES TRUST | 64,529 | $6.4M | 1.55% |
Quarterly Changes
New Positions (53)
$4.9M · 103K shares
$4.3M · 159K shares
$3.2M · 121K shares
$2.1M · 83K shares
$2.1M · 94K shares
$2.1M · 117K shares
$1.2M · 9K shares
$1.2M · 35K shares
$1.1M · 44K shares
$1.1M · 2K shares
$850K · 1K shares
$842K · 11K shares
$740K · 43K shares
$636K · 6K shares
$631K · 4K shares
$548K · 8K shares
$536K · 2K shares
$505K · 7K shares
$471K · 1K shares
$470K · 5K shares
$462K · 3K shares
$435K · 5K shares
$407K · 9K shares
$382K · 8K shares
$366K · 2K shares
$321K · 6K shares
$310K · 2K shares
$304K · 13K shares
$300K · 2K shares
$292K · 3K shares
$282K · 3K shares
$277K · 1K shares
$276K · 7K shares
$273K · 4K shares
$272K · 8K shares
$258K · 4K shares
$258K · 17K shares
$230K · 2K shares
$228K · 279 shares
$228K · 1K shares
$221K · 7K shares
$218K · 1K shares
$216K · 2K shares
$215K · 3K shares
$212K · 6K shares
$210K · 2K shares
$205K · 5K shares
$204K · 3K shares
$204K · 3K shares
$201K · 267 shares
$151K · 14K shares
$70K · 30K shares
$46K · 29K shares
Closed Positions (39)
$2.2M · 66K shares
$1.3M · 35K shares
$1.3M · 59K shares
$1.2M · 191K shares
$1.1M · 12K shares
$1.1M · 13K shares
$902K · 30K shares
$852K · 110K shares
$805K · 10K shares
$800K · 71K shares
$715K · 3K shares
$599K · 95K shares
$480K · 9K shares
$460K · 6K shares
$444K · 8K shares
$419K · 5K shares
$419K · 455 shares
$418K · 17K shares
$383K · 11K shares
$359K · 10K shares
$347K · 3K shares
$316K · 7K shares
$269K · 12K shares
$264K · 6K shares
$257K · 2K shares
$244K · 5K shares
$244K · 38K shares
$238K · 18K shares
$231K · 9K shares
$225K · 5K shares
$214K · 5K shares
$210K · 2K shares
$208K · 2K shares
$208K · 2K shares
$206K · 2K shares
$203K · 1K shares
$201K · 848 shares
$180K · 11K shares
$154K · 32K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 176 | $290.8M | 69.8% |
| Technology | 32 | $42.0M | 10.1% |
| Unknown | 15 | $18.3M | 4.4% |
| Industrials | 14 | $12.6M | 3.0% |
| Healthcare | 17 | $12.2M | 2.9% |
| Consumer Cyclical | 9 | $11.0M | 2.6% |
| Communication Services | 9 | $10.6M | 2.6% |
| Energy | 8 | $8.6M | 2.1% |
| Utilities | 9 | $5.0M | 1.2% |
| Consumer Defensive | 5 | $4.0M | 1.0% |
| Basic Materials | 2 | $1.2M | 0.3% |
| Real Estate | 3 | $280K | 0.1% |