Latest Total Clarity Wealth Management, Inc. Stock Portfolio
Total Clarity Wealth Management, Inc. Performance:
2025 Q3: 3.49%YTD: 5.36%2024: 7.01%
Performance for 2025 Q3 is 3.49%, and YTD is 5.36%, and 2024 is 7.01%.
About Total Clarity Wealth Management, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Total Clarity Wealth Management, Inc. reported an equity portfolio of $376.3 Millions as of 30 Sep, 2025.
The top stock holdings of Total Clarity Wealth Management, Inc. are BIL, JAAA, DWMF. The fund has invested 3.6% of it's portfolio in SPDR SERIES TRUST and 2.4% of portfolio in JANUS DETROIT STR TR.
The fund managers got completely rid off PROSHARES TR, VANGUARD WELLINGTON FD (VFLQ) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in D-WAVE QUANTUM INC (QBTS), GENERAL DYNAMICS CORP (GD) and ISHARES TR (IJR). Total Clarity Wealth Management, Inc. opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), NEBIUS GROUP N.V. (YNDX) and LUMEN TECHNOLOGIES INC (LUMN). The fund showed a lot of confidence in some stocks as they added substantially to INTERNATIONAL BUSINESS MACHS (IBM), VANECK ETF TRUST (BUZZ) and T-MOBILE US INC (TMUS).
The top stock holdings of Total Clarity Wealth Management, Inc. are BIL, JAAA, DWMF. The fund has invested 3.6% of it's portfolio in SPDR SERIES TRUST and 2.4% of portfolio in JANUS DETROIT STR TR.
The fund managers got completely rid off PROSHARES TR, VANGUARD WELLINGTON FD (VFLQ) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in D-WAVE QUANTUM INC (QBTS), GENERAL DYNAMICS CORP (GD) and ISHARES TR (IJR). Total Clarity Wealth Management, Inc. opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), NEBIUS GROUP N.V. (YNDX) and LUMEN TECHNOLOGIES INC (LUMN). The fund showed a lot of confidence in some stocks as they added substantially to INTERNATIONAL BUSINESS MACHS (IBM), VANECK ETF TRUST (BUZZ) and T-MOBILE US INC (TMUS).
Total Clarity Wealth Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Total Clarity Wealth Management, Inc. made a return of 3.49% in the last quarter. In trailing 12 months, it's portfolio return was 6.22%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard scottsdale fds | 2,340,760 |
| nebius group n.v. | 1,219,140 |
| lumen technologies inc | 1,171,490 |
| american intl group inc | 979,370 |
| kyndryl hldgs inc | 902,161 |
| pfizer inc | 878,073 |
| snap inc | 851,616 |
| prudential finl inc | 796,117 |
New stocks bought by Total Clarity Wealth Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| international business machs | 224 |
| vaneck etf trust | 219 |
| t-mobile us inc | 196 |
| chevron corp new | 184 |
| vanguard index fds | 148 |
| spdr series trust | 136 |
| american airls group inc | 113 |
| bce inc | 98.96 |
Additions to existing portfolio by Total Clarity Wealth Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| d-wave quantum inc | -74.26 |
| general dynamics corp | -64.8 |
| ishares tr | -62.49 |
| vanguard world fd | -60.02 |
| tesla inc | -55.66 |
| invesco exchange traded fd t | -46.16 |
| uniqure nv | -38.89 |
| dimensional etf trust | -32.43 |
Total Clarity Wealth Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| proshares tr | -2,436,010 |
| everspin technologies inc | -184,089 |
| invesco exch traded fd tr ii | -1,225,190 |
| coursera inc | -183,382 |
| smithfield foods inc | -418,034 |
| comcast corp new | -622,148 |
| hormel foods corp | -437,022 |
| c3 ai inc | -341,179 |
Total Clarity Wealth Management, Inc. got rid off the above stocks
Sector Distribution
Total Clarity Wealth Management, Inc. has about 69.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 69.5 |
| Technology | 10.2 |
| Financial Services | 3.6 |
| Communication Services | 3.3 |
| Industrials | 2.9 |
| Healthcare | 2.7 |
| Consumer Cyclical | 2.6 |
| Energy | 2 |
| Utilities | 1.4 |
| Consumer Defensive | 1.3 |
Market Cap. Distribution
Total Clarity Wealth Management, Inc. has about 27.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 69.5 |
| LARGE-CAP | 14.2 |
| MEGA-CAP | 13.5 |
| MID-CAP | 1.9 |
Stocks belong to which Index?
About 27.3% of the stocks held by Total Clarity Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 72.7 |
| S&P 500 | 25.6 |
| RUSSELL 2000 | 1.7 |
Total Clarity Wealth Management, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Total Clarity Wealth Management, Inc.
Total Clarity Wealth Management, Inc. has 285 stocks in it's portfolio. About 20.7% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Total Clarity Wealth Management, Inc. last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAL | american airls group inc | 0.21 | 71,179 | 800,052 | added | 113 | ||
| AAPL | apple inc | 1.77 | 26,176 | 6,665,120 | reduced | -2.24 | ||
| AAXJ | ishares tr | 0.17 | 3,645 | 629,674 | reduced | -0.11 | ||
| AAXJ | ishares tr | 0.15 | 4,050 | 559,872 | added | 58.82 | ||
| AAXJ | ishares tr | 0.14 | 5,008 | 537,108 | reduced | -1.57 | ||
| AAXJ | ishares tr | 0.06 | 2,293 | 218,179 | added | 3.9 | ||
| ABBV | abbvie inc | 0.41 | 6,687 | 1,548,340 | reduced | -0.85 | ||
| ABC | cencora inc | 0.05 | 648 | 202,519 | reduced | -12.2 | ||
| ABNB | airbnb inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.17 | 4,679 | 626,679 | reduced | -11.4 | ||
| ACSG | dbx etf tr | 0.10 | 7,810 | 362,556 | reduced | -21.3 | ||
| ACWF | ishares tr | 0.59 | 43,877 | 2,219,750 | reduced | -19.41 | ||
| ADI | analog devices inc | 0.33 | 5,024 | 1,234,320 | added | 0.02 | ||
| AEMB | american centy etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AES | aes corp | 0.04 | 11,935 | 157,070 | reduced | -3.94 | ||
| AFK | vaneck etf trust | 0.44 | 55,473 | 1,649,210 | added | 9.24 | ||
| AFK | vaneck etf trust | 0.22 | 2,482 | 810,146 | added | 0.94 | ||
| AFLG | first tr exchng traded fd vi | 1.25 | 186,398 | 4,695,090 | reduced | -5.12 | ||
| AFTY | pacer fds tr | 0.28 | 18,437 | 1,059,560 | added | 0.49 | ||
| AFTY | pacer fds tr | 0.18 | 17,183 | 680,808 | added | 3.32 | ||