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Latest Total Clarity Wealth Management, Inc. Stock Portfolio

$517Million | No. of Holdings #348

Total Clarity Wealth Management, Inc. Performance

2026 Q3-1.45%
YTD+3.91%
2025+11.53%

About Total Clarity Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Total Clarity Wealth Management, Inc. reported an equity portfolio of $517.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Total Clarity Wealth Management, Inc. are BIL, JAAA, . The fund has invested 4.8% of it's portfolio in SPDR SERIES TRUST and 3.7% of portfolio in JANUS DETROIT STR TR. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), INVESCO EXCHANGE TRADED FD T (CSD) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in HOWMET AEROSPACE INC (HWM), SPDR SERIES TRUST (BIL) and MCDONALDS CORP (MCD). Total Clarity Wealth Management, Inc. opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU), EXXONMOBIL HOLDINGS CORP and CASEYS GEN STORES INC (CASY). The fund showed a lot of confidence in some stocks as they added substantially to BANK OF AMER CORP (BAC), SPDR SERIES TRUST (BIL) and SPDR INDEX SHS FDS (CWI).
Total Clarity Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$517Million
  as of Oct 26, 2026

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 -1.45% in the last quarter. In trailing 12 months, it's portfolio return was 5.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard intl equity index f6,333,730
exxonmobil holdings corp2,105,210
caseys gen stores inc819,596
pgim etf tr763,193
ishares tr738,151
coherent corp731,037
gap inc597,414
ge healthcare technologies i567,892
New stocks bought by Total Clarity Wealth Management, Inc.

Additions

Ticker% Inc.
bank of amer corp262
spdr series trust241
spdr index shs fds199
columbia etf tr ii178
quanta svcs inc163
stellantis n.v151
cisco sys inc146
palantir technologies inc138
Additions to existing portfolio by Total Clarity Wealth Management, Inc.

Reductions

Ticker% Reduced
howmet aerospace inc-65.71
spdr series trust-58.73
mcdonalds corp-56.96
ishares tr-56.29
bridgebio pharma inc-56.24
nxp semiconductors n v-53.12
international business machs-52.4
honda motor co ltd-50.73
Total Clarity Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-5,007,780
chewy inc-961,868
ondas inc-265,938
palisade bio inc-66,452
invesco exchange traded fd t-4,181,240
red cat hldgs inc-267,251
conagra brands inc-282,929
chemours co-377,218
Total Clarity Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Total Clarity Wealth Management, Inc. has about 75.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Consumer Defensive
Sector%
Others75.4
Technology8.5
Financial Services3.1
Industrials2.5
Consumer Cyclical2.5
Healthcare2.2
Communication Services2
Consumer Defensive1.4

Market Cap. Distribution

Total Clarity Wealth Management, Inc. has about 23.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED75.5
MEGA-CAP14.7
LARGE-CAP8.5

Stocks belong to which Index?

About 21.4% of the stocks held by Total Clarity Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others78.6
S&P 50020.1
RUSSELL 20001.3
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
37.3 %
PLTR
palantir technologies inc
36.4 %
NET
cloudflare inc
31.5 %
SNOW
snowflake inc
31.2 %
MSFT
microsoft corp
31.1 %
Top 5 Winners ($)$
MSFT
microsoft corp
1.5 M
AAPL
apple inc
1.1 M
NVDA
nvidia corporation
0.9 M
BIL
spdr series trust
0.6 M
PLTR
palantir technologies inc
0.5 M
Top 5 Losers (%)%
APH
amphenol corp
-45.3 %
GLW
corning inc
-39.1 %
BROS
dutch bros inc
-35.1 %
STRL
sterling infrastructure inc
-34.0 %
TTD
the trade desk inc
-28.2 %
Top 5 Losers ($)$
CAT
caterpillar inc
-1.0 M
APH
amphenol corp
-0.7 M
VRT
vertiv holdings co
-0.6 M
IBM
international business machs
-0.5 M
BIL
spdr series trust
-0.5 M

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 348 stocks in it's portfolio. About 22.6% of the portfolio is in top 10 stocks. CAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Total Clarity Wealth Management, Inc. last quarter.

$511.93MTotal Value
402Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Total Clarity Wealth Management, Inc., last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.16%7,946
$803.3K
0.16%
increased 0.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.16%4,241
$802.7K
0.16%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.14%6,691
$738.2K
0.14%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.12%7,938
$600.3K
0.12%
decreased 0.4 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.08%2,710
$430.3K
0.08%
decreased 1.45 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.07%4,033
$351.0K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.06%3,742
$335.4K
0.06%
increased 2.3 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.05%4,332
$266.7K
0.05%
increased 0.25 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.04%2,691
$213.0K
0.04%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Total Clarity Wealth Management, Inc.'s holding in Alps Etf Tr over time
0.1%9,490
$492.2K
0.1%
increased 0.18 percentadded
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Total Clarity Wealth Management, Inc.'s holding in Dbx Etf Tr over time
0.06%5,738
$315.3K
0.06%
increased 1.11 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.22%22,927
$1.16M
0.22%
decreased 14.15 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Total Clarity Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.56%24,416
$2.88M
0.56%
increased 0.61 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Total Clarity Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.5%27,740
$2.61M
0.5%
increased 1.05 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Total Clarity Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.4%18,995
$2.08M
0.4%
increased 0.53 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Total Clarity Wealth Management, Inc.'s holding in American Centy Etf Tr over time
0.06%4,412
$307.1K
0.06%
increased 9.1 percentadded