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Latest Total Clarity Wealth Management, Inc. Stock Portfolio

$514Million | No. of Holdings #360

Total Clarity Wealth Management, Inc. Performance

2026 Q2+5.90%
YTD+5.43%
2025+11.53%

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

On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Total Clarity Wealth Management, Inc. reported an equity portfolio of $514.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Total Clarity Wealth Management, Inc. are BIL, JAAA, BIL. The fund has invested 5.4% of it's portfolio in SPDR SERIES TRUST and 2.7% of portfolio in JANUS DETROIT STR TR. <br><br> The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), BERKSHIRE HATHAWAY INC DEL and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), VANECK ETF TRUST (AFK) and ABIVAX SA. Total Clarity Wealth Management, Inc. opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), SPACE EXPLORATION TECHN CORP and THE TRADE DESK INC (TTD). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), INVESCO EXCH TRADED FD TR II (CGW) and FIRST TR EXCHANGE TRADED FD (LEGR).
Total Clarity Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$514Million
  as of Jul 23, 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 5.9% in the last quarter. In trailing 12 months, it's portfolio return was 13.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exch traded fd tr ii2,988,810
space exploration techn corp1,109,910
the trade desk inc1,043,380
chewy inc961,868
crowdstrike hldgs inc911,952
ishares tr680,671
lam research corp608,395
marvell technology inc602,933
New stocks bought by Total Clarity Wealth Management, Inc.

Additions

Ticker% Inc.
american centy etf tr1,082
invesco exch traded fd tr ii649
first tr exchange traded fd526
first tr exch traded fd iii514
international business machs485
vanguard index fds477
vanguard world fd467
invesco exch traded fd tr ii342
Additions to existing portfolio by Total Clarity Wealth Management, Inc.

Reductions

Ticker% Reduced
intel corp-82.23
vaneck etf trust-80.29
abivax sa-76.79
pimco etf tr-70.05
columbia etf tr ii-67.08
invesco actively managed exc-66.13
spdr index shs fds-65.06
pfizer inc-63.96
Total Clarity Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
vanguard scottsdale fds-5,874,720
spdr series trust-2,488,070
destiny tech100 inc-542,349
energy transfer l p-386,922
hewlett packard enterprise c-336,725
scorpio tankers inc-965,130
kimbell rty partners lp-180,875
first tr exch traded fd iii-203,287
Total Clarity Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Total Clarity Wealth Management, Inc. has about 74.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others74.8
Technology7.6
Industrials3.2
Financial Services2.9
Healthcare2.5
Consumer Cyclical2.2
Communication Services1.9
Consumer Defensive1.6
Energy1.3
Utilities1.1

Market Cap. Distribution

Total Clarity Wealth Management, Inc. has about 23.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED74.9
MEGA-CAP14.3
LARGE-CAP9
MID-CAP1.2

Stocks belong to which Index?

About 22.5% 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%
Others77.5
S&P 50020.7
RUSSELL 20001.8
Top 5 Winners (%)%
MU
micron technology inc
225.6 %
YNDX
nebius group n.v.
137.2 %
INTC
intel corp
127.4 %
BE
bloom energy corp
112.8 %
AMD
advanced micro devices inc
105.2 %
Top 5 Winners ($)$
BIL
spdr series trust
3.2 M
INTC
intel corp
2.2 M
BAB
invesco exch traded fd tr ii
1.9 M
AIRR
first tr exchange traded fd
1.8 M
CAT
caterpillar inc
1.6 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.5 %
EDV
vanguard world fd
-65.2 %
IJR
ishares tr
-60.3 %
BZQ
proshares tr
-40.7 %
PSLV
sprott asset management lp
-22.6 %
Top 5 Losers ($)$
IJR
ishares tr
-9.7 M
EDV
vanguard world fd
-1.1 M
BZQ
proshares tr
-0.8 M
VB
vanguard index fds
-0.7 M
GLD
spdr gold tr
-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 360 stocks in it's portfolio. About 22.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Total Clarity Wealth Management, Inc. last quarter.

$514.61MTotal Value
386Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Total Clarity Wealth Management, Inc., last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.16%4,241
$850.3K
0.16%
decreased 0.14 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.16%7,881
$848.2K
0.16%
increased 5.4 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.12%7,970
$606.6K
0.12%
increased 47.54 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.08%2,750
$431.7K
0.08%
decreased 24.66 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.08%4,033
$421.4K
0.08%
decreased 33.92 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.07%3,658
$345.8K
0.07%
decreased 19.66 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.07%4,227
$338.0K
0.07%
increased 30.75 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.06%4,321
$287.8K
0.06%
increased 1.93 percentadded
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%9,473
$491.2K
0.1%
decreased 4.25 percentreduced
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Total Clarity Wealth Management, Inc.'s holding in Dbx Etf Tr over time
0.06%5,675
$310.0K
0.06%
decreased 25.81 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Total Clarity Wealth Management, Inc.'s holding in Ishares Tr over time
0.26%26,706
$1.35M
0.26%
decreased 42.14 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
0.59%24,268
$3.03M
0.59%
increased 1082.08 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
0.52%27,453
$2.65M
0.52%
increased 40.07 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
0.38%18,895
$1.95M
0.38%
increased 53.05 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
0.06%4,044
$280.8K
0.06%
increased 20.86 percentadded