Latest Total Clarity Wealth Management, Inc. Stock Portfolio

Total Clarity Wealth Management, Inc. Performance:

2025 Q4: 0.97%YTD: 10.62%2024: 8.54%

Performance for 2025 Q4 is 0.97%, and YTD is 10.62%, and 2024 is 8.54%.

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

On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Total Clarity Wealth Management, Inc. reported an equity portfolio of $413.6 Millions as of 31 Dec, 2025.

The top stock holdings of Total Clarity Wealth Management, Inc. are BIL, JAAA, BAB. The fund has invested 3.1% 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 VANECK ETF TRUST (BUZZ), FIRST TR EXCHANGE-TRADED FD (ECLN) and LUMEN TECHNOLOGIES INC (LUMN) stocks. They significantly reduced their stock positions in T-MOBILE US INC (TMUS), INTERNATIONAL BUSINESS MACHS (IBM) and VANGUARD SCOTTSDALE FDS (BNDW). Total Clarity Wealth Management, Inc. opened new stock positions in CAPITAL GRP FIXED INCM ETF T (CGCP), FRANKLIN TEMPLETON ETF TR (BUYZ) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SPDR SERIES TRUST (BIL) and VANGUARD SCOTTSDALE FDS (BNDW).

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 0.97% in the last quarter. In trailing 12 months, it's portfolio return was 10.62%.

Performance
S&P 500

New Buys

Ticker	$ Bought
capital grp fixed incm etf t	4,344,140
capital grp fixed incm etf t	3,176,740
franklin templeton etf tr	2,074,360
vaneck etf trust	2,061,030
vaneck etf trust	2,053,490
abivax sa	1,246,740
wisdomtree tr	1,165,600
touchstone etf trust	1,108,370

New stocks bought by Total Clarity Wealth Management, Inc.

Additions

Ticker	% Inc.
netflix inc	594
spdr series trust	207
vanguard scottsdale fds	193
invesco exchange traded fd t	181
vanguard scottsdale fds	176
ishares tr	155
spdr series trust	133
invesco actively managed exc	121

Additions to existing portfolio by Total Clarity Wealth Management, Inc.

Reductions

Ticker	% Reduced
t-mobile us inc	-69.88
international business machs	-66.78
vanguard scottsdale fds	-63.66
pimco etf tr	-61.92
ge vernova inc	-57.57
nebius group n.v.	-52.44
mercadolibre inc	-35.91
invesco exch traded fd tr ii	-35.46

Total Clarity Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
lumen technologies inc	-1,171,490
snap inc	-851,616
paysign inc	-598,506
american airls group inc	-800,052
first tr exchange-traded fd	-1,254,690
portillos inc	-243,733
vaneck etf trust	-1,273,440
recursion pharmaceuticals in	-154,208

Total Clarity Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Total Clarity Wealth Management, Inc. has about 73% of it's holdings in Others sector.

Sector	%
Others	73
Technology	8.3
Financial Services	3.5
Industrials	2.8
Communication Services	2.8
Healthcare	2.6
Consumer Cyclical	2.4
Energy	1.8
Utilities	1.3

Market Cap. Distribution

Total Clarity Wealth Management, Inc. has about 25.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	72.9
LARGE-CAP	13.2
MEGA-CAP	12.5

Stocks belong to which Index?

About 23.8% of the stocks held by Total Clarity Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	75.4
S&P 500	23.8

Top 5 Winners (%)		%
SLV	ishares silver tr	49.1 %
PSLV	sprott asset management lp	44.3 %
LLY	eli lilly & co	40.8 %
BBIO	bridgebio pharma inc	38.8 %
GOOG	alphabet inc	28.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.3 M
UPS	united parcel service inc	0.5 M
AAPL	apple inc	0.5 M
CAT	caterpillar inc	0.4 M
AMGN	amgen inc	0.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-87.1 %
XLB	select sector spdr tr	-41.7 %
ORCL	oracle corp	-29.5 %
IONQ	ionq inc	-27.0 %
DRS	leonardo drs inc	-24.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-2.5 M
XLB	select sector spdr tr	-1.1 M
MSFT	microsoft corp	-0.4 M
ORCL	oracle corp	-0.3 M
IONQ	ionq inc	-0.3 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 299 stocks in it's portfolio. About 20.2% of the portfolio is in top 10 stocks. NFLX 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: 02 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airls group inc	0.00	0.00	0.00	sold off	-100

AAPL	apple inc	1.76	26,723	7,264,930	added	2.09

AAXJ	ishares tr	0.19	4,385	768,866	added	20.3

AAXJ	ishares tr	0.15	5,943	636,555	new

AAXJ	ishares tr	0.15	6,290	605,727	added	25.6

AAXJ	ishares tr	0.12	3,650	516,439	reduced	-9.88

AAXJ	ishares tr	0.08	3,283	312,607	added	43.17

AAXJ	ishares tr	0.05	2,675	215,685	new

AAXJ	ishares tr	0.05	3,041	204,113	new

AAXJ	ishares tr	0.05	2,857	204,018	new

ABBV	abbvie inc	0.37	6,659	1,521,560	reduced	-0.42

ABC	cencora inc	0.06	738	249,260	added	13.89

ABT	abbott labs	0.14	4,651	582,694	reduced	-0.6

ACSG	dbx etf tr	0.09	7,739	372,305	reduced	-0.91

ACWF	ishares tr	0.52	42,490	2,144,060	reduced	-3.16

ADI	analog devices inc	0.33	5,024	1,362,550	unchanged	0.00

AEE	ameren corp	0.05	2,107	210,398	new

AEMB	american centy etf tr	0.20	10,945	842,984	new

AEMB	american centy etf tr	0.10	4,638	435,833	new

AEMB	american centy etf tr	0.06	2,263	230,781	new