Latest Total Clarity Wealth Management, Inc. Stock Portfolio

Total Clarity Wealth Management, Inc. Performance:

2026 Q1: -0.44%YTD: -0.44%2025: 11.53%

Performance for 2026 Q1 is -0.44%, and YTD is -0.44%, and 2025 is 11.53%.

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

On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Total Clarity Wealth Management, Inc. reported an equity portfolio of $425.8 Millions as of 31 Mar, 2026.

The top stock holdings of Total Clarity Wealth Management, Inc. are BIL, BIL, BAB. The fund has invested 4.3% of it's portfolio in SPDR SERIES TRUST and 2.3% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), KINDER MORGAN INC DEL (KMI) and VANGUARD ADMIRAL FDS INC (IVOG) stocks. They significantly reduced their stock positions in VANGUARD ADMIRAL FDS INC (IVOG), INVESCO EXCH TRADED FD TR II (CGW) and VERIZON COMMUNICATIONS INC (VZ). Total Clarity Wealth Management, Inc. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), INVESCO ACTIVELY MANAGED EXC (GSY) and SCORPIO TANKERS INC (STNG). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), VANGUARD SCOTTSDALE FDS (BNDW) and FLOWERS FOODS INC (FLO).

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 -0.44% in the last quarter. In trailing 12 months, it's portfolio return was 11.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dimensional etf trust	4,513,390
invesco actively managed exc	2,832,990
scorpio tankers inc	965,130
invesco exchange traded fd t	916,091
honeywell intl inc	907,905
j p morgan exchange traded f	848,805
asml hldg nv	722,494
invesco exchange traded fd t	664,795

New stocks bought by Total Clarity Wealth Management, Inc.

Additions

Ticker	% Inc.
invesco exchange traded fd t	1,179
vanguard scottsdale fds	609
flowers foods inc	273
destiny tech100 inc	180
american centy etf tr	166
taiwan semiconductor manufac	149
bridgebio pharma inc	133
fidelity covington trust	124

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

Reductions

Ticker	% Reduced
vanguard admiral fds inc	-81.34
invesco exch traded fd tr ii	-70.41
verizon communications inc	-65.48
amgen inc	-62.05
us bancorp	-61.63
simplify exchange traded fun	-56.64
invesco exch traded fd tr ii	-56.41
hewlett packard enterprise c	-53.42

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

Sold off

Ticker	$ Sold
schwab strategic tr	-3,342,870
kinder morgan inc del	-2,106,490
aeluma inc	-740,027
bce inc	-952,967
capital group intl focus eqt	-1,174,590
bp plc	-977,233
chatham lodging tr	-135,437
summit hotel pptys inc	-95,228

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

Sector Distribution

Total Clarity Wealth Management, Inc. has about 77% of it's holdings in Others sector.

Sector	%
Others	77
Technology	6.6
Industrials	3.1
Financial Services	2.6
Communication Services	2.2
Healthcare	2.1
Consumer Cyclical	1.8
Energy	1.7
Consumer Defensive	1.3
Utilities	1.1

Market Cap. Distribution

Total Clarity Wealth Management, Inc. has about 21.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	77
MEGA-CAP	13.7
LARGE-CAP	8

Stocks belong to which Index?

About 21.2% of the stocks held by Total Clarity Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	78.8
S&P 500	19.8
RUSSELL 2000	1.4

Top 5 Winners (%)		%
VRT	vertiv holdings co	45.5 %
BE	bloom energy corp	42.9 %
XOM	exxon mobil corp	40.6 %
ESLT	elbit sys ltd	35.4 %
CVX	chevron corporation	34.9 %

Top 5 Winners ($)		$
VRT	vertiv holdings co	0.9 M
CAT	caterpillar inc	0.6 M
FDL	first tr exchange-traded fd	0.5 M
FNDA	schwab strategic tr	0.5 M
VZ	verizon communications inc	0.4 M

Top 5 Losers (%)		%
IONQ	ionq inc	-35.7 %
SNOW	snowflake inc	-31.0 %
ORCL	oracle corp	-24.3 %
PALI	palisade bio inc	-24.3 %
MSFT	microsoft corp	-23.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.2 M
BIL	spdr series trust	-0.7 M
CGGR	capital group growth etf	-0.6 M
IJR	ishares tr	-0.6 M
GOOG	alphabet inc	-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 310 stocks in it's portfolio. About 20.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VRT was the most profitable stock for Total Clarity Wealth Management, Inc. last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.57	26,284	6,670,500	reduced	-1.64

AAXJ	ishares tr	0.19	7,477	793,684	added	25.81

AAXJ	ishares tr	0.18	4,247	768,749	reduced	-3.15

AAXJ	ishares tr	0.13	6,103	552,627	reduced	-2.97

AAXJ	ishares tr	0.12	3,650	505,051	unchanged	0.00

AAXJ	ishares tr	0.10	4,553	432,307	added	38.68

AAXJ	ishares tr	0.09	5,402	369,845	added	77.64

AAXJ	ishares tr	0.07	4,239	284,010	new

AAXJ	ishares tr	0.06	3,233	257,217	added	20.86

AAXJ	ishares tr	0.05	3,068	228,106	added	7.39

ABBV	abbvie inc	0.35	6,818	1,482,850	added	2.39

ABC	cencora inc	0.00	0.00	0.00	sold off	-100

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACES	alps etf tr	0.12	9,893	520,782	new

ACSG	dbx etf tr	0.09	7,649	377,861	reduced	-1.16

ACWF	ishares tr	0.55	46,158	2,337,000	added	8.63

ADI	analog devices inc	0.00	0.00	0.00	sold off	-100

AEE	ameren corp	0.06	2,161	237,545	added	2.56

AEMB	american centy etf tr	0.37	19,600	1,579,370	added	79.08

AEMB	american centy etf tr	0.29	12,346	1,232,870	added	166