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CIK: 0001804909
Total reported value
$514.7M
$514.7M
277 檔
8.8%
As reported in its official Q1 2025 Form 13F filing, Total Clarity Wealth Management, Inc.'s tracked investment portfolio stood at $514.7M with 277 total positions.
In Q1 2025, Total Clarity Wealth Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 277 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.02% | -0.39% | — | |
| 2 | VRIG | Invesco Variable Rate Invest | ETF-Other | 3.19% | -0.49% | -0.02% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.15% | +1.09% | -0.80% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.27% | -0.19% | — | |
| 5 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.12% | -1.13% | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.03% | -0.05% | — | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 1.87% | +0.58% | -0.56% | |
| 8 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.70% | +0.08% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | -0.31% | -1.06% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.28% | — | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 1.52% | +0.15% | -0.71% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | -0.08% | -1.61% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.39% | +0.56% | -1.11% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | -0.44% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | -0.17% | — | |
| 16 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 1.21% | +0.72% | -1.14% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.19% | +0.55% | -0.75% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.13% | -0.71% | — | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.12% | +0.30% | -1.12% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.11% | -0.84% | EXIT | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.09% | -0.09% | — | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.07% | -0.06% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | +0.57% | — | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.03% | -0.07% | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.03% | +0.07% | — | |
| 26 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.98% | -0.99% | -0.79% | |
| 27 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.98% | -0.11% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.07% | — | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.90% | -0.01% | — | |
| 30 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-Other | 0.90% | +0.30% | -0.79% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.89% | -0.03% | — | |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.88% | -0.15% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.17% | — | |
| 34 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.86% | +0.21% | -1.27% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.14% | — | |
| 36 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.79% | -0.05% | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | -0.04% | — | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.77% | +0.02% | — | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.77% | -0.04% | — | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.73% | +0.86% | -0.82% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.71% | -0.08% | — | |
| 42 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.70% | -0.29% | — | |
| 43 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.70% | -0.17% | EXIT | |
| 44 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.68% | — | — | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.62% | -0.06% | — | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.55% | — | — | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | +0.06% | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.15% | — | |
| 50 | DFIC | Dimensional International Co | ETF-Other | 0.51% | — | — |
According to official SEC Form 13F filings, Total Clarity Wealth Management, Inc. reported a total U.S. public equity portfolio value of $514.7M across 277 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USFR, VRIG, SPYM) accounted for 8.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
USFR
市值: $12.3M
During Q1 2025, Total Clarity Wealth Management, Inc.'s top holdings by market value included USFR (4.0%)、VRIG (3.2%)、SPYM (3.1%). The largest single position, USFR, represented 4.0% of total portfolio value.
In Q1 2025, Total Clarity Wealth Management, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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