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CIK: 0001804909
Total reported value
$514.7M
$514.7M
285 檔
8.3%
In Q2 2025, Total Clarity Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $514.7M, distributed across 285 disclosed stock positions.
Total Clarity Wealth Management, Inc. executed strategic sector rebalancing during Q2 2025, establishing 10 new positions while fully exiting 12 holdings and trimming 9 positions.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.48% | +1.09% | +19.44% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.45% | -0.39% | -30.55% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.30% | -0.71% | +135.71% | |
| 4 | VRIG | Invesco Variable Rate Invest | ETF-Other | 2.12% | -0.49% | -23.97% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.92% | +0.86% | +200.21% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 1.85% | +0.58% | +5.96% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.83% | +0.56% | +46.74% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | -0.31% | +1.70% | |
| 9 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 1.61% | +0.72% | +48.67% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.57% | -0.19% | -3.43% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.28% | -5.92% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.53% | +0.55% | +35.84% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.53% | -0.05% | -19.08% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 1.49% | +0.15% | +2.46% | |
| 15 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.48% | +0.30% | +49.38% | |
| 16 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.40% | +0.08% | -7.04% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | -0.08% | -4.89% | |
| 18 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.28% | -0.99% | +39.85% | |
| 19 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-Other | 1.28% | +0.30% | +38.06% | |
| 20 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.27% | -0.17% | EXIT | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | -0.44% | +14.90% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.16% | -0.15% | +24.45% | |
| 23 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.14% | -0.86% | +586.87% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.17% | -5.35% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.04% | -0.84% | EXIT | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.03% | -1.06% | — | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.03% | -0.06% | +6.58% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | +0.57% | +3.35% | |
| 29 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.00% | -1.13% | -46.26% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.07% | +14.09% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | +0.17% | +0.80% | |
| 32 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.90% | -0.11% | — | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | — | — | |
| 34 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.83% | +0.21% | +9.63% | |
| 35 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.79% | -0.29% | +27.94% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | -0.04% | +2.57% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.72% | -0.07% | -27.22% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-Other | 0.72% | -0.09% | +140.73% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | -0.14% | -2.03% | |
| 40 | PSQ | Proshares Short Qqq | ETF-Other | 0.70% | — | — | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.69% | -0.04% | -4.80% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.07% | +67.70% | |
| 43 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.65% | — | +1.51% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.24% | +147.87% | |
| 45 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.61% | -0.04% | +37.61% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | -0.09% | -37.31% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.56% | -0.03% | -10.80% | |
| 48 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.56% | +0.01% | +495.24% | |
| 49 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.55% | — | — | |
| 50 | JOET | Virtus Terranova US Qual Mom | ETF-Other | 0.53% | -0.05% | -29.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +1.2% | +200.21% | Add |
| 2 | VBR | Vanguard Small-cap Value ETF | +1.2% | +135.71% | Add |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1% | NEW | New buy |
| 4 | XCEM | Columbia Em Core Ex-china | +1% | +586.87% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.9% | NEW | New buy |
| 6 | PSQ | Proshares Short Qqq | +0.7% | NEW | New buy |
| 7 | VIOO | Vanguard S&p Small-cap 600 E | +0.6% | +118.15% | Add |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | +0.6% | NEW | New buy |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | +0.5% | +495.24% | Add |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | +0.4% | +46.74% | Add |
| 11 | JBBB | Janus Henderson B-bbb Clo Et | +0.4% | NEW | New buy |
| 12 | CGDV | Cap Group Dividend Value | +0.4% | +140.73% | Add |
| 13 | GOVI | Invesco Equal Weight 0-30 Yr | +0.4% | +48.67% | Add |
| 14 | GLD | Spdr Gold Shares | +0.4% | +147.87% | Add |
| 15 | VFQY | Vanguard U.s. Quality Factor | +0.4% | NEW | New buy |
| 16 | IMFL | Invesco Int Dvlp Dyn Multi | +0.4% | +38.06% | Add |
| 17 | GTO | Invesco Total Return Bond Et | +0.4% | +49.38% | Add |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +35.84% | Add |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +19.44% | Add |
| 20 | RWL | Invesco S&p 500 Revenue ETF | +0.3% | +39.85% | Add |
| 21 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.3% | NEW | New buy |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.3% | +24.45% | Add |
| 23 | QBTS | D-wave Quantum Inc | +0.3% | NEW | New buy |
| 24 | CEG | Constellation Energy | +0.3% | +156.07% | Add |
| 25 | CRWV | Coreweave Inc-cl A | +0.3% | NEW | New buy |
| 26 | MDIV | Ft Multi-asset Divers Inc | +0.3% | NEW | New buy |
| 27 | WMT | Walmart Inc | +0.2% | +67.70% | Add |
| 28 | TSLA | Tesla Inc | +0.2% | +190.82% | Add |
| 29 | NVDA | Nvidia CORP | +0.1% | +1.70% | Add |
| 30 | UNH | Unitedhealth Group Inc | -0.3% | EXIT | Sold out |
| 31 | VXUS | Vanguard Total Intl Stock | -0.3% | EXIT | Sold out |
| 32 | KR | Kroger Co | -0.3% | EXIT | Sold out |
| 33 | KD | Kyndryl Holdings Inc | -0.3% | EXIT | Sold out |
| 34 | FTXN | First Trust Nasdaq Oil & Gas | -0.4% | EXIT | Sold out |
| 35 | CSWC | Capital Southwest CORP | -0.4% | EXIT | Sold out |
| 36 | VGLT | Vanguard Long-term Treasury | -0.4% | EXIT | Sold out |
| 37 | DFAR | Dimensional US Real Est ETF | -0.4% | EXIT | Sold out |
| 38 | S | Sentinelone Inc -class A | -0.4% | EXIT | Sold out |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | -0.5% | EXIT | Sold out |
| 40 | XSMO | Invesco S&p Smallcap Momentu | -0.5% | EXIT | Sold out |
| 41 | QUAL | Ishares Msci USA Quality Fac | -0.5% | -45.71% | Trim |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.5% | -37.31% | Trim |
| 43 | IWF | Ishares Russell 1000 Growth | -0.5% | -19.08% | Trim |
| 44 | DFIC | Dimensional International Co | -0.5% | EXIT | Sold out |
| 45 | JEPQ | JPM Nasdaq Equity Premium | -0.6% | -69.81% | Trim |
| 46 | IWM | Ishares Russell 2000 ETF | -0.6% | -55.86% | Trim |
| 47 | AAPL | Apple Inc | -0.7% | -3.43% | Trim |
| 48 | VRIG | Invesco Variable Rate Invest | -1.1% | -23.97% | Trim |
| 49 | BILS | Ss Spdrb B 3-12m T-bill ETF | -1.1% | -46.26% | Trim |
| 50 | USFR | Wisdomtree Floating Rate Tre | -1.6% | -30.55% | Trim |
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 285 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 SPYM, USFR, VBR) accounted for 8.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPDW
市值: $3.6M
Top Position Liquidated / Trimmed
DFIC
前期市值: $1.6M
During Q2 2025, Total Clarity Wealth Management, Inc.'s top holdings by market value included SPYM (3.5%)、USFR (2.5%)、VBR (2.3%). The largest single position, SPYM, represented 3.5% of total portfolio value.
In Q2 2025, Total Clarity Wealth Management, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 9 holdings, and fully liquidating 12 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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