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CIK: 0001804909
Total reported value
$514.7M
$514.7M
285 檔
8.8%
According to the latest 13F quarterly dataset, Total Clarity Wealth Management, Inc. managed an equity portfolio of $514.7M at the end of Q3 2025, spanning 285 distinct U.S. exchange-listed positions.
In Q3 2025, Total Clarity Wealth Management, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 25 existing holdings, outstripping position reductions.
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 | 3.60% | +1.09% | +3.61% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.37% | +0.86% | +32.87% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.05% | -0.39% | -9.63% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.04% | -0.71% | -10.93% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 1.91% | +0.58% | +4.11% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | -0.31% | -0.48% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.85% | +0.56% | +7.60% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.77% | -0.19% | -2.24% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.64% | +0.55% | +6.56% | |
| 10 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 1.64% | +0.72% | +8.51% | |
| 11 | CGGR | Cap Group Growth Equity | ETF-Other | 1.58% | +0.15% | +5.39% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.54% | -0.05% | -1.35% | |
| 13 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.50% | +0.30% | +7.80% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.28% | -0.49% | |
| 15 | VRIG | Invesco Variable Rate Invest | ETF-Other | 1.37% | -0.49% | -30.39% | |
| 16 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.36% | -0.99% | +7.23% | |
| 17 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-Other | 1.29% | +0.30% | +8.18% | |
| 18 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.25% | +0.08% | -5.12% | |
| 19 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.23% | -1.13% | +31.99% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | -0.08% | -6.60% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | -0.44% | -25.31% | |
| 22 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.18% | -0.86% | +4.62% | |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.17% | -0.15% | +1.49% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.07% | -1.06% | +5.87% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.05% | -0.06% | +1.39% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.00% | -0.84% | EXIT | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | +0.17% | +3.25% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | +0.57% | -5.57% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | -0.17% | -6.10% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.07% | -6.05% | |
| 31 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.88% | -0.17% | EXIT | |
| 32 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.86% | -0.11% | — | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.85% | — | +0.48% | |
| 34 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.80% | +0.21% | +2.71% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.24% | +12.39% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | -0.04% | +1.80% | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.71% | -0.03% | +64.39% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | -0.14% | -3.69% | |
| 39 | CGDV | Cap Group Dividend Value | ETF-Other | 0.69% | -0.09% | -3.44% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.67% | +1.09% | +136.56% | |
| 41 | ANET | Arista Networks Inc | Stock-Tech | 0.67% | -0.20% | -1.37% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.67% | -0.07% | -3.21% | |
| 43 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.64% | -0.04% | +4.61% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.64% | -0.04% | -1.14% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.07% | -0.35% | |
| 46 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.62% | -1.38% | EXIT | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.09% | +0.13% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.59% | -0.22% | +47.15% | |
| 49 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.59% | -0.29% | -19.41% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.58% | +0.06% | +28.47% |
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 Q3 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, JAAA, USFR) accounted for 8.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPDW
市值: $4.0M
Top Position Liquidated / Trimmed
DFIC
前期市值: $1.6M
During Q3 2025, Total Clarity Wealth Management, Inc.'s top holdings by market value included SPYM (3.6%)、JAAA (2.4%)、USFR (2.0%). The largest single position, SPYM, represented 3.6% of total portfolio value.
In Q3 2025, Total Clarity Wealth Management, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 25 positions, trimming 7 holdings, and fully liquidating 8 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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