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CIK: 0001804909
Total reported value
$514.7M
$514.7M
299 檔
9.4%
During the Q4 2025 filing period, Total Clarity Wealth Management, Inc. (CIK: 0001804909) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $514.7M across 299 reported positions.
In Q4 2025, Total Clarity Wealth Management, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 16 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 299 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 | 3.08% | +1.09% | -8.32% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.40% | +0.86% | +11.66% | |
| 3 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 2.11% | -0.99% | +65.34% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.07% | -0.71% | +10.03% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 2.00% | +0.58% | +11.42% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.86% | +1.09% | +207.87% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.76% | -0.19% | +2.09% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | -0.31% | -1.94% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.67% | -0.39% | -10.97% | |
| 10 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.55% | -1.13% | +38.96% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.54% | +0.55% | +0.46% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-Other | 1.53% | +0.15% | +5.17% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.49% | -0.05% | +4.99% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | -0.44% | +3.56% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.32% | -1.06% | +30.11% | |
| 16 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-Other | 1.31% | +0.30% | +4.30% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.28% | +0.86% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.26% | -0.15% | +11.74% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.24% | +0.56% | -26.14% | |
| 20 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.19% | -0.86% | +4.99% | |
| 21 | VRIG | Invesco Variable Rate Invest | ETF-Other | 1.11% | -0.49% | -11.12% | |
| 22 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.11% | +0.08% | -2.24% | |
| 23 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.10% | +0.30% | -19.43% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | -0.08% | -5.17% | |
| 25 | CGMU | Cap Group Municipal Income | ETF-Other | 1.05% | -0.32% | — | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.98% | -0.06% | +0.17% | |
| 27 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 0.95% | +0.72% | -35.46% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.91% | -0.84% | EXIT | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.17% | +0.03% | |
| 30 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.89% | -0.17% | EXIT | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.17% | -2.38% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | +0.57% | -0.23% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.81% | — | +3.83% | |
| 34 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.80% | -0.11% | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.07% | -6.04% | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.77% | -0.58% | EXIT | |
| 37 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.77% | -0.18% | — | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.76% | -0.03% | -0.37% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.75% | -0.24% | -5.41% | |
| 40 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.74% | +0.21% | +2.08% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-Other | 0.70% | -0.09% | +8.18% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.67% | -0.04% | +0.05% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.67% | +0.06% | +35.17% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.09% | +15.18% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | -0.04% | -12.34% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.07% | +0.72% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.14% | -4.35% | |
| 48 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.61% | -0.04% | +2.83% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.15% | +1.04% | |
| 50 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.57% | +0.03% | +49.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +1.2% | +207.87% | Add |
| 2 | RWL | Invesco S&p 500 Revenue ETF | +0.8% | +65.34% | Add |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.4% | +133.17% | Add |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.3% | +38.96% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.56% | Add |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +30.11% | Add |
| 7 | GSY | Invesco Ultra Short Duration | +0.3% | +121.25% | Add |
| 8 | VRT | Vertiv Holdings Co-a | +0.2% | +81.43% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +78.84% | Add |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +181.76% | Add |
| 11 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.2% | +49.20% | Add |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +11.74% | Add |
| 13 | RDVY | First Trust Rising Dividend | +0.1% | +11.42% | Add |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +11.66% | Add |
| 15 | VBR | Vanguard Small-cap Value ETF | 0% | +10.03% | Add |
| 16 | AAPL | Apple Inc | 0% | +2.09% | Add |
| 17 | TMUS | T-mobile US Inc | -0.2% | -69.88% | Trim |
| 18 | NBIS | Nebius Group N.V. | -0.2% | -52.44% | Trim |
| 19 | IBM | Intl Business Machines CORP | -0.3% | -66.78% | Trim |
| 20 | USFR | Wisdomtree Floating Rate Tre | -0.4% | -10.97% | Trim |
| 21 | GTO | Invesco Total Return Bond Et | -0.4% | -19.43% | Trim |
| 22 | VGLT | Vanguard Long-term Treasury | -0.4% | -63.66% | Trim |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.5% | -8.32% | Trim |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | -0.6% | -26.14% | Trim |
| 25 | GOVI | Invesco Equal Weight 0-30 Yr | -0.7% | -35.46% | Trim |
| 26 | CGMU | Cap Group Municipal Income | — | NEW | New buy |
| 27 | CGSM | Cap Group Short Muni Income | — | NEW | New buy |
| 28 | FLMI | Franklin Dynamic Municipal B | — | NEW | New buy |
| 29 | XMPT | Vaneck Cef Muni Income ETF | — | NEW | New buy |
| 30 | MLN | Vaneck Long Muni ETF | — | NEW | New buy |
| 31 | BUZZ | Vaneck Social Sentiment ETF | — | EXIT | Sold out |
| 32 | FIIG | Ft Intermed Dur Ig CORP ETF | — | EXIT | Sold out |
| 33 | ABVX | Abivax Sa-adr | — | NEW | New buy |
| 34 | LUMN | Lumen Technologies Inc | — | EXIT | Sold out |
| 35 | DES | Wisdomtree US Smallcap Divid | — | NEW | New buy |
| 36 | VNQ | Vanguard Real Estate ETF | — | EXIT | Sold out |
| 37 | TUSI | Touchstone Ultra Short Incom | — | NEW | New buy |
| 38 | SNPS | Synopsys Inc | — | NEW | New buy |
| 39 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 40 | KD | Kyndryl Holdings Inc | — | EXIT | Sold out |
| 41 | SNAP | Snap Inc - A | — | EXIT | Sold out |
| 42 | ESLT | Elbit Systems Ltd. | — | NEW | New buy |
| 43 | AVEM | Avantis Emerging Markets Eq | — | NEW | New buy |
| 44 | TEM | Tempus Ai Inc-cl A | — | EXIT | Sold out |
| 45 | AAL | American Airlines Group Inc | — | EXIT | Sold out |
| 46 | ALMU | Aeluma Inc | — | NEW | New buy |
| 47 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
| 48 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 49 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | New buy |
| 50 | PAYS | Paysign Inc | — | EXIT | Sold out |
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 299 disclosed positions in Q4 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, RWL) accounted for 9.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGMU
市值: $4.3M
Top Position Liquidated / Trimmed
BUZZ
前期市值: $1.3M
During Q4 2025, Total Clarity Wealth Management, Inc.'s top holdings by market value included SPYM (3.1%)、JAAA (2.4%)、RWL (2.1%). The largest single position, SPYM, represented 3.1% of total portfolio value.
In Q4 2025, Total Clarity Wealth Management, Inc. made 50 total portfolio adjustments, initiating 14 new buys, adding to 16 positions, trimming 9 holdings, and fully liquidating 11 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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