Total Clarity Wealth Management, Inc.
•CIK: 1804909•Filing: Q4 2025
**Total Clarity Wealth Management, Inc.** manages $414M across a diversified portfolio of 299 holdings. The strategy exhibits a notable tilt toward income generation and quality equities, evidenced by top positions such as SPYM ($12.7M) and JAAA ($9.9M). Significant allocations are also maintained in core growth names like AAPL ($7.3M) and NVDA ($6.9M), alongside sector-specific plays like RWL ($8.7M) and VBR ($8.6M). This structure suggests a blend of yield capture and exposure to established market leaders.
Total AUM
$413.6M
QoQ Performance
+9.9%
Positions
184
Top 10 Concentration
21.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM3.1%
JAAA2.4%
RWL2.1%
VBR2.1%
RDVY2.0%
SPYD1.9%
AAPL1.8%
NVDA1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.6%
Technology8.1%
Financial4.8%
Consumer2.7%
ETF2.3%
Healthcare1.9%
Industrial1.7%
Utilities0.4%
🚪 Exited Positionssold since Q3 2025
+102 more exited positions
Changes from Q3 2025
NEW22 new positions
↑105 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023