Total Clarity Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
+$4.45M |
| 2 |
Vanguard Morningstar Small-Cap Value ETF
VBR
|
+$4.4M |
| 3 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$3.41M |
| 4 |
Columbia EM Core ex-China ETF
XCEM
|
+$3.12M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.05M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$3.77M |
| 2 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$3.01M |
| 3 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
+$2.33M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.6M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.58M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.24% |
| 2 | Financials | 5.66% |
| 3 | Consumer Discretionary | 3.55% |
| 4 | Communication Services | 3.08% |
| 5 | Industrials | 2.87% |
Similar funds
Total Clarity Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Total Clarity Wealth Management held 357 positions worth $349M, up 14% from $306M the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Total Clarity Wealth Management deployed $26.9M of net new capital in Q2 2025, opening 78 new positions and adding to 112 existing holdings. Its largest new stake was State Street SPDR Portfolio Developed World ex-US ETF: 89,039 shares worth $3.61M.
By sector, the portfolio is most concentrated in Technology at 9.2% of assets, down from 9.6% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was WisdomTree Floating Rate Treasury Fund, an estimated $3.77M trimmed.
- Total Clarity Wealth Management's largest Q2 2025 buy was State Street SPDR Portfolio Developed World ex-US ETF: 89,039 shares worth $3.61M.
- Total Clarity Wealth Management added most to Janus Henderson AAA CLO ETF in Q2 2025, an estimated $4.45M increase.
- Total Clarity Wealth Management's biggest Q2 2025 reduction was WisdomTree Floating Rate Treasury Fund, cutting an estimated $3.77M.
- Total Clarity Wealth Management fully exited Dimensional International Core Equity 2 ETF in Q2 2025, selling an estimated $1.58M.
- Total Clarity Wealth Management's ten largest holdings make up 21% of its $349M portfolio in Q2 2025.
- Total Clarity Wealth Management opened 78 new positions and closed 69 in Q2 2025.
- Total Clarity Wealth Management's portfolio value rose 14% quarter-over-quarter to $349M.
Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.