Total Clarity Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$5.19M |
| 2 |
Capital Group Municipal Income ETF
CGMU
|
+$4.34M |
| 3 |
Invesco S&P 500 Revenue ETF
RWL
|
+$3.4M |
| 4 |
Capital Group Short Duration Municipal Income ETF
CGSM
|
+$3.18M |
| 5 |
Franklin Dynamic Municipal Bond ETF
FLMI
|
+$2.07M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
+$2.19M |
| 2 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$1.82M |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$1.49M |
| 4 |
VanEck Social Sentiment ETF
BUZZ
|
+$1.27M |
| 5 |
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
|
+$1.25M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.86% |
| 2 | Financials | 5.45% |
| 3 | Industrials | 3.22% |
| 4 | Communication Services | 3.22% |
| 5 | Healthcare | 3.01% |
Similar funds
Total Clarity Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, Total Clarity Wealth Management held 338 positions worth $414M, up 9.9% from $376M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Total Clarity Wealth Management deployed $30.8M of net new capital in Q4 2025, opening 53 new positions and adding to 138 existing holdings. Its largest new stake was Capital Group Municipal Income ETF: 158,661 shares worth $4.34M.
By sector, the portfolio is most concentrated in Technology at 8.9% of assets, down from 11% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Invesco Equal Weight 0-30 Year Treasury ETF, an estimated $2.19M trimmed.
- Total Clarity Wealth Management's largest Q4 2025 buy was Capital Group Municipal Income ETF: 158,661 shares worth $4.34M.
- Total Clarity Wealth Management added most to State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025, an estimated $5.19M increase.
- Total Clarity Wealth Management's biggest Q4 2025 reduction was Invesco Equal Weight 0-30 Year Treasury ETF, cutting an estimated $2.19M.
- Total Clarity Wealth Management fully exited VanEck Social Sentiment ETF in Q4 2025, selling an estimated $1.27M.
- Total Clarity Wealth Management's ten largest holdings make up 20% of its $414M portfolio in Q4 2025.
- Total Clarity Wealth Management opened 53 new positions and closed 38 in Q4 2025.
- Total Clarity Wealth Management's portfolio value rose 9.9% quarter-over-quarter to $414M.
Based on Total Clarity Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.