Total Clarity Wealth Management, Inc.

Q3 2025 13F-HR Holdings

Location
St. Charles, IL
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
285
Total value ($000)
$376,269
Net value change ($000)
+26,997 (7.7%)
New positions
42
Sold out positions
42
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGLT 2,341 NEW
JAAA 2,209 33.0%
SPYD 1,502 145.3%
SPYM 1,415 11.7%
NBIS 1,219 NEW
INTC 1,218 120.4%
AAPL 1,171 21.3%
LUMN 1,171 NEW
BILS 1,124 32.1%
NVDA 1,050 17.5%
Top Reduces (Value $000, Stocks/ETFs)
PSQ -2,436 -100.0%
VRIG -2,241 -30.2%
VFQY -1,413 -100.0%
EQAL -1,225 -100.0%
VIOO -1,128 -25.4%
CRWV -935 -100.0%
SPHQ -868 -44.7%
USFR -830 -9.7%
AHC -707 -100.0%
AKX -689 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type