Total Clarity Wealth Management, Inc.

Q4 2025 13F-HR Holdings

Location
St. Charles, IL
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
300
Total value ($000)
$413,641
Net value change ($000)
+37,372 (9.9%)
New positions
52
Sold out positions
38
Turnover %
12.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPYD 5,137 202.6%
CGMU 4,344 NEW
RWL 3,629 71.1%
CGSM 3,177 NEW
FLMI 2,074 NEW
XMPT 2,061 NEW
MLN 2,053 NEW
SPMD 1,835 136.1%
BILS 1,781 38.5%
GOOGL 1,506 33.3%
Top Reduces (Value $000, Stocks/ETFs)
GOVI -2,215 -36.0%
SPAB -1,835 -26.4%
VGLT -1,506 -64.3%
BUZZ -1,273 -100.0%
FIIG -1,255 -100.0%
LUMN -1,171 -100.0%
VNQ -1,127 -100.0%
GTO -1,105 -19.6%
MRK -1,051 -100.0%
IBM -974 -65.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4 (0.0% of total reported value)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type