Total Clarity Wealth Management, Inc.
Filing Date
Global Rank
#5,264
/ 8,586
▼ 98
Top Industry
Semiconductors
10.2%
3Y Alpha vs SPY
-2.8%
Period ended 3 months ago
Filed Apr 17, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.0%
SPY
+78.1%
Annualised alpha
-2.8%
Max drawdown
−18.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
133 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.4%
+0.2 pts
Top 5
21.5%
+0.1 pts
Top 10
34.9%
+0.7 pts
HHI
189
Diversified−1
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.2% | $31,064,477 |
| Financial Services | 13.3% | $16,312,026 |
| Industrials | 12.1% | $14,883,033 |
| Unclassified | 10.2% | $12,606,748 |
| Healthcare | 8.0% | $9,867,470 |
| Communication Services | 7.7% | $9,452,176 |
| Consumer Cyclical | 7.1% | $8,713,778 |
| Energy | 6.9% | $8,455,252 |
| Consumer Defensive | 4.3% | $5,327,498 |
| Utilities | 3.5% | $4,312,702 |
| Basic Materials | 1.7% | $2,081,642 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FLO | Flowers Foods Inc | +37,932 | 51,812 | $422,267 | |
| DXYZ | Destiny Tech100 Inc. | +13,022 | 20,252 | $542,348 | |
| BBIO | BridgeBio Pharma, Inc. | +7,821 | 13,682 | $1,016,025 | |
| SHOP | Shopify Inc. | +5,160 | 10,098 | $1,197,824 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +1,922 | 3,210 | $1,084,819 | |
| GLDM | World Gold Trust | +1,009 | 5,547 | $514,151 | |
| KO | Coca Cola Co | +839 | 4,889 | $371,808 | |
| NFLX | Netflix Inc | +611 | 4,551 | $437,578 | |
| PRU | Prudential Financial Inc | +504 | 11,934 | $1,165,832 | |
| D | Dominion Energy, Inc | +357 | 29,841 | $1,844,770 | |
| AMZN | Amazon Com Inc | +345 | 15,644 | $3,258,175 | |
| CVX | Chevron Corp | +300 | 7,942 | $1,643,199 | |
| MCD | Mcdonalds Corp | +284 | 2,486 | $772,623 | |
| ANET | Arista Networks, Inc. | +260 | 17,345 | $2,129,619 | |
| AIG | American International Group, Inc. | +252 | 12,721 | $957,255 | |
| NBIS | Nebius Group N.V. | +226 | 5,391 | $559,370 | |
| JNJ | Johnson & Johnson | +212 | 4,049 | $989,737 | |
| NEM | NEWMONT Corp /DE/ | +195 | 3,020 | $326,915 | |
| IBM | International Business Machines Corp | +183 | 1,943 | $470,963 | |
| CAT | Caterpillar Inc | +182 | 4,565 | $3,234,119 | |
| JPM | Jpmorgan Chase & Co | +161 | 11,858 | $3,488,149 | |
| ABBV | AbbVie Inc. | +159 | 6,818 | $1,482,846 | |
| BAC | Bank Of America Corp /De/ | +156 | 4,721 | $230,148 | |
| HWM | Howmet Aerospace Inc. | +150 | 1,219 | $280,930 | |
| APH | Amphenol Corp /De/ | +135 | 6,228 | $786,907 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −64,122 | 39,233 | $1,731,352 | |
| F | Ford Motor Co | −60,063 | 65,761 | $758,881 | |
| VZ | Verizon Communications Inc | −44,223 | 23,318 | $1,170,563 | |
| USB | US Bancorp De | −23,866 | 14,857 | $772,712 | |
| HPE | Hewlett Packard Enterprise Co | −16,219 | 14,142 | $336,721 | |
| UPS | United Parcel Service Inc | −12,928 | 18,817 | $1,851,216 | |
| OVID | Ovid Therapeutics Inc. | −7,625 | 20,975 | $46,564 | |
| AMGN | Amgen Inc | −5,269 | 3,222 | $1,133,660 | |
| SLV | iShares Silver Trust | −4,435 | 10,498 | $715,333 | |
| PSLV | Sprott Physical Silver Trust | −4,041 | 10,096 | $246,241 | |
| VRT | Vertiv Holdings Co | −4,029 | 7,998 | $2,004,138 | |
| BE | Bloom Energy Corp | −3,517 | 4,004 | $542,501 | |
| EXC | Exelon Corp | −3,420 | 7,594 | $372,257 | |
| BPRE | Bluerock Private Real Estate Fund | −3,115 | 14,117 | $234,483 | |
| PALI | Palisade Bio, Inc. | −2,935 | 27,000 | $47,250 | |
| T | At&T Inc. | −2,904 | 9,657 | $279,956 | |
| TM | Toyota Motor Corp/ | −2,010 | 2,546 | $524,705 | |
| ABVX | Abivax S.A. | −1,835 | 7,410 | $825,103 | |
| CEG | Constellation Energy Corp | −1,813 | 2,215 | $618,538 | |
| CCJ | Cameco Corp | −921 | 2,829 | $307,257 | |
| AES | Aes Corp | −831 | 10,663 | $150,241 | |
| GOOGL | Alphabet Inc. | −778 | 18,465 | $5,309,795 | |
| IAU | Ishares Gold Trust | −760 | 14,780 | $1,303,004 | |
| ESLT | Elbit Systems Ltd | −727 | 746 | $633,421 | |
| PLTR | Palantir Technologies Inc. | −583 | 5,075 | $742,371 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| STNG | Scorpio Tankers Inc. | 12,927 | $965,129 | |
| HON | Honeywell International Inc | 4,017 | $907,962 | |
| ASML | Asml Holding NV | 547 | $722,494 | |
| CLF | Cleveland-Cliffs Inc. | 74,421 | $628,857 | |
| PANW | Palo Alto Networks Inc | 3,164 | $507,252 | |
| HMC | Honda Motor Co Ltd | 19,836 | $482,213 | |
| RDW | Redwire Corp | 55,650 | $473,025 | |
| GRC | Gorman Rupp Co | 7,600 | $472,188 | |
| DJT | Trump Media & Technology Group Corp. | 48,586 | $450,878 | |
| ELV | Elevance Health, Inc. | 1,483 | $434,148 | |
| HPQ | Hp Inc | 17,879 | $343,455 | |
| GIS | General Mills Inc | 8,670 | $322,697 | |
| KHC | Kraft Heinz Co | 14,320 | $322,056 | |
| CGON | CG Oncology, Inc. | 4,600 | $311,328 | |
| SM | SM Energy Co | 9,139 | $284,954 | |
| PWR | Quanta Services, Inc. | 458 | $251,451 | |
| UTG | Reaves Utility Income Fund | 6,190 | $243,143 | |
| MU | Micron Technology Inc | 674 | $227,704 | |
| EME | EMCOR Group, Inc. | 297 | $219,278 | |
| TERN | Terns Pharmaceuticals, Inc. | 3,950 | $208,244 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | 76,628 | $2,106,503 | |
| ADI | Analog Devices Inc | 5,024 | $1,362,508 | |
| SNPS | Synopsys Inc | 2,311 | $1,085,522 | |
| BP | Bp PLC | 28,138 | $977,232 | |
| BCE | Bce Inc | 40,007 | $952,966 | |
| ALMU | Aeluma, Inc. | 43,100 | $740,027 | |
| ABT | Abbott Laboratories | 4,651 | $582,723 | |
| JEF | Jefferies Financial Group Inc. | 8,750 | $542,237 | |
| PRAX | Praxis Precision Medicines, Inc. | 1,820 | $536,426 | |
| SBUX | Starbucks Corp | 6,062 | $510,481 | |
| KKR | KKR & Co. Inc. | 3,811 | $485,826 | |
| RGEN | Repligen Corp | 2,680 | $439,144 | |
| LDOS | Leidos Holdings, Inc. | 1,928 | $347,811 | |
| CRDO | Credo Technology Group Holding Ltd | 2,062 | $296,701 | |
| APP | AppLovin Corp | 408 | $274,918 | |
| COF | Capital One Financial Corp | 1,051 | $254,720 | |
| COR | Cencora, Inc. | 738 | $249,259 | |
| MCK | Mckesson Corp | 279 | $228,860 | |
| CRWD | CrowdStrike Holdings, Inc. | 486 | $227,817 | |
| CLDT | Chatham Lodging Trust | 19,888 | $135,437 | |
| INN | Summit Hotel Properties, Inc. | 19,554 | $95,227 | |
| SRG | Seritage Growth Properties | 15,471 | $50,280 | |
| No positions match the current search. | ||||
24 positions ·
$31,064,477 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 26,284 | $6,670,616 | 21.47% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 36,805 | $6,418,792 | 20.66% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 10,659 | $3,945,642 | 12.70% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 17,345 | $2,129,619 | 6.86% | |
| INTC |
Intel Corp
Technology
|
Reduced | 39,233 | $1,731,352 | 5.57% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 10,098 | $1,197,824 | 3.86% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,210 | $1,084,819 | 3.49% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,543 | $787,083 | 2.53% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 6,228 | $786,907 | 2.53% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 5,075 | $742,371 | 2.39% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 547 | $722,494 | 2.33% | |
| ORCL |
Oracle Corp
Technology
|
Added | 4,131 | $607,711 | 1.96% | |
| MPWR |
Monolithic Power Systems Inc
Technology
|
Added | 471 | $514,967 | 1.66% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 3,164 | $507,252 | 1.63% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,943 | $470,963 | 1.52% | |
| IONQ |
IonQ, Inc.
Technology
|
Reduced | 15,693 | $452,429 | 1.46% | |
| KARO |
Karooooo Ltd.
Technology
|
Added | 9,049 | $451,002 | 1.45% | |
| HPQ |
Hp Inc
Technology
|
NEW | 17,879 | $343,455 | 1.11% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Reduced | 14,142 | $336,721 | 1.08% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Added | 1,270 | $250,012 | 0.80% | |
| NET |
Cloudflare, Inc.
Technology
|
Reduced | 1,122 | $231,513 | 0.75% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 1,516 | $228,643 | 0.74% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 674 | $227,704 | 0.73% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,104 | $224,586 | 0.72% |