Total-Clarity-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "OI",
  "JWN",
  "PTLO",
  "RGEN",
  null,
  null,
  "AAL",
  null,
  null,
  "FNDF",
  null,
  "ABT",
  "ABBV",
  "OBDC",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  null,
  "ARHS",
  "TEAM",
  "MODG",
  "CAT",
  "AVGO",
  "ARCC",
  null,
  null,
  null,
  null,
  null,
  "HTZ",
  null,
  "DBEF",
  null,
  null,
  "KRP",
  null,
  "OSPN",
  "D",
  null,
  null,
  null,
  null,
  null,
  "GD",
  "MSDL",
  "HD",
  "HPQ",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  "FSCO",
  "ISRG",
  "HSBC",
  "HMC",
  null,
  "NBIX",
  "META",
  null,
  null,
  null,
  "NDLS",
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "KMI",
  "LIN",
  null,
  "DRS",
  "MA",
  "MSFT",
  "TMUS",
  "EXC",
  "GE",
  "NTRS",
  "NI",
  "HRL",
  null,
  "ANSS",
  "IJR",
  "ANET",
  "KKR",
  "KR",
  "ORCL",
  "KHC",
  "OKE",
  null,
  null,
  "IWF",
  null,
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "ENB",
  "INTC",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  null,
  null,
  "IEFA",
  null,
  "NOW",
  "SHOP",
  "RIO",
  "GLD",
  null,
  null,
  null,
  "BP",
  null,
  null,
  "SPLG",
  "IBM",
  "TGT",
  null,
  null,
  "TFC",
  "TSN",
  "UPS",
  "VXF",
  "TWI",
  "VWO",
  "VSS",
  null,
  null,
  null,
  "QURE",
  null,
  "VCIT",
  null,
  null,
  "DLY",
  "CSWC",
  null,
  "IWN",
  null,
  null,
  null,
  "VRTX",
  null,
  "VRT",
  null,
  "GM",
  "AXON",
  "F",
  "WM",
  "IWP",
  null,
  "FORR",
  "MRAM",
  "LAKE",
  "DNUT",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  "CLF",
  "LCID",
  null,
  "LUV",
  null,
  null,
  "KD",
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  "VYMI",
  null,
  "VXUS",
  "VGLT",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VKTX",
  "VFF",
  "WMT",
  null,
  null,
  null,
  null,
  null,
  "LNT",
  null,
  "ET",
  "DVY",
  "SCHF",
  "NXPI",
  "SO",
  "TTD",
  "CRM",
  "PENN",
  null,
  "S",
  "DIA",
  null,
  null,
  null,
  null,
  null,
  null,
  "GEV",
  "MELI",
  null,
  "SPYV",
  null,
  null,
  "LULU",
  "BMO",
  "BRK-A",
  "BRK-B",
  "BA",
  "CAVA",
  "CX",
  "CVX",
  "CHTR",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "CEG",
  "COST",
  "CBRL",
  "DE",
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "ADI",
  "STT",
  "QQQ",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 277
Total Value: 303969106
Accession Number: 0001085146-25-002160
Form Type: 13F-HR
CIK: total-clarity-wealth-management
Manager Name: Total-Clarity-Wealth-Management

Data Enrichment

63% identified

175 identified102 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

277 positions • $304.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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97717Y527

Shares:245.0K

Value:$12.3M

% of Portfolio:4.1% ($12.3M/$304.0M)

46090A879

Shares:389.1K

Value:$9.8M

% of Portfolio:3.2% ($9.8M/$304.0M)

78464A854

SPLG|78464A854

Shares:139.8K

Value:$9.6M

% of Portfolio:3.2% ($9.6M/$304.0M)

Apple Inc.

AAPL|037833100

Shares:27.7K

Value:$6.9M

% of Portfolio:2.3% ($6.9M/$304.0M)

78468R523

Shares:65.5K

Value:$6.5M

% of Portfolio:2.1% ($6.5M/$304.0M)

464287614

IWF|464287614

Shares:15.5K

Value:$6.2M

% of Portfolio:2.0% ($6.2M/$304.0M)

33738R506

Shares:97.1K

Value:$5.7M

% of Portfolio:1.9% ($5.7M/$304.0M)

33740F888

Shares:211.3K

Value:$5.2M

% of Portfolio:1.7% ($5.2M/$304.0M)

NVIDIA CORP

NVDA|67066G104

Shares:37.3K

Value:$5.0M

% of Portfolio:1.6% ($5.0M/$304.0M)

MICROSOFT CORP

MSFT|594918104

Shares:11.5K

Value:$4.8M

% of Portfolio:1.6% ($4.8M/$304.0M)

14020G101

Shares:125.0K

Value:$4.6M

% of Portfolio:1.5% ($4.6M/$304.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.6K

Value:$4.5M

% of Portfolio:1.5% ($4.5M/$304.0M)

78464A649

Shares:170.2K

Value:$4.3M

% of Portfolio:1.4% ($4.3M/$304.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:21.7K

Value:$4.1M

% of Portfolio:1.3% ($4.1M/$304.0M)

AMAZON COM INC

AMZN|023135106

Shares:17.6K

Value:$3.9M

% of Portfolio:1.3% ($3.9M/$304.0M)

46138E107

Shares:137.6K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$304.0M)

46138G649

Shares:17.3K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$304.0M)

922908611

VBR|922908611

Shares:17.5K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$304.0M)

46090A804

Shares:73.8K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$304.0M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:5

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$304.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717Y527)✕	245.0K	QoQ 0.00% (+0) YoY -5.66% (-14.7K)	All Managers (Combined)	$12.3M	4.1% ($12.3M/$304.0M)	QoQ 0.00% (+$0) YoY -5.61% (-$732.8K)
(cusip46090A879)✕	389.1K	QoQ -0.01% (-74) YoY +62.88% (+150.2K)	All Managers (Combined)	$9.8M	3.2% ($9.8M/$304.0M)	QoQ -0.01% (-$1.9K) YoY +63.04% (+$3.8M)
(SPLGcusip78464A854)	139.8K	QoQ -0.80% (-1.1K) YoY +3022.42% (+135.3K)	All Managers (Combined)	$9.6M	3.2% ($9.6M/$304.0M)	QoQ -0.80% (-$77.9K) YoY +3398.47% (+$9.4M)
Apple Inc.(AAPLcusip037833100)	27.7K	QoQ 0.00% (+0) YoY -6.27% (-1.9K)	All Managers (Combined)	$6.9M	2.3% ($6.9M/$304.0M)	QoQ 0.00% (+$0) YoY +36.87% (-$1.9M)
(cusip78468R523)✕	65.5K	QoQ 0.00% (+0) YoY +451.76% (+53.6K)	All Managers (Combined)	$6.5M	2.1% ($6.5M/$304.0M)	QoQ 0.00% (+$0) YoY +450.27% (+$5.3M)
(IWFcusip464287614)	15.5K	QoQ 0.00% (+0) YoY -30.50% (-6.8K)	All Managers (Combined)	$6.2M	2.0% ($6.2M/$304.0M)	QoQ 0.00% (+$0) YoY -17.19% (-$1.3M)
(cusip33738R506)✕	97.1K	QoQ -0.55% (-542) YoY +151.15% (+58.4K)	All Managers (Combined)	$5.7M	1.9% ($5.7M/$304.0M)	QoQ -0.55% (-$32.1K) YoY +164.43% (+$3.6M)
(cusip33740F888)✕	211.3K	QoQ 0.00% (+0) YoY -21.35% (-57.4K)	All Managers (Combined)	$5.2M	1.7% ($5.2M/$304.0M)	QoQ 0.00% (+$0) YoY -21.20% (-$1.4M)
NVIDIA CORP(NVDAcusip67066G104)	37.3K	QoQ -1.06% (-400) YoY +869.83% (+33.4K)	All Managers (Combined)	$5.0M	1.6% ($5.0M/$304.0M)	QoQ -1.06% (-$53.7K) YoY +44.13% (+$1.5M)
MICROSOFT CORP(MSFTcusip594918104)	11.5K	QoQ 0.00% (+0) YoY -14.49% (-1.9K)	All Managers (Combined)	$4.8M	1.6% ($4.8M/$304.0M)	QoQ 0.00% (+$0) YoY -14.32% (-$809.5K)
(cusip14020G101)✕	125.0K	QoQ -0.71% (-894) YoY +981.48% (+113.5K)	All Managers (Combined)	$4.6M	1.5% ($4.6M/$304.0M)	QoQ -0.71% (-$33.2K) YoY +1156.56% (+$4.3M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.6K	QoQ -1.60% (-125) YoY -30.09% (-3.3K)	All Managers (Combined)	$4.5M	1.5% ($4.5M/$304.0M)	QoQ -1.60% (-$73.3K) YoY -21.66% (-$1.2M)
(cusip78464A649)✕	170.2K	QoQ -1.11% (-1.9K) YoY NEW(+170.2K)	All Managers (Combined)	$4.3M	1.4% ($4.3M/$304.0M)	QoQ -1.11% (-$47.8K) YoY NEW(+$4.3M)
Alphabet Inc.(GOOGLcusip02079K305)	21.7K	QoQ 0.00% (+0) YoY -18.19% (-4.8K)	All Managers (Combined)	$4.1M	1.3% ($4.1M/$304.0M)	QoQ 0.00% (+$0) YoY +2.59% (-$103.7K)
AMAZON COM INC(AMZNcusip023135106)	17.6K	QoQ 0.00% (+0) YoY +7.02% (+1.2K)	All Managers (Combined)	$3.9M	1.3% ($3.9M/$304.0M)	QoQ 0.00% (+$0) YoY +30.17% (+$896.8K)
(cusip46138E107)✕	137.6K	QoQ -1.14% (-1.6K) YoY NEW(+137.6K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$304.0M)	QoQ -1.14% (-$43.0K) YoY NEW(+$3.7M)
(cusip46138G649)✕	17.3K	QoQ -0.74% (-130) YoY -10.97% (-2.1K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$304.0M)	QoQ -0.74% (-$27.4K) YoY +2.55% (-$90.6K)
(VBRcusip922908611)	17.5K	QoQ 0.00% (+0) YoY +329.78% (+13.4K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$304.0M)	QoQ 0.00% (+$0) YoY +343.84% (+$2.7M)
(cusip46090A804)✕	73.8K	QoQ -1.12% (-837) YoY NEW(+73.8K)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$304.0M)	QoQ -1.12% (-$38.8K) YoY NEW(+$3.4M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	5	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$304.0M)	QoQ 0.00% (+$0) YoY +7.32% (+$232.4K)