Long-term investor
Total Clarity Wealth Management, Inc. @totalclaritywealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001804909).
Record
- Tracked since 2025-06-30 (434 days), 360 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months +10.8% · 1 year +18.0% · all +18.0%
- Max drawdown -0.3% · Sharpe 1.33 · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 5.4% · long · since 2025-06-30
- 47103U845 · 2.7% · long · since 2025-06-30
- 78468R788 · 2.5% · long · since 2025-06-30
- 33738R506 · 2.5% · long · since 2025-06-30
- 46138G649 · 2.0% · long · since 2025-06-30
- 78464A649 · 1.7% · long · since 2025-06-30
- 46138J437 · 1.7% · long · since 2025-06-30
- 14020G101 · 1.6% · long · since 2025-06-30
- 808524755 · 1.4% · long · since 2025-06-30
- AAPL · 1.4% · long · since 2025-06-30
- BRK-B · 1.3% · long · since 2025-06-30
- 46090A804 · 1.3% · long · since 2025-06-30
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