Total Clarity Wealth Management, Inc.

RIA/Wealth

Total Clarity Wealth Management, Inc. is a RIA/Wealth based in Mesa, AZ led by Richard Monnett Everhart, managing $376.3M across 285 long positions as of Q3 2025 with 64% ETF concentration.

PartnerRichard Monnett Everhart

Portfolio Value: $376.3M
Positions: 285
Top Holding: SPLG at 3.6%
Last Reported: Q3 2025

Address1234 S. Power Rd., Ste. 207, Mesa, AZ, 85206, United States

Top Holdings

Largest long holdings in Total Clarity Wealth Management, Inc.'s portfolio (20.7% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$13.6M	3.60%	+$472.1K Bought	— 173.0K shares	Q4 2019 Held for 5y 11m
2 Janus Henderson AAA CLO JAAA	ETF ETF	$8.9M	2.37%	+$2.2M Bought	— 175.5K shares	Q4 2024 Held for 11 months
3 WisdomTree Floating Rate Treasury Fund USFR	ETF ETF	$7.7M	2.05%	-$823.7K Sold	— 153.8K shares	Q2 2022 Held for 3y 5m
4 Vanguard Small-Cap Value VBR	ETF ETF	$7.7M	2.04%	-$940.7K Sold	— 36.7K shares	Q1 2022 Held for 3y 8m
5 First Trust Rising Dividend Achievers RDVY	ETF ETF	$7.2M	1.91%	+$284.3K Bought	— 107.1K shares	Q4 2020 Held for 4y 11m
6 Nvidia NVDA	Semiconductors Technology	$7.0M	1.87%	-$34.1K Sold	0.00% 37.7K shares	Q4 2019 Held for 5y 11m
7 SPDR Portfolio Aggregate Bond SPAB	ETF ETF	$6.9M	1.85%	+$490.6K Bought	— 268.7K shares	Q4 2024 Held for 11 months
8 Apple AAPL	Consumer Electronics Technology	$6.7M	1.77%	-$153.0K Sold	0.00% 26.2K shares	Q4 2019 Held for 5y 11m
9 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$6.2M	1.64%	+$380.6K Bought	— 25.0K shares	Q4 2024 Held for 11 months
10 GOVI Invesco Equal Weight 0-30 Year Treasury GOVI	ETF ETF	$6.2M	1.64%	+$483.2K Bought	— 221.9K shares	Q4 2024 Held for 11 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Total Clarity Wealth Management, Inc.'s latest filing

See all changes

GthenC

Market Value

$376.3M

Prior: $349.2M

Q/Q Change

+7.74%

+$27.0M

Net Flows % of MV

-2.31%

Turnover Ratio

10.65%

New Purchases

18 stocks

$7.3M

Added To

103 stocks

+$21.8M

Sold Out Of

42 stocks

$18.6M

Reduced Holdings

128 stocks

-$19.3M

Increased Positions

Position	Shares Δ	Change
1 Nebius Group N.V. NBIS	New	0 → 10.9K +$1.2M
2 Snap SNAP	New	0 → 110.5K +$851.6K
3 Amphenol APH	New	0 → 6.2K +$763.5K
4 Bloom Energy BE	New	0 → 7.3K +$615.7K
5 Shift4 Payments FOUR	New	0 → 5.9K +$460.1K

Decreased Positions

Position	Shares Δ	Change
1 ProShares Short QQQ PSQ	Sold	72.4K → 0 −$2.4M
2 Vanguard U.S. Quality Factor ETF VFQY	Sold	9.8K → 0 −$1.4M
3 Invesco Russell 1000 Equal Weight ETF EQAL	Sold	24.9K → 0 −$1.2M
4 CoreWeave, Inc. CRWV	Sold	5.7K → 0 −$935.5K
5 Hess HES	Sold	5.1K → 0 −$706.6K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Total Clarity Wealth Management, Inc.

View analytics

GthenA

Sector Allocation

ETF

63.90%

Technology

10.70%

Financial Services

5.60%

Communication Services

3.50%

Healthcare

3.00%

Industrials

2.90%

Consumer Cyclical

2.60%

Energy

2.10%

Utilities

1.60%

Consumer Defensive

1.30%

Basic Materials

0.30%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

17.35%

Large Cap ($10B - $200B)

14.32%

Mid Cap ($2B - $10B)

1.83%

Small Cap ($300M - $2B)

0.51%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.05%

N/A (ETF or Unknown)

65.91%

Portfolio Concentration

Top 10 Holdings %

20.75%

Top 20 Holdings %

34.54%

Top 50 Holdings %

58.91%

Top 100 Holdings %

77.42%