TOTAL CLARITY WEALTH MANAGEMENT, INC.

Filed: 1/24/2025ACC: 0001085146-25-000460

📋 What this filing means

TOTAL CLARITY WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 267 equity positions with a total reported market value of $307.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

267

Positions

$307.59M

Total AUM (reported)

5.90M

Total Shares

Allocation by class

COM$76.94M25.0%

FLOATNG RAT TREA$12.33M4.0%

VAR RATE INVT$9.77M3.2%

PORTFOLIO S&P500$9.72M3.2%

CL A$8.75M2.8%

SHS CREATION UNI$8.45M2.7%

BLOOMBERG 3-12 M$6.49M2.1%

Portfolio Concentration

Top 3$31.82M10.3%

4–10$40.55M13.2%

11–25$55.42M18.0%

Rest$179.81M58.5%

Top 3 weight

10.3%

Top 10 weight

23.5%

Voting Authority Distribution

Total shares with voting rights: 5.90M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.90M

% of voting shares100.0%

Investment Discretion (by position count)

Sole267

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings267

Rows:

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares245.01K

TypeSH

Market value$12.33M

4.01%

Sole

0.00

Shared

0.00

None

245.01K

INVESCO ACTIVELY MANAGED EXC

SOLE

VAR RATE INVT

Shares389.14K

TypeSH

Market value$9.77M

3.18%

Sole

0.00

Shared

0.00

None

389.14K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares140.95K

TypeSH

Market value$9.72M

3.16%

Sole

0.00

Shared

0.00

None

140.95K

APPLE INC

SOLE

COM

Shares27.73K

TypeSH

Market value$6.94M

2.26%

Sole

0.00

Shared

0.00

None

27.73K

SPDR SER TR

SOLE

BLOOMBERG 3-12 M

Shares65.47K

TypeSH

Market value$6.49M

2.11%

Sole

0.00

Shared

0.00

None

65.47K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares15.51K

TypeSH

Market value$6.23M

2.02%

Sole

0.00

Shared

0.00

None

15.51K

FIRST TR EXCHANGE-TRADED FD

SOLE

RISNG DIVD ACHIV

Shares97.66K

TypeSH

Market value$5.78M

1.88%

Sole

0.00

Shared

0.00

None

97.66K

FIRST TR EXCHNG TRADED FD VI

SOLE

TCW UNCONSTRAI

Shares211.34K

TypeSH

Market value$5.21M

1.69%

Sole

0.00

Shared

0.00

None

211.34K

NVIDIA CORPORATION

SOLE

COM

Shares37.69K

TypeSH

Market value$5.06M

1.65%

Sole

0.00

Shared

0.00

None

37.69K

MICROSOFT CORP

SOLE

COM

Shares11.48K

TypeSH

Market value$4.84M

1.57%

Sole

0.00

Shared

0.00

None

11.48K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares125.91K

TypeSH

Market value$4.68M

1.52%

Sole

0.00

Shared

0.00

None

125.91K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares7.77K

TypeSH

Market value$4.55M

1.48%

Sole

0.00

Shared

0.00

None

7.77K

SPDR SER TR

SOLE

PORTFOLIO AGRGTE

Shares172.09K

TypeSH

Market value$4.30M

1.40%

Sole

0.00

Shared

0.00

None

172.09K

ALPHABET INC

SOLE

CAP STK CL A

Shares21.65K

TypeSH

Market value$4.10M

1.33%

Sole

0.00

Shared

0.00

None

21.65K

AMAZON COM INC

SOLE

COM

Shares17.63K

TypeSH

Market value$3.87M

1.26%

Sole

0.00

Shared

0.00

None

17.63K

INVESCO EXCH TRADED FD TR II

SOLE

EQUAL WEGT 0-30

Shares139.16K

TypeSH

Market value$3.76M

1.22%

Sole

0.00

Shared

0.00

None

139.16K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares17.40K

TypeSH

Market value$3.66M

1.19%

Sole

0.00

Shared

0.00

None

17.40K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares17.50K

TypeSH

Market value$3.47M

1.13%

Sole

0.00

Shared

0.00

None

17.50K

INVESCO ACTIVELY MANAGED EXC

SOLE

TOTAL RETURN

Shares74.60K

TypeSH

Market value$3.46M

1.13%

Sole

0.00

Shared

0.00

None

74.60K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares5.00

TypeSH

Market value$3.40M

1.11%

Sole

0.00

Shared

0.00

None

5.00

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares65.26K

TypeSH

Market value$3.34M

1.09%

Sole

0.00

Shared

0.00

None

65.26K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares94.37K

TypeSH

Market value$3.26M

1.06%

Sole

0.00

Shared

0.00

None

94.37K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares7.13K

TypeSH

Market value$3.23M

1.05%

Sole

0.00

Shared

0.00

None

7.13K

ISHARES TR

SOLE

RUS MD CP GR ETF

Shares25.01K

TypeSH

Market value$3.17M

1.03%

Sole

0.00

Shared

0.00

None

25.01K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares14.27K

TypeSH

Market value$3.15M

1.02%

Sole

0.00

Shared

0.00

None

14.27K

Issuer	Class	Shares	Type	Value / Portfolio %	None
WISDOMTREE TRSOLE	FLOATNG RAT TREA	245.01K	SH	$12.33M 4.01%	245.01K
INVESCO ACTIVELY MANAGED EXCSOLE	VAR RATE INVT	389.14K	SH	$9.77M 3.18%	389.14K
SPDR SER TRSOLE	PORTFOLIO S&P500	140.95K	SH	$9.72M 3.16%	140.95K
APPLE INCSOLE	COM	27.73K	SH	$6.94M 2.26%	27.73K
SPDR SER TRSOLE	BLOOMBERG 3-12 M	65.47K	SH	$6.49M 2.11%	65.47K
ISHARES TRSOLE	RUS 1000 GRW ETF	15.51K	SH	$6.23M 2.02%	15.51K
FIRST TR EXCHANGE-TRADED FDSOLE	RISNG DIVD ACHIV	97.66K	SH	$5.78M 1.88%	97.66K
FIRST TR EXCHNG TRADED FD VISOLE	TCW UNCONSTRAI	211.34K	SH	$5.21M 1.69%	211.34K
NVIDIA CORPORATIONSOLE	COM	37.69K	SH	$5.06M 1.65%	37.69K
MICROSOFT CORPSOLE	COM	11.48K	SH	$4.84M 1.57%	11.48K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	125.91K	SH	$4.68M 1.52%	125.91K
SPDR S&P 500 ETF TRSOLE	TR UNIT	7.77K	SH	$4.55M 1.48%	7.77K
SPDR SER TRSOLE	PORTFOLIO AGRGTE	172.09K	SH	$4.30M 1.40%	172.09K
ALPHABET INCSOLE	CAP STK CL A	21.65K	SH	$4.10M 1.33%	21.65K
AMAZON COM INCSOLE	COM	17.63K	SH	$3.87M 1.26%	17.63K
INVESCO EXCH TRADED FD TR IISOLE	EQUAL WEGT 0-30	139.16K	SH	$3.76M 1.22%	139.16K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	17.40K	SH	$3.66M 1.19%	17.40K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	17.50K	SH	$3.47M 1.13%	17.50K
INVESCO ACTIVELY MANAGED EXCSOLE	TOTAL RETURN	74.60K	SH	$3.46M 1.13%	74.60K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	5.00	SH	$3.40M 1.11%	5.00
SPDR SER TRSOLE	PRTFLO S&P500 VL	65.26K	SH	$3.34M 1.09%	65.26K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	94.37K	SH	$3.26M 1.06%	94.37K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	7.13K	SH	$3.23M 1.05%	7.13K
ISHARES TRSOLE	RUS MD CP GR ETF	25.01K	SH	$3.17M 1.03%	25.01K
ISHARES TRSOLE	RUSSELL 2000 ETF	14.27K	SH	$3.15M 1.02%	14.27K

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