TOTAL CLARITY WEALTH MANAGEMENT, INC.

Filed: 7/25/2025ACC: 0001085146-25-004179

📋 What this filing means

TOTAL CLARITY WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 285 equity positions with a total reported market value of $349.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

285

Positions

$349.27M

Total AUM (reported)

6.21M

Total Shares

Allocation by class

COM$79.72M22.8%

PORTFOLIO S&P500$12.14M3.5%

CL A$11.25M3.2%

SHS CREATION UNI$10.72M3.1%

FLOATNG RAT TREA$8.56M2.5%

SM CP VAL ETF$8.04M2.3%

VAR RATE INVT$7.41M2.1%

Portfolio Concentration

Top 3$28.75M8.2%

4–10$44.07M12.6%

11–25$68.93M19.7%

Rest$207.53M59.4%

Top 3 weight

8.2%

Top 10 weight

20.8%

Voting Authority Distribution

Total shares with voting rights: 6.21M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.21M

% of voting shares100.0%

Investment Discretion (by position count)

Sole285

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings285

Rows:

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares167K

TypeSH

Market value$12.14M

3.48%

Sole

0.00

Shared

0.00

None

167K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares170.17K

TypeSH

Market value$8.56M

2.45%

Sole

0.00

Shared

0.00

None

170.17K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares41.25K

TypeSH

Market value$8.04M

2.30%

Sole

0.00

Shared

0.00

None

41.25K

INVESCO ACTIVELY MANAGED EXC

SOLE

VAR RATE INVT

Shares295.82K

TypeSH

Market value$7.41M

2.12%

Sole

0.00

Shared

0.00

None

295.82K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares132.10K

TypeSH

Market value$6.70M

1.92%

Sole

0.00

Shared

0.00

None

132.10K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares102.90K

TypeSH

Market value$6.46M

1.85%

Sole

0.00

Shared

0.00

None

102.90K

SPDR SERIES TRUST

SOLE

PORTFOLIO AGRGTE

Shares249.73K

TypeSH

Market value$6.39M

1.83%

Sole

0.00

Shared

0.00

None

249.73K

NVIDIA CORPORATION

SOLE

COM

Shares37.92K

TypeSH

Market value$5.99M

1.72%

Sole

0.00

Shared

0.00

None

37.92K

INVESCO EXCH TRADED FD TR II

SOLE

EQUAL WEGT 0-30

Shares204.53K

TypeSH

Market value$5.62M

1.61%

Sole

0.00

Shared

0.00

None

204.53K

APPLE INC

SOLE

COM

Shares26.78K

TypeSH

Market value$5.49M

1.57%

Sole

0.00

Shared

0.00

None

26.78K

MICROSOFT CORP

SOLE

COM

Shares10.80K

TypeSH

Market value$5.37M

1.54%

Sole

0.00

Shared

0.00

None

10.80K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares23.46K

TypeSH

Market value$5.33M

1.53%

Sole

0.00

Shared

0.00

None

23.46K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares12.55K

TypeSH

Market value$5.33M

1.53%

Sole

0.00

Shared

0.00

None

12.55K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares128.09K

TypeSH

Market value$5.21M

1.49%

Sole

0.00

Shared

0.00

None

128.09K

INVESCO ACTIVELY MANAGED EXC

SOLE

TOTAL RETURN

Shares110.19K

TypeSH

Market value$5.17M

1.48%

Sole

0.00

Shared

0.00

None

110.19K

FIRST TR EXCHNG TRADED FD VI

SOLE

SMITH UNCONSTRAI

Shares196.46K

TypeSH

Market value$4.89M

1.40%

Sole

0.00

Shared

0.00

None

196.46K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares7.27K

TypeSH

Market value$4.49M

1.29%

Sole

0.00

Shared

0.00

None

7.27K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 REVENUE

Shares43.02K

TypeSH

Market value$4.49M

1.28%

Sole

0.00

Shared

0.00

None

43.02K

INVESCO EXCH TRD SLF IDX FD

SOLE

INTL DEV DYNAMIC

Shares161.59K

TypeSH

Market value$4.47M

1.28%

Sole

0.00

Shared

0.00

None

161.59K

VANGUARD ADMIRAL FDS INC

SOLE

SMLLCP 600 IDX

Shares43.87K

TypeSH

Market value$4.44M

1.27%

Sole

0.00

Shared

0.00

None

43.87K

ALPHABET INC

SOLE

CAP STK CL A

Shares24.88K

TypeSH

Market value$4.38M

1.26%

Sole

0.00

Shared

0.00

None

24.88K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares101.38K

TypeSH

Market value$4.06M

1.16%

Sole

0.00

Shared

0.00

None

101.38K

COLUMBIA ETF TR II

SOLE

EM CORE EX ETF

Shares116.89K

TypeSH

Market value$4.00M

1.14%

Sole

0.00

Shared

0.00

None

116.89K

AMAZON COM INC

SOLE

COM

Shares16.69K

TypeSH

Market value$3.66M

1.05%

Sole

0.00

Shared

0.00

None

16.69K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares5.00

TypeSH

Market value$3.64M

1.04%

Sole

0.00

Shared

0.00

None

5.00

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	167K	SH	$12.14M 3.48%	167K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	170.17K	SH	$8.56M 2.45%	170.17K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	41.25K	SH	$8.04M 2.30%	41.25K
INVESCO ACTIVELY MANAGED EXCSOLE	VAR RATE INVT	295.82K	SH	$7.41M 2.12%	295.82K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	132.10K	SH	$6.70M 1.92%	132.10K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	102.90K	SH	$6.46M 1.85%	102.90K
SPDR SERIES TRUSTSOLE	PORTFOLIO AGRGTE	249.73K	SH	$6.39M 1.83%	249.73K
NVIDIA CORPORATIONSOLE	COM	37.92K	SH	$5.99M 1.72%	37.92K
INVESCO EXCH TRADED FD TR IISOLE	EQUAL WEGT 0-30	204.53K	SH	$5.62M 1.61%	204.53K
APPLE INCSOLE	COM	26.78K	SH	$5.49M 1.57%	26.78K
MICROSOFT CORPSOLE	COM	10.80K	SH	$5.37M 1.54%	10.80K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	23.46K	SH	$5.33M 1.53%	23.46K
ISHARES TRSOLE	RUS 1000 GRW ETF	12.55K	SH	$5.33M 1.53%	12.55K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	128.09K	SH	$5.21M 1.49%	128.09K
INVESCO ACTIVELY MANAGED EXCSOLE	TOTAL RETURN	110.19K	SH	$5.17M 1.48%	110.19K
FIRST TR EXCHNG TRADED FD VISOLE	SMITH UNCONSTRAI	196.46K	SH	$4.89M 1.40%	196.46K
SPDR S&P 500 ETF TRSOLE	TR UNIT	7.27K	SH	$4.49M 1.29%	7.27K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 REVENUE	43.02K	SH	$4.49M 1.28%	43.02K
INVESCO EXCH TRD SLF IDX FDSOLE	INTL DEV DYNAMIC	161.59K	SH	$4.47M 1.28%	161.59K
VANGUARD ADMIRAL FDS INCSOLE	SMLLCP 600 IDX	43.87K	SH	$4.44M 1.27%	43.87K
ALPHABET INCSOLE	CAP STK CL A	24.88K	SH	$4.38M 1.26%	24.88K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	101.38K	SH	$4.06M 1.16%	101.38K
COLUMBIA ETF TR IISOLE	EM CORE EX ETF	116.89K	SH	$4.00M 1.14%	116.89K
AMAZON COM INCSOLE	COM	16.69K	SH	$3.66M 1.05%	16.69K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	5.00	SH	$3.64M 1.04%	5.00

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