TOTAL CLARITY WEALTH MANAGEMENT, INC.

Filed: 11/12/2025ACC: 0001804909-25-000002

📋 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 $376.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

285

Positions

$376.27M

Total AUM (reported)

6.63M

Total Shares

Allocation by class

COM$88.03M23.4%

PORTFOLIO S&P500$13.56M3.6%

SHS CREATION UNI$11.76M3.1%

CL A$11.01M2.9%

HENDRSON AAA CL$8.91M2.4%

FLOATNG RAT TREA$7.73M2.1%

SM CP VAL ETF$7.67M2.0%

Portfolio Concentration

Top 3$30.20M8.0%

4–10$47.87M12.7%

11–25$73.24M19.5%

Rest$224.96M59.8%

Top 3 weight

8.0%

Top 10 weight

20.7%

Voting Authority Distribution

Total shares with voting rights: 6.63M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.63M

% 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

Shares173.03K

TypeSH

Market value$13.56M

3.60%

Sole

0.00

Shared

0.00

None

173.03K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares175.53K

TypeSH

Market value$8.91M

2.37%

Sole

0.00

Shared

0.00

None

175.53K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares153.78K

TypeSH

Market value$7.73M

2.05%

Sole

0.00

Shared

0.00

None

153.78K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares36.74K

TypeSH

Market value$7.67M

2.04%

Sole

0.00

Shared

0.00

None

36.74K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares107.13K

TypeSH

Market value$7.21M

1.91%

Sole

0.00

Shared

0.00

None

107.13K

NVIDIA CORPORATION

SOLE

COM

Shares37.74K

TypeSH

Market value$7.04M

1.87%

Sole

0.00

Shared

0.00

None

37.74K

SPDR SERIES TRUST

SOLE

PORTFOLIO AGRGTE

Shares268.71K

TypeSH

Market value$6.95M

1.85%

Sole

0.00

Shared

0.00

None

268.71K

APPLE INC

SOLE

COM

Shares26.18K

TypeSH

Market value$6.67M

1.77%

Sole

0.00

Shared

0.00

None

26.18K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares25K

TypeSH

Market value$6.18M

1.64%

Sole

0.00

Shared

0.00

None

25K

INVESCO EXCH TRADED FD TR II

SOLE

EQUAL WEGT 0-30

Shares221.94K

TypeSH

Market value$6.16M

1.64%

Sole

0.00

Shared

0.00

None

221.94K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares134.99K

TypeSH

Market value$5.93M

1.58%

Sole

0.00

Shared

0.00

None

134.99K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares12.38K

TypeSH

Market value$5.80M

1.54%

Sole

0.00

Shared

0.00

None

12.38K

INVESCO ACTIVELY MANAGED EXC

SOLE

TOTAL RETURN

Shares118.78K

TypeSH

Market value$5.64M

1.50%

Sole

0.00

Shared

0.00

None

118.78K

MICROSOFT CORP

SOLE

COM

Shares10.75K

TypeSH

Market value$5.57M

1.48%

Sole

0.00

Shared

0.00

None

10.75K

INVESCO ACTIVELY MANAGED EXC

SOLE

VAR RATE INVT

Shares205.93K

TypeSH

Market value$5.17M

1.37%

Sole

0.00

Shared

0.00

None

205.93K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 REVENUE

Shares46.13K

TypeSH

Market value$5.11M

1.36%

Sole

0.00

Shared

0.00

None

46.13K

INVESCO EXCH TRD SLF IDX FD

SOLE

INTL DEV DYNAMIC

Shares174.81K

TypeSH

Market value$4.84M

1.29%

Sole

0.00

Shared

0.00

None

174.81K

FIRST TR EXCHNG TRADED FD VI

SOLE

SMITH UNCONSTRAI

Shares186.40K

TypeSH

Market value$4.70M

1.25%

Sole

0.00

Shared

0.00

None

186.40K

SPDR SERIES TRUST

SOLE

BLOOMBERG 3-12 M

Shares46.44K

TypeSH

Market value$4.62M

1.23%

Sole

0.00

Shared

0.00

None

46.44K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares6.79K

TypeSH

Market value$4.52M

1.20%

Sole

0.00

Shared

0.00

None

6.79K

ALPHABET INC

SOLE

CAP STK CL A

Shares18.58K

TypeSH

Market value$4.52M

1.20%

Sole

0.00

Shared

0.00

None

18.58K

COLUMBIA ETF TR II

SOLE

EM CORE EX ETF

Shares122.28K

TypeSH

Market value$4.44M

1.18%

Sole

0.00

Shared

0.00

None

122.28K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares102.89K

TypeSH

Market value$4.42M

1.17%

Sole

0.00

Shared

0.00

None

102.89K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares94.27K

TypeSH

Market value$4.03M

1.07%

Sole

0.00

Shared

0.00

None

94.27K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares101.98K

TypeSH

Market value$3.93M

1.05%

Sole

0.00

Shared

0.00

None

101.98K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	173.03K	SH	$13.56M 3.60%	173.03K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	175.53K	SH	$8.91M 2.37%	175.53K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	153.78K	SH	$7.73M 2.05%	153.78K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	36.74K	SH	$7.67M 2.04%	36.74K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	107.13K	SH	$7.21M 1.91%	107.13K
NVIDIA CORPORATIONSOLE	COM	37.74K	SH	$7.04M 1.87%	37.74K
SPDR SERIES TRUSTSOLE	PORTFOLIO AGRGTE	268.71K	SH	$6.95M 1.85%	268.71K
APPLE INCSOLE	COM	26.18K	SH	$6.67M 1.77%	26.18K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	25K	SH	$6.18M 1.64%	25K
INVESCO EXCH TRADED FD TR IISOLE	EQUAL WEGT 0-30	221.94K	SH	$6.16M 1.64%	221.94K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	134.99K	SH	$5.93M 1.58%	134.99K
ISHARES TRSOLE	RUS 1000 GRW ETF	12.38K	SH	$5.80M 1.54%	12.38K
INVESCO ACTIVELY MANAGED EXCSOLE	TOTAL RETURN	118.78K	SH	$5.64M 1.50%	118.78K
MICROSOFT CORPSOLE	COM	10.75K	SH	$5.57M 1.48%	10.75K
INVESCO ACTIVELY MANAGED EXCSOLE	VAR RATE INVT	205.93K	SH	$5.17M 1.37%	205.93K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 REVENUE	46.13K	SH	$5.11M 1.36%	46.13K
INVESCO EXCH TRD SLF IDX FDSOLE	INTL DEV DYNAMIC	174.81K	SH	$4.84M 1.29%	174.81K
FIRST TR EXCHNG TRADED FD VISOLE	SMITH UNCONSTRAI	186.40K	SH	$4.70M 1.25%	186.40K
SPDR SERIES TRUSTSOLE	BLOOMBERG 3-12 M	46.44K	SH	$4.62M 1.23%	46.44K
SPDR S&P 500 ETF TRSOLE	TR UNIT	6.79K	SH	$4.52M 1.20%	6.79K
ALPHABET INCSOLE	CAP STK CL A	18.58K	SH	$4.52M 1.20%	18.58K
COLUMBIA ETF TR IISOLE	EM CORE EX ETF	122.28K	SH	$4.44M 1.18%	122.28K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	102.89K	SH	$4.42M 1.17%	102.89K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	94.27K	SH	$4.03M 1.07%	94.27K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	101.98K	SH	$3.93M 1.05%	101.98K

Page 1 of 12

…