TOTAL CLARITY WEALTH MANAGEMENT, INC.

Filed: 2/2/2026ACC: 0001804909-26-000001

📋 What this filing means

TOTAL CLARITY WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 299 equity positions with a total reported market value of $413.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

299

Positions

$413.64M

Total AUM (reported)

6.99M

Total Shares

Allocation by class

COM$85.34M20.6%

STATE STREET SPD$39.52M9.6%

SHS CREATION UNI$12.50M3.0%

HENDRSON AAA CL$9.91M2.4%

S&P 500 REVENUE$8.73M2.1%

CL A$8.65M2.1%

SM CP VAL ETF$8.56M2.1%

Portfolio Concentration

Top 3$31.37M7.6%

4–10$51.99M12.6%

11–25$78.65M19.0%

Rest$251.63M60.8%

Top 3 weight

7.6%

Top 10 weight

20.2%

Voting Authority Distribution

Total shares with voting rights: 6.99M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.99M

% of voting shares100.0%

Investment Discretion (by position count)

Sole299

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings299

Rows:

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares158.64K

TypeSH

Market value$12.73M

3.08%

Sole

0.00

Shared

0.00

None

158.64K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares196K

TypeSH

Market value$9.91M

2.40%

Sole

0.00

Shared

0.00

None

196K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 REVENUE

Shares76.28K

TypeSH

Market value$8.73M

2.11%

Sole

0.00

Shared

0.00

None

76.28K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares40.43K

TypeSH

Market value$8.56M

2.07%

Sole

0.00

Shared

0.00

None

40.43K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares119.36K

TypeSH

Market value$8.29M

2.00%

Sole

0.00

Shared

0.00

None

119.36K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares177.41K

TypeSH

Market value$7.67M

1.86%

Sole

0.00

Shared

0.00

None

177.41K

APPLE INC

SOLE

COM

Shares26.72K

TypeSH

Market value$7.26M

1.76%

Sole

0.00

Shared

0.00

None

26.72K

NVIDIA CORPORATION

SOLE

COM

Shares37.01K

TypeSH

Market value$6.90M

1.67%

Sole

0.00

Shared

0.00

None

37.01K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares136.92K

TypeSH

Market value$6.89M

1.67%

Sole

0.00

Shared

0.00

None

136.92K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares64.53K

TypeSH

Market value$6.40M

1.55%

Sole

0.00

Shared

0.00

None

64.53K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares25.12K

TypeSH

Market value$6.35M

1.54%

Sole

0.00

Shared

0.00

None

25.12K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares141.97K

TypeSH

Market value$6.31M

1.53%

Sole

0.00

Shared

0.00

None

141.97K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares12.99K

TypeSH

Market value$6.15M

1.49%

Sole

0.00

Shared

0.00

None

12.99K

ALPHABET INC

SOLE

CAP STK CL A

Shares19.24K

TypeSH

Market value$6.02M

1.46%

Sole

0.00

Shared

0.00

None

19.24K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares122.65K

TypeSH

Market value$5.45M

1.32%

Sole

0.00

Shared

0.00

None

122.65K

INVESCO EXCH TRD SLF IDX FD

SOLE

INTL DEV DYNAMIC

Shares182.32K

TypeSH

Market value$5.43M

1.31%

Sole

0.00

Shared

0.00

None

182.32K

MICROSOFT CORP

SOLE

COM

Shares10.84K

TypeSH

Market value$5.24M

1.27%

Sole

0.00

Shared

0.00

None

10.84K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares114.98K

TypeSH

Market value$5.20M

1.26%

Sole

0.00

Shared

0.00

None

114.98K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares198.47K

TypeSH

Market value$5.11M

1.24%

Sole

0.00

Shared

0.00

None

198.47K

COLUMBIA ETF TR II

SOLE

EM CORE EX ETF

Shares128.39K

TypeSH

Market value$4.92M

1.19%

Sole

0.00

Shared

0.00

None

128.39K

INVESCO ACTIVELY MANAGED EXC

SOLE

VAR RATE INVT

Shares183.03K

TypeSH

Market value$4.59M

1.11%

Sole

0.00

Shared

0.00

None

183.03K

FIRST TR EXCHNG TRADED FD VI

SOLE

SMITH UNCONSTRAI

Shares182.22K

TypeSH

Market value$4.59M

1.11%

Sole

0.00

Shared

0.00

None

182.22K

INVESCO ACTIVELY MANAGED EXC

SOLE

TOTAL RETURN

Shares95.70K

TypeSH

Market value$4.54M

1.10%

Sole

0.00

Shared

0.00

None

95.70K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares6.44K

TypeSH

Market value$4.39M

1.06%

Sole

0.00

Shared

0.00

None

6.44K

CAPITAL GRP FIXED INCM ETF T

SOLE

MUNICIPAL INCOME

Shares158.66K

TypeSH

Market value$4.34M

1.05%

Sole

0.00

Shared

0.00

None

158.66K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	STATE STREET SPD	158.64K	SH	$12.73M 3.08%	158.64K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	196K	SH	$9.91M 2.40%	196K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 REVENUE	76.28K	SH	$8.73M 2.11%	76.28K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	40.43K	SH	$8.56M 2.07%	40.43K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	119.36K	SH	$8.29M 2.00%	119.36K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	177.41K	SH	$7.67M 1.86%	177.41K
APPLE INCSOLE	COM	26.72K	SH	$7.26M 1.76%	26.72K
NVIDIA CORPORATIONSOLE	COM	37.01K	SH	$6.90M 1.67%	37.01K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	136.92K	SH	$6.89M 1.67%	136.92K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	64.53K	SH	$6.40M 1.55%	64.53K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	25.12K	SH	$6.35M 1.54%	25.12K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	141.97K	SH	$6.31M 1.53%	141.97K
ISHARES TRSOLE	RUS 1000 GRW ETF	12.99K	SH	$6.15M 1.49%	12.99K
ALPHABET INCSOLE	CAP STK CL A	19.24K	SH	$6.02M 1.46%	19.24K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	122.65K	SH	$5.45M 1.32%	122.65K
INVESCO EXCH TRD SLF IDX FDSOLE	INTL DEV DYNAMIC	182.32K	SH	$5.43M 1.31%	182.32K
MICROSOFT CORPSOLE	COM	10.84K	SH	$5.24M 1.27%	10.84K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	114.98K	SH	$5.20M 1.26%	114.98K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	198.47K	SH	$5.11M 1.24%	198.47K
COLUMBIA ETF TR IISOLE	EM CORE EX ETF	128.39K	SH	$4.92M 1.19%	128.39K
INVESCO ACTIVELY MANAGED EXCSOLE	VAR RATE INVT	183.03K	SH	$4.59M 1.11%	183.03K
FIRST TR EXCHNG TRADED FD VISOLE	SMITH UNCONSTRAI	182.22K	SH	$4.59M 1.11%	182.22K
INVESCO ACTIVELY MANAGED EXCSOLE	TOTAL RETURN	95.70K	SH	$4.54M 1.10%	95.70K
SPDR S&P 500 ETF TRSOLE	TR UNIT	6.44K	SH	$4.39M 1.06%	6.44K
CAPITAL GRP FIXED INCM ETF TSOLE	MUNICIPAL INCOME	158.66K	SH	$4.34M 1.05%	158.66K

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