TOTAL CLARITY WEALTH MANAGEMENT, INC.

Filed: 4/17/2026ACC: 0001804909-26-000002

📋 What this filing means

TOTAL CLARITY WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 311 equity positions with a total reported market value of $425.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

311

Positions

$425.75M

Total AUM (reported)

7.29M

Total Shares

Allocation by class

COM$76.95M18.1%

STATE STREET SPD$55.17M13.0%

SHS CREATION UNI$10.49M2.5%

S&P 500 REVENUE$9.04M2.1%

RISNG DIVD ACHIV$8.32M2.0%

HENDRSON AAA CL$7.74M1.8%

CL A$7.51M1.8%

Portfolio Concentration

Top 3$37.08M8.7%

4–10$49.45M11.6%

11–25$80.77M19.0%

Rest$258.45M60.7%

Top 3 weight

8.7%

Top 10 weight

20.3%

Voting Authority Distribution

Total shares with voting rights: 7.29M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.29M

% of voting shares100.0%

Investment Discretion (by position count)

Sole311

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings311

Rows:

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares240.63K

TypeSH

Market value$18.42M

4.33%

Sole

0.00

Shared

0.00

None

240.63K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares96.74K

TypeSH

Market value$9.62M

2.26%

Sole

0.00

Shared

0.00

None

96.74K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 REVENUE

Shares78.69K

TypeSH

Market value$9.04M

2.12%

Sole

0.00

Shared

0.00

None

78.69K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares121.84K

TypeSH

Market value$8.32M

1.95%

Sole

0.00

Shared

0.00

None

121.84K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares153.70K

TypeSH

Market value$7.74M

1.82%

Sole

0.00

Shared

0.00

None

153.70K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares136.98K

TypeSH

Market value$6.90M

1.62%

Sole

0.00

Shared

0.00

None

136.98K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares30.78K

TypeSH

Market value$6.69M

1.57%

Sole

0.00

Shared

0.00

None

30.78K

APPLE INC

SOLE

COM

Shares26.28K

TypeSH

Market value$6.67M

1.57%

Sole

0.00

Shared

0.00

None

26.28K

SPDR INDEX SHS FDS

SOLE

STATE STREET SPD

Shares145.55K

TypeSH

Market value$6.64M

1.56%

Sole

0.00

Shared

0.00

None

145.55K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares132.78K

TypeSH

Market value$6.50M

1.53%

Sole

0.00

Shared

0.00

None

132.78K

NVIDIA CORPORATION

SOLE

COM

Shares36.80K

TypeSH

Market value$6.42M

1.51%

Sole

0.00

Shared

0.00

None

36.80K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares134.60K

TypeSH

Market value$6.13M

1.44%

Sole

0.00

Shared

0.00

None

134.60K

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares151.09K

TypeSH

Market value$6.07M

1.43%

Sole

0.00

Shared

0.00

None

151.09K

INVESCO EXCH TRD SLF IDX FD

SOLE

INTL DEV DYNAMIC

Shares190.01K

TypeSH

Market value$6.01M

1.41%

Sole

0.00

Shared

0.00

None

190.01K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares25.19K

TypeSH

Market value$5.99M

1.41%

Sole

0.00

Shared

0.00

None

25.19K

VANGUARD SCOTTSDALE FDS

SOLE

LONG TERM TREAS

Shares106.13K

TypeSH

Market value$5.87M

1.38%

Sole

0.00

Shared

0.00

None

106.13K

COLUMBIA ETF TR II

SOLE

EM CORE EX ETF

Shares139.11K

TypeSH

Market value$5.68M

1.33%

Sole

0.00

Shared

0.00

None

139.11K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares12.79K

TypeSH

Market value$5.45M

1.28%

Sole

0.00

Shared

0.00

None

12.79K

ALPHABET INC

SOLE

CAP STK CL A

Shares18.46K

TypeSH

Market value$5.31M

1.25%

Sole

0.00

Shared

0.00

None

18.46K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares195.16K

TypeSH

Market value$5.00M

1.17%

Sole

0.00

Shared

0.00

None

195.16K

CAPITAL GRP FIXED INCM ETF T

SOLE

MUNICIPAL INCOME

Shares179.65K

TypeSH

Market value$4.88M

1.15%

Sole

0.00

Shared

0.00

None

179.65K

FIRST TR EXCHNG TRADED FD VI

SOLE

SMITH UNCONSTRAI

Shares184.62K

TypeSH

Market value$4.57M

1.07%

Sole

0.00

Shared

0.00

None

184.62K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares72.27K

TypeSH

Market value$4.51M

1.06%

Sole

0.00

Shared

0.00

None

72.27K

INVESCO ACTIVELY MANAGED EXC

SOLE

VAR RATE INVT

Shares178.08K

TypeSH

Market value$4.46M

1.05%

Sole

0.00

Shared

0.00

None

178.08K

INVESCO ACTIVELY MANAGED EXC

SOLE

ULTRA SHRT DUR

Shares88.08K

TypeSH

Market value$4.41M

1.04%

Sole

0.00

Shared

0.00

None

88.08K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	STATE STREET SPD	240.63K	SH	$18.42M 4.33%	240.63K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	96.74K	SH	$9.62M 2.26%	96.74K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 REVENUE	78.69K	SH	$9.04M 2.12%	78.69K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	121.84K	SH	$8.32M 1.95%	121.84K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	153.70K	SH	$7.74M 1.82%	153.70K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	136.98K	SH	$6.90M 1.62%	136.98K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	30.78K	SH	$6.69M 1.57%	30.78K
APPLE INCSOLE	COM	26.28K	SH	$6.67M 1.57%	26.28K
SPDR INDEX SHS FDSSOLE	STATE STREET SPD	145.55K	SH	$6.64M 1.56%	145.55K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	132.78K	SH	$6.50M 1.53%	132.78K
NVIDIA CORPORATIONSOLE	COM	36.80K	SH	$6.42M 1.51%	36.80K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	134.60K	SH	$6.13M 1.44%	134.60K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	151.09K	SH	$6.07M 1.43%	151.09K
INVESCO EXCH TRD SLF IDX FDSOLE	INTL DEV DYNAMIC	190.01K	SH	$6.01M 1.41%	190.01K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	25.19K	SH	$5.99M 1.41%	25.19K
VANGUARD SCOTTSDALE FDSSOLE	LONG TERM TREAS	106.13K	SH	$5.87M 1.38%	106.13K
COLUMBIA ETF TR IISOLE	EM CORE EX ETF	139.11K	SH	$5.68M 1.33%	139.11K
ISHARES TRSOLE	RUS 1000 GRW ETF	12.79K	SH	$5.45M 1.28%	12.79K
ALPHABET INCSOLE	CAP STK CL A	18.46K	SH	$5.31M 1.25%	18.46K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	195.16K	SH	$5.00M 1.17%	195.16K
CAPITAL GRP FIXED INCM ETF TSOLE	MUNICIPAL INCOME	179.65K	SH	$4.88M 1.15%	179.65K
FIRST TR EXCHNG TRADED FD VISOLE	SMITH UNCONSTRAI	184.62K	SH	$4.57M 1.07%	184.62K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	72.27K	SH	$4.51M 1.06%	72.27K
INVESCO ACTIVELY MANAGED EXCSOLE	VAR RATE INVT	178.08K	SH	$4.46M 1.05%	178.08K
INVESCO ACTIVELY MANAGED EXCSOLE	ULTRA SHRT DUR	88.08K	SH	$4.41M 1.04%	88.08K

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