Total Clarity Wealth Management, Inc.

CIK 0001804909 · Q2 2026

13F Equity AUM

$514.7M

+20.9% QoQ

Positions

361

-311 QoQ

AUM Rank

#4,848

Top 39%

Skill Alpha (FF)

-3.2%/yr

Underperformer

Rank #6,485 · Top 79%

vs S&P -4.8%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 15.1%Top 10: 22.9%Top 20: 34.6%

SPYM5.4%

JAAA2.7%

SPYD2.5%

RDVY2.5%

QQQM2.0%

SPAB1.7%

IMFL1.7%

CGGR1.6%

FNDF1.4%

AAPL1.4%

Others (351)77.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 361Median: 0.12%Avg: 0.28%

0–0.5%

308(43.1%)

0.5–1%

35(24.3%)

1–3%

17(27.2%)

3–5%

0(0.0%)

5%+

1(5.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 361vs 20 funds

0%Low

361

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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