Total Clarity Wealth Management, Inc.

CIK 0001804909 · Q2 2026

13F Equity AUM

$514.7M

+20.9% QoQ

Positions

361

+50 QoQ

AUM Rank

#3,599

Top 41%

Skill Alpha (FF)

-2.8%/yr

Underperformer

Rank #6,672 · Top 80%

vs S&P -5.1%/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

Financial Services75.1%

Technology8.6%

Industrials3.3%

Healthcare2.5%

Consumer Cyclical2.5%

Communication Services2.2%

Other5.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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

New75Increased146Decreased132Exited25

New Positions

SPLV0.6%

+40K

SPACE EXPLORATION TE…0.2%

+6K

TTD0.2%

+77K

CHWY0.2%

+59K

CRWD0.2%

+1K

IVE0.1%

+3K

MRVL0.1%

+2K

LRCX0.1%

+1K

JBS0.1%

+53K

AMAT0.1%

+828

Increased

SPAB1.7%

+153K(+78%)

GOVI1.0%

+145K(+342%)

SPYD2.5%

+138K(+103%)

JAAA2.7%

+120K(+78%)

SPYM5.4%

+77K(+32%)

FPE0.3%

+75K(+515%)

IMFL1.7%

+66K(+35%)

CGMS0.9%

+62K(+56%)

MDIV0.6%

+56K(+48%)

SDVY0.6%

+56K(+527%)

Decreased

SPDW0.5%

-94,703(-65%)

XCEM0.5%

-93,323(-67%)

VRIG0.6%

-64,035(-36%)

GSY0.3%

-58,245(-66%)

ANGL0.1%

-49,274(-80%)

NFLT0.2%

-39,334(-44%)

BILS1.1%

-38,369(-40%)

RWL1.1%

-33,164(-42%)

INTC0.2%

-32,263(-82%)

CGMU0.8%

-23,818(-13%)

Exited

-106,128

-5

-42,014

-12,927

-4,017

-6,155

-20,252

-7,600

-1,483

-20,048

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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