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Portfolio (Quarterly) Guide ↗

Total Clarity Wealth Management, Inc.

· CIK 0001804909
13F Portfolio $515M AUM 368 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 82 New 137 Added 128 Reduced 25 Exited
Page 2 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 27,041.0 $3.1M 0.59% +4K +17.1% $113.26 -7.0%
22 AVUV AMERICAN CENTY ETF TR 24,268.0 $3.0M 0.59% +22K +1082.1% $124.76 +0.5%
23 XMPT VANECK ETF TRUST 134,707.0 $3.0M 0.58% +21K +18.8% $22.34 -3.6%
24 ICLO INVESCO ACTIVELY MANAGED EXC 116,848.0 $3.0M 0.58% +6K +5.2% $25.58 -0.0%
25 FLMI FRANKLIN TEMPLETON ETF TR 117,916.0 $3.0M 0.58% +18K +17.7% $25.17 -2.1%
26 MDIV FIRST TR EXCHANGE TRADED FD 173,956.0 $2.9M 0.56% +56K +47.5% $16.52 +1.7%
27 SDVY FIRST TR EXCHANGE TRADED FD 66,497.0 $2.9M 0.56% +56K +526.5% $43.14 +1.6%
28 MLN VANECK ETF TRUST 158,435.0 $2.8M 0.55% +20K +14.7% $17.78 -2.3%
29 AVEM AMERICAN CENTY ETF TR 27,453.0 $2.6M 0.52% +8K +40.1% $96.49 -1.8%
30 JPIB J P MORGAN EXCHANGE TRADED F 54,487.0 $2.6M 0.51% +37K +207.0% $48.35 -0.6%
31 LLY ELI LILLY & CO Healthcare 2,112.0 $2.5M 0.49% +1K +124.0% $1199.16 +2.9%
32 XMMO INVESCO EXCHANGE TRADED FD T 14,462.0 $2.5M 0.48% +8K +128.9% $170.14 -8.6%
33 IDMO INVESCO EXCH TRADED FD TR II 39,210.0 $2.4M 0.46% +34K +649.0% $60.29 +5.2%
34 GWX SPDR INDEX SHS FDS 53,000.0 $2.3M 0.45% +3K +6.6% $43.76 +7.2%
35 TSLA TESLA INC Consumer Cyclical 5,297.0 $2.2M 0.43% +1K +32.3% $420.60 -16.7%
36 XOM EXXON MOBIL CORP Energy 15,466.0 $2.1M 0.41% +9K +137.1% $136.72 +17.5%
37 UPS UNITED PARCEL SVCS INC Industrials 18,973.0 $2.0M 0.40% +156.0 +0.8% $107.50 -2.2%
38 LVHI LEGG MASON ETF INVT 50,128.0 $2.0M 0.40% +24K +93.3% $40.59 +6.5%
39 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,107.0 $2.0M 0.38% +897.0 +27.9% $477.57 -12.6%
40 AVDV AMERICAN CENTY ETF TR 18,895.0 $1.9M 0.38% +7K +53.0% $103.05 +9.3%
Page 2 of 7  ·  137 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Financial Services 18.9%
Industrials 11.7%
Healthcare 8.6%
Consumer Cyclical 8.6%
Communication Services 6.3%
Consumer Defensive 5.6%
Energy 4.5%
Utilities 3.9%
Basic Materials 2.2%