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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 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HWM HOWMET AEROSPACE INC Industrials 2,610.0 $702K 0.14% +1K +114.1% $268.86 -1.8%
82 VB VANGUARD INDEX FDS 2,247.0 $681K 0.13% +208.0 +10.2% $303.18 -0.1%
83 VTEB VANGUARD MUN BD FDS 13,417.0 $679K 0.13% +378.0 +2.9% $50.58 -2.0%
84 SNOW SNOWFLAKE INC Technology 2,525.0 $643K 0.12% +1K +66.6% $254.50 +24.6%
85 FMB FIRST TR EXCH TRADED FD III 12,107.0 $622K 0.12% +5K +76.3% $51.37 -2.2%
86 RTX RTX CORPORATION Industrials 3,214.0 $610K 0.12% +1K +62.6% $189.73 +10.8%
87 ACWX ISHARES TR 7,970.0 $607K 0.12% +3K +47.5% $76.11 +2.8%
88 NFLX NETFLIX INC. Communication Services 8,447.0 $603K 0.12% +4K +85.6% $71.40 +15.2%
89 NEM NEWMONT CORP Basic Materials 6,294.0 $588K 0.11% +3K +108.4% $93.40 +44.7%
90 IWN ISHARES TR 2,650.0 $586K 0.11% +950.0 +55.9% $221.21 +1.5%
91 MGK VANGUARD WORLD FD 6,485.0 $570K 0.11% +5K +467.4% $87.91 +1.1%
92 ISRG INTUITIVE SURGICAL INC Healthcare 1,429.0 $568K 0.11% +315.0 +28.3% $397.68 -6.5%
93 FLO FLOWERS FOODS INC Consumer Defensive 71,601.0 $566K 0.11% +20K +38.2% $7.90 -10.0%
94 KNG FIRST TR EXCHANGE-TRADED FD 11,035.0 $557K 0.11% +5K +72.2% $50.50 +2.5%
95 PWB INVESCO EXCHANGE TRADED FD T 3,223.0 $543K 0.10% +1K +59.3% $168.46 -7.7%
96 AIVC AMPLIFY ETF TR 4,694.0 $542K 0.10% +1K +42.9% $115.37 -5.2%
97 TMUS T-MOBILE US INC Communication Services 3,227.0 $541K 0.10% +2K +165.4% $167.72 +8.3%
98 RKLB ROCKET LAB CORP Industrials 5,261.0 $535K 0.10% +2K +40.9% $101.65 -34.2%
99 BKGI BNY MELLON ETF TRUST 11,810.0 $531K 0.10% +7K +134.0% $44.97 +0.1%
100 LNT ALLIANT ENERGY CORP Utilities 6,812.0 $520K 0.10% +3K +102.1% $76.29 -10.4%
Page 5 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%