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Portfolio (Quarterly) Guide ↗

Total Clarity Wealth Management, Inc.

· CIK 0001804909
13F Portfolio $414M AUM 300 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 300 New
Page 14 of 15  ·  300 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NXPI NXP SEMICONDUCTORS N V Technology 1,140.0 $247K 0.06% NEW $217.06 +34.3%
262 TMUS T-MOBILE US INC Communication Services 1,202.0 $244K 0.06% NEW $203.04 -8.8%
263 FVD FIRST TR EXCHANGE-TRADED FD 5,273.0 $243K 0.06% NEW $46.08 +2.7%
264 MELI MERCADOLIBRE INC Consumer Cyclical 116.0 $234K 0.06% NEW $2014.26 -23.2%
265 NET CLOUDFLARE INC Technology 1,177.0 $232K 0.06% NEW $197.15 +0.2%
266 VDE VANGUARD WORLD FD 1,834.0 $231K 0.06% NEW $125.94 +36.2%
267 AVUV AMERICAN CENTY ETF TR 2,263.0 $231K 0.06% NEW $101.98 +16.1%
268 MCK MCKESSON CORP Healthcare 279.0 $229K 0.06% NEW $820.29 -7.3%
269 MS MORGAN STANLEY Financial Services 1,288.0 $229K 0.06% NEW $177.53 +8.4%
270 CRWD CROWDSTRIKE HLDGS INC Technology 486.0 $228K 0.06% NEW $468.76 +26.7%
271 DRS LEONARDO DRS INC Industrials 6,655.0 $227K 0.06% NEW $34.09 +21.7%
272 BIL SPDR SERIES TRUST 2,455.0 $224K 0.05% NEW $91.38 +0.2%
273 DXYZ DESTINY TECH100 INC 7,230.0 $221K 0.05% NEW $30.63 +55.5%
274 IJT ISHARES TR 1,564.0 $221K 0.05% NEW $141.13 +12.5%
275 HWM HOWMET AEROSPACE INC Industrials 1,069.0 $219K 0.05% NEW $205.02 +27.0%
276 LNT ALLIANT ENERGY CORP Utilities 3,370.0 $219K 0.05% NEW $65.01 +9.1%
277 AMD ADVANCED MICRO DEVICES INC Technology 1,020.0 $218K 0.05% NEW $214.16 +96.6%
278 IVE ISHARES TR 1,026.0 $218K 0.05% NEW $212.09 +6.0%
279 FTXL FIRST TR EXCHANGE TRADED FD 1,673.0 $217K 0.05% NEW $129.50 +77.4%
280 HYG ISHARES TR 2,675.0 $216K 0.05% NEW $80.63 -1.4%
Page 14 of 15  ·  300 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 26.7%
Financial Services 21.7%
Industrials 9.8%
Communication Services 9.6%
Healthcare 8.8%
Consumer Cyclical 8.3%
Energy 6.8%
Utilities 4.1%
Consumer Defensive 3.0%
Basic Materials 0.9%