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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VITL VITAL FARMS INC Consumer Defensive 27,743.0 $323K 0.06% NEW $11.63 -4.5%
42 CLOA BLACKROCK ETF TRUST II 6,207.0 $322K 0.06% NEW $51.91 +0.1%
43 BSX BOSTON SCIENTIFIC CORP Healthcare 7,503.0 $320K 0.06% NEW $42.68 +16.8%
44 LUNR INTUITIVE MACHINES INC Industrials 14,825.0 $317K 0.06% NEW $21.39 -22.4%
45 IJH ISHARES TR 4,102.0 $316K 0.06% NEW $77.11 -1.3%
46 SPMO INVESCO EXCH TRADED FD TR II 1,904.0 $308K 0.06% NEW $161.55 -8.8%
47 FIX COMFORT SYS USA INC Industrials 152.0 $301K 0.06% NEW $1981.99 -21.2%
48 IYW ISHARES TR 1,145.0 $289K 0.06% NEW $252.23 -2.5%
49 CAG CONAGRA BRANDS INC Consumer Defensive 21,020.0 $283K 0.06% NEW $13.46 +20.9%
50 ROUS LATTICE STRATEGIES TR 4,053.0 $273K 0.05% NEW $67.40 +1.2%
51 RCAT RED CAT HLDGS INC Technology 25,094.0 $267K 0.05% NEW $10.65 -14.6%
52 ONDS ONDAS INC Technology 32,274.0 $266K 0.05% NEW $8.24 -0.0%
53 MO ALTRIA GROUP INC Consumer Defensive 3,602.0 $259K 0.05% NEW $71.95 -5.4%
54 VXUS VANGUARD STAR FDS 2,874.0 $246K 0.05% NEW $85.50 +3.1%
55 FIRST TR EXCHANGE TRADED FD 10,241.0 $244K 0.05% NEW $23.85
56 XLI SELECT SECTOR SPDR TR 1,316.0 $244K 0.05% NEW $185.20 -3.7%
57 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 7,960.0 $240K 0.05% NEW $30.17 +17.5%
58 JPIE J P MORGAN EXCHANGE TRADED F 5,021.0 $231K 0.04% NEW $46.05 -0.2%
59 USMV ISHARES TR 2,347.0 $226K 0.04% NEW $96.46 +5.2%
60 FEZ SPDR INDEX SHS FDS 3,246.0 $223K 0.04% NEW $68.67 +4.6%
Page 3 of 5  ·  82 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%