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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 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GABC GERMAN AMERN BANCORP INC Financial Services 4,643.0 $220K 0.04% NEW $47.46 +4.6%
62 VGT VANGUARD WORLD FD 1,838.0 $220K 0.04% NEW $119.54 -1.7%
63 ANNALY CAPITAL MANAGEMENT IN 9,725.0 $217K 0.04% NEW $22.36
64 O REALTY INCOME CORP Real Estate 3,471.0 $215K 0.04% NEW $61.96 +1.4%
65 CSCO CISCO SYS INC Technology 1,818.0 $214K 0.04% NEW $117.48 -5.4%
66 OMC OMNICOM GROUP INC Communication Services 2,915.0 $212K 0.04% NEW $72.83 +21.1%
67 COF CAPITAL ONE FINL CORP Financial Services 1,052.0 $211K 0.04% NEW $200.68 +7.8%
68 OSS ONE STOP SYS INC Technology 11,494.0 $209K 0.04% NEW $18.18 -38.9%
69 SPSB SPDR SERIES TRUST 6,941.0 $208K 0.04% NEW $30.01 -0.1%
70 TMSL T ROWE PRICE EXCHANGE-TRADED 4,748.0 $208K 0.04% NEW $43.85 -1.1%
71 PZA INVESCO EXCH TRADED FD TR II 8,726.0 $205K 0.04% NEW $23.52 -3.1%
72 HONEYWELL INTL INC 902.0 $202K 0.04% NEW $223.85
73 WTAI WISDOMTREE TR 4,239.0 $201K 0.04% NEW $47.47 -14.5%
74 VOE VANGUARD INDEX FDS 1,018.0 $201K 0.04% NEW $197.60 +5.7%
75 SMR NUSCALE PWR CORP Utilities 16,945.0 $170K 0.03% NEW $10.03 -2.2%
76 TTD CALL THE TRADE DESK INC Technology 19,400.0 $13K 0.00% NEW $0.68 +1842.8%
77 KD CALL KYNDRYL HLDGS INC Technology 4,500.0 $7K 0.00% NEW $1.58 +726.6%
78 CHWY CALL CHEWY INC Consumer Cyclical 10,000.0 $7K 0.00% NEW $0.69 +3452.5%
79 CLF CALL CLEVELAND-CLIFFS INC NEW Basic Materials 12,000.0 $6K 0.00% NEW $0.52 +2108.3%
80 AIG CALL AMERICAN INTL GROUP INC Financial Services 4,500.0 $5K 0.00% NEW $1.15 +6541.7%
Page 4 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%