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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 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIN LINDE PLC Basic Materials 2,118.0 $1.1M 0.21% -153.0 -6.7% $518.96 -6.1%
42 IJR ISHARES TR 7,399.0 $1.1M 0.21% -183.0 -2.4% $148.31 -1.1%
43 IAU ISHARES GOLD TR Financial Services 13,982.0 $1.1M 0.20% -798.0 -5.4% $75.51 +16.2%
44 SCHF SCHWAB STRATEGIC TR 37,765.0 $1.0M 0.20% -526.0 -1.4% $27.70 +3.2%
45 OKE ONEOK INC NEW Energy 11,866.0 $1.0M 0.20% -5K -28.6% $86.94 +5.5%
46 VONG VANGUARD SCOTTSDALE FDS 7,896.0 $1.0M 0.20% -648.0 -7.6% $127.81 -1.9%
47 BE BLOOM ENERGY CORP Industrials 3,317.0 $1.0M 0.20% -687.0 -17.2% $302.70 -28.2%
48 DXJ WISDOMTREE TR 5,673.0 $984K 0.19% -35.0 -0.6% $173.52 +2.9%
49 INTC INTEL CORP Technology 6,970.0 $973K 0.19% -32K -82.2% $139.63 -37.3%
50 MEAR ISHARES U S ETF TR 19,246.0 $970K 0.19% -1K -5.0% $50.38 -0.3%
51 NEBIUS GROUP N.V. 3,510.0 $969K 0.19% -2K -34.9% $276.17
52 CVX CHEVRON CORPORATION Energy 5,813.0 $963K 0.19% -2K -26.8% $165.75 +20.6%
53 FDVV FIDELITY COVINGTON TRUST 15,929.0 $960K 0.19% -281.0 -1.7% $60.29 +5.0%
54 APH AMPHENOL CORP Technology 5,366.0 $946K 0.18% -862.0 -13.8% $176.32 -9.9%
55 SHOP SHOPIFY INC Technology 7,944.0 $907K 0.18% -2K -21.3% $114.18 +34.8%
56 RSP INVESCO EXCHANGE TRADED FD T 4,257.0 $906K 0.18% -697.0 -14.1% $212.78 +4.2%
57 USB US BANCORP Financial Services 14,658.0 $885K 0.17% -199.0 -1.3% $60.40 +3.3%
58 PANW PALO ALTO NETWORKS INC Technology 2,556.0 $872K 0.17% -608.0 -19.2% $341.02 -0.3%
59 BBIO BRIDGEBIO PHARMA INC Healthcare 11,422.0 $851K 0.17% -2K -16.5% $74.48 +7.9%
60 COWZ PACER FDS TR 13,403.0 $834K 0.16% -5K -25.6% $62.20 +15.9%
Page 3 of 7  ·  128 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%