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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 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JBND J P MORGAN EXCHANGE TRADED F 15,514.0 $830K 0.16% -829.0 -5.1% $53.50 -1.2%
62 BKLN INVESCO EXCH TRADED FD TR II 40,253.0 $820K 0.16% -10K -20.0% $20.37 +0.8%
63 ASML ASML HLDG NV Technology 412.0 $820K 0.16% -135.0 -24.7% $1989.44 -12.4%
64 SCHB SCHWAB STRATEGIC TR 27,425.0 $794K 0.15% -222.0 -0.8% $28.96 +2.2%
65 MINT PIMCO ETF TR 7,712.0 $777K 0.15% -1K -14.6% $100.81 -0.0%
66 BROS DUTCH BROS INC Consumer Cyclical 10,541.0 $757K 0.15% -1K -9.8% $71.81 -29.0%
67 VWO VANGUARD INTL EQUITY INDEX F 12,629.0 $754K 0.15% -306.0 -2.4% $59.69 +1.7%
68 MA MASTERCARD INCORPORATED Financial Services 1,434.0 $736K 0.14% -182.0 -11.3% $513.58 +16.6%
69 CB CHUBB LIMITED Financial Services 2,075.0 $707K 0.14% -2K -52.4% $340.74 +0.9%
70 MU MICRON TECHNOLOGY INC Technology 584.0 $674K 0.13% -90.0 -13.3% $1154.29 -18.6%
71 ARTY ISHARES TR 8,023.0 $611K 0.12% -88.0 -1.1% $76.16 -1.9%
72 VTV VANGUARD INDEX FDS 2,728.0 $595K 0.12% -102.0 -3.6% $217.93 +4.1%
73 GCOW PACER FDS TR 13,628.0 $590K 0.12% -4K -21.0% $43.30 +10.3%
74 CGUS CAPITAL GROUP CORE EQUITY ET 12,855.0 $572K 0.11% -373.0 -2.8% $44.48 +1.5%
75 SLV ISHARES SILVER TR Financial Services 10,360.0 $554K 0.11% -138.0 -1.3% $53.47 +15.2%
76 IONQ IONQ INC Technology 10,353.0 $551K 0.11% -5K -34.0% $53.26 -24.7%
77 RDW REDWIRE CORPORATION Industrials 45,078.0 $551K 0.11% -11K -19.0% $12.23 -7.8%
78 DEM WISDOMTREE TR 9,826.0 $529K 0.10% -367.0 -3.6% $53.79 +3.2%
79 PLTR PALANTIR TECHNOLOGIES INC Technology 4,483.0 $523K 0.10% -592.0 -11.7% $116.67 +51.6%
80 XOVR ENTREPRENEURSHARES SERIES TR 24,195.0 $509K 0.10% -14K -36.8% $21.05 -2.7%
Page 4 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%