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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 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COWG PACER FDS TR 8,706.0 $350K 0.07% -3K -23.8% $40.15 -1.5%
102 MBB ISHARES TR 3,658.0 $346K 0.07% -895.0 -19.7% $94.52 -1.1%
103 IXUS ISHARES TR 3,548.0 $339K 0.07% -447.0 -11.2% $95.44 +2.8%
104 KHC KRAFT HEINZ CO Consumer Defensive 14,181.0 $335K 0.07% -139.0 -1.0% $23.62 +4.2%
105 XAR SPDR SERIES TRUST 1,146.0 $325K 0.06% -126.0 -9.9% $283.73 -6.1%
106 ESGU ISHARES TR 1,977.0 $324K 0.06% -139.0 -6.6% $163.67 +2.5%
107 CMI CUMMINS INC Industrials 450.0 $321K 0.06% -158.0 -26.0% $713.76 -18.8%
108 DBMF LITMAN GREGORY FDS TR 10,316.0 $316K 0.06% -519.0 -4.8% $30.61 +1.6%
109 DBEF DBX ETF TR 5,675.0 $310K 0.06% -2K -25.8% $54.63 +2.5%
110 DIA STATE STR SPDR DOW JONES IND Financial Services 587.0 $307K 0.06% -52.0 -8.1% $522.29 +2.2%
111 PFE PFIZER INC Healthcare 12,728.0 $306K 0.06% -23K -64.0% $24.08 +17.7%
112 PWR QUANTA SVCS INC Industrials 419.0 $302K 0.06% -39.0 -8.5% $720.04 -14.7%
113 DUK DUKE ENERGY CORP NEW Utilities 2,330.0 $295K 0.06% -60.0 -2.5% $126.56 -3.6%
114 VXF VANGUARD INDEX FDS 1,142.0 $281K 0.06% -67.0 -5.5% $246.30 -0.8%
115 CAH CARDINAL HEALTH INC Healthcare 1,125.0 $267K 0.05% -15.0 -1.3% $237.64 +0.3%
116 MS MORGAN STANLEY Financial Services 1,240.0 $259K 0.05% -81.0 -6.1% $209.04 +2.1%
117 VCIT VANGUARD SCOTTSDALE FDS 3,094.0 $256K 0.05% -695.0 -18.3% $82.65 -1.5%
118 CCJ CAMECO CORP Energy 2,493.0 $254K 0.05% -336.0 -11.9% $101.86 +5.3%
119 AXON AXON ENTERPRISE INC Industrials 439.0 $246K 0.05% -323.0 -42.4% $560.61 +8.2%
120 AXP AMERICAN EXPRESS CO Financial Services 721.0 $244K 0.05% -76.0 -9.5% $338.16 -0.7%
Page 6 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%