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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 13 of 19  ·  368 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ACWI ISHARES TR 2,750.0 $432K 0.08% -900.0 -24.7% $156.97 +2.5%
242 ITB ISHARES TR 4,033.0 $421K 0.08% -2K -33.9% $104.48 -6.9%
243 IJT ISHARES TR 2,356.0 $421K 0.08% +791.0 +50.5% $178.59 -2.9%
244 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,122.0 $416K 0.08% NEW $370.73 -3.3%
245 STLA STELLANTIS N.V Consumer Cyclical 71,601.0 $411K 0.08% NEW $5.74 -10.3%
246 FCX FREEPORT MCMORAN INC Basic Materials 6,514.0 $410K 0.08% NEW $62.89 +25.6%
247 GLDM WORLD GOLD TR Financial Services 5,127.0 $407K 0.08% -420.0 -7.6% $79.42 +14.5%
248 CGON CG ONCOLOGY INC Healthcare 5,719.0 $406K 0.08% +1K +24.3% $71.05 +10.4%
249 EAT BRINKER INTL INC Consumer Cyclical 2,373.0 $399K 0.08% NEW $168.00 +43.4%
250 GLW CORNING INC Technology 1,545.0 $395K 0.08% NEW $255.43 -40.2%
251 SPIB SPDR SERIES TRUST 11,738.0 $393K 0.08% +764.0 +7.0% $33.46 -0.8%
252 PCY INVESCO EXCH TRADED FD TR II 18,024.0 $390K 0.08% +1K +7.5% $21.65 -2.4%
253 GD GENERAL DYNAMICS CORP Industrials 1,095.0 $388K 0.07% -13.0 -1.2% $354.38 +7.8%
254 EQT EQT CORP Energy 7,277.0 $387K 0.07% NEW $53.17 +3.0%
255 TM TOYOTA MOTOR CORP Consumer Cyclical 2,290.0 $386K 0.07% -256.0 -10.1% $168.42 +13.9%
256 CBOE CBOE GLOBAL MKTS INC Financial Services 1,586.0 $385K 0.07% +36.0 +2.3% $242.60 +28.7%
257 HPQ HP INC Technology 17,524.0 $384K 0.07% -355.0 -2.0% $21.94 +39.1%
258 JEPI J P MORGAN EXCHANGE TRADED F 6,791.0 $384K 0.07% NEW $56.48 +3.0%
259 JMST J P MORGAN EXCHANGE TRADED F 7,514.0 $383K 0.07% +772.0 +11.4% $51.00 -0.1%
260 NET CLOUDFLARE INC Technology 1,557.0 $382K 0.07% +435.0 +38.8% $245.28 +16.1%
Page 13 of 19  ·  368 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%